Investment Q&A

Q: Thank you for your great service. I'm a young retiree. I need 5% after tax revenue for living expenses. My portfolio consist of 10% cash/equivalent, 2% Prefered (CPD) 15% high dividend stocks, and 65% other well diversified long stock positions of which half also pay dividend in the 2-3% range. Considering that my REITs represent 8% would you consider a good opportunity to add to my REITs since interest rates are going to stay low for the foreseeable future and hence high dividend and distribution stocks should do well in this environment. If so which of the above mentioned would you add to or if you have a better suggestion please do so. As for tax implication I own all my REATs in either TSFA or my RRSP. On a side note I also own Real Estate for approximately 30% of my net in addition to the stock portfolio.

Thanks for your great advise.

Q: Has a dividend investor I hold shares of the above in in my registered and non registered accounts.
I have cash over and above my fixed income position. This extra cash is earmarked for a new position in a dividend stock paying a 4 to 7% div with growth prospects and at fare value and tax efficient. Might be a tall order , appreciate your help.

Q: What do you think of this company going forward and what do you think of their latest earnings.

Q: Hello,

As a follow up to Norman's question of Feb. 8 re high yielding investments with a sustainable dividend, how would rate the above from least to highest risk.

Thank you.

Q: What are the ten highest yielding Canadian stocks which have a sustainable dividend ?As always, thanks for your expert guidance.

Q: I asked this question on Friday and have not received an answer, I guess it disappeared into the either.
NWH made an acquisition late last week, and I was wondering what your thoughts on it were, and your thoughts on the company in general in the next 3-5 years?
Thanks

Q: I am a young retiree and am not allergic to volatility. I own each of the above REITS in my RRSP or TSFA for tax purposes. They represent collectively 7% of my total portfolios including my taxable account. My taxable account holds a mix of growth and dividend paying companies. It's a rather large holding. I don't own bonds because I don't understand the first thing about bonds but currently own 23% in money market or Guarantied Cash Deposits. I would like to add to my revenue generating part and would like to tone the risk down a bit. Where would you go from here?

Thank you very much for your support.

Q: I'm looking for a healthcare stock to ride out the next couple of years - where I expect a recession - in relatively low volatility, high dividend stocks. I have no CDN healthcare. Can you give me a list of two stocks or efts you like?

Q: Hi Peter and Staff
Recent questions on this REIT have met with no major concerns including quoting a reasonable pay out ratio. Scotia in their December 21st report quotes AFFO payout ratios of 107.7 % for 2018, 102.7% for 2019 and 97.4% for 2020.
What do you use in your payout ratios and how does that differ from AFFO?
Thanks for all you do
Dennis

Q: In order to re-balance my portfolio, I need to sell one or more of the following companies:
BEP.un (full position)
CSH.un (full position)
SLF (full position)
NWH.un (full position)
SIS (half position)
CWW (half position)
CSU (half position)
KXS (half position)
Which one(s) would you suggest I sell?

Q: I have a question about 1249
The CEO is buying his own stock and debentures big time. Could he take this private down the road. With him putting so much money in his stock, many we should too. The dividend is safe I believe
, you agree ?
Thanks.

Q: Good afternoon,

Could I please get your thoughts on the convertible debenture issued today? ( 5.5% , 5 year, conversion premium 30%,)
thank you

Q: What is the book value?

Q: Can I get your update on Northwest Healthcare? Just wondering on whether to add or sell this one. Thanks

Q: Can you give me some general comments about the company and more specifically comment on the dividend in terms of safety given their recent proposed acquisitions? Thank You

Q: In their recent report they indicate they expect leverage to decline from the current 49% to 40% over the "mid Term". What time period is considered "mid term"?

Thanks Mike

Q: Can I get your opinions on these two?
Payout ratios, dividend safety, prospects for long term growth?
Thanks

Q: Please comment on recent earnings from Chesswood and Northwest Health. Thanks

Q: Greetings,
I am specifically interested in finding out about NWH & BIP but as a general "rule of thumb", are international holdings better held in RRSP accounts irrespective of them being listed on TSX?

Q: Any comments on the three reits above?

Thanks