Q: May I have your comments on their results. They looked mediocre!
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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.
- Labrador Iron Ore Royalty Corporation (LIF)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
Q: Sizeable drops for these too, do you see a specific reason? Thanks.
Q: In an account I look after, the goals are capital preservation and income generation. There is sufficient diversification from other holdings. Some changes are required and I am considering either one of or both of EIF and TCL.A. Their market cap is below $2B; do you see them as reasonably secure and stable. If you had to choose only one, what would you go for? Thank you for your excellent service.
- Mission Ready Solutions Inc. (MRS)
- Artis Real Estate Investment Trust (AX.UN)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Cematrix Corporation (CVX)
- Immunoprecise Antibodies Ltd. (IPA)
- Alimentation Couche-Tard Inc. (ATD.A)
- Premier Health of America Inc. (PHA)
- Wishpond Technologies Ltd. (WISH)
- Voxtur Analytics Corp. (VXTR)
- Emerge Commerce Ltd. (ECOM)
Q: I currently hold in my portfolio symbols ,WISH,ECOM,PHA,VXTR,CVX ,IPAand MRS
They have all gone down recently, do you think Ishould hold on to these stocks for long term growth
I am thinking of adding TCL ATD and AX.UN to my portfolio , what are your thoughts on these stocks . do they still have more upside to them
Thank you
Howard
They have all gone down recently, do you think Ishould hold on to these stocks for long term growth
I am thinking of adding TCL ATD and AX.UN to my portfolio , what are your thoughts on these stocks . do they still have more upside to them
Thank you
Howard
- BRP Inc. Subordinate Voting Shares (DOO)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
Q: Concerns me when a position reports good numbers in a strong market but the stock doesnt react. Recent examples are DOO and TCL.A A guest on BNN mentioned DOO has presold the complete manufacturing run of 2022 Ski Doo's. With this in mind earnings should be stellar this year but going foward the bar is set very high for comparisons. I've trimmed DOO once and still have a 6% weighting after having it more than double since the first purchase. Considering exiting the position altogether. Thoughts on both companies and my theory, thanks.
Q: Do you have a preference between ITP and TCL for a long term investment? It is likely for a registered account. Thanks
Q: Q1-2021 report showed the company paid down some debt. Their entry in packaging has started to show signs of recovery but not with a tremendous success. Now suddenly company started to enter in different field with acquisitions in the creation of engaging retail environments, point-of-purchase displays and large format printing. Do you think management is not sure about their entry in packaging is write? Your views on this whether its good or bad for an investor. Is it time for a switch to CCL?
- Sylogist Ltd. (SYZ)
- Royal Bank of Canada (RY)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Fortis Inc. (FTS)
- Restaurant Brands International Inc. (QSR)
- Algonquin Power & Utilities Corp. (AQN)
- North West Company Inc. (The) (NWC)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Magna International Inc. (MG)
- Leon's Furniture Limited (LNF)
- iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
- Nutrien Ltd. (NTR)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Non-registered account with goal of primarily dividend income has done quite well, with all of the noted holdings nicely in positive territory. In hind sight MG and SYZ would have been in a registered account. SYZ is up 63%, MG 24%.
Overall account yield is currently 3.8%. Would prefer it closer to 5%
Need some help with this "good problem". Take capital gain now and move into yieldier positions, or let running stocks run and deal with bigger gain in future?
If I move out of some of the growthier stocks, which div payers minimum 3% yield to move into?
Overall portfolio diversification is pretty decent, and diversification within this account does not have to be perfect - dividend security within this account is more important.
Thanks,
Jim
Overall account yield is currently 3.8%. Would prefer it closer to 5%
Need some help with this "good problem". Take capital gain now and move into yieldier positions, or let running stocks run and deal with bigger gain in future?
If I move out of some of the growthier stocks, which div payers minimum 3% yield to move into?
Overall portfolio diversification is pretty decent, and diversification within this account does not have to be perfect - dividend security within this account is more important.
Thanks,
Jim
- BCE Inc. (BCE)
- Pembina Pipeline Corporation (PPL)
- NFI Group Inc. (NFI)
- Parkland Corporation (PKI)
- Pason Systems Inc. (PSI)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
- Evertz Technologies Limited (ET)
Q: I hold the above in my income portfolio. With the exception of psi they are half positions. psi has diminished to well under a half position. I have enough new money to top 4 or 5 up to full positions. Which of the above (if any) would you suggest deserve a full 5% weighting? I am of course willing to move in a new direction if that were your advice. I currently hold 24 positions in this account.
- Finning International Inc. (FTT)
- NFI Group Inc. (NFI)
- Aecon Group Inc. (ARE)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Magna International Inc. (MG)
- Magellan Aerospace Corporation (MAL)
Q: I currently hold 3% positions in FTT, TCL.A, ARE in the Industrial; as well as MG and NFI in Consumer Discretionary (I realize that these are in a different sectors but are also semi-industrial). I am thinking of adding MAL as a long term recovery play. FTT, & ARE had been added last year for these reasons. I'm quite bullish in NFI and see it as having the most upside in the short term.
Do you see this as being a good addition/strategy?
To fund a 1.5% position MAL is there one company that you see as not having as much "upside" that you would trim by half, or a combination that you would suggest trimming from?
Thanks!
Cory
Do you see this as being a good addition/strategy?
To fund a 1.5% position MAL is there one company that you see as not having as much "upside" that you would trim by half, or a combination that you would suggest trimming from?
Thanks!
Cory
- Lockheed Martin Corporation (LMT)
- 3M Company (MMM)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- L3Harris Technologies Inc. (LHX)
Q: For a long term, conservative, income oriented investor what are your favourite industrial stocks. Three from each of canada and the US would be great.
Many thanks for all the help.
John
Many thanks for all the help.
John
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Savaria Corporation (SIS)
- Leon's Furniture Limited (LNF)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
Q: hi
what would be your top picks from your income and balanced portfolios in this current downturn in terms of valuation? do you consider their current prices to be good entry levels or should we wait a bit?
thanks for your help
what would be your top picks from your income and balanced portfolios in this current downturn in terms of valuation? do you consider their current prices to be good entry levels or should we wait a bit?
thanks for your help
Q: I currently have a 2% weight and wonder what your thoughts are for increasing this to 3%, best to leave at 2% and invest in other names from the income portfolio or okay to bring it up to a 3%? I am currently under water on this one so would be averaging down but have a very long time frame before needing the income.
Thanks
Thanks
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Richards Packaging Income Fund (RPI.UN)
Q: I have had a good run in the past several years with RPI.UN but it seems to have floundered recently. Would you recommend a switch to TCL.A? If not, would you have a better choice?
Q: Hi, which of the above has a better growth profile? Thanks and Greetings, Peter.
Q: 11:26 AM 12/11/2020
I am interested in TCL.A. Nice dividend growing slowly and good share price growth from 2012 to September 2018 when it was over $28. Then a sudden plunge downhill to May this year at under $10, with Covid just one more small bump along the way.
What happened in Sept 2018 to trigger the plunge?
Now the company appears to be doing well but I worry that they are in print media which is a sunset business. How much of their business and income is geared to printing? And are they reducing dependence on printing and if so what is the replacement income source?
Overall what is your opinion of this company for an income/growth investor for a very long term hold? It has always seemed a bit less than exciting to me but the dividend if it continues to grow, is appealing these days.
Would you buy now or could you suggest 2 or 3 other companies with a growing 4%+ dividend that you might like better in the same or similar space?
Thank you...... Paul K.
I am interested in TCL.A. Nice dividend growing slowly and good share price growth from 2012 to September 2018 when it was over $28. Then a sudden plunge downhill to May this year at under $10, with Covid just one more small bump along the way.
What happened in Sept 2018 to trigger the plunge?
Now the company appears to be doing well but I worry that they are in print media which is a sunset business. How much of their business and income is geared to printing? And are they reducing dependence on printing and if so what is the replacement income source?
Overall what is your opinion of this company for an income/growth investor for a very long term hold? It has always seemed a bit less than exciting to me but the dividend if it continues to grow, is appealing these days.
Would you buy now or could you suggest 2 or 3 other companies with a growing 4%+ dividend that you might like better in the same or similar space?
Thank you...... Paul K.
Q: Hi,
Your comments on the last quarter and is it still cheap ?
Thank you
Your comments on the last quarter and is it still cheap ?
Thank you
Q: What's with TCL.A?Thanks.
Q: I need to add some weight to my industrial sector, and as an income investor, I'm wondering about TCL.A? I've read the commentary, and although it seems to have had some troubles prior to Covid, just wondering if you would consider it a buy on a dip or if you have other options you like better and would suggest. For a long term hold. Thanks again!
Q: TCL represents 0.40% of my total portfolio. Would you suggest an increase to 1.00% for the cost average? My current cost per share is $31.85. This is for a well-diversfied portfolio.
Thank you
Thank you