Investment Q&A

Q: Are they going ahead to create a REIT?
How will this affect the stock?
Is it a buy hold or sell?

Thank you

Q: Trying to reduce my number of stock holdings. Have identified these 11 as small positions that can be eliminated. Intending to use the cash to add to stronger holdings. I try not to think of a stock as a "hold". There are lots of high quality names you can invest in that look better than a "hold". If you were doing a portfolio clean up, and held these as roughly 1% positions, are there any that you would be reluctant to sell?

Q: What are you top ten dividend/income stocks in Canada to buy now?

Q: What order would you rank these four stocks for most potential in the next 2-3 years from your dividend portfolio?

Q: Can you recommend 5 top value Canadian and 5 USA companies that have solid long-term businesses, with great management, a good P/E and have no debt or very low debt. Would really like to find a solid core of buy and hold names in any sector. It would appear to me that SLF would be one good choice.
Thanks!

Q: As a followup to my question yesterday about Leon's how seriously should we take this interest in setting up REIT? You have noted in the past that one of the underlying values of LNF was their real estate so is this an idea that management is floating or does it look like it will come to fruition? How should a shareholder react to this news - buy more, sell or hold until it plays out?

Appreciate your insight.

Paul F.

Q: Any thoughts on what is going on with Leons the past few days? With the retail landscape seemingly taking a hit the last while with recession concerns, is this stock in for a fall?

Appreciate your insight.

Paul F.

Q: Hello, folks,
I currently own Magna but, considering recent events/performance and murkier outlook, am exploring possibly making a switch. I am looking at CTC.A, LNF, and QSR. Please indicate order of preference for a 5-year hold and short explanation of rationale.
I'd be open to suggestions of other stocks in the Consumer Cyclical space with >3% dividend if you think there are better options.
Thanks in advance,
Rory

Q: Of the consumer cyclicals held are there any you would sell? Any you would add to? And, do you have other Canadian or US names you would suggest looking into at this time?

5+ years timeframe, high risk, growth-focused in a TFSA.

MG (-30%)
LNF (-22%)

Thank you!

Q: If you held the following smaller cap stocks in positions of 0.5% to 1.0% of your total stock portfolio, and wanted to reduce the number of holdings by selling several of them and using the money to add to others, which ones would you sell and which ones would you add to: ACQ, ADEN, AEP, AND, CHW, CJ, DCM, ECN, GEO, HPS.A, LNF, NOA, PRL, QIPT, RCH, RET.A, SFC, STLC, SVI, TVE, WELL, XTC. Assume overall portfolio is well diversified so sectors not a consideration, and that this is the riskier part of portfolio, so, higher risk is fine. Would be great if you could pare this list of 22 stocks down to about 10-15. Thanks.

Q: Good Afternoon
I hold BAM, Bank of Nova Scotia, Leon’s, GDI and Lightspeed. I have held these stock for years and each position makes up about 1-2 % of my portfolio. I am looking for a bit more torque. Can you suggest a consolidation candidate or perhaps one of Shop, Descartes , Doo or one you prefer better. Thank you

Q: There are a few obvious similarities here in terms of market cap and dividend yield, a few obvious differences in trailing price/earnings and sectors (staples/discretionary). Hoping for your insight into which one you would sooner own for the next two years assuming we are going soon going to enter a recession (or are already in one). Or maybe neither?

Q: Please comment on year end and the quarter. What are your thoughts on owning this, going forward from here?

Q: Is there a good Canadian ETF for consumer cyclical / discretionary sector? If not what basket of stocks would can be included in the sector?

Q: Good Day 5i,

A question regarding Leons. I have purchased this from as low as $17 to as high as $23. I hold it for income, and growth, with a two year timeline before changing over to a higher yield for income, as my wife and I retire. Would you consider this a hold for income only or would you consider something with a higher yield?

Q: I've been looking at my allocations and am very low in consumer defensive, consumer cyclical and materials. Could you give me some recommendations for companies in these areas that give a 3.5%div or more. For US and Canada. Ones that you would consider now a good time to buy. Thank you.

Q: Hi Peter,
LNF has been down about 10% for the last few weeks. Are there anything unusual that we are not awared off. If not, is this the moment to add more.
Thanks again,
Roger

Q: What would be your top picks for dividend stocks that are trading currently at good discounts and have a great recovery potential-across all segments US and Canada? One group making 3.5% or higher; one group 2-3% but have more growth opportunity? Thanks.

Q: Your recent report on LNF didn't mention anything about the land they own. In the past, you have commented that the real estate could be used to unearth (no pun intended) value in the company. I realize this might not be the best time to look to real estate for additional value but is some type of land deal be something you would ultimately expect to happen?

Appreciate your insight.

Paul F.

Q: Hi Ryan, really enjoyed your presentation at the CFS this past weekend.

Using your 5 criteria: momentum, revenue growth, roe, shareholder friendly, and value-momentum; what 5 Canadian stocks would you suggest?

If possible, companies that would survive this current market stresses.

Thx