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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: Good Afternoon,
I currently hold some TSGI shares in my TFSA and with the recent rally I'm almost back to even ( I know not a great investment strategy trying to break even). With the concern of increased regulatory risk around the takeover I am considering selling and jumping into QSR? According to the charts looks like support is in the $86 range and could turn around and challenge the recent high of around $106? If it breaks this could run to $128 technically speaking. The name looks interesting with Burger King and Popeye's, not so much Tim Horton's. Thoughts on this as a trade? Or perhaps sell TSGI and get into IPL or ENB, ENB looks like it's breaking out?
Thank-you
Read Answer Asked by Chris on November 15, 2019
Q: I have been monitoring the above list of stocks. I have some cash to deploy in the names. Can you please list the above names in your preferred order to purchase them. Which ones you like the best? Should I wait for tax loss selling season to see more pressure on the names. Thank you for your opinion.
Read Answer Asked by Marcela on November 04, 2019
Q: I'm looking at the dividend return on the food royalty companies, which look very attractive. I don't own anything in this area. Is there an ETF that holds a bundle of these companies? If so, is that a good way to get in? Or rather, buy one or more companies. If so, which ones. Thanks!
Read Answer Asked by Kim on November 04, 2019
Q: I would like to add to my position on this, but am concerned about the valuation.
According to Morningstar, consensus forward P/E is 17.67.
BUT, the TTM earnings are $2.24 per share. If the forward P/E is correct, the forward earnings would have to be north of $5 per share, which doesn't seem to me to be realistic.
What do you think is the forward P/E? If it is over 20, I would likely look elsewhere.
John
Read Answer Asked by john on October 15, 2019
Q: These holdings represent 4.53 % of my consumer discretionary space and I would like to reduce by half. How would you rank them in order of what to keep.
Read Answer Asked by William Ross on September 25, 2019
Q: I have gains that account for two 8% positions in my TFSA in both CGI Group and Restaurant Brands. I was thinking of selling either CGI Group or Restaurant Brands and replacing that one position with three smaller positions in Constellation Software, Enbridge and Brookfield Infrastructure.

Would this be a move you endorse to increase dividend income and eps growth potential, and if so which of CGI Group or Restaurant Brands would you sell?

Thanks.

John
Read Answer Asked by john on August 01, 2019
Q: Hi Folks

your opinion please on the above - looking to start 1/2 positions in my TFSA which I have structured for dividend growth and income. Okay to start a position in each at this time or can you suggest others I can take a look at ? Your opinion is greatly appreciated.
Thanks
Read Answer Asked by JOHN on July 15, 2019
Q: The current issue of Corporate Knights ('The Magazine for Clean Capitalism') spotlights A&W with an interview with its CEO.
Link: https://www.corporateknights.com/channels/food-beverage/plant-burgers-bring-home-bacon-15598137/

The same issue has a comparison of A&W with QSR on certain ethical considerations.
Link: https://www.corporateknights.com/channels/responsible-investing/tim-nashs-sustainable-stock-showdown-battle-burgers-15571521/
Read Answer Asked by Jeff on June 13, 2019