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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: Hi there,

I currently have a blend of your Balanced and Growth portfolio - mostly switching out the large, higher yielding names with small to mid cap growth names (which were suggested to me by your team in an earlier question). It has performed well in 2017 and I am happy with the results - however, my entire portfolio is TSX based. I am looking for diversification but don't want to sacrifice the growth tilt, which sometimes ETFs tend to lead to. Based on my existing holdings, which ETFs would you recommend that would be more growth tilted and add a broader global exposure? Also, what weighting would you consider making these holdings?

Thanks for your great service!
Read Answer Asked by Michael on January 22, 2018
Q: I have been watching both AW and PZA drop substantially in recent weeks. Do you think the sell-off is warranted and/or soon to stop? How sustainable are the dividends and how significant are the debt positions? AW appears to have a much higher P/BV, but I know you seem to like it better. Do you think one of these would be suitable at this time for a retired , dividend-oriented investor (probably a 2-2.5% position), and if so which would be your choice.
Read Answer Asked by grant on January 21, 2018
Q: Do you follow income trusts? If you do, what is your opinion of Capital Direct? The company advertises high yearly income returns (over 7%). Just wondering if it is a legitimate company to invest in.

Thanks
Read Answer Asked by Glen on January 21, 2018
Q: As a place to park short term money what percentage of a portfolio would be consider a maximum or prudent? Although not Money Market what are the main plus/misuses for using it over M.M. or T.Bills?

A general question on your responses: A response to a question I posted on Fairfax India specifically about the fact it appears as CD but converted to US upon purchase was responded to as private. Unless I hit the wrong button by mistake, are there reasons you might decide to respond that way?


Thanks
Mike
Read Answer Asked by Michael on January 19, 2018
Q: I am retired living on dividend income. Over the past 4 months I have bought 1/2 positions in the following stocks because they are in the 5i portfolios, and they are down (some substantially). My question is should I add/hold/sell the following stocks:
CGX -20%!
GS-6%
KWH.UN -6%





Read Answer Asked by Curtis on January 18, 2018
Q: The question is in relation to a Cash Acct. which collectively yields sufficient dividends to support all necessary expenses on a yearly basis. The makeup includes the following:
AQN, DRG.UN, LNR, WSP, PKI, EIF, RBC Dividend Fund(all Cdn.. Bks), RBC as well as KEY & PPL which have been held for over 8 yrs. A large capital gain will result if either is sold but will be mostly offset by old losses. My question is which of the two do you recommend selling & suggestions for at least 2 GROWTH dividend yielding replacements. Thank you.
Read Answer Asked by Robert on January 18, 2018
Q: Good afternoon team
I’m looking to add to the income side of my portfolio and already hold 10-15% of ZPR and CPD.
I’d like to add another 5% to the income side of my portfolio so which one or two options do you advise?
I’m looking for more income with little or no growth as my equity weighting is fairly high in dividend paying stocks as well as growth stocks already?
Thnx in advance!
Read Answer Asked by David on January 18, 2018
Q: From your answer to Jeremy on Jan. 18.
Bombardier is likely one of those companies, for better or worse, that we would have a very hard time endorsing. It has been a consistent value destroyer for shareholders, always seems to get into disputes with custoemrs, and needs government support often.
Could you give 2 or 3 names that could replace BBd?
Read Answer Asked by Serge on January 18, 2018
Q: Multiple questions:
According to my information 92 percent of Fortis’s revenue is from regulated sources. As such would increases in interest rates only effect the company in the short run as the increases in interest expense would eventually be passed on to the consumer when changes in the rate base are applied for by the company and granted by the regulators? This ignores the maturity date of the company’s debt and the fact that the rate base increase granted may be less than that applied for.
Not in your area of expertise but I would appreciate your opinion on state owned China Mobile (CHL: US) and Omega Healthcare (OHI: US) as to their suitability from a risk perspective for an income oriented retiree.
Thank you for considering these questions.
Read Answer Asked by Gail on January 18, 2018
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