Q: Would appreciate your advice on ranking our material sector holdings with the goal of consolidating those with the highest conviction. Would you suggest others in this sector that could be added - such as NTR.
Q: Hi there. I'm looking at selling my position in Propel and adding to GRID and FORTIS. I am seeing some cracks in the economy and think these other two companies may benefit more in terms of share price appreciation going forward. Does this make sense?
Q: SLF & IFC: I have held both forever and by far - not even close, IFC has out performed SLF in terms of capital appreciation and dividend growth. Yes, the yield is less with IFC at $1.33 per Q vs SLF at $0.92 per Q with a yield of 4.21 vs 2 for IFC; but, I will take both dividend growth as share price appreciation any day. I know, not a question; but, when you report yield comparisons about companies should you not include the whole picture? I bought IFC at $44 and SLF at $30 for example.
Q: A number of your past favourites are getting crushed in the market. Based on fundamentals do you see red flags with any of these companies or do you feel it’s an overreaction by the market? Do you consider these companies Buy/Hold/Sell?
Q: To receive US funds I have 23 shares of ABBV, 78 shares BIPC, 62 shares EMA and 74 haes of QSR in a US TFSA account with TD Webroker in Canada.
1. Since the witholding tax is not recoverable should I switch these holdings to a non-registered US account?
2. Though I like the US funds received as dividends, would it be more efficient to switch these to Canadian holdings for the tax credit and hold them in a non-registered Canadian account? please use as many credits as required.
Q: Brookfield Corporation just released earnings. Your thoughts on the results. Also, does anyone in the investment business write a clearer and better Letter to Shareholders than Mr Flatt?
Thanks
Robert