Q: Given diminishing growth in China, is it time to pull the pin on LIF? What are your general thoughts on this stock? Thank you.
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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: Would you consider these two energy/pipeline stocks as a reasonable holding in one portfolio for several years? With the trends to devalue energy stocks due to climate changes and relevant government policies some investors or investment firms would start exiting such stocks. I myself , despite the all negative sentiment for energy stocks cannot see that combustion powered engines will disappear from roadways of North America ,Europe, Asia or Africa any time soon. Will they all be replaced by " inexpensive" electric engine driven vehicles? I can hardly see it. Perhaps in 50 years? What is your opinion on this matter?
Q: I sold 33% of my shares in Shaw in March, shortly after the take over bid was announced. At an ACB of $22, it's a nice gain. Given the current price of $36, do you think it's worth the risk of holding out for another $4. A bird in the hand .......
Your thoughts?
Your thoughts?
Q: Does Arx have a 50% hedge for rest of 2021 ? If true is it hurting stock price
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Brookfield Renewable Partners L.P. (BEP.UN $36.97)
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Algonquin Power & Utilities Corp. (AQN $8.11)
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Northland Power Inc. (NPI $24.86)
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TransAlta Renewables Inc. (RNW $12.48)
Q: Portfolio Analytics calls for 6% in the Utilities sector, at present made up of 33% Aqn, 33%, Bep.un, 20%Npi, 14% Rnw. Is this diversified enough, a good selection or do you have other suggestions ?
Thank you for your great investing service. Ian
Thank you for your great investing service. Ian
Q: Some analysts are wary of Enbridge's payout ratio vis a vis its dividend. Can you advise what the true payout ratio is, and in your view is there any concern it can't be met? Thanks, Bill.
Q: Currently have ~10% loss on T. Considering taking the loss and buying VZ in its place. Any concerns with this swap?
Thanks,
TJ
Thanks,
TJ
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Vanguard FTSE Emerging Markets ETF (VWO $52.54)
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Vanguard Total International Stock (VXUS $72.17)
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Vanguard FTSE Developed Markets ETF (VEA $59.18)
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WisdomTree International SmallCap Dividend Fund (DLS $77.47)
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WisdomTree International MidCap Dividend Fund (DIM $75.69)
Q: Hi 5i,
Thinking of selling VXUS and buying VEA, VWO, DIM, DLS in its place to gain wider exposure to international stocks, what do you think of this idea. I will be able to control percentages in various market cap. companies too.
Thinking of selling VXUS and buying VEA, VWO, DIM, DLS in its place to gain wider exposure to international stocks, what do you think of this idea. I will be able to control percentages in various market cap. companies too.
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BMO Mid Corporate Bond Index ETF (ZCM $15.93)
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BMO Short Corporate Bond Index ETF (ZCS $14.12)
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iShares Core Canadian Short Term Bond Index ETF (XSB $27.15)
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Invesco Preferred ETF (PGX $11.50)
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iShares U.S. Preferred Stock (PFF $31.13)
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Vanguard Short-Term Bond ETF (BSV $78.89)
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BMO US Preferred Share Index ETF (ZUP.U $18.77)
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BMO US Preferred Share Index ETF (ZUP $20.45)
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Vanguard Short-Term Government Bond ETF (VGSH $58.82)
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Vanguard Short-Term Corporate Bond ETF (VCSH $79.75)
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iShares 1-3 Year Credit Bond ETF (IGSB $52.93)
Q: Hi 5iResearch team
I am in the process of doing re-weighting. I know the above etfs. The US bond etf (VGSH) has very low interest yield compared to the CAD ones (XSB, ZCS, and ZCM).
1. Are there other US bond etfs that are similar to the above CAD ones in terms of yield and risk?
2. ZUP is in CAD$ and US$. Can you please recommend two more (CAD or US) etfs that are similar to ZUP in terms of yield and risk?
Thank you for the great service.
I am in the process of doing re-weighting. I know the above etfs. The US bond etf (VGSH) has very low interest yield compared to the CAD ones (XSB, ZCS, and ZCM).
1. Are there other US bond etfs that are similar to the above CAD ones in terms of yield and risk?
2. ZUP is in CAD$ and US$. Can you please recommend two more (CAD or US) etfs that are similar to ZUP in terms of yield and risk?
Thank you for the great service.
Q: BEPC is currently down 37% from its 52 week high. For a 3 year hold do you see this as a buy for good capital gain or more of a value trap? Thank you.
