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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: The Analytics tool suggests I am significantly overweight geographically (Canada). The tool also suggests I downsize my financial holdings and increase Consumer Defensive, Tech, Healthcare, and Industrials. Which sectors would you tackle first to increase? Please provide 2 or 3 stocks/ETFs that you would recommend to begin re-balancing my portfolio geographically and by sector?

I am a long term investor and I have evolved over the years towards buying more of the larger cap companies.

Thank you!

Sean
Read Answer Asked by Sean on August 20, 2019
Q: This was issued Oct 3, 2016 at $12.75 and has a barrier price of $8.93 and is tied to the i shares Capped energy price. It is within a dollar of the recall price. It missed the first recall Sept 27, 2018 and the final recall is Sept 27, 2019. It is now showing a loss of $3,219 on a $10,000 investment. I have held it this long would it be advisable to hold it until maturity and recover my initial investment if it does not reach the recall price? The lure is the redemption amount.

Thank you

Donald
Read Answer Asked by Donald on August 20, 2019
Q: I was wondering what your thoughts are now on Waterloo Brewing since they announced last week that they will be "ready to commercially produce" cannabis-infused beverages for 2020. It would seem that with a viable beer business generating $55 million plus in revenues a year plus a 3% dividend this company might be a way to play the cannabis space with limited downside. Thanks.
Read Answer Asked by James on August 20, 2019
Q: I am retired and wish to structure a conservative portfolio consider the uncertainty of the economy. I favour banks (RY, TD), utilities (Fortis and Algonquin) and Telecoms (BCE and Telus), BrookMiled Asset Management, Brookfield Renewable and Brookfield Infrastructure Microsoft and Berkshire B.

I would lik´to have 40% in bonds and favourCLF, XBB, XSB and XSH. I would move from FTB even though it has a higher yield but a higher MER.

Your comment would be appreciated.

Thank you.

Donald

Read Answer Asked by Donald on August 20, 2019
Q: How do you know whether an ETF pays a dividend, which would be eligible for the dividend tax credit or a distribution which does not have the dividend credit?
Thanks
Jeff
Read Answer Asked by JEFF on August 20, 2019
Q: Is it best to withdraw the minimum amount from a RRIF and draw it down over time. The downside is if there is a significant balance when you die you pay tax at the highest marginal tax rate. What is the significance in leaving the proceeds to charity. Do I avoid the tax?
Read Answer Asked by Donald on August 20, 2019
Q: Could you confirm or clarify the following metrics on the 5i Company Profile pages:
Dividend Growth 3 Yr
Dividend Growth 5 Yr

I'm assuming these are annual or compound rates for the given time periods.

Thanks.
Read Answer Asked by Robert on August 20, 2019
Q: I would like to start a position in both Googl and Amzn, but I wondering if I should wait for a better entry point. I realize its impossible to pick the perfect entry point, but I wondering what your thoughts would be on just taking the plunge now, and not worrying to much about what price I get in at, since this is a longer term hold min. 5 years, or should I stay on sidelines until all of this Trade Business settles down?
Read Answer Asked by John on August 20, 2019
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