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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: Looking for long term dividend income with hedge against rising interest rates. I am now overweight in REITS. Which of these, if any, would you suggest?
Read Answer Asked by Keith on December 02, 2016
Q: My understanding is that financial stocks are rising due to the prospects of higher interest rates. Is the risk of defaults on consumer loans and mortgages due to higher rates and the impact on financials being overlooked?

I read consumer debt in Canada is at an all time high, a housing bubble and notice new billboards for debt restructuring services in my town. Am I valid in my concerns with the run-up in financials? I have my doubts that main street is prepared for higher rates without some sort of a crisis unfolding.
Read Answer Asked by John on December 02, 2016
Q: The safest of financials have rallied a lot (big banks). I assume that investors will start going into the riskier financials. What do you think about buying a 1/2 position in a broker? Gluskin Sheff pays a 5% dividend, however there is that lawsuit overhang, so, I'm tilting towards Canacord Genuity. With the strength in the materials sector, do you expect $CF to start getting more contracts from that industry? I believe that's the core of their business? I could wait a quarter or two, but those stocks move very fast and my error in the past has been buying when everyone likes a stock (2014), rather than the other way around (summer 2016). Trying to change this, but as safely as possible. Thank you!
Read Answer Asked by Matt on December 01, 2016
Q: Peter and Team, I want to choose some ETFs for my mother in-laws RRIF and LIF. My approach is to be well diversified, looking for some dividend and a little growth to achieve btwn 5 to 10% annually. I plan to select Equal weights using ZLB,ZWB, ZDV FOR Canadian content and ZLH, ZWH, ZHY, and ZGI FOR US Content. Your opinion and any pitfalls or suggestions would be apprecuated.
Thanks, Steve.
Read Answer Asked by Stephen on December 01, 2016
Q: Dear 5i
I currently do not have any stocks in the banking /financial sector .
I`m considering cxi , bns and slf . I was not sure either if cxi fit into this category.
Of these 3 which would be the better investment over the next 2 years ?
Thanks
Bill C
Read Answer Asked by Bill on November 30, 2016
Q: I have a modest position in this company in my margin acct, what are your thoughts as to their future prospects..I purchased it at lower levels a little over a year ago so am doing ok as far as the dividend goes.
If I was to sell ( 2017 ) I would be looking to reinvest in a Canadian stock.
Read Answer Asked by Warren on November 28, 2016
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