Investment Q&A

Q: I was reviewing INVH for income because portfolio is excessively growth oriented. INVH seemed to me well-positioned with good prospects for price appreciation. I also thought INVH could be a good inflation hedge. It seems I am wrong on all the above. The value of INVH shares is down by more than 12% over 6 months, and down by over 16% in the past year. Is something wrong with the business? Or do you attribute poor share performance to negative sentiment? The latter seems too simplistic a reason however. But if it really is just sentiment , do you expect investor attitudes to grow warmer towards boring income producing companies? Like many other investors, I continue to stay dangerously in love with growthy tech. I have been trying hard to shake off the addiction.

Is INVH a good candidate to offset a growth-oriented ‘portfolios? If not INVH, then do you have other suggestions for income ?
If not real estate , for income, under current conditions do you prefer mature slower growth dividend payers over REITs? ( I have no clue on bonds). I would appreciate suggestions on conservative income-producing securities that you like that are available at reasonable prices currently (US, Europe, UK). Prices to buy below at are *always* helpful .

Q: Can I get your opinion on BAT…I’ve held it for many years…mainly for the fat dividends paid in US dollars…sort of like a bond proxy. But this year the share price has risen sharply and considering it’s in the tobacco industry, I’m not sure what to make of it…my plan is to hold it for the long haul but I’m awfully tempted to take some profits.

Q: Good morning, As a retired investor who can handle moderate risk I'm looking to add to my consumer staples holdings in an RRSP, for both growth and a dividend. My only current holding in this sector is Proctor & Gamble (PG). What would be your top 3 picks in Canada and top 3 picks in the US, ranked please, for a new consumer staples holding?

Q: After Friday's big market drop, what are the best 5 stocks currently that are "safe" with a growing dividend, to start positions in?

Q: Hello all,
Just a comment pertaining to BTI’s price movement. In their recent earnings announcement, they referenced a 6.3 Billion GBP provision for the Canadian class-action lawsuit settled - or soon to be settled. That may have some bearing on recent price action, particularly given that it could potentially portend other, similar actions/outcomes.
Cheers,
Mike

Q: BTI lost 10% last week. What is it the reason for that and how do you value it? What is the best course of action: buy, hold or sell?

Q: I am currently a bit underweight consumer staples and would also like to tilt my portfolio a little bit defensive. My only holdings in the sector are ATD and PBH. Other than these, what would be your two top picks both in Canada and the US for new buying at this time in the sector.

Q: Hello

What is 5is shortlist preferences for these 3 sectors: Materials, Consumer Defensive & Healthcare.
* 3 USA & 3 CDA choices per would be a great starting point

Q: Your top 5 Dividend stocks in order please for CND and US? Long term holds

Thanks you

Q: your updated view on conagra pls. mainly buy&hold dividend investor. owned it for years, considering buying a little more.

Q: Hi,
what would be your top 3 dividend stock right now that's not in financial and utilities?
Also what would be your top 3 in US?
Thank You

Q: We have held BCE for many years in a RRIF account, generally for income (position size about 2%). Yes the dividend is great and likely to continue, but our position is now showing an unrealized loss close to 25%. I am thinking of selling and moving on to another opportunity that will provide better growth and returns. Comments please. Maybe the money is better placed in GOOGL, also in the communications sector? Or possibly into another USA dividend position? In our two RRIF's we hold ABBV, MSFT, PAGP, BTI. Rio Tinto, along with Canadian companies: MFC, WCP, BNS, TD, LIF, BIP.UN, AD.UN and USCL (for income). Growth may be a higher priority than income. Overall portfolio weightings for all six accounts combined is approximately 50% Canadian and 50% USA plus International. RRIF accounts are relatively small in value compared with non registered accounts

Q: I have some weak spots in my income portfolio; Magna, Telus, the REITS (CAR and GRT) and IBM.

Any suggestions on what to replace them with, or just stay the course?

Q: Why do you like BTI? Didn’t the UK just outlaw tobacco sales in the future to people born after a certain date? Isn’t this a slowly diminishing industry?

Q: I'm looking for a list of companies with a dividend yield 4% or higher who are able to support this dividend for the foreseeable future.

Q: Would you please suggest your 3 top Income dividend stocks, high yield , some growth but not required, capital preservation a must.
Already have ENB, VDY, XDIV , any other suggestion ?
Please and thanks 5i

Q: Good team, what are some of your top ideas for dividend paying stocks (with a growth tilt) to buy right now? Ideally looking for a yield north of 4%.
Thanks

Q: Hi, I want to add a high dividend stock to my USD portfolio. Do you have any suggestions?

Q: Do you consider the dividend streams from the above companies to be safe? Do you forsee issues with even moderate growth for the companies as they say they are diversifying ( cough ). thanks al

Q: CSCO reported miserable earnings on February 15 and guidance was also poor. I understand the company will also raise more debt. I am not clear on the company’s reasoning for yet more debt. CSCO was added to AAII’s “stock super stars” list in February 2016 under its “good values” strategy. I was thinking of selling CSCO last year but held off when I saw the business was added to Morgan Stanley’s global dividend portfolio in June 2023. I continued to on to CSCO, especially as hardly any of my other holdings pay dividends. Given CSCO’s latest report and guidance, is it worth holding on to CSCO for investors whose folio is all US, and who are getting concerned that their folio generates little dividend.

If its worth holding on to CSCO, please comment on the company’s business model, the strength or not of its suite of security products. Please also comment on CSCO’s PEG ratio, its debt to equity in addition to its competitive position and moat referenced above. Many thanks.