Investment Q&A

Q: I have recently been making significant adjustments to my portfolio, based on the results of Portfolio Analytics. In particular, I am significantly decreasing my financials and energy, and making large increases to my US and international weights.

Despite my changes, I am still overweight by 6% based on the recommended financials, and by 5% for energy. I am underweight international by about 6%. What is your recommended tolerance? How much leeway do you suggest for the recommended allocations?

Also, I am currently invested about 11% in VIGI. What is the maximum allocation you suggest for any ETF? I am a fan of the dividend aristocrats/growers strategy. Is there any other international dividend ETF which you would recommend (if possible, sold in Canadian dollars) along these lines?

For the US dividend growers, I have DGRO, VGG and ZDY.

Thank you for this incredible service that you offer!

Q: Hi Peter, can I get your updated analysis on Steve Eisman's thesis on Canadian banks from today's BNN posts? Do you agree? What is it that he's seeing that we're not seeing (besides him flipping by shorts)? Would you be able to write a 5i blog post on how we can value banks (i.e. key ratios, ROA etc). Thanks.

Q: For the purpose of simplicity I would like your opinion on these 3 ETF portfolios.
My idea is to rebalance 1 / year.
non registered: VFV 30% VDU 30% VAB 40%
TFSA: VFV 50% VDU 50%
RRSP: VOO 30% VIG 30% IWO 30% VAB 10%
Any suggestions as to changing the etf's used for better tax purposes ?
Are there better etf's that you would recommend using?
Thanks for your help .
Victoria

Q: My question yesterday was meant to include intel - typo on my part - could you comment, please - thanks Jim

Q: Any specific reason for the continued drop in value in ZPR.

Thank you,

Bob

Q: What will it take to make western gas (Peyto) an interesting company to buy? It’s cheap as are all gas producers in western Canada but things look grim right now. Thankyou

Q: Any thoughts on any of the Inner Spirit shares or offerings?

Q: Over 11Mil. traded in HARV today.

Any news?

Thank you.

Q: Hi, VET drops to $29. Now the dividend is close to 10%.
My questions are : (1) Will the dividend be substantable？(2) If the oil price continues to drop, do you think the company cut the dividend？Is the possibility high？Thanks

Q: Two questions:

I read this morning about Canfor shutting down a BC interior mill due to lack of raw log inventory and processing costs. The article indicated that more mill shutdowns in BC will be inevitable due to the same factors.

Does WEF have a sufficiently large inventory of harvestable trees to avoid shutting down any of their mills in the foreseeable future? What about the processing costs at their mills. Are they at the lower cost end compared to other mills?

Thanks as always
Peter

Q: I f one had cash for one on the three new selections., which would it be??.

Q: Can you please give me your top Canadian dividend pick at the moment based on valuation, yield and dividend growth. I am overweight in financials. pipelines ,utilities and energy. Please have the pick not be one of the mentioned groups.

Q: Can you offer guidance on CannaRoyalty in light of the acquisition by CL? Would you recommend holding or selling at this point? How would you rate the transaction?
Thank you

Q: Do you have a favorite gold bullion fund or etf that is either long one of the following currencies CDN, CHF, JPN, or the Singapore dollar?

Q: I have cash sitting in most of my accounts. I am retired and would like to put some of this cash to work for me. I don't even think my bank is providing interest on some of this cash. I have DRIPs in several bank stocks and telecommunication companies. Can you suggest some ETFs that might be useful here. I am interested primarily in ex-Canada and in seem of the other industries besides financial and telecommunications unless they are based outside of Canada. Thanks.

Q: What are your thoughts on FIVE?

Q: Holding both the above, full position, down 17% and 25%. Hold, sell or average down?? Your best guess for 2-3 year time frame. Thanks Jim

Q: Hello. Thoughts on the Dynamic Real Estate & Infrastructure Income Fund? If not on your “thumbs up” list, any similar alternatives you would recommend? Thanks!

Q: From your suggested ETF list you provided for my Portfolio Analytics which ones would be best to incorporate in my RRIF and TFSA? Hope you have access to those ETF's. Thanks.

Q: What sort of a price do you think the board will be looking to sell the company for? Thanks