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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: hi, can I get your thoughts on Canadian tire as a long term hold. in particular I am interested in growth prospects, dividend sustainability and dividend growth. do you expect more downside in price over short term? what price would be a comfortable entry point?
cheers, Chris
Read Answer Asked by chris on September 12, 2023
Q: I have owned these stocks for over 13 yrs incl. T, JNJ & IGM - added quite a while ago. The last 4 added last 2 years. Sitting on cash build up wondering what to do - ie. buy? Add to; ENB, GRT.UN, , GSY or ? I am 74 YY. I own in my RIF: ALA, FTS, RNW, RY, SLF, TD, RYNWH.UN and ETF ZHY. My Non- Registered account portfolio- first listed stocks represent, by far the largest portion of my investments.
Read Answer Asked by James on August 09, 2023
Q: Hello, folks,
I currently own Magna but, considering recent events/performance and murkier outlook, am exploring possibly making a switch. I am looking at CTC.A, LNF, and QSR. Please indicate order of preference for a 5-year hold and short explanation of rationale.
I'd be open to suggestions of other stocks in the Consumer Cyclical space with >3% dividend if you think there are better options.
Thanks in advance,
Read Answer Asked by Rory on April 25, 2023
Q: I have owned these stocks in my non-registered account for 12 years except ETF IGM, T, CTC.A (bought 2 yr ago - up a fair bit). T bought 5 years or so ago. GSY, MFC & GRT.UN a year ago - all 3 up nicely. I buy dividend growers for the most part. I have been retired for quite a while - so, more interested in dividend growth. Large portfolio with banks 40% of total. Do not worry about market downturns: add to positions when they go on sale -08/09 and 2020. Sitting on cash and looking to add to these positions . Do not own ENF.CA - typo. Suggestions?? IFC 5-6 years up 220% including dividends.
Read Answer Asked by James on March 10, 2023
Q: Hi Peter & Team:

Of the above consumer stocks , could u rank them from 1-5 (least prefer to most prefer)
Secondly, are they at the attractive price to buy now? What would be a good price to get in.

Take as many credits as you see fit. Thank you
Read Answer Asked by DAVID on March 10, 2023
Q: Would you have better stocks
to buy now?
Read Answer Asked by gabriel on February 24, 2023
Q: What would be your top 5 Consumer Discretionary names in Canada and the US?

Read Answer Asked by Dave on February 21, 2023
Q: I am working to balance out my portfolio; being low in both Consumer cyclical and defensive names. The objective for one purchase is income /modest growth and CTC.A is of interest. It appears (still) in a number of income lists, has a sporadically growing dividend and shows a current dividend of 4.85%. It is down over 22% on the year. I'd appreciate your take on this stock and any insights if you have a worthy competitor for this purchase. Many thanks and a Happy New Year.
Read Answer Asked by Dave on January 03, 2023
Q: Hi Peter & team:

1). Could u rank the above from most prefer to least, for a 5 yr. hold and a good growth potential with a reasonable P/E.
2). rank them for least volatile (safety) to high volatile

Thank You for your excellent service and support in these turbulent times.
Read Answer Asked by DAVID on November 22, 2022
Q: Its been a busy earnins seasons.
A few dividend increases you missed on your wonderful dividend change site
GRT.UN Nov 9th 3.20% increase
AD.UN Nov 9th 3.00% increase
CTC,A Nov 10th .6.25% increase
DIV Nov 14th 2.10% increase
Thanks a bunch

Read Answer Asked by Madeline on November 16, 2022
Q: Please advise of 10 companies (Canadian) I can buy in my new TFSA and add to and DIP for next 30 years , This will be my retirement.
Thank you
Read Answer Asked by Cecil on October 03, 2022
Q: CTC.A: I notice that you are not a fan of this company? Well, I looked at the 30 year graph this am., and, all I can say is: I wish I had bought it way back then. I did buy it in 2020 for $96.00. Always wanted to own, but always seemed expensive. I did this exercise for all my "dividend grower" stocks which make up the core of my investments (including all the banks which I own); and guess what? The graphs go up from left to right - so, my returns are huge without including all the dividends which I reinvested.
I'd love an analysis to support your negative view please. Look, will the internet and ordering on-line I can see why you might thing this way; however, CTC just keeps chugging along.
Read Answer Asked by James on June 07, 2022
Q: Performance of these two has been vastly different this year with the common up 54% and the A shares 8%. There was an event in early Nov. that caused the common to leap, what was it? As far as I know the A's have a coattail provision, a rumoured takeover causing shares to surge some years ago also. What is your outlook for this pair going forward?
Read Answer Asked by Jeff on December 17, 2021
Q: I am trying to steer my and my husband's TFSA's more toward growth. The stocks listed are some of the stocks in our TFSA's that I am considering swapping out in favour of growth-oriented stocks on my watchlist. Can I get your opinion? Do you think that any of the listed stocks have enough growth potential to belong in a growth-oriented TFSA?
Thank you, Doris
Read Answer Asked by Doris on November 15, 2021
Q: Hey Peter,

I am confounded. Ctc.a is down approx 10% in the past few months. HD and LOW are up approx 15% similarily

That's a disparity of approx 25% and they're all in the same business.

I know its not the B of C announcement today that caused this.

What is your thoughts on why and MOST IMPORTANTLY would you suggest I still hold?

Up only 6% on my position currently.


Read Answer Asked by Sheldon on October 28, 2021