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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 5i
It is great that these changes have been made to the Portfolio Analytics. The next important change would be to be able to download my portfolio with the combined positions instead of the separate ones. Adjusting the downloaded spreadsheet to having to add all the similar elements is a chore to get a hard copy of everything. Since I buy and sell with TD and monitor using Morningstar and Yahoo it makes things difficult. (I use Morningstar and Yahoo in addition to your great Portfolio Analytics as each offers a different perspective) and, yes, I do spend hours a day reviewing my portfolio but only taking action at your suggestion, when required but its is good to be hands on as nobody else would care as much as I do because its mine and not a generic assimilation from a broker!
Question: Is combining the positions available to the download in the works?
Thanx
Stanley
Read Answer Asked by STANLEY on September 10, 2019
Q: "High Arctic Energy Services said Tuesday that Papua New Guinea has validated its LNG Gas Agreement. PNG Petroleum Minister's validation included new "good faith" concessions such as the preparation of a National Content Plan, third party pipeline access, possible state participation in pipeline ownership as well as LNG transport tankers."
Does this change your opinion on the company again? Thanks.
Read Answer Asked by kelsi on September 10, 2019
Q: I have owned these two mutual funds for several years now through my broker but am generally not impressed with the overall returns. Can you suggest better mutual funds?
Read Answer Asked by Bob on September 10, 2019
Q: Gentlemen good morning

Can you please name a short list of good stocks (US and Can, any sector ) that can be on a growth & a value list
It’s a tricky or irrational question but I try it.
Thanks Regards
Read Answer Asked by Djamel on September 10, 2019
Q: As we approach year-end, I wonder if you have given some thought yet to tax loss selling opportunities. Almost anything in oil and gas and lots in materials would fit the bill. Will you be publishing a list of candidates as you have in previous years and when might you do so?
Read Answer Asked by David on September 10, 2019
Q: This is a follow up to Greg's question in regards to negative interest rates on Sept 5.

Are negative rates generally good or bad for bank stocks? Since they will still charge a premium for mortgages and lending, as well as getting tighter with lending would theoretically mean less delinquencies. Also, I imagine they would still charge fees on any accounts that they already do, wouldn't charging to hold money (as a negative interest rate) be another source of income?

What other stocks typically do well in a decreasing or negative rate environment?

Sorry if this is rambling a bit.

Thanks
Read Answer Asked by david on September 10, 2019
Q: What are your thoughts on VDIGX when compared to VYM and VIG.
Thanks
Read Answer Asked by Francesco on September 10, 2019
Q: This is a follow up to my questions about EFT TERs.

Thank you for the information about Canadian ETFs. What about US ones? For example, IEFA fund facts shows:

Expense Ratio 0.07%
Management Fee 0.07%
Acquired Fund Fees 0.00%
Expenses Foreign Taxes 0.00%
Other Expenses 0.00%

There is no mention of transaction fees. I find it difficult to believe the transaction fees for European markets are $0. Do you know where I would find that information?
Read Answer Asked by Federico on September 10, 2019
Q: Hello 5i Team
I currently own Shaw Communications (SJR-B), which I have owned for several years.
The purpose to owning shares of SJR-B is to match the payments I make monthly to Shaw for my cable and internet.
Shaw has not raised it dividends ($0.09875 per month) since March 2015 and has declared the same monthly dividend to December 2019. Yet their cable/internet charges increase every year!!!!
My yield on cost is 5.46 % and the current yield (based on Friday close of $26.15) is 4.53 %. Essentially the stock has become similar to a "preferred share" where the dividends don't increase and the share price fluctuates with the rise/fall of interest rates.
The questions I have are:
1 - What are your thoughts on Shaw going forward and should I keep it and accept the reasonable yield on my book cost (the do nothing option).
2 - Sell the shares of Shaw and invest in BCE/Telus where the current yield is similar with the high probability of increased dividend growth and limited capital gains. I currently own approximately the same dollar amount in each of BCE/SJR-B/T
3 - Sell the shares of Shaw and invest in Rogers where the yield is lower with the probability of increased dividend growth (Rogers recently raised the dividend after no increases since 2015) and possible capital gains.
4 - Sell the shares of Shaw and invest in a preferred share ETF (CPD/ZPR) with a similar yield, since I the likelihood of a dividend increase from Shaw appears low and the probability of capital gains with the preferred shares ETF is higher with increased interest rates in the future (?).
Thanks for the excellent service.
Read Answer Asked by Stephen on September 10, 2019
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