Q: Dear 5i
If you had 6 months before you were planning on retiring and considering the volatility in the markets, what percentage of fixed income vs equity would you have in place in your portfolio ?
Thanks
Bill C
Q: I know it is has not been one of your favorite companies, but what are your thoughts on it's Q3 results and outlook? Is this a good point to average down? Thanks.
Q: It seems like a lot of companies are getting decimated on slower growth and future lower guidance - and in some cases even good results are also getting decimated. This does not seem to be happening in isolation and feels like a broad sentiment. Is this the sign of a weakening market? Does this typically indicate something occurring in the near future?
Q: Let me try this question again. I currently own AQN and FTS. I do not want to buy more of either of these companies. I am thinking of buying another (a different) utility company. What would be your preference for a third utility to add to my other two. Thanks.
Q: I own CPD in an OPEN account. I am still trying to understand Preferred Shares, even after watching Ryan's very good presentation about it. I am still trying to figure out why the fluctuations in CPD, outside of bond yields, and interest rate fluctuations i.e. should I sell these now for Tax loss selling or keep and buy more perhaps. It might be helpful for me to understand how I can buy an individual preferred share in my TDInvestor account, then I could see the difference in share price to common? A few questions here....
Thanks
Marilyn
Q: Can you comment on wir.u third quarter results. To me they look positive, but the stock is back down around a 52 week low.
Would you add to a position? Or is there another industrial REIT you prefer?
Q: I only have GUD in the health care space. I am thinking of adding ZUH. Is there another ETF you might recommend that is unhedged? What is your view on this sector at this time?
I am looking to add a REIT ETF to my portfolio (ZRE is my preferred), and am wondering on a historical bases if REITS right now are trading at a cheap/expensive valuation? Your website has the PE ratio at 7.8x and PB ration at 1.08x- that seems cheap? How does that compare with historical norms? Only wondering as ZRE seems to be trading not too far from it's all-time high, reached a month or two ago.
Would you expect reits to drop as interest rates rise over the coming months/years?
Q: Both companies are in a currently depressed sector and their respective stock prices reflect that. However, do you have a view on whether they might be close to the bottom? I realize that this is similar to asking where the price of oil is going but both stocks are royalty plays I believe and are therefore somewhat different from other direct oil/gas producers. Do you believe their dividends are reasonably safe and which would you prefer to buy (or not buy either) or better to wait till tax selling season later in the month