Investment Q&A

Q: Can you provide your opinion on purchases the above US stocks please. And thank you for the wonderful service you provide. Happy New Year to the team!!

Q: Retired, dividend-income investor, who normally employs a buy-and-hold strategy. I have long term core positions of mostly conservative equities (ETFs = CDZ, XIT, ZLB, ZWC, ZRE, LIFE; Stocks = AD, AQN, BCE, CSH, FTS, MFC, NTR, NWC, PBH, PLC, RY, TRP, WSP) and fixed income of annuities, Fisgard and Gov't-Private pensions. I believe my portfolio is set up fairly conservatively.

I have cash for another position in my Cash Account. I have been reading several 5iR questions lately about various themes for 2021 (Recovery Trade, Swap from Growth to Value, Emerging Market improvements, Take-Over Candidates, etc.). While I'm not even sure if this is possible, I'd like to ask you to screen for as many of them as possible (all thrown into one big ball) to create a half dozen candidates for me to do more research on. I'm looking for a starting point. I'm not even sure where to start, hence the request.

I'm looking for a Canadian (preferably) or USA company, potentially a take-out target, benefitting from the recovery of the economy. I lean towards the Value spectrum, as I inherently find it difficult to buy a stock that has already had a good run. If a dividend could be thrown in, that would be a bonus. Market cap and sector do not matter.

This is sort of a "kitchen sink" kind of question. If that results in zero candidates, then please use your discretion and drop various filters. As you can tell by my current holdings, they are for the most part, blue-chip companies. If we could identify something like an Enercare (that was taken out by Brookfield), that would be a homerun.....happy to hold it but ecstatic to have it taken out. But Enercare is just an example.

Please rank them from best candidate to least...maybe 3 Canadian and 3 USA companies or all 6 from Canada if possible.

If you can run this exercise, then I'll do some further research on your list. I know this is a crazy request...thanks in advance. Take as many credits as you need to throw some brain power at this....I'll never use all of the credits I currently have.

Much appreciated...Steve

Q: My thinking is that as we come out of these unusual times, most people will be hesitant to travel by plane or train or even bus. Day trips and shorter excursions to explore our beautiful country may be the norm. Is there a company or companies to invest in to reflect this upcoming alternative vacationing? Possibly an RV company or one that rents motor homes? Thnks Dennis

Q: I am down 50 % on this stock, now represents 1.5 % of my portfolio. It has been dead money for a while. I am patient, but would like your opinion as to a possible recovery. What do you thing? Hang or cut my losses. Thanks

Q: Is THOR suitable for a conservative VALUE investor interested in SOME sales and dividend growth? Is debt manageable and is cash flow good? Financial data and ratios point to good value? I was puzzled to see share price down 2.5% today on no news--- one possible reason is aluminum tariffs (?). Tariffs I thought were on hold for now, except for China imports. But Thor would not have to rely on China for aluminum? Do you see the economy reasonably strong for non-essential products like those of Thor?

Q: Question:
I would like your opinion on this us stock, Thor Industries (THO). Do you think there is much more upside? Thanks!