Q: Thoughts on the quarter please?
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Investment Q&A
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- Mission Ready Solutions Inc. (MRS)
- Stella-Jones Inc. (SJ)
- A&W Revenue Royalties Income Fund (AW.UN)
- Xebec Adsorption Inc. (XBC)
- Quisitive Technology Solutions Inc. (QUIS)
Q: When do these companies next report and what are expectations? Can you list which companies you would dispose of first, second ... etc
Q: Hello 5i,
I am fractionally underweight Communications (BCE, T) and fractionally overweight Consumer Cyclical (AW.UN, LNF, MGA). I am also significantly overweight Canada, underweight United States.
My thought was to sell AW.UN and use the proceeds to purchase VZ in my RRSP. The yields are very close which is a major consideration. Obviously, no tax considerations.
Would you see any concerns with such a move?
Many thanks as always!!
Cheers,
MIke
I am fractionally underweight Communications (BCE, T) and fractionally overweight Consumer Cyclical (AW.UN, LNF, MGA). I am also significantly overweight Canada, underweight United States.
My thought was to sell AW.UN and use the proceeds to purchase VZ in my RRSP. The yields are very close which is a major consideration. Obviously, no tax considerations.
Would you see any concerns with such a move?
Many thanks as always!!
Cheers,
MIke
- Toronto-Dominion Bank (The) (TD)
- Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B)
- A&W Revenue Royalties Income Fund (AW.UN)
Q: Hi team, Is there any hope of a price increase on CJR ? I own these shares at a loss in my TFSA, some of them when Shaw dumped theirs to the public 2 years ago. Dividend is good. I do not really need the money but is it dead money? I’m over 70 and am a bit worried about the market right now, so CJR might be safer than new or riskier purchases in the coming months? Thanks.
Q: What do you think of lif at this time. I am thinking of selling it and buying aw.un. What do you think of this.
- A&W Revenue Royalties Income Fund (AW.UN)
- Exchange Income Corporation (EIF)
- BMO Equal Weight REITs Index ETF (ZRE)
- iShares Convertible Bond Index ETF (CVD)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
Q: I have a non-registered account which is invested in roughly equal weights of 13 Canadian blue chip dividend payers (NTR, RY, BNS, TCL.A, T, BCE, SLF, QSR, ENB, FTS, LNF, BEPC, AQN) and CPD. I am in the process of re-organizing it a bit and have some additional cash to invest.
I have tinkered with SYZ, FSZ and LIF in this account and none of these quite fit the profile I'm going for (steady eddies thru next economic cycle, decent and reliable dividend).
Over the last year or so, I have been tweaking this account to get it to the point where it will be very low (or no) maintenance. Game plan is to drip for another few years, then start to take the dividend in cash to live off. Capital preservation and dividend reliability are obviously key.
Looking for some guidance on choosing 2 or 3 additional holdings from the following list:
EIF (nice div, needed industrial exposure)
AW.UN or ZRE (are these OK in an open account?)
CVD or XHY (some fixed income to smooth out any upcoming lumps) or other fixed income idea.
Do CPD, CVD, XHY make sense now with tapering about to begin in the US?
All comments about this strategy and my stock selections are most welcome.
Several questions here - please take several credits
Thanks in advance,
Jim
I have tinkered with SYZ, FSZ and LIF in this account and none of these quite fit the profile I'm going for (steady eddies thru next economic cycle, decent and reliable dividend).
Over the last year or so, I have been tweaking this account to get it to the point where it will be very low (or no) maintenance. Game plan is to drip for another few years, then start to take the dividend in cash to live off. Capital preservation and dividend reliability are obviously key.
Looking for some guidance on choosing 2 or 3 additional holdings from the following list:
EIF (nice div, needed industrial exposure)
AW.UN or ZRE (are these OK in an open account?)
CVD or XHY (some fixed income to smooth out any upcoming lumps) or other fixed income idea.
Do CPD, CVD, XHY make sense now with tapering about to begin in the US?
All comments about this strategy and my stock selections are most welcome.
Several questions here - please take several credits
Thanks in advance,
Jim
Q: I have owned this stock for a while and am looking at exiting it to deploy the cash into growth stocks. The bid/ask spread has always been quite wide historically it seems. What is the best way to sell this type of stock with large Bid/Ask spreads?
- Dollarama Inc. (DOL)
- Restaurant Brands International Inc. (QSR)
- Alimentation Couche-Tard Inc. (ATD)
- A&W Revenue Royalties Income Fund (AW.UN)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Consumer Staples Select Sector SPDR (XLP)
- Consumer Discretionary Select Sector SPDR (XLY)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Vanguard Consumer Staples ETF (VDC)
- Vanguard Consumer Discretionary ETF (VCR)
Q: Please kindly suggest a reasonably priced EFTs and stocks in a consumer cyclical and consumer defensive categories for an portfolio. Possibly with a reasonable dividends if such exists.
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Pembina Pipeline Corporation (PPL)
- Russel Metals Inc. (RUS)
- A&W Revenue Royalties Income Fund (AW.UN)
Q: I am looking to lock in some profits and hold a little more cash at the moment. The above stocks are ones I've done well on but are feeling a bit stagnant at the moment. I still like them but looking for ones to sell that have the least FOMO. BNS is probably already a for sure as I am overweight on it a lot at the moment. I have losses from the market downturn so taxes are not a major concern. What of these would you consider selling first if raising cash? I don't worry about sector weights.
- Park Lawn Corporation (PLC)
- Chartwell Retirement Residences (CSH.UN)
- A&W Revenue Royalties Income Fund (AW.UN)
- Exchange Income Corporation (EIF)
- Main Street Capital Corporation (MAIN)
- Gladstone Investment Corporation (GAIN)
- Stag Industrial Inc. (STAG)
- Pembina Pipeline Corp. (Canada) (PBA)
Q: Hi !
Would you suggest a top-five list of Canadian companies that have a monthly dividend--with an eye to capital preservation?
Perhaps the same parameters except that it would be for American companies?
Much appreciated!
DD
Would you suggest a top-five list of Canadian companies that have a monthly dividend--with an eye to capital preservation?
Perhaps the same parameters except that it would be for American companies?
Much appreciated!
DD
Q: I bought a very small (0.5%) position in Texas Roadhouse and then later realised it has really slim margins. Would you keep it or else sell it and add to my positions in Yum brands or A&W? Which of the three looks best to you?
- Booking Holdings Inc. (BKNG)
- Wynn Resorts Limited (WYNN)
- Southwest Airlines Company (LUV)
- Air Canada Voting and Variable Voting Shares (AC)
- A&W Revenue Royalties Income Fund (AW.UN)
- MTY Food Group Inc. (MTY)
- Keg Royalties Income Fund (The) (KEG.UN)
- Dave & Buster's Entertainment Inc. (PLAY)
- Cedar Fair L.P. (FUN)
Q: Hello
Could you recommend service oriented (eg going to restaurants , on vacations etc) stocks and ETFs that still have room to grow with the reopening?
Thanks
Could you recommend service oriented (eg going to restaurants , on vacations etc) stocks and ETFs that still have room to grow with the reopening?
Thanks
- Restaurant Brands International Inc. (QSR)
- A&W Revenue Royalties Income Fund (AW.UN)
- Boston Pizza Royalties Income Fund (BPF.UN)
- Keg Royalties Income Fund (The) (KEG.UN)
Q: I would like to buy shares in a restaurant company that stands to profit from the removal or reduction in Covid restrictions. I intend to buy this in a TFSA and hold it for a year or longer. How would you rank these companies in terms of expected overall return? Or could you recommend another company that might do better than any of these?
Q: Can you comment on announcement today from AW.UN and what it really means? What impact might it have on the stock?
Q: hello financial gurus
what will be the total cash distribution for unit holders of AW.UN on
the 15th of april
alp
jacques
what will be the total cash distribution for unit holders of AW.UN on
the 15th of april
alp
jacques
- Hamilton Thorne Ltd. (HTL)
- StorageVault Canada Inc. (SVI)
- AutoCanada Inc. (ACQ)
- BRP Inc. Subordinate Voting Shares (DOO)
- Savaria Corporation (SIS)
- A&W Revenue Royalties Income Fund (AW.UN)
- Leon's Furniture Limited (LNF)
- MTY Food Group Inc. (MTY)
- Sleep Country Canada Holdings Inc. (ZZZ)
- ECN Capital Corp. (ECN)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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.
- Magna International Inc. (MG)
- A&W Revenue Royalties Income Fund (AW.UN)
- Leon's Furniture Limited (LNF)
Q: I currently hold XCD and would like to 2 names for a RRSP , will not be withdrawing money for 10 years and would like to know which 2 names from AW.UN, MG or LNF would you add?
Thanks
Thanks
Q: Hi gang, what would be your choice between pizza& burgers? Looking for a long term hold 4-5 years. Thanks
Alnoor
Alnoor
Q: thoughts on the quarter please
- BCE Inc. (BCE)
- Restaurant Brands International Inc. (QSR)
- North West Company Inc. (The) (NWC)
- A&W Revenue Royalties Income Fund (AW.UN)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: I own bce in my rrsp account. I know it has a good dividend but the stock has been flat for the last few years. I was wondering if you could recommend another dividend stock that was relatively safe but would have a bit more growth potential.