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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am trying to maximize both share price growth and dividend yield while at the same time keep as high a degree of certainty as possible regarding earnings growth, dividend sustainability and the "survivability" of the business going far into the future. With this as a backdrop, how do you feel about me switching out of Andrew Peller for Sienna Senior Living? Is the difference between the two, in total return, too small to make it a constructive move?

Lastly, do you have a "favorite" stock, mid to large cap, that offers a 3%+ dividend and an eps growth of 10%.

Thanks.

John
Read Answer Asked by john on September 03, 2019
Q: I realize these are very different stocks, but I hold both and want to sell one of them. Which has the best:
- management,
- balance sheet,
- prospects over both the short term and long term
- the best relative valuation?
Thanks.
Jim
Read Answer Asked by James on August 29, 2019
Q: At current levels which should we sell/keep ? They now total ~35% of overall equity holdings, and ~20% vs overall holdings inc cash. Thanks.
Read Answer Asked by Paul on August 22, 2019
Q: Looking at the BE portfolio, which are the 4-5 companies with the best balanced sheets?
Read Answer Asked by Christian on August 19, 2019
Q: Man--Best Q for Rev & EBITDA.But missed EPS expectations 7 of 9 last Qs.Does this indicate a management issue? Is it time for me(p/p $17.28,a 34% loss) to move on?If so.please suggest a replacement(does not have to be in same sector).Initial big pop($12.29H up 0.89),then disappeared to only 0.02 gain for the day.Maybe partially due to u comment this morning.Txs for u usual great services & views
Read Answer Asked by Peter on August 16, 2019
Q: In reference to my last question you made a couple of suggestions. I parted ways with CHR and NFI. You also suggested that I lacked diversification in some areas. I have accumulated cash since my last question to be deployed at an appropriate time. I have listed again the stocks in which I am currently invested in. Percentage allocation in each was listed in my last question. I have wonder if you maintain an investment profile of your clients. Doing so would enable you to provide more appropriate advice and/or suggestions. It would negate the need for clients to keep repeating investment objectives. Thanks
Read Answer Asked by Roy on August 09, 2019
Q: I hold the above in my TFSA. I treat my TFSA as part of a total portfolio so although each is about 20% of my TFSA, my overall weight for each is 3% in my total portfolio. Needless to say my TFSA has not performed well this year. Each of these companies (Except for ZQQ) seems to have lost significant value this past year. 5i seems to still like these names but I am starting to think that they are going the same path as some previous darlings of 5i. So my question is: with a 5 year outlook, should I continue to be patient or sell any of these and move on.
By the way, I did ask a question last week and voiced my opinion on some comments....never got a reply??
Read Answer Asked by Rudy on August 08, 2019
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