Investment Q&A

Q: I am trying to straighten out my portfolio. I have been buying over the past 2 years based on solid companies that offer a good dividend and dividend growth for my retirement (with the exception of mining and gold stocks, which I hold for fear of inflation). I am not sure of when I will retire, but some time in the next 5-10 years. I am fine forgoing growth for security. I do not wish to change my holdings when I retire.

Could you please review my holdings? I have listed them by sector (including the lopsided distribution figures), then in descending order of current market value. Do you have suggestion for those I should sell, or others I should buy to have a solid portfolio of buy and forget dividend income stocks for retirement? Suggestions of sector weights would be great as well.

I know I am asking a lot, so please deduct question points as you see fit.

4% Consumer Cyclical - MG, CGX, CTC.A, PZA
3% Consumer Defensive - SAP, PBH, L
19% Energy - SU, ERF, CVE, HSE
23% Financial - CM, BNS, GWO, SLF, POW
9% Gold - G, YRI, LUN, PSK
15% Mining - FM, TECK.B
1% Heathcare - CVS
1% Industrial - WJA
3% Technology - ET
6% Telecom - BCE
17% Utilities - CU, AQN, BEP.UN, ENB, FTS

Thanks!

Q: I follow your balanced equity portfolio. I have not sold SJ. I have not added RHT, TECK.B and WEF. Should I wait and sell SJ. Is this a good time to buy the rest. Please give me the order I should purchase. T as always Steve

Q: Hi evrerybody!

do you know some companies that have 5G technology?
thanks

Q: I have TDG and I am under water (paid 3.05). I was waiting for the coming back up in price of this share to sell it, but with the recent news that the possible take over of this company what do you suggest I should do?
- buy more shares to bring my price lower
- sell them right now
- or status quo ( wait and see)

Q: Like FAANG in US and DOCKS of TSX, can you recommend high performing growth stocks in India and China. Thanks for your great advice.

Q: I have 1% in NWH.un since a long while. Healthcare equity income as a long term hold. Their recent deal appear to provide them with safety and growth.
Looking to buy more. Do you think management could be given credit for their vision and operational execution, and how would you rate it now for income?

Q: Your opinion on this company as to their prospects.

Q: Can you give your perspective pm CVIA's recent (first) earnings. The EPS was stated to be 0.14 although there were a number of one-time charges. Other sources put the earnings at 0.61.

Q: Hi,

EIF has come up with pretty good results over the last year and yet the stock is not going anywhere. Any explanation ? Do you see it as a buying opportunity ?

Thanks

Q: Hi Peter/Ryan,
I recently sold MG from my daughters TFSA and would like to either add to 1 or 2 of her portfolio underweight holdings (DOL, SIS, TCL.A, PKI) (all held in her TFSA) and/or buy PBH in her TFSA which is also in her investment acct at a portfolio weight of 3%.
My inclination is to add to DOL and buy PBH. Plan is long term hold. Any thoughts? Disregard sector percentages.
Many thanks.

Q: Concerning Mike's question, earlier today, on Great Canadian Gaming. You indicated the expected eps for Q2 is 67 cents. I have Thompson Reuters showing consensus expected eps of 72 cents. Is that a slight oversight or is your source showing a consensus of 67 cents? Thanks.

What are your thoughts on GC's numbers? Does this report give more ammo to the longs or to the shorts? Are there any red flags? What is GC's debt profile and their capacity to handle that debt.

Thanks again.

John

Q: Comments on latest results.Has 3.5% @ $49.27.Add,hold or sell.Thanks for u usual great services & views

Q: Hello I hold the BMO monthly Income A mutual fund. I am trying to find a replacement in the etf world that can reduce my fees and give me approx the same income and somewhat stability. Current yield is approx 3.5%. Do you have a few suggestions? Thanks

Q: Between Rht and Cov, which one do you prefer better ? I have only small amount of cash to add to just one, thanks

Q: Could this be the cause for the recent weakness in the stock.

https://www.newzealandcasinos.co.nz/pokerstars-skybet-merger-derailed

Q: hello,

Jackpot joy released half year reports today. The stock is down a lot. Should one exit the stock?

Q: Your opinion on the Airboss earnings? I'm about ready to throw in the towel on this one, do you see any reason not to? Thanks!

Q: Which of the above two securities would yo recommend for a 5 year hold and your reasons. Thank You.

Q: Can I get your thoughts on CAE's earnings ,their debt and growth prospects?

There seems to be a theme regarding the stocks I follow this earning season. Higher valuation stocks (p/e around 20+) when they meet expectations or miss by a little, seem to sell off quite dramatically at first, only the to claw back most of the day's losses. Horrible for anxiety levels. Great for day trading or establishing long term positions though, in my opinion.

Thanks.

John

Q: Can I have your view of the latest acquisition of Rhinehart Oil Co. by Parkland. Is this a good deal? There does not seem to be to many details on this deal. Tnx for the great work.