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BMO MSCI Emerging Markets Index ETF (ZEM $26.48)
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iShares Core MSCI Emerging Markets IMI Index ETF (XEC $34.80)
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Purpose International Dividend Fund (PID $28.12)
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iShares Emerging Markets Dividend ETF (DVYE $28.63)
Q: The above ETFs represent my current holdings for Intn’l Equity exposure and are held in my RRSP. I am able to add to my Intn’l exposure in my RRSP and would like your recommendation for a C$ ETF that might fill in any gaps that my current holdings don’t cover or alternatively I could just add to my current holdings.
I do not need to RIF for 8 more years but some dividend yield would be preferable as I do draw out my div/int earnings annually.
I do not need to RIF for 8 more years but some dividend yield would be preferable as I do draw out my div/int earnings annually.
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Whitecap Resources Inc. (WCP $10.51)
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Freehold Royalties Ltd. (FRU $13.56)
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Topaz Energy Corp. (TPZ $25.02)
Q: Currently my only energy exposure is by way of pipelines; ENB and PPL. Given the prospects for good energy demand and increasing dividends in the sector I would like your recommendation for a company with good dividends and relative strength to withstand the ups and downs in the sector.
This would be a long term position in my dividend focused non-registered portfolio.
I have targeted the above 3 companies as prospects but would be open to others you may recommend. Any preference for Oil vs Gas focus?
This would be a long term position in my dividend focused non-registered portfolio.
I have targeted the above 3 companies as prospects but would be open to others you may recommend. Any preference for Oil vs Gas focus?
Q: Is there a reason why Verizon has dropped so much? (I must have missed a news event). Is this a good long term buying opportunity?
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Bank of Nova Scotia (The) (BNS $88.84)
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BCE Inc. (BCE $33.46)
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WSP Global Inc. (WSP $279.34)
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North West Company Inc. (The) (NWC $45.56)
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Leon's Furniture Limited (LNF $28.01)
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BMO Equal Weight REITs Index ETF (ZRE $22.04)
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Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.62)
Q: Retired, dividend-income investor, who usually follows a fully invested, buy-and-hold strategy for the long term but trims-adds around core positions to achieve the targeted asset allocation. I currently have <4% cash in the combined family portfolio.
Question #1 = for new monies into my wife's account as they become available, please rank the order in which you would invest into BCE, LNF, NWC....and why? I'm looking at where is the most Total Return upside over the foreseeable future. Ignore asset allocation, I've got that covered.
Q#2 = ditto for my account, please rank for new money investment into LIFE, ZRE, BNS, WSP...and why?
2 questions...please deduct 2 credits.
Thanks for your help, much appreciated.....Steve
Question #1 = for new monies into my wife's account as they become available, please rank the order in which you would invest into BCE, LNF, NWC....and why? I'm looking at where is the most Total Return upside over the foreseeable future. Ignore asset allocation, I've got that covered.
Q#2 = ditto for my account, please rank for new money investment into LIFE, ZRE, BNS, WSP...and why?
2 questions...please deduct 2 credits.
Thanks for your help, much appreciated.....Steve
Q: What are your thoughts on HMLP given the increase in price/demand for LNG in Europe and Asia?
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Algonquin Power & Utilities Corp. (AQN $8.11)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.06)
Q: As AQN appears to meander, would a swap to DIR.UN be a good strategy?
Q: When I look at cash flows from utilities, they also seem to show a negative cash flow. In general terms, how do they run there business if they are always in the negative ? Are they always looking to the bond and/or stock market to pay for their huge capex spending ?
Q: Has BCE ever had to cut its dividend that %i is aware of?
Thx
Thx
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.70)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.33)
Q: Is there another good Canadian-listed ETF similar to VGG? I need another one or two so I don’t exceed exposure in a single ETF. Anything based on the S&P is not ideal as I already have a fair bit of technology exposure.
Thanks.
Thanks.
Q: Regarding Robert's question this morning about withholding taxes on foreign dividends:
It is my understanding that there are no withholding taxes on the dividends of companies headquartered in the U.K.
I have never had taxes withheld on my U.K. holdings (BTI, BP, AZN). RIO plc is also headquartered in the U.K.
This is a very informative website:
www.dividend.com/dividend-education/everything-investors-need-to-know-about-foreign-dividend-stocks/
It is my understanding that there are no withholding taxes on the dividends of companies headquartered in the U.K.
I have never had taxes withheld on my U.K. holdings (BTI, BP, AZN). RIO plc is also headquartered in the U.K.
This is a very informative website:
www.dividend.com/dividend-education/everything-investors-need-to-know-about-foreign-dividend-stocks/