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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: Hello Peter & Ryan,
Thank your team for great recommendation on Photon.

Your opinions on the these three companies are very much appreciated.
BLO-for cannabis play
QSR versus RECP
PKI versus ATD.B

Thanks!



Read Answer Asked by Nhung on July 25, 2018
Q: Payout ratios

I am confused about payout ratios. I have read here several times that you prefer to stick with dividend income stocks that have payout ratios below 50%. You have also suggested recently that the following were good solid choices for dividend income stocks. Your website does not include payout ratios, but I suspect your calculation is different from those I have found elsewhere. Below are the payout ratios I found in other places. As you can see, they are mostly above 50%, and some are above 100%!

Could you please comment on your calculation of payout ratios, that have these below 50%, or why the high ratio is acceptable presently?

Thanks again.

PWF 72%
BCE 97%
CU 116%
TRP 78%
ENB 182%
TRI 169%
QSR 79%
AQN 130%
T 82%
Read Answer Asked by Federico on July 06, 2018
Q: Hi team,
What is your view of QSR given recent earnings which were strong and the current short attack on the stock? This morning on CNBC I saw a story on some U.S. bigwig (Chanos) shorting QSR and Dunkin Donuts as he sees their “asset lite” model of “clipping coupons” from the franchisees not working in the longer term if the franchisees are struggling. What’s your take on this short guy’s story and the pressure on the stock? How long does this tend to play out and what is your confidence level on QSR going forward?
Thanks again,
dave
Read Answer Asked by Dave on April 27, 2018
Q: Hello Peter,
On your april 9th reply to QSR, the dividend that was indicated was above 3 percent; I am seeing a dividend of 1.9 percent on google. Any idea? Also, I am planning to keep QSR , GUD, SIS, ADW.A, Shop, and Spot as long term holds. Any concerns here? My weights range from 2 to 4 percent. Lastly, I I know you have had lots of questions on Knight, but from a shareholders perspective, are we not waiting along time to get some results that are meaningful to increase stock price? What are the analysts saying about Knight as I am sure their clients are not happy with the stock price. Thanks again for the great input.
Read Answer Asked by umedali on April 13, 2018
Q: With your answer to a Q on ENB as time being on the buyers side I put a low ball bid in for some shares. Could you give me a list of 'safe' stocks (i.e. like ENB and not KWH.UN for example) with great yields that one could put stink bids on? I will assume in your answer that putting ENB over ENF(e.g.) indicates preference of the safer investment vehicle.

TIA
Read Answer Asked by Gerald on April 09, 2018
Q: I would like to mix in a number of Canadian large caps into my TFSA that have moderate pe's , lower beta and on the growthy side. Would please give me 6-8 names to pick from. Thank you.
Read Answer Asked by Richard on April 02, 2018
Q: Team,
Watching the continuing volatility and issues with long term safety of capital,can you please list in order your top 5 stocks for income and growth, combined,that in old parlance should be owned by widows and orphans.
Cheers
Read Answer Asked by Peter on March 05, 2018
Q: Hello Folks
What are your feelings re: holding on to both Kraft Heinz and Starbucks, which are both struggling with their own issues. Would you consider McDonalds a decent bet/ replacement at present as it has been taking positive steps, but is expensive. Do you have other suggestions in this sector?
Thanks for your good work
brian
Read Answer Asked by Brian on February 02, 2018
Q: Hi, i would like to by some stocks for my kids. Each have about 600$ to start with.
I would like dividens that they can spend for these stocks so that they don't touch the main capital invested. They have quite a bit in other accounts which i don't won't them to spend. What stocks would you suggest. thanks.
Read Answer Asked by Dario on December 11, 2017