Investment Q&A

Q: Hi Peter and Staff
I know you do not generally favour averaging down. If I was to top up one of the 3 below to small weighting ignoring sector allocation,please rank them, best to worst to average down on at present
Thanks for all you do
Dennis

Q: Which would you prefer? Is there a difference between them? Thanks, Austin

Q: I am looking for 3 or 4 Canadian dividend paying stocks to add to my portfolio. What are today's picks for safe, rising dividends, and fairly priced stocks of solid companies? My portfolio is well balanced, so sector is not important.

Q: Hi Peter, Ryan, and Team,

I'd like to deploy the funds from the recent sale of TNC. (Thank you!) I'm presently underweight in these sectors: Financial, Industrial, Information Technology, and Utilities. At this point in the economic cycle, what would be the most compelling sector? What would your top picks in this sector be if you were a buyer today? Thanks as always.

Q: Dear 5i
I currently own Dynamic Active Core Bond Private Pool DYN3900 as part of my portfolio with my previous financial planner as part of my fixed income .
I`m thinking of selling it in favour of CLF,CBO,CPD and XHY as recommended by 5i.
Do you see this as a good move or do you see any compelling reason for keeping it ?
Thanks
Bill C.

Q: Hello Peter.......... I have a question about 1228

Could you please comment on Gluskin Sheff about it's suitability for a 2% position in an retirement income portfolio. I have larger positions in BNS, and in CM.

Is the payout ratio reasonable and is the dividend sustainable and do they carry a lot of debt?

It doesn't seem to have done anything except drift further down since the legal settlement and you had said you expected a pop of as much as $3 or $4! Am I missing something?

Are there other Financials that you would prefer with similar dividends? How about Olympia OLY, or TF?

Thank you............. Paul K

Q: Hi, can you rank these companies for long term holds considering currrent valuation. Thanks

Q: Please advise what is the effect of strong Can.$ on the aforementioned stocks.Thanks for u usual great services & views

Q: From the growth portfolio do you see any upside on the horizon for these 4 names, I have a large amount of small stock holdings that are under .05% of my portfolio value hence trying to sell some off and pick just 4 names to clean things up, I will still maintain a well diversified portfolio even after clearing out the low percentage stocks.
Are there 4 others names you would suggest if not the above.

Q: My real estate exposure consists of CAR.UN. To increase diversity I am considering selling CAR and buying RIT. The MER is on the high side but the short and long term performance, relative to other REIT ETFs or mutual funds, seems justified. Volatility is also relatively low. What is your opinion on my plan and on RIT as a long term hold? Are there any other mutual Funds or ETFs I should consider. The percentage of my portfolio devoted to REITs is not high enough to obtain the diversity I seek by direct investments. I also do not wish to increase my security count by 3 or 4.

Q: Your thoughts on the 2Q financial results?

Thanks

Paul

Q: Is the yield of 9 % a warning? Sell it for a small loss?

Q: Good morning, If I sell ZWH, VGG and VIG in taxable accounts and replace with ZWA and VGH (both hedged and in Cdn dollars), will this trigger the disallowed tax loss? i.e. are they too similar to replace within 30 days? If so what would be a better solution? What would be your suggestion for US representation at this time?
Thanks for your never ending help.
Ted

Q: I noticed that Magna is losing ground today. Is there any reason for this? I wanted to buy some magna, but would it be wise to buy it at this time or wait for Nafta negotiations?
Thank you

Q: I read this morning in Globe and Mail about Precision Drilling.
What are your thoughts about the article and PD in general. Would you buy now or wait&watch or sell and buy another driller?

Q: In reagrds to your model portfolio update;

Sell full position in BMO Equal Weight REIT ETF (ZRE, NR)
Trade Rationale - We see a few headwinds facing the broad REIT industry. Higher potential rates may make this segment come out of favour while also increasing costs to the REITs themselves. Add in high property values and pressure on retail stores, and we think it is time to be more targeted with any REIT exposure.


I concur and shifted my focus to smaller, higher yielding albeit riskier REITS like PRV which is flat since purchase not including DRIP & NXR just bought. My question is what REIT's would you recomend for this targeted approach and retail concerns, I am familair with some of your more popular REIT suggestions so hoping to hear some diferent names.

Thanks!

Craig

Q: What are the expected earnings for GSY?

Q: This may be 2 questions:
As part of balancing my TFSA which is Growth oriented, I am looking to add positions in the Industrial sector; how would you rank these? any other to suggestions?
Similarly, what would be you top 3 pics and rank for Consumer Cyclical sector
As always, Thanks for the insight.

Q: what are a few gold stocks( I have non ) that are :
- reasonable and safe as per engagement and jurisdictions
- low debt or cash
- some growth but may pay a small div/or have intention of do so

would you advice an etf here for me ( usually I do not like etf'd in places I can get good companies )
thanks
Yossi

Q: Could you give me your opinion on Zendesk (ZEN). How would it compare to Shopify? Thanks, Mark