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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'm helping my daughter (mid-20s) manage her TFSA, which is her only portfolio. Currently, it consists of IPL 30%, TOY 28% , SIS 18% and KXS 23%. She’s wants to keep TOY, SIS and KXS, but is thinking of selling IPL. She is more interested in growth stocks. Do you consider selling IPL a good move or is it best to keep it; and, can you suggest 2-3 other stocks to add to round things out, given the other holdings. She's looking at a minimum 3-5 year timeframe.
Read Answer Asked by Lois on November 23, 2016
Q: I own PWF.PR.L, RY.PR.O, BMO.PR.Z about equal amounts for a total of $150K which is about 5% of my holdings. They have been softening recently, is it time to sell and what would recommend? I have about 20% in bonds and balance heavily skewed to finance, utilities, infrastructure.
Read Answer Asked by Pierre on November 23, 2016
Q: Hello 5i, between these energy companies, TRP, ENB, PPL.un , and IPL.un, KEY, which of the following companies would you recommend buying now for a long term hold?
Please advise from best to least liked, or please advise if you would have a different recommendation of the energy sector companies? Thank You.
Read Answer Asked by Valter on November 23, 2016
Q: I have Enbridge in my portfolio and have received notice of a special meeting pertaining to the merger with Spectra that involves the issuance of shares to Spectra holders at just below par to facilitate the process. The literature is rather bulky and I am not sure I really understand it. Is this a good proposal for shareholders and should I support it? This kind of change makes me nervous. Is it a really good idea almost certain to benefit the merged entity, or is it time to exit from Enbridge to be safe?
Read Answer Asked by John on November 22, 2016
Q: Good afternoon,

I am wondering if you can provide your latest take on LMP. The forward PE has come down to a reasonable (relatively speaking) level, growth looks solid and the balance sheet seems safe, given the cash position/no debt. Can you speak to:(1)the competitive landscape in the sector and (2) anything investors should know about management beyond the 40%+ insider stake.

Thanks,

Jason
Read Answer Asked by Jason on November 22, 2016
Q: I noticed you mentioned while FFH is a good company it is not one of your favourites. Would like a suggestion for a replacement.
Second question, with hydro rates in everyones mind and the thought Kathleen MAY DO SOMETHING, I was wondering what affect reducing hydro rates might have on the stock.Hard question to answer but appreciate your thoughts. What would you suggest as a replacement. I reply on dividends in my retirment and safety is also a concern.

Wayne
Read Answer Asked by Wayne on November 22, 2016
Q: Based on the supposed increase in US infrastructure spending what US or Canadian companies would u recommend or ETF/
Thank you.
Read Answer Asked by George on November 22, 2016
Q: I would like about 3 ETF's to cover my fixed income and 4 or 5 to cover your best idea sectors. Thanks Al
Read Answer Asked by Allan on November 21, 2016
Q: Hi, the US portion of my portfolio is composed of about 15 stocks, mostly dividend paying. Because the dollar is fairly high, I am reluctant to buy US stocks at the present time. Therefore, I am looking to add to my US exposure through a dividend paying ETF. I think ZUD (which is hedged to CAN dollar) is a good choice (do you agree?), but I was wondering whether you would have other suggestions for an ETF or even a mutual fund that would pay a dividend. Thanks again for your service.
Read Answer Asked by Bernard on November 21, 2016
Q: Hi Team, In my RRSP, I'm Currently holding 30% weight in U.S.market with 20% in VUN (Vanguard Total U.S. Market ETF.) and 10% ZDY (BMO U.S. Dividend ETF) given the potential of rising rates, would I need to get rid of ZDY which has performed well and replace it with VGG.Is there something else you would recommend. Thanks-you! Sam
Read Answer Asked by sam on November 21, 2016
Q: I own both companies, mainly for the dividend; but am down about the same in both (25%).

Question is: do I dump AD and buy more of BDT?

Do I dump both?

If I sell both , what would you suggest as a replacement for a comparable, but more secure dividend? Sector is not a consideration here.

Thanks.
Read Answer Asked by Donald on November 21, 2016
Q: is this category and these stocks good picks and or are there better ones in this field.
also how will rising interest rates 1 2 percent effect these stocks and dividend stocks in particular
Read Answer Asked by Gary on November 21, 2016
Q: Hi 5i,

I am retired and have a 5-10 year investment horizon. I love your Q&A database and find it provides almost all the answers I need.

My question is a general one around interest rates, but I have provided A&W as an example.

I have heard for, it seems like more than a decade, that when interest rates rise, then the price of dividend producing equities will suffer as folks move to bonds and other more growth orientated companies or funds. I have always thought that, say A&W with a 4.4% dividend (and a visible healthier food strategy driving higher sales) would retain its value unless interest rates rise "a lot". The dividend is likely very stable and tax beneficial, so very attractive.

Now, with conditions forming out there that may lead to rising interest rates, and maybe "a lot", how concerned should I be with, say, holding my A&W.

General comment. I notice that some of us who ask questions like to define our status (retired) and time horizon (5-10 years) as we pose a question. I would be supportive in providing a general profile that is maintained at your end so you can "look me up" when answering questions. Optional for us, as some might not want to share. Just a thought.

Love your service.
Read Answer Asked by Jim on November 21, 2016
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