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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: Hello,
I have been a holder of FSZ for a while now but the share price doesn't appear to get any traction. I thought after their latest quarter, they might get a lift but it looks like it is drifting back again. I like the yield but other than that it's been a disappointment.
I currently own TD and SLF which both have segments comparable to FSZ's business. Are there any compelling reasons to keep holding this company, any catalysts that you are aware of that might get this stock moving? Is this just a yield play with very little price appreciation to be expected?

Thanks for your help,
Dan

Read Answer Asked by Daniel on May 28, 2018
Q: My wife and I are in our 70's with RIFs mainly focused on income producing stocks.

Our annual withdrawals equate to approximately 10% of our investments, so currently, we expect to be able to live our lives out without running out of funds.

As part of my financial sector, I have a 3% position in PWF, which has been underwater for quite a while, but currently pays a 5.31% dividend. I know you tend to favour SLF, and I wonder if it is worth switching into SLF, even though it only pays a 3.44% dividend.

Your thoughts and comparisons between the two over the next five years please.
Read Answer Asked by John on May 28, 2018
Q: My question is about allocation of Canadian Banks in 5i Portfolios and what would be a reasonable weighting in a broad portfolio of 30-35 holdings which looks 80% like a Balanced with 20% Growth. BNS is the only Canadian Bank held in 5i Balanced Portfolio (4%) and Income Portfolio (6%). Historically, Canadian Banks have provided substantial returns through dividends and capital appreciation. But, I like 5i approach of finding companies with value/growth potential in small/mid cap universe and structuring portfolios. By association, my portfolio weight in Canadian Banks has grown to about 15%, CM,TD and RY, in order of 10.5%. 3% and 1.5%, respectively.
Would it make sense to reduce these holdings to align more along the line of 5i approach ?

Thanks.
Read Answer Asked by rajeev on May 28, 2018
Q: 11:10 AM 5/16/2018
I very much appreciated the geographic distribution of business exposure to different countries for BNS that you provided this morning to Ron.

It would be very helpful to me and likely to many other members if you could provide a similar geographic breakdown of activities for the other 5 Canadian banks. It would help us to calculate our exposure outside of Canada.

Thank you............. Paul K.
Read Answer Asked by Paul on May 16, 2018
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