Q: Thinking of selling pza and buying fn what do you think of this for income and some growth.
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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.
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iShares Russell 2000 Growth ETF (IWO $317.33)
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Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF (VSS $139.66)
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!
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!
Q: Re: NIE ( Alliance GI Equity and Convertible Income Fund)
Is this a good investment for income growth? The yield is part dividend/ part interest, so where to park it....RSP, TFSA or non- registered account?
I realize this is not in your wheelhouse.
Thx Frank
Is this a good investment for income growth? The yield is part dividend/ part interest, so where to park it....RSP, TFSA or non- registered account?
I realize this is not in your wheelhouse.
Thx Frank
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.
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
Thanks
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
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
Q: Could I get your top two picks for Canadian DIVIDEND GROWTH stocks that are large cap and non-financial.
Thanx Ron
Thanx Ron
Q: I have been holding STN for a while and it has been going sideways for about 4 years with mediocre fundamentals. Do you think a switch into CAE would make sense at this time or do you find CAE too expensive? Would you recommend any other replacement or better stick with STN?
Thanks
Thanks
Q: Alaris just keeps dropping. Bought in my RRSP for dividend and growth.
Down 30%
Small part (1.5%) of portfolio getting smaller all the time.
Market doesn't like this company anymore
Dividend cut coming?
More competition?
More trouble with investments?
If you owned what would you do?
Thanks
Derek
Down 30%
Small part (1.5%) of portfolio getting smaller all the time.
Market doesn't like this company anymore
Dividend cut coming?
More competition?
More trouble with investments?
If you owned what would you do?
Thanks
Derek
Q: CNR has had a downturn to under $100 ... Is there some problem causing this . Do you feel it is a good buy here ? ... it just reversed direction
Q: I purchased shares in this company at $17.98 a while ago and it is steadily going down - what is happening to the company - should I buy more, hold or sell?
Your advice would be greatly appreciated. Thank you Hanna
Your advice would be greatly appreciated. Thank you Hanna
Q: Hi 5i - which stock (PKI or CGX) would you add at today's price for the current yield and long term capital appreciation? Or is there another stock in the portfolios you would add before these two? Thanks, Neil
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Cineplex Inc. (CGX $11.22)
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Gluskin Sheff + Associates Inc. (GS $14.24)
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Crius Energy Trust (KWH.UN $8.80)
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%
CGX -20%!
GS-6%
KWH.UN -6%
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.
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.
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.62)
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iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.68)
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iShares Diversified Monthly Income ETF (XTR $11.64)
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Manulife Floating Rate Senior Loan Fund Class A Units (MFR.UN $5.92)
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PIMCO Monthly Income Fund (Canada) (PMIF $18.35)
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!
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!
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.62)
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iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.68)
Q: Hi 5i: Can you suggest some US$ ETFs that are the equivalent (more or less) of CLF and CBO? Many thanks.
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Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $190.22)
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CAE Inc. (CAE $38.13)
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Maxar Technologies Inc. (MAXR $70.54)
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?
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?
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.
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.
Q: Can you compare the two - similarities and differences? Is it a good time to buy WPK?
Q: Bombardier has seen good growth over the last 6 months leading into 2018, do you see potential for continued growth going forward? or are you expecting with the legal dealings and trade with the US that this stock might have a rebound back to trading lower?