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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 realized that my Portfolio does not have any individual holdings in Utilities. Some of the ETFs I am holding do, but I don't have any individual utilities. Can you recommend some of your favourites?

Thanks
Read Answer Asked by Michael on September 17, 2020
Q: I have been considering investing in JNJ but am concerned about its legal issues. These are highlighted in the most recent annual financial statements but are not mentioned in the subsequent quarterly releases other than to say that the company does not give guidance because it cannot predict the outcomes of legal matters. This indicates that they believe the issues are material.
Can you provide your thoughts about the company and the risks that the legal issues present.
Thanks for your advice.
Ian
Read Answer Asked by Ian on September 16, 2020
Q: In response to Roy's question on Sept 11 you stated in part "earnings are expected to bounce in 2021 by up to 50%". I couldn't find any specific information supporting that position in the MD&A accompanying recent annual & quarterly results, other than management's generic confidence in increasing revenues once the pandemic impacts are over (whenever that is!) Have you any other specific information?
Read Answer Asked by Lotar on September 16, 2020
Q: Hi 5i
In order to adjust utilities weighting up in my portfolio could you suggest a couple of each of Canadian and US please?
Thanks
Mike
Read Answer Asked by mike on September 15, 2020
Q: I am looking at putting some of my unused secured line of credit to work and invest in some dividend paying stocks. For context only, not much leverage about equal to 20% of my current portfolio, over 10 year time horizon and comfortable with the risks.

I am looking to see what companies you would suggest looking at. I keep circling back to companies like car.un or RBC. thank you
Read Answer Asked by David on September 15, 2020
Q: Hello,
I have been holding Laurentien Bank for a few years thinking it was 'cheap' as it was trading below book value. It's done terribly should I hold/sell any recommendations on an alternative holding for the long term.
Read Answer Asked by sundeep on September 14, 2020
Q: Hello,
Just joined and have a question about Alaris conversion to an income trust. I have had shares for several years in a non-registered account that have now been converted to an income trust. These shares were purchased at a much higher price than they now trade at. I'm not happy with the conversion of the shares to an income trust as I know I will be paying more income tax on the distributions in a non-registered account. Additionally, Alaris has somehow taken the original cost of my AD shares and substituted a much lower cost for an equal number of AD.UN shares. I called TD Brokerage and they said they have to go by the value supplied by Alaris. This leaves me unable to claim a large capital loss on my income tax when I sell these shares. This seems to be a very poor business practice and unfair to shareholders. Is this a common practice in these types of conversions and is there any recourse available that you are aware of in getting my original cost base reinstated? Thank you.
Read Answer Asked by Bill on September 10, 2020
Q: I hold BIPC:US in my TFSA (TD-Waterhouse; US$ brokerage account). I am confused as to what dividend I can expect on Sep 30; the company website appears to indicate it will be US$0.485/share; however, the BIPC "profile"—as per the 5i website—indicates upcoming dividend of CA$0.6325. I’m not sure what to expect (of course, I am hoping dividend is paid in US$, otherwise I’ll need to later move the shares to the Canadian dollar side of the brokerage account, to avoid unnecessary currency exchange costs).
Ted
Read Answer Asked by Ted on September 10, 2020
Q: We have 300K which we want to use to build a portfolio of Canadian dividend payers in an open account.
This forms a significant chunk of our semi retirement portfolio. We have growth stocks in registered accounts and also some cash in a HISA.

1. Would you think that 10 companies offers sufficient diversification?
2. Which companies would you recommend? (we are thinking 2 x financials, 2 x telecoms, 2 x utilities, 1 or 2 materials, 1 or 2 energy)
3. Over what time frame would you recommend purchasing these companies? (TD charges me $10 a trade)

Thank-you,
Jim and Sharon

Read Answer Asked by Jim on September 09, 2020
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