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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: Hi Peter & 5i,
Will you please explain the proposed strategic combination? Looks like if every unit holder tendered their shares for $37, then I'd receive $37 for 30% of my shares and 1 share of the new company for the remaining 70%?
If all unit holders (except me) elected to convert their shares to the new company, is it possible to receive $37 for 100% of my shares?
What is your recommendation?
Read Answer Asked by Dennis on July 22, 2024
Q: Reading TSX Money about the combination of A&W Royalties Income Fund and A&W Food Services, it says, "Each Fund unit to be exchanged for one share of the combined company or $37.00 in cash (subject to proration)." As I write the unit price of A&W Income Fund is $33.76 which is a long way from $37. Can you please explain what unit holders have to do in order to get the full $37?

Thank you as always for your expertise.
Read Answer Asked by Richard on July 22, 2024
Q: Can you comment on KEG's and weather is still a HOLD for income
Read Answer Asked by Nader on July 18, 2024
Q: Hey can get your take on these two companies for income and just general value? I know they are different sectors but both compelling yield. Which would you prefer overall. I don’t really care about small cap risk just which do you prefer? Should I just own both. What did you think of their recent quarterly results? Feel free to take 2 creds here thanks.
Read Answer Asked by Scott on May 24, 2024
Q: Hi Peter, I have about 15000.00 for an RRSP account. I know you can't personalize the account but could you suggest 5 - 10 good Canadian stocks for such an account if looking for income for a 66 year old investor. Thanks
Read Answer Asked by Nick on April 05, 2024
Q: Good morning
3 questions plse take 3 credits

1. I purchased AW.UN at around 44$ a couple of years ago and since then it has now slid to 30$ what will it take for it to regain some value back up to around 44$?

2. BIP.UN looked like it was recovering but now has slipped back into the high 30$ any particular reason for the fall back?

3. Currently own GOOG which cant seem to get any traction but wondering for a long term hold would AMZN be a better buy for long term growth? Which would you buy if only one can be held?

Thks
Marcel

Read Answer Asked by Marcel on February 27, 2024
Q: Hey Guys,

- I'm trying to help out a family member that is 67 years old, that is not financially literate, has no investments, no savings...
- He will be receiving approx $ 80k in an inheritance in the next 6 months...

- He Already blew through a previous inheritance of over $100k in about 3 years

- I am setting up a TFSA Investment/Trading account for him and doing a Financial Intervention , So To Speak to get him Back on track...

- His minimum basic expenses like rent is covered by payments he receives..., But additional living expenses and extra income is what I want to help him with and extend the life of the extra inheritance he will be receiving...

- The listed stocks are the ones I am planning on recommending for him to look at and research...

- Please comment and suggest other stocks and investment ideas to consider for:
- Considering His Age and Small investment of $60k

-Looking for:
- Somewhat Safe/Bit Aggressive Growth
- Preservation of Capital
- Income

***Not looking for total financial planning here, But I'm Looking for Ideas to look at and suggest in this type of scenario...
- You Suggest, I Research further and my relative decides...

Thanks
Read Answer Asked by michael on January 30, 2024
Q: Hi Peter and Staff

Many times when you are asked for a good dividend stock for a long term hold QSR makes the cut. Today Marco asked for top 5 consumer discretionary names, it did not make that cut while AW.UN and PLC did. Do you view QSR less positively than those names?
Thanks for all you do
Dennis
Read Answer Asked by Dennis on January 25, 2024
Q: Hi,
What would be your top 5 CDN consumer discretionary stocks in a RRSP for a 5-10 year hold.
Please list in order of preference for a buy today.
Thanks
Read Answer Asked by Marco on January 23, 2024
Q: Which ones would you buy for a TFSA and which ones for a RRSP? I have no holdings for consumer cyclical.

Thanks
Read Answer Asked on January 15, 2024
Q: I am planning towards retirement within 5- 10 years and would like to transition my TFSA from growth oriented to dividend paying stocks to supplement my income upon retirement.

Can you suggest dividend paying stocks with min 3% yield with history of dividend growth. Thank you
Read Answer Asked by Mario on December 29, 2023