Q: The Earnings section of the Company information is blank. Can you get your data provider to add this...thanks for trying.
Do you have the most recent analysts estimate of the target price? Roughly a month ago Royal Bank had a target price of $45.00. Now, they don't have any target information on AW anymore.
Q: I realize you prefer AW over PZA. I have owned PZA for some time now down about 20%....I can't make a strong enough case to replace PZA with AW to more closely match your portfolio. With the drop it is below a full position so technically needs to be topped up as I free up some cash. Can you make a case for selling PZA or do I just continue to hold it as a surrogate for AW in my portfolio. I am leaning towards topping up PZA to a full position and getting 8.9% yield off the div....
Q: Please provide your suggestions for non US investments of above 3.5% yield and some growth and somewhat protected from volatility in Canada and internationally. Thanks.
Q: I'm continuing to rebalance my portfolios. The above stocks are in my income portfolio and are less than full positions. Would you sell any of them? I have enough cash on hand to top up two of them. Which would you top up. (I hold 22 diverse stocks in this account)
Q: With gains over the past year, I'm overweight in these holdings - BAM 7%, BEP 12%, BIP 8%. I'm not uncomfortable with BAM and BIP but BEP is high.
Do you think there is more short-term upside in either BEP or BIP due to the addition of corporate structures?
What overall weighting would you recommend for these 3 companies and do you have a preference for any - these would be long-term holdings (8-10 years) in an income focused portfolio?
If trimming is recommended, what are your top 3 recommendations for reliable and growing dividend paying stocks, sector not being an issue?
Thank you
Ian
Q: I've been holding this stock for 3 years. From March of 2017 the stock has appreciated by $1 from wence I bought it and yes I have been receiving a 5% dividend.
However during that time period I have owned BCE, FTS, BEP etc which have done markedly better on a total return basis.
My experience is this is a strict dividend play and I was wondering if I wanted a more growthy income play is there a few equities that you could say you like better than this one which offers a healthy dividend and perhaps some capital appreciation potential as well.
Please offer a few suggestions as I currently have a very extensive portfolio.
Q: I would like to pick a few names from your income portfolio for my child’s RESP. She is 13 years now, so, I don’t have the safety of very long term hold. Can you short list the top 5 that pose minimum risk of value and dividend decline in that time frame?
Q: I am in my early 30’s. In terms of creating a strategy for buying and selling stocks shouldn’t I just always be buying stocks, even if the market goes down?
If I have a 30-year run way until I start withdrawing or using the funds wouldn’t it be best to just find great companies to average into?
Q: I was thinking of buying into A&W consistently over the next 3 to 5 years. What do you think about having good old A&W as a very long term holding?
They keep raising the dividend and adding new stores to the Royalty Pool every year. I also personally love their food. I do not want to trade a lot. Looking more so to buy and hold.
It is 2020 now and I can see A&W lasting for at least another 15-years with positive SSSG. Was hoping on owning this company until 2060.
Would love to hear your thoughts.
Q: Looking at using some cash in our RIF accounts (mostly a mix of Income/balanced portfolios) to boost the yield a bit and am considering AW.un or NFI. With price pullbacks, both currently have a higher than average dividend (sustainable ?) and, it appears, some cushion against any significant capital loss, (barring any new bad news). Do you think these are now good candidates for an income portfolio ? Alternative suggestions?
Q: I am a retired, conservative, dividend-income investor. I just sold CGX and need to replace it with something else in the Consumer sector. I currently own AW, NWC, PBH and love dividends.
Can you please give me 3 replacement options in the Consumer Cyclical space as well as 3 options in the Consumer Staples space? If it is possible to filter a dividend over 3%, that would be ideal...if not 3%, then try for > 2%.
Q: Hi guys
I believe that the dividends for A&W are not eligible for the CDN dividend tax credit so would your guidance be to not hold this equity in a cash account - but instead in a RRSP or TFSA? Thanks so much
Stuart
Could you please comment on the trajectory of the share price, as the decline has been mostly unabated from it's high of $48. Is this a revaluation on the multiple ?
Your thoughts are appreciated.
Thank you.
Q: I'm looking at the dividend return on the food royalty companies, which look very attractive. I don't own anything in this area. Is there an ETF that holds a bundle of these companies? If so, is that a good way to get in? Or rather, buy one or more companies. If so, which ones. Thanks!