Q: $IDV: iShares International Select Dividend ETF. I'm wondering your thoughts on this ETF - would you recommend holding this as a way to diversify dividend income outside of North American equity, as we don't follow much for international equities. Morningstar mentioned that it outpaced the category average by 80 basis points annualized, but with greater volatility, so its risk-adjusted performance was slightly below average. Are there any alternatives you would recommend instead?
Q: Do all four of these have dividends that are taxed differently and therefore shouldn't be in a non-registered? Does this apply to a TFSA as well, as foreign income I believe is taxed in a TFSA?
Where should I hold each of these? in an RRSP, TFSA or non-registered?
Q: I now have control over a LIRA that contains BNS377, a bond fund with a MER of 1.47. Would you recommend holding BNS377 or switch out to a bond ETF like VAB? This is a large holding that needs to stay in safe,conservative fixed income, so perhaps VAB and ......? Thank You Ron
Q: Team,
Just like your thoughts on the listed stocks and which you would add ( in some order of preference) to an existing portfolio skewed to secure dividends and modest growth with a target 7-8% combined dividend and growth. Conversely is any one a definite NO.
Thx
I know you replied to an earlier question on pivot that their last quarter was "ok". Over the last month the market fas responded with a 30% plus move to the upside. Interested in your thoughts on its recent price action?
Q: A follow up on your recent response regarding XHY and BSJK.
What is the difference in risk factors comparing these two funds if interest rates rise as expected over the next 2-3 years.
I would expect BSJK to act like a single bond held to maturity ( 4% annual return with 100% of the principal returned in 2020 ). XHY yields 5.3% but rising rates could substantively reduce its value, resulting in a net loss if redeemed in 2020. Am I understanding this correctly?
Q: What is your opinion on holding long bonds as a defensive tactic in a portfolio? Would one hold federal, corporate, or provincial long
bonds. Thanks, Joe
I'm now looking for a little torc in my dividend portfolio. Could you recommend 4 or 5 names of good dividend stocks where one might expect higher than average growth over the next 3 years. Sectors not important.
Q: Hi,
I remain somewhat confused about which account it's best to hold Dividend paying stocks in. I've noticed some responses where you indicate it's best to hold the dividend payers in non registered accounts and higher growth stocks (capital gainers) in a registered TFSA or RRSP account.
For whatever reason, I assumed the opposite as I thought receiving dividends was more along the lines of receiving income (i.e.- cash) so it would be best to put these into your registered accounts to lower the tax bill.
So, in my situation, as I receive approx 60k in annual pension income- am I better to put the dividend payers into the registered or non registered accounts to keep the tax bill as low as possible.
Thank you.
Q: I am overweight Financials and am considering reducing my weight and re-investing the funds in either ALA or ENF. What are your thoughts between ENF or ALA ?
Q: How vulnerable do you see telecomm sector profits and dividends, and BCE's situation in particular, to (i) major advertisers moving advertising dollars from traditional TV to social media and video streaming platforms like Facebook, Instagram, Netflix, etc, and (ii) to a continuing trend to consumers eliminating traditional home phones? Thank you.
Q: I held this one since 2009. From time to time I hear news about trade deals that can negatively affect this company. I generally ignore the news as it is an international company. This time is Trump's protectionism. Is it different this time?
Q: If a person wanted to purchase either of the above for growth, stability which one would you recommend? Or conversely perhaps another transportation stock should be considered..Thank you.