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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: Good evening 5i.

I just want to say I have enjoyed this forum lots over the past year and it has helped me stay in the game.

My question is.

I need ideas for a few dividend etfs for my non-registered portfolio. To date I'm holding some large cap Canadian dividend stocks and fixed income. I find it easier to manage with less stocks and a few etf.
I now have 10% CDZ in my RRSP, would it make sense to put CDZ in my non-registered also?
Is CDZ dividend taxed the same as a Canadian stock dividend when held in a non-registered account?


Thanks Steve

Read Answer Asked by Stephen on February 08, 2018
Q: Good Morning, Gentlemen;
I have a position in IPL at around $25.80 per share. I have the ability to add more (doubling in size my position, which would put me at 10% of my portfolio) at these levels but I'm hesitant because of the steep drop in share price.
My question is this: is this a sector weakness or is there something intrinsic with the company performance that may be driving the stock to these low levels (and very high dividend)? The current price as I write this is $22.73. I am investing for long term, reliable dividends.
Thanks!
John
Read Answer Asked by John on February 08, 2018
Q: I see PHO trades at a 2018 fiscal year p/e of 19 ( earnings this year expected to be 10.5 cents mean ) and it has a margin of 10%. QST trades at a p/e for current year of 9 ( 36 cents expected this year) and has a margin of 20%. Granted QST does not have the cash balance per share that PHO has, is this mismatch of values because analysts like tech more than oil service( even though I think QST is a tech company) and PHO may be a buyout target or are there other variables at play?
Read Answer Asked by Murray on February 08, 2018
Q: Hello: I currently own ZQQ yield of .52% and ZUE yield of 1.5%. I find that HBF has a much higher yield of 7.1% and will basically mimic the first two etfs, would you agree? Is HBF a reliable etf, if yes should I invest new money into it or use it as a replacement for either one or both of the other two. I’m retired and I am after some growth but mainly income.
Thanks
Read Answer Asked by Valdis on February 08, 2018
Q: Greetings,

I have some cash that I am planning on adding to my financial sector weightings - given the 20% fewer mortgages currently being written by the big banks, I suspect this will have some impact to their overall results. Given this and the insurers being cheaper right now, where would you add - the insurers or the banks.
Read Answer Asked by kelly on February 08, 2018
Q: Over the last little while I purchased the above securities because of a rising rate environment. All have performed as expected except ECN.pr.A. Is there any particular reason for this. Would it be wise to average down . I’m still thinking that with rising interest rates their will be more demand for their services. What about the margin will this increase, decrease or stay the same ?
Read Answer Asked by Roy on February 08, 2018
Q: I wonder if I could get your take on what Jim Cramer says is behind the current mess in the market. According to him most of the problem is hedge fund managers having to sell stocks to make margin calls on heavy, leveraged short bets they made on VIX volatility funds. It makes as much sense as any other reason I've seen. If it was just fear of a rising yield the big banks would be rising, not leading the way lower. https://www.cnbc.com/2018/02/08/cramer-these-4-securities-will-signal-the-end-of-the-sell-off.html
Read Answer Asked by John on February 08, 2018
Q: If I may be permitted a comment on Dave's question when he asks "...how to create an investment portfolio that gains from where the capital is going instead of holding investments seeing capital retreating," I have had spectacular results (in my mind) by emulating the Balanced Equity 5i portfolio, gaining over 16% in 2017 (my weighting was different and I hold several international ETFs for diversification outside Canada). Trying to go where the capital is going comes awfully close to timing the market, a losing strategy for most investors. As a contrarian by nature, where most of the market is going is a pretty good indication of turnaround soon.

I re-balanced my entire portfolio in mid-January to very closely align the weightings with the 5i Balanced Equity portfolio.

Read Answer Asked by Fred on February 08, 2018
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