Investment Q&A

Q: I am a retired conservative dividend-income investor. My equity weightings include 24% financials, 18% utilities-telecom, 17% consumer, 6% health, 15% industrial, 5% tech, 11% energy and 4% materials. Names include, AD, AQN, ALA, BCE, BNS, CGX, CPG, RY, SLF, WEF, WSP, ZLB, XIT, RBC Equity Income, RBC O'Sh US Value, Sentry Cdn Income, Sentry REIT, TD Health.

Question 1 = your thoughts on my asset mix and the names. I think I need to top-up health, tech and materials. Do you agree?

Question 2 = In these sectors, can you provide conservative names that pay a dividend > 3%?

Question 3 = The closest I have to a pipeline is ALA. If I wanted to add another name that is a "purer" pipeline name, should I look at ENF or PPL or ??.

Thanks for your help,
Steve

Q: Torstar is trading at $ 6.80 about 60 % of BV and has about $ 3.1 in cash and a div of 7.6 %. The only upside I can see is if the family decides to take it private or they get bought out but the dividend is pretty attractive and safe and there's little downside from here, what's your comment?

Q: Hi Peter,
We know that you are positive on ATD.B, and would like to know your opinion on Metro (MRU) Scotia Mcleod upgraded the stock today. We are retired and are looking for safe stable company that we do not have to watch everyday (sleep at night stock)and also do you see Metro having growth and dividend increases over the years.

Thank you, Charlie

Q: What do you think of Cheescake Factory for US casual dining exposure? What would be your pick in the space?

Q: Hi guys,

What are your thoughts on WMT? Seems to have pulled back a bit, nice dividend and cheaper than Loblaws and Metro in Canada.

Thanks,
Jason

Q: I would like to buy Canadian Tire stock. What is your analysis and recommendation on this stock. What is a reasonable price to buy. Is it a growth or seasonal stock.

Q: Can you comment on starbucks earning thanks Kim

Q: How risky is DRT? I recently trimmed a 6% position to a 3% position considering the recent gains I have made on the stock. What would you do in such a situation. Also, what was the reason for not selecting DRT as your top pick?

Q: Please provide your opinion on CAR.Un at this time. It's appreciated significantly in the past few months. It seems to be the go to name in the apartment reit arena. Any others in this sector that may be under the radar that you would recommend.
Thank-you.

Q: I bought 2,550 shares of TN.UN last June in my RRSP for high yield income, representing only 3.2% of my portfolio. As expected, its price has been relatively flat but the 8%+ dividend has been maintained. Can you recommend other relatively high yield Canadian apartment REITs that would be safer investments.

Q: I'm trying to get a better understanding of preferred shares and possibly start a position. When the BOC reduced rates why did the value of CPD decline? I expected the perpetual prefs to increase in value offset by a decline in the rate reset prefs.

Considering CPD is paying a 5% dividend it seems now is a good time to start a position. The BOC seems to have backed away from another rate decline and we are paid 5% to wait. Also a rate increase should benefit the fund if a rate decrease hurt the fund. Let me know if my logic is sound. I dont have any pref share exposure and all of my income portfolio is with CBO. Most of my money is in registered accounts.

Thank-you.



I dont have any exposure to pref shares.

Q: Hello
cdv dropped a fair bit today after their meeting. Is there any correlation and were there any significant announcements.
Mike

Q: I see an article expounding the tremendous opportunity of Sling tv and others like it from "how the market works". What's the intelligent perspective here? If it is a good opportunity - how does an average joe like myself gain understanding of this?

Dave

Q: Hi Peter,

In recent questions re my convertible Deb holdings, I sold a majority of my energy based CV's. My IT 8.5% was also just called very recently well before maturity.

I currently want to maintain that % in my portfolio of Convertibles.

Can you please recommend 5 or 6 convertible bonds that you recommend I replace my sold and redeemed CV holdings with.

Keeping in mind return, ability to be redeemed in full at maturity and finally perhaps some upside potential due to equity growth.

Thanks very much.

Q: Hi Peter and the Team,

CBC Radio had an interesting segment this morning that dealt with the aftermath of the Bangladesh clothing factory disaster. I was pleased to see that Gildan takes their corporate responsibility very seriously as outlined in this link:

http://www.cbc.ca/radio/thecurrent/statements-from-canadian-companies-on-their-efforts-in-the-aftermath-of-the-rana-factory-disaster-1.3045375

Q: WIth the purchase by Alltech I suppose there is no hope of a special dividend being paid out in May? Is the best thing now just to sell the position at $40.75

Q: Hi 5i,

Not really a stock question, but I value your opinions. I would like your take on the Canadian housing market, especially in Vancouver. Is it over valued? By how much? I realize this in not your area of expertise, so any opinion would be great!

Thanks in advance.

Q: Hello Peter & Team,

I wonder if I could get some guidance from fellow members about what to do with form T1135 after I've completed it. It sounds like a stupid question but the form seemed not to be a part of my return when I was actually completing it. When I do file my return, can I be sure the T1135 will be included?
Especially as the certification bit needs to be signed. I'm sure I read somewhere that it could be filed electronically too.
Thank you for letting me use your forum like this; I'm getting a little frantic.

Molly

Q: Hi Peter and company, At first thanks for this great service, it adds a lot value for small investors like me. So today I completed buying the whole growth portfolio(i was buying over last week). For most of the companies I bought them more or less 10% of your recommended price. But looking back I realized I did pay big premiums(from your recommended price) for these companies.

DRT - 26% more of your recommended price
CXI - 21% more of your recommended price
GXI - 15% more of your recommended price
XTC - 14% more of your recommended price
SCR - 13% more of your recommended price
CDV - 12% more of your recommended price
KXS - 10% more of your recommended price

I know you guys don't believe in 'target price'. But can you please give me your honest opinion for these mentioned companies at these elevated prices?

Should I sell some of the positions(I think I still can as their current price still hover around where I bought them)? I have a 2-5 years time horizon.

Please be selective, even if you can find one which does not look attractive at these price, please suggest.

Q: It appears this is a US Co. with a Cdn. listing. If you owned over $100,000.
of this Co. would that require a "Yes" on the personal income tax form & a completed Form T 1135?
Also any updates on CXI re big Thurs. move?

Thanks