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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello,

I currently own SRU.UN (SmartCentres REIT). I like the dividend but I am interested in capital growth as well.

Do you recommend keeping SRU.UN or to switch to CHR (Chorus Aviation) or EFN (Element Fleet Management) ?

Or, do you have a better recommendation for a stock which has has a good income, dividend growth and capital growth?

I have over a 5 year time horizon.

Thank you as always for the financial insights.
Read Answer Asked by Marc on August 02, 2018
Q: Good morning,
I am looking to establish some additional convertible debenture positions( I currently own an Exchange Income cv debenture) and would appreciate your feedback/suggestions , with a goal of 4.5 - 5% yield in companies with healthy balance sheets and a high probability of being able to service the debt and repay principal.
Thank you

Read Answer Asked by Brad on August 02, 2018
Q: Gentlemen,
I hold these 5 companies in the U.S, market and wish to hold at 5. I know you don’t have my total portfolio to view but would you replace any of these companies with any others such as SQ, BOX or any others you wish to name? Thank you for your amazing service, you give me a confidence that didn’t exist before I joined you guys.
Andy
Read Answer Asked by Andrew on August 02, 2018
Q: Good morning team,
How would you view Trican's repurchase of another 25 million shares over the next three months and also their plan to repurchase another 30 million in 2019? Seems that with the price of oil stabilizing their outlook for Q3 is towards turning a profit.Analists estimates are for 6.00$ a share late 2019...is this realistic and would you recommend a buy at these levels?
Many thanks,
Jean
Read Answer Asked by Jean on August 02, 2018
Q: Hello Peter,
What do you think about the joint venture between Hydropothecary and Molson's? Does this put Hydropothecary in the same category with Canopy (with Constellation equity) in terms of market perception? Aphria's results look fine, but why is the stock down? Is Brookfield Infrastructure a good buy given its takeover over of Enercare? Also, i noticed from BNN guests who are considered value investors that all of them had vary different views on Enercare from dont buy to hold to top pick. Can you shed some light as to why the views are so different given they all look at fundamentals? Lastly, what is happening with Grande West. It goes up and than back down again. Thanks.
Read Answer Asked by umedali on August 02, 2018
Q: 9:50 AM 8/1/2018
The only REITs/Healthcare I own are SIA [3.3% position] and CSH.UN [3.8%]. I am considering buying one or more other REITS for the long term for the income. Could you please advise what REITs in any sector you would suggest that are sufficiently robust to prosper through the next inevitable market correction/crash, have low enough debt not to be of great concern, have a history of growth and rising dividends, and hopefully pay dividends in the 5% range.
Thank you.............. Paul K
Read Answer Asked by Paul on August 02, 2018
Q: In follow up for my question about finding industrial and consumer defensive stocks, you suggested 3 consumer (L, ATD.B and PBH) and 1 industrial (WSP). That is great, but is there no other industrial that has stability in economic downturn while offering a reasonable yield and dividend growth?
Read Answer Asked by Federico on August 02, 2018
Q: Currently UTX is the only industrial stock in my portfolio and I would like to add two or three more to bring industrials up to 15 to 20% of my total portfolio. I have a very long-term total return focus. What are your favorite industrial stocks (either Canadian or US) at this time? thx
Read Answer Asked by John on August 02, 2018
Q: Can you provide me an updated view on IVQ.U? I see it is trading below book value. I presume that if it was doing well it would be slightly above book? How do you feel about their debt and what effect a rising rate environment would play in their being able to meet their debt obligations without issuing stock or othrrwise raising capital? Thank you.
Read Answer Asked by Alex on August 02, 2018
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