Investment Q&A

Q: Can you recommend a mix of 5-10 good quality Canadian stocks that are not in your coverage list or portfolios. Sort of like possible replacements for all the stocks that were dropped in the last update.
Thanks again.

Q: As you have indicated today, "The quarter did not appear to have much to be excited about", but why the market is so over joyed about it: up 7% with 3 million plus shares traded. It accounts 3% in my portfolio, should I trim it or buy more? thanks.

Q: Kindly provide your view on the Q2 results and guidance for the rest of the year. Looks like both are off/lower, and would it be a buying opportunity or stay away for now. Thanks.

Q: For a long term hold of three years or longer, which one between NTR and ATD.B would you recommend in terms of a combined return (growth + yield)? They are about the same size in market cap now, but NTR has a higher dividend yield while ATD.B is very strong in growth in the past five years. Thanks.

Q: I am a retired, dividend-income investor with a buy-and-hold strategy that I trim-add around core positions. I am a bit light in the Materials sector.

I have been following MX and NTR. Both screen well on the metrics I use (P/E, P/BV, P/CF, P/S, ROE, dividend, dividend growth, payout ratio and consideration to analyst expectations). If I had to select one, I would give the nod to Methanex although RBC Direct Investing rates NTR better. Five questions:

#1 = For a long term hold, which would you pick?

#2 = Even though I am not a trader, for a rebound potential, which would you pick?

#3 = I use a full weighting of 5% for blue chips (examples, BCE, BNS, FTS, TRP). What weighting would you suggest...I am thinking a half position?

#4 = Both stocks are global companies. Which stock is more susceptible to the current trade wars?

#5 = Or....is there a better alternative stock which you like better than MX-NTR?

Five questions...please deduct 5 credits.
Thanks for the great service...Steve

Q: Hi Folks

your opinion please on the above - looking to start 1/2 positions in my TFSA which I have structured for dividend growth and income. Okay to start a position in each at this time or can you suggest others I can take a look at ? Your opinion is greatly appreciated.
Thanks

Q: I currently own CVE should I keep or sell it , also would like to buy NTR for my TFSA as a longer hold is it fairly conservative , thank you.

Q: I have a 2% position in NTR looking over time to bump that up. Wondering about its almost 10% drop recently and with earnings release coming up, does somebody know something the rest of us do not? Would you buy now or wait for quarterly? I'm a buy and hold mid-to-large cap income investor.
Geoff

Q: Hi, I currently have $11,500 to add to my TFSA with a long term horizon. I currently hold CNR (2.53%), NTR (2.88%), PLC (5.04%) PPL (2.98%), TD (4.21%), V (4.71), WCN (6.15%), XLV (3.31%) MAW 104 (25.11%). I am wondering if I should add to the current companies or might you have any other suggestions?

Q: I'm thinking about selling a position in EFN with a 5% weighting in a RESP with a 5 year time horizon and replacing it with either CNR, NTR or BIP.UN. Another newsletter is big on these 3 names for longer term holds. Thoughts?

Q: What would you consider a fair share price for NTR?
Thanks: Jerry

Q: Apart from financials and energy, which Cdn income stock has the best growth prospects ? Thanks.

Q: The Ag sector seems to be somewhat out of favour possibly due to Chinese trade actions. Between AFN and NTR, which company offers the best combination of risk / reward for a long term hold?

Q: NTR's share price has been slipping of late. Ae you aware of anything that causes this weakness? Thanks.

Q: Hi Peter/Ryan
I am buy & hold investor. With quarterly results out for couple of mentioned companies, do you think any of these stocks don't fit in that category anymore irrespective of sector or there are better ones ?

Thanks

Q: I am a bit light on the ag sector. Which of the above would you suggest to add, if any, especially in light of China issues - canola, etc.

Q: Thank you for for answer yesterday about setting up my parent's investments. To summarize, they are very conservative, above 80 years old, and looking for safety and income.

I would now like to ask you about the distribution of the equity component of the investments (composing only 17% of the total, the rest being in bonds, preferred, and GICs). Those below are all in equal weight. What do you thing?

BEP.UN, BCE, BNS, CM, CU, ENB, TRP
XHC for healthcare exposure
IWO for US growth
VGG for US exposure
XEF (in a half position) for international exposure
VEE (in a half position) for emerging market exposure

Could you please suggest some more to round things out? I need another 5 or 6 stocks.


Also, do you have any objection to using ZAG and HYGH as bond substitutes for their conservative portfolio? I am buying individual preferred shares for that component.

Thank you once again,

Fed

Q: I currently hold nothing in the materials sector. What would your recommendation be for a 5% position in a balanced/income portfolio?
Many thanks,
Ellen

Q: I own several Canadian stocks in my TFSA that pay dividends in USD. Are the dividends eligible for the Canadian dividend tax credit?

Q: Could I have your opinion on Nutrien? Thanks.