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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.

Q: I hold BCE and T for income, as well as CTL in a retirement income portfolio.
I am thinking of switching either BCE or T for BPY for a similar income because of the much reduced (I think) Capex requirements and likely better growth prospects.
My utility and real estate sector holdings currently are 20% and 23%, respectively,each spread over about 12 companies.
What would your thoughts be?
Read Answer Asked by David on October 11, 2017
Q: Hi,

Sanderson farms has taken quite a dive over the past two weeks, dropping approx 17 dollars. My sources indicate two analyst downgrades in that span. Have the fundamentals changed? Do you still like the company longterm, or would you be inclined to take profits?
Any additional insight would be appreciated
Thank you
Karim
Read Answer Asked by Karim on October 11, 2017
Q: Today (Oct 10) you identified Loblaw (L.ca) as a "forever" hold. Have you all seen a doctor about this problem? L is in a most challenging and very vulnerable sector. Razor thin margins which cannot always be made up in high volume.

Please take this comment 9not a question) in good humor. I write tongue in cheek because the inclusion of a supermarket in your supplementary list baffled me no end.
Sent most RESPECTFULLY
Read Answer Asked by Adam on October 11, 2017
Q: I am 73 and all our investments are in RRIFs.
You have recommended this in the past and I own some shares which are 8% below purchase price.
Earnings are due on 31 October. I like the dividend this company offers.

Do you have any words of wisdom? I am not necessarily wanting to sell, unless it is likely to just keep on drifting lower. One of the reasons I bought this stock was because it seemed to be in a sector all of its own. Which sector would you place it in?
Read Answer Asked by John on October 11, 2017
Q: I am trying to replicate the Growth as well as the Balanced Portfolios. I have funds to add two half positions and the 7 stocks listed are the only stocks I currently do not hold. Which would be your top 2 picks and what is the rationale.

Many thanks

Scott
Read Answer Asked by Scott on October 11, 2017
Q: I am new to this website but really enjoy the Q&A. A lot of people seem to target 5% as a full position, or 20 stocks. Your portfolios target 20-25. Over the years, my target has been 12 -15 stocks, or 7-8% being a full position. No particular reason, other than willing to take a bit more risk and easier to manage a smaller portfolio. In any event, how big would you let a winning position grow before you started trimming back to your original full position? SHOP being the current example of a stock that really took off but is now falling back.
Thanks for your great insight.
Read Answer Asked by Dave on October 11, 2017
Q: US STOCKS - GE AND K - HITTING LOWS - DO YOU SEE VALUE IN HERE AND IS IT OK TO ADD. OR YOU WOULD PREFER IN STRENGTH - HON AND GILD WITH THEIR RECENT DEVELOPMENTS. SAFETY AND INCOME AND SHARE PRICE APPRECIATION, IS GOAL.
Read Answer Asked by RUPINDER on October 11, 2017
Q: I have invested in AI and holding it for close to 1 year. I like this purely for income/dividend yield and stability of capital.
Recently there was a news that they are filing a base shelf prospectus.
Im concerned if this will dilute the value of my shares and dilute the dividend. How much of an impact will this have on the MIC price and the dividend earned? Please advise. Thank you.
Read Answer Asked by Sridhar on October 10, 2017
Q: I bought Kraft Heinz a couple of years ago when it was just Kraft and the merger with Heinz has resulted in a good price increase. The dividend is OK at 3.23%, (but not stellar) and I am up 32%, but the chart for the last year doesn't look promising.

What are your thoughts on KHC going forward? Any other recommendations in the same sector in the US or internationally with better chance of growth and/or higher dividend?
Read Answer Asked by John on October 10, 2017
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