I don't currently own any senior living or healthcare stocks in my Canadian portfolio and have enough cash to add a full position in one company (or a half position in two) at this point. Stability and reliable dividends are priorities for me. Dividend growth would be nice. The ability to trade options would be a plus. Throughout this portfolio I've be focusing on adding Canadian companies with significant operations in the USA. Any suggestions?
Thanks in advance
Peter
Q: for a RRSP account, sector issues aside. I am asking for guidance regarding Exxon and CVS
My investor personality is buying blue chip dividend paying companies at a fair price;
A. present yield relative to historical yield
B. present P/E ratio relative to the companies historical P/E ratio
C. company I basically understand (this is not my day job.) i.e. how they make profit doesn't seem to be going into extinction
D. company I don't expect to go away anytime soon.
E. company with expectation of growth
do either Exxon or CVS fit my investor personality ?
if so which would you think is "better" value today relative to future growth potential ?
or would you recommend something else ??
Q: Why not? A US lumber company buys western forest to get around the lumber trade disputes? It then becomes a US owned company even though it is in Canada. Does that make sense? Could that work?
Q: Mr. Hodson, on March 6, 2017, I bought GUD at 10.73. But It started to slide, and I sold it with a loss. It is now at 10.37 and I am reluctant to re-enter.
Advisable to do so when it gets to is former high of 11.03 ?
Q: I recently took a half position in TPK in the low 6's. I'm hoping for growth plus a solid dividend.
Today they reported earnings. Sounds like a strong Q4 helped salvage the year.
I'm curious on your thoughts given their recent report.
Is this a good long term hold? (5+)
Is the dividend safe/could it grow?
What is the payout ratio?
Should I add to my position at these levels or wait?
Thanks!
In light of the Donald's proposed 54 billion dollar budget to increase defence spending, including new aircraft carriers,
Would you suggest buying the rumour ?
From what I gather, chances are this will not pass in its current incarnation.
And if you were inclined to beef up defence in your portfolio, what stocks, mid to large caps would be your preference for a basket of stocks ( I prefer to avoid sector ETFs). Can you rank them ?
Q: On the Balanced Equity portfolio, the average weighting is around 5%, would it be similar on the Income Portfolio?
Can I start the Income Portfolio with 5% too?
Thanks
Q: I am trying to make a spreadsheet where I collect the best stocks I can find with different metrics and ratios and rank them. When I say best I think about quality and predictability, not price. Since these stocks will be from different industries, what metrics and ratios should I use to compare them against each other? Or maybe I must ask what ratios and metrics should I NOT use to compare stocks from different industries against each other?
Q: Is BB stock on the cusp of a price turnaround? BB software is currently used in over 60 million vehicles including all the big name manufacturers. BB recently inked a software contract with Ford. In addition, according to some analysts “BBRY can be the intelligent infrastructure system provider for the new collar industry" -- next-gen jobs that are a hybrid of blue collar and white collar -- "which we think could be 10% of [a] $200 billion infrastructure spend, or $20 billion,” It seems to me BB has the talent to continue to develop the new age software but can they execute?
What does 5iR think?
As always thanks team. Chris