Investment Q&A

Q: Hi am looking for a couple of recommendations for conservative dividend growing Canadian stocks and would like to shy away from utilities and those sectors that might be more interest rate sensitive. I already have good exposure to banks. Would appreciate any ideas you have. Thank you. Bill

Q: Thomson trades in both the US and Canada and, even if I hold TRI in the US, the Asset Allocator allocates it as Canadian.
TRI's average daily volume is higher in the US than Canada.
From a business point of view, TRI's sales in the US are greater than Canada.

When thinking about portfolio diversification, on a geographic basis, should TRI not be considered a US equity, whether held in the US or Can?

Could your online tool be adjusted to allow the user to manually make that change?

Thanks

Q: I was looking for some Canadian blue chip shares to buy as long-term holds. Since both financials and energy have not done well in Canada in recent years I had to look outside those sectors. What is your opinion on these candidates? Any additional suggestions? Thank you as usual four your valuable advice.
Walter

Q: Why does TRI share price continue to move up? over valued?

Thanks.

Liping

Q: Looking at investing in these Canadian companies paying US $ dividends for a non registered account to help with my snowbird expenses.
Would be 15% of total stock/bond portfolio of mainly banks, utilities, reits, pipelines. Age 69.
Appreciate your opinion on these. Any others?
Would you equal weight or what individual % would you allocate? Any other thoughts?
Thanks. Derek

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: Hello all.
Looks like GS has worked out ok for recent purchasers.
Given this:
"The Gluskin Sheff board of directors, after consultation with its financial and legal advisers, has unanimously approved the transaction and determined that it is in the best interests of Gluskin Sheff, and unanimously recommends that Gluskin Sheff shareholders vote in favour of the transaction." I would expect low likelihood of a competing offer- your thoughts?

Also wondering if you can recommend another pick, (in any industry), with similar qualities, especially a significant and solid dividend.
Thanks

Q: what would be you top five CAD equities that you would purchase that have a significant dividend and some growth that do not include the financial or energy sectors

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: Hi,

Im looking for a lo-volatility, long term steady performer. What do you think of ATD.B or TRI.CI. What do you think of these two choices? Any better ideas?

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: Do you have some suggestions for an RESP that will not used for 15 years? The kids are now in SK and JK.

Thanks so much. Bob.

Q: You stated in December that TRI was not cheap and was sitting on a pile of cash. Is that still the case, and given the current valuation of TRI would you recommend buying it today?

Q: Can you comment on Thomson Reuters quarter and guidance for next year Thank You

Q: Have $4000 to add to my RRSP - currently have BCE, T, TD, BNS, AQN, ENB, SIS, PFE - can you recommend a 3-5 companies I can take a look at ?
thanks

Q: Hey Guys,
I follow the Income model , I see that Crius was removed recently , I decided to keep it for the time being and got a bit lucky with the takeover and jump in the price. Now that it will be stuck in the $7.50 range I'm considering selling it now. If I do sell it and want to replace it with something what do you think of Algonquin Power ( AQN)? Or is this to similar to BEP.un, H and VNR already in the model? If you still held KWH.un in the model and moved it out now what would it be replaced with?
Thanks

Q: Most equity investments I make are made with a long term view (buy and hold). My recent readings of investment material have concluded in many cases that one of the best indicators of long term successful and rewarding investing is to invest in excellent company management. I would consider some examples of excellent management would be JNJ and closer to home BAM. Both of which I currently own.

Given the great many risks (domestically and internationally) currently threatening even a conservative approach to investing. I am looking to identify up to 10 large companies that have clearly demonstrated excellent consistent management capability. Your consideration in helping me with this by identifying some qualifying companies would be most appreciated. My thought is that at least 5 out of 10 would be Canadian and would be large companies.

Thank you

Q: Peter could you suggest 5 can or us stocks that have a div us I have $15000 to invest for each one
I am a conservative investor looking for div income
Thanks for your opinion
Pat

Q: I currently hold a somewhat diverse 'long-term holdings' portfolio (PKI, FN, AEM, ENB, ATD.B, TD, BCE, CNQ, RY, ALA, ITP, TOY, and small DF). After topping up my TFSA and putting a bit of cash into my RSP, I'm looking to add two more names.

At first I considered adding BAM.A and TRI as they seem to be two names that keep popping up at 5i, but am hesitant primarily because that would probably put me overweight on financials, and secondly because I'm comfortable taking on some risk and I suspect BAM.A is a 'lower risk' name.

Thoughts on TRI and BAM.A, or any other names, that you think should be included in a "growth" (as opposed to income) portfolio?

Q: In my investment statement, it shows a payment that is called a cash-lieu for TRI. Are they still paying dividends and what is this cash-lieu?