Q: Retired, dividend-income, "buy-and-hold" investor. I am light in Consumer Cyclical. Do you still like Leon's? What other choices would you recommend that pay at least a 2.5% dividend. Please rank them for total return best to worst.
Thanks....Steve
Q: would like your comment on Analyst ratings. when doing research and I look at an Analyst rating, are we looking at the star rating or perhaps the win loss rate. A hundred percent win would be nice but in reality would we be looking at say 75% and better? I would think an Analyst would have better insight into a company and better prediction than I. Just wondering how many investors follow Analyst ratings and if they follow specific analyst that have a high success rate?
Q: Hi Peter...I am 69 years old. My thoughts on my RIF withdrawal strategy are to first take out any cash collected from the dividend paying companies which get me to about 50% of the minimum withdrawal. The next step would be to transfer out Canadian or US capital appreciation companies into our margin accounts. I realize it could be argued it is best to shelter capital appreciation companies inside the RIF as long as possible so an alternative approach would be to take out Canadian dividend paying companies (like BNS or TD) first. However in the end it might be preferable to work down the RIF size to reduce a sizeable tax hit upon death. In spite of 2020 withdrawals and market gyrations my RIF grew by 11% over the year.
I suppose if the RIF is to go to charity upon my or my spouse's death it is best to maximize the RIF. Only take out enough money to keep CRA happy and suit one's lifestyle.
I know you are just a youngster (!) but any thoughts you have on this "ageing" topic would be appreciated.
Regards,
Jim
Q: I was surprised to see you quote ENB as one of your top Canadian dividend picks in a recent question.
I am troubled by the "low" increase in dividend growth this past quarter. Please help me interpret this from a numbers (earnings, cash flow, future growth) point of view that would reassure me that it deserves to be amongst your top Canadian dividend picks.
Q: i know these companies are worlds apart my understanding is that there is a short supply of doo products and not a whole lot of competition sounds a bit like the tesla story? if so this company has possibly a great bright future what are your thoughts?
Q: 10yr TB reached1% since Mar/20.U added 1% of BNS to Balanced Port on Nov 26.Is this a good time to buy/add? Or U prefer TD? Txs for u usual great services & views. All the Best to all of U for 2021 & continued great picks
Q: I currently own $10K in each of these companies,,, looking to invest another $10k into possibly SLF or BCE. I look at 1 year at a time and then judge after. My aim is growth. Would you change anything?
Q: Looks like questions on this one come about once a year, and it seems like one is due. Wondering if you could update your views, especially in light of the remote work situation.
Q: Thanks for the January 5th guidance on US stocks for TFSA.
I like your "growth stocks with at least some degree of stability" suggestions as it fits my risk/reward mental framework.
One stock I was thinking about was SQ. But with its volatility as measured by beta being 2.33, I'm now thinking of putting it on hold as a transfer from a trading account to the TFSA or might just do 50% of the number of shares.
Besides beta, is there a way I could also assess or calculate US stocks with steady growth that for me is relatively easy to do?
Continuous learner via 5iR....Yahoo!.....Thanks....Tom
Q: I am looking for an investment opportunity in a healthcare company along the lines of WELL, DOC but at an earlier stage of development (i.e. share price has not yet run). Looking at SHG and welcome any other suggestions.
Q: I noticed that most gold stocks are off their 52 week high, while other materials stocks have made new highs. With the price of gold still high, have gold stocks been negatively impacted by the rally in bitcoin?
Q: With the streaming boom and OTT advertising hype, is SEAC on your radar at all? recent news Dec 21 expanding platform seemed to be interesting... very risky of course.
Also noticed some new growth names coming up specifically MITK and TT, can you expand on why these are perking your interest?