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?
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
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/
Q: What's the reason behind the big sell off (big volumes and price drops) of QSR the last few days? I find no news at all, do you hear anything? Thanks.
Q: What are your thoughts on Restaurant Brands International as a buy today if looking at a 3-5 Year Time Horizon. Do you think a lot of the performance will be dependent on their aggressive expansion plans?
Q: Looking to replace VGRO in an RESP with good growth potential with some income. 10-15 year time horizon. I already have AQN in the portfolio.
Your top 3 suggestions please.
Thanks
Jeff
Q: took positions in each earlier in 2019, and allocated them to balanced portfolio rather than income....did it this way as QSR dividend yield is 3.2% and TRI, 2.6%....is that how you would assignment them?.......thanks...Tom
Q: I have been considering replicating the Income Portfolio but I am skeptical about including TCL.A and NFI. Would you have any other suggestions for this portfolio other than these two stocks? Thanks, Bill
Q: My portfolio is light in consumer non-cyclicals. Last week I was considering the purchase of NWC for dividend in my non registered account. With the recent earnings release and drop in price is this a good entry point or should I move on?
Would PBH be a better choice? Or is there a better non-financial dividend payer to add to my portfolio?
Q: Purchased this back in June 2018 for my RRSP account for some "growth" with a 2% position. Now down 22% - at what point does one say that's enough and move. Can you suggest a possible replacement a little less volatile.
thanks
Q: I picked up QSR just last week and I'm pleasantly surprised today that its SP popped by 9%+ today. Since I'm new to this name, why would a simple change in CEO would have such an impact on its SP? Is the previous CEO really that bad? Just curious.
Q: I want to buy these stocks in my RRSP account for a 5 years hold. Please comment on the financial of these stocks. Why is QSR down in recent few days while the market is rising so much. Why is Warren Buffett interested in this stock . Thanks a lot .