Investment Q&A

Q: Can you recommend a safer play in the Health Care space than tCOV and GUD? I'm invested in two health care ETFs (CSH and NWH) but I'm holding these for the dividends rather than growth.
Are there ETFs you think look promising that focus on the Health Care space? I have about one full position to add to the Health Care industry.
Thanks!

Q: I am considering adding BPY.UN to REITs already owned in my RRSP..This would raise my allocation from 11% to 14%. Do you like this move? Thanks for your great service.

Q: I remember a fair amount of noise years ago about the baby boomers soon moving into retirement homes and recommending that people invest in these companies. To me it was nonsense because, at that point, the leading edge of that demographic was only approaching 70. Now the leading edge, born in 1946, is around 73 years old and will be moving into retirement homes with increasing frequency as they give up their own homes.
Which of these businesses would you recommend? Secondly, is it a government regulated industry that may never be allowed to charge what the market will bear? Finally there be a noticeable impact on the residential real estate market?

Q: Retired, conservative dividend investor. I hold the above securities as well as annuities, Fisgard Capital, CPP, OAS (very soon) and a company pension.

When I screen CSH by the usual metrics (P/E, P/BV, P/CF, P/S, ROE) and look at the technicals, it does not give me a lot of confidence to continue to hold. It seems stuck in the $14 to 15 (16) range. I understand the intention is for CSH to provide stability to the portfolio, especially if/when the market decides to head south.

#1 = Please build me a case to continue to hold or add to CSH.

#2 = If the retirement industry outlook looks good, but a different company (like Sienna) looks better, should a switch be the better option.

Thanks for your help...much appreciated...Steve

Q: hi,
I hold these 4 REIT's in my RRIF. Do you have any suggestions for replacing DRG?
Thanks, Bryn

Q: I hold the above stocks in my portfolio. Thinking of adding QSR. Your thoughts. Or should I keep my cash for better opportunities during tax loss period ? BEW and PNG are my play money. Playing PNG with house money.

Q: I notice that CSH has a price/earnings ratio of 339x . (TD provided data)
Is this normal ? How should we rationalize this and how should we be evaluating the company?

Q: Hi 5i,
Hold the above companies in my TFSA ($30,000). % holdings around 10% for each, except CAE, OSS TRI, AD which are 3% - 5%.

Looking to deploy $5,000. Looking at d-un, dir-un, Telus & Fortis.

Safety and Income preferred, as in mid 60's. I would certainly welcome any other suggestions.

Thank You.


Larry

Q: I am planning to hold both of these securities, but would like to put one in a cash account and one in a registered account. I would like to know which, based on recent history, provides the highest ROC. I would place that in my cash account. thanks for all the great info you, all your crew and fellow members offer. Thanks, Bill

Q: To maintain monthly or quarterly income during this period of uncertainty, I am planning to invest in more stable entities - namely Real Estate in Canada. My thoughts are for Apartment Rental Housing and Seniors Housing. Would appreciate your choices for the most stable as well as yield. Thank you.

Q: Hi, would like to lighten up or sell two of these companies to raise cash. Which of these do you least like? I like dividends and good management ,but not fond of debt, as they always get hit harder in any down turn.
Thanks for your advise

Q: You’ve mentioned that some of the more stable sectors during a recession can be utilities, telecom, and consumer staples. How might REITs like CAR and CSH do?

Thanks.

Q: can you comment on the quarter - i see FFO dropped in the quarter. short term or longer term issue?

Thanks

Q: Would you top up CSH, CGX and NWC now?

Q: In reference to my last question you made a couple of suggestions. I parted ways with CHR and NFI. You also suggested that I lacked diversification in some areas. I have accumulated cash since my last question to be deployed at an appropriate time. I have listed again the stocks in which I am currently invested in. Percentage allocation in each was listed in my last question. I have wonder if you maintain an investment profile of your clients. Doing so would enable you to provide more appropriate advice and/or suggestions. It would negate the need for clients to keep repeating investment objectives. Thanks

Q: Can you compare the above for long term income flow. Thanks

Q: I own these 4 REITS. Can you tell me what percentage of their distribution is return of capital, please

Carl

Q: Enb in my portfolio has a book value of $42.16
And a yield of 7%. It now represents 10% of my portfolio. This my largest position in a portfolio of $630000. I generally buy for dividend and growth. Maybe I should reduce my position in ENB and take a 5% position in another dividend paying stock with growth potential. eg. CM or other opportunities. Any suggestions.

Q: Good Afternoon,

I am looking at raising some cash. Of the above, which 3 would be your sell preference, in order of 1st, 2nd & 3rd.


Thank you.

Q: It seems interest-rate sensitive stocks might be a good place to be right now and my sense is REITS and the banks have been beaten up the most.
Not sure I'm ready to jump back into banks, but would consider it if you're bullish.
Would you give me your best ideas for REITs and possibly Dividend payers.
And do you think my theory is correct?