skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I see you are sitting on over 7% cash in the Income Portfolio. Any plans to deploy these funds in the short term....or is this strategic?

I notice the Balanced Portfolio is at 1% cash, while the Growth Portfolio is at 6% cash.

To my way of thinking, I can understand the Growth Portfolio having a higher cash balance due to the more volatile nature of the fund and wanting more cash, so as to take advantage of opportunities that may arise. But...I would have thought the most conservative fund, the Income Portfolio, would have the least amount of cash, so as to generate the most income at the steadiest level.

Thoughts?

Thanks...Steve
Read Answer Asked by Stephen on June 09, 2021
Q: Are the banks still cheap in your opinion? Fwd PE for RY/TD 11.7x, CM 10.8x with the others around the same levels. What do you expect from them over the next 12-24 months?
Read Answer Asked by Albert on June 09, 2021
Q: I know you typically don't like averaging down. I'm underwater on the following names. Would you be comfortable adding to them and if so which order would you prioritize new money be allocated. 10+ year timeframe.

BEP.UN (down 22%)
KXS (down 21%)
TTD (down 36%)
U (down 41%)
XBC (down 54)

I assume you would advise a few more quarters with XBC before adding?

Thank you,

Stefan


Read Answer Asked by Stefan on June 09, 2021
Q: I was hoping you could go sector by sector and suggest some companies in both Canada and the USA which you think will attract investor interest partly because of their ESG-friendly tilt.

As one analyst explained, there are commodity producers whose costs will be reduced thanks to ESG-related government grants, thereby boