Q: Your thoughts on a portfolio in a non registered account consisting simply of these 3 etf's (ZRE,ZPR,ZDV) to hold forever. Dividends received put into VIG.US, I'm 45 years old, I have no mortgage and no debts looking to borrow and bring my accounts to 100k for each of these 3 etf's totalling 300k, in retirement will use only dividends. (This would act as my deferred annuity but I get to keep my money) is my thinking clear?
I own QSR at lower levels and am considering adding Starbucks with its pullback. They are the kind of companies I like to own with increasing dividends.
However, I have a hard time accepting P/Es in the mid 20s. Morningstar has SBUX with a forward P/E of 25. Still seems expensive even with its pullback. What do you think?
Q: I am looking at my Cons. Disc and my Industrial sectors. I consider MG and BYD.un to be a hybrid between these two sectors, but I am not sure that you would agree. I have full positions in AYA, MG and BYD.UN and half positions in KBL and NFI, having recently sold WSP. I have 3% cash to deploy and I am thinking of adding a pure C. Disc. stock. Would you agree with this and what stocks would you recommend I look at? Thanks for such a great service! I have signed on for my 4th year.
Q: Chesswood has been doing some re-structureing and most recently with the winding down of Windset Capital Corporation. Do you see these recent moves as positives and will there be one time costs that may surprise down the road.
Thanks
John
Q: I have no REITS in my portfolio and since I do my own taxes I like to keep things simple and did read that it better to hold REITS in an RRSP account if you don't want to be bother with return on capital, etc. I am wondering if I have no room in my RRSP would it be okay to put in my TFSA? I am looking at ZRE and XRE which one you prefer and CSH.UN or is just one index fund good enough.
Q: what are your thoughts on this stock? I currently owned a very small amount and have a loss and wondered if I should sell or average down as my position is less than 1%
Q: does AEM fall under material for a sector as yesterday you listed the allocations for each sector but wondered if precious metal fall under materials?
Q: My I have your opinion on the proposed merger of Front Street Capital and Aston Hill Financial going forward in light of the new disclosure rules coming into effect?
Q: Good Morning
I have replicated both my RRSP and TFSA accounts to hold many of the holdings in both the Balanced and Growth Portfolios save and except CGI and Cipher. I have reviewed your comments on theses companies but would like some specific advice if you think I should swap these out or continue to hold. I currently hold all your teck recommendations except OTC and have full positions in GUD and SIS
Thank you for your exceptional advice and guidance.
Q: HI Peter. Thanks for your great service. My question today is I am going to sell RBF 1340 formerly PHN bond. I would like to replace it with stocks that consistently and regularly increase their dividend for the past 5,10 ++ years. They would be inside a rrsp fund. I have a company pension and receive cpp and oas. Please suggest 5 to 6 stocks. Thanks Frank
Q: Can you give me an update on Cipher? Seems to be stuck. I know pharmas have not been great overall, but just wondering if there is hope for this one, or should I cut bait and ditch it?
Do you have any information on the jump in Canaccord today? I have been looking to dump these shares for a while but have been hoping to do so closer to $5. Before I sell i'd like to know if there was any good news released today that I may be missing. Volume looks pretty normal.
Q: I am trying to find your last research report on this company under the report section. I am not having much luck - am I doing this correctly. I see all your comments of the questions from subscribers. Thanks AJD
Within an overall balanced portfolio, I am looking to add one "high yielder" to supplement dividend income. Which of the four listed would you prefer and feel the dividend is the "most" secure going forward? Is their a different equity that you would recommend other than the four listed?