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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 Ryan and Peter,
My question is of a general nature and concerns a problem many seniors are having with portfolio construction. I'm 70 years old, have a defined benefit pension which, along with my wife's defined plan, covers our monthly commitments. We are underinvested in the fixed income part of our portfolio but because of the lack of returns on bonds and GIC'S, are hesitant to commit a large portion of our savings to this sector.
As with many seniors who have their monthly expenses covered by pensions, we need guidance as to what percentage of our funds should be in fixed income. What percentage do you think is appropriate and could you suggest a few specific investments.
If you believe, as I do, we would be better off investing in Canadian Blue Chip companies that offer relatively safe growing dividends, could you suggest several such companies.

Thank you in advance for your much appreciated guidance.

Read Answer Asked by Les on June 22, 2016
Q: What do you think about replacing a combination of VGH and ZQQ with a single holding in ZUQ--you gotta love the sound of "high quality". thanks Gary
Read Answer Asked by Gary on June 22, 2016
Q: Hi, what do you think of this new fund, Caldwell US Dividend Advantage? It still very small. I am trying to diversify from Canadian only stocks, want a dividend and don't want ROC (which they state in their prospectus might happen). Thanks!
Read Answer Asked by TK on June 20, 2016
Q: I've been considering a 3-ETF portfolio composed of the following.
35% CDZ
45% ZWH
25% ZWE
Comments please.
Read Answer Asked by Tim on June 20, 2016
Q: Hi 5i,
Are you able to provide any more detail on the rumour that Brookfield Renewable Energy Partners (BEP.UN) might be interested in Transalta Renewables (RNW)? At the current share price, is there sufficient value for them to pay enough of a premium to have a chance at a successful bid and still stay within an earnings-accretive price range? Thanks!
Read Answer Asked by Lance on June 20, 2016
Q: I hold WMB in my RRSP.

Please advise which option to elect in the merger of The Williams Companies Inc (WMB) with Energy Transfer Equity LP (ETE). The three choices are:

1 - 1.8716 share of ETE for 1 share WMB
2 - $43.50 cash for 1 share WMB
3 - $8.00 cash and 1.5274 share of ETE for 1 share WMB

Thank you
Read Answer Asked by Stephen on June 20, 2016
Q: It looks as if the Williams Cos mess is coming to a close, but which option to choose? I have 200 WMB in my RIF. I am thinking the cash option would be best and then to buy a U.S. stock with potential. You thoughts please and suggestions?
Read Answer Asked by Elaine or Gerry on June 16, 2016
Q: Hi 5i team,

My interest is first time dividends as a trigger for an initial purchase. This based on Peters article in Moneysaver magazine many years ago.

I follow the 5i Twitter Feed to watch for dividend news (raises and reductions), but especially for news of first time dividends.

Womder if you have considered providing a summary of first time dividend stocks (an ever-increasing list, or by quarter, year, whatever) ? I would really value that.

Thanks for the great service.
Read Answer Asked by Jim on June 16, 2016
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