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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: These stocks are held in my RRSP . Have had them for several years. Last year they were down and wondering if it's time to move on. I'm a buy and hold investor. Thanks for great service.
Read Answer Asked by David on January 04, 2018
Q: On these 3 bond ETFs I am down between 4-6%. I was thinking of crystallizing
these losses. First, do you think this a good time to 'clean up' ones bonds? Second, could you recommend their replacements.

TIA
Read Answer Asked by Gerald on January 04, 2018
Q: I own TD shares and I'm also a customer. All the analysts and experts seem to love this bank, but based on the way they have treated me and their other customer issues I am starting to doubt this view. I think when your service is this bad - and yes dealing with any of the Big 5 banks is no picnic - its only a matter of time until it works its way to the bottom line. Thoughts?
Read Answer Asked by Alex on January 03, 2018
Q: These receipts were issued at $31 and are now trading around $29, if the deal with WGL doesn't go close you get your $31 back. If it does close you get a share of ALA 1 for 1 for $31, in the meantime you get the same dividend as ALA which they just increased. What's the downside if any. The deal is supposed to close approx. in Q2 of 2018.
Read Answer Asked by John on January 03, 2018
Q: I am going over our investments and am looking to put in a bit more zip by rearranging a few holdings in a well balanced portfolio of only stocks. In our RIFF I am considering removing 3% AW.UN and replacing with HLF. The dividends are similar and short term it looks like HLF is attracting some buying after tax loss selling and longer term corporate policy shift to efficiencies and developing more healthy products suggests a bit more potential capital gain for HLF. Please Comment on longer term risk for this change.
Read Answer Asked by joe on January 03, 2018
Q: Generally one can find a yield of between 4% and 6% for preferred shares and junk bonds. I am leaning towards pref shares for the higher yielding portion of my portfolio. I realize bonds are higher in the order of liquidation but there seem to be a number of higher quality pref shares that yield close to junk bond yields.
1) Do you agree with my thesis?
2) What is the lowest credit rating would you would accept for bonds and pref shares?

Thank You

Paul
Read Answer Asked by paul on January 03, 2018
Q: I already have a 3.9% position in KWH.UN and would like to add another 3% position in a utility. I am leaning toward AQN but worry that I am putting too much into the renewable sector. Should I be concerned and buy FTS instead for diversification purposes ? And is a 7% utility portfolio weighing appropriate ?
Read Answer Asked by Garth on January 03, 2018
Q: Please give me your opinion on this/MKZ.UN. It has a high dividend, and appears to have done well in 2017 and prior.

Thanks & Happy New Year
Read Answer Asked by Austin on January 03, 2018
Q: Hi Peter and Team,

My wife and I each hold both BCE and T in our RRSP/RRIF accounts. We are overweight Telecom, and trying to reduce the number of holdings. I note that T has beaten BCE for the one and two year periods, but BCE has beaten T for the three and five year periods. We would consider one of these stocks as a "hold forever". Also, not that it's pertinent, but we're BCE clients for our landline, internet, TV, and cellphone.

Given that 5i has dropped T from the model portfolio, if we were to keep only one of these two, which should we keep?

Thanks, and Happy New Year to all at 5i and our fellow subscribers.
Read Answer Asked by Jerry on January 02, 2018
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