Investment Q&A

Q: I own TRP, ENB and PPL in my regular investment account. In my TFSA I hold small positions in KEY and SIS. I am retired and looking for income primarily but think 4 pipelines is probably too many. I am thinking of selling either PPL or KEY and buy more SIS. Thoughts and what pipeline would you sell?

Ken

Q: Re: David’s question on Savaria dividend —
Scotia made an error and overpaid the dividend. They corrected my account over the weekend. FYI

Q: Hi Peter, This seems weird to me.
Savaria declared a monthly dividend of 4 cents on May 21, payable on Jun 10th.
Scotiabank did a cash settlement amount of $314.25 on 2500 shares.
Did SIS declare a special dividend?? Or is this a mistake by either Scotiabank or Savaria because my usual monthly dividend is $100.

Q: I’m 71 years old. As I get older I’ve tried to simplify my portfolio, going from about 50 stocks years ago, to my current portfolio of about 16 stocks, 3 ETFs and 15% cash.
I am a subscriber to your Portfolio Tracking and Analysis service and I’m told I need to make changes to reach a suggested asset allocation and portfolio diversification. Right now I’m tech, utilities and financial services heavy.

Here’s what I’d like to do:
The following set up gives me an allocation of 70% equities, 20 % bonds and 7% cash. I’m comfortable with this and have gone through many 20 and 30% corrections in the past 30 years without too much despair.

In my Canadian cash account I’d have CDZ, FTS, AQN.
Locked in RSP (LIRA) I would have AAPL, ZSP, ZEM.
Unlocked RIF I ‘d have CLF, ZAG.
TFSA would have QQQ, ZEM, ZDI, CSU, TOI, SIS.
I’d like cash around 8% of portfolio.

I’m wondering if I have my portfolio diversification covered and if the right stocks or ETFs are in the appropriate accounts for best tax efficiencies?
Your input would really be helpful.
Thanks
Frank

Q: Dear 5i,
Here are the stocks I have left to purchase from your Balanced portfolio, can you please place these in order or how attractive they are at this time for a long-term hold? Also, is QQQ a good starting point for US focus holding in a registered account? Thank you.

Q: Hello guys,
I was hoping you could rate the current buy-ability of these industrial discretionary companies (byd,doo,mg,tt,sis) and of these clothing discretionary companies (goos, lulu,nke, atz) with 10 being a great buy, for new money. Any concerns, and is there anything similar that you like better?

Thanks,

Peter

Q: Please share your analysis of the recent results. Looks like most of the growth is driven by Handicare and very little or no organic growth. Please share your comments in organic vs. inorganic growth.
What are the future prospects after acquisition
Will dividends be maintained and what about dividend growth.
Will Savara be able to generate decent cash flow or will they have to resort to debt to manage new acquisition and future plans?

Q: All these CAD stocks have been severely hurt today, do you know the reasons why? True that some have had worst than expected earnings releases but it looks like there has been a wholesale seller out there

Q: Please comment on earnings

Q: what does the market expect from savaria today?

Q: In a growth portfolio, which two of the above would you add to today?
Thanks for your opinion.

Q: What do you think of this twenty stock dividend portfolio for a taxable account? I am focusing on high quality and it yields about 3.8% . Any changes you would make?

Q: I would appreciate your opinion on the trades Iwas considering selling rsi,cae,aqn buy mg with the proceeds. Sell trp buy cnr. Sell sis,spb buy mg
Thanks for your help

Q: Gentleman; what are your thoughts on the earnings report announced after the close on Wednesday?

Tks, Ron P.

Q: Bought BAD a few months back as a recovery play and have done ok however recent results cause me to question the growth prospects. Should I continue to hold or sell and add to my existing positions in SIS, NFI, QSR and MG. All good recovery plays in my opinion.
Thanks

Q: Similar question to the one I asked yesterday. This is regarding some small/medium sized consumer and consumer-related type Canadian stocks. How would you feel about holding each of these stocks in your portfolio, on a 1-10 scale, with a 10 being you definitely want the stock in your portfolio, a 1 being a stock you want no part of, and a 5 being a stock you are basically indifferent about. As part of broadly diversified portfolio, looking for total return over the next 5+ years, comfortable with risk. ACQ, AW.UN, DOO, ECN, GOOS, HTL, LNF, MTY, SIS, SVI, ZZZ.

Q: Hi, currently holding these as my industrials, looking to add 1-2% to this sector. Looking for long term growth, would be in RSP. How would you rank these if I were adding? Thanks!
TSE:XBC 2.72%
TSE:WSP 2.41%
TSE:ATA 1.83%
TSE:AC 1.46%
TSE:SIS 1.4%
TSE:GDI 1.2%

Q: hi
what would be your top picks from your income and balanced portfolios in this current downturn in terms of valuation? do you consider their current prices to be good entry levels or should we wait a bit?
thanks for your help

Q: OOpinion

Q: I've portioned off a smaller amount of my portfolio into a separate unregistered account, reserved for growth names. Currently holding GRN, KRR, PRN, QST, STC, WELL. I have cash for 4 more names, will hold for up to 6 years. I was thinking about SIS. XBC is already held in my TFSA. Can you please suggest 4 growth names to consider that would complement the existing holdings? Thanks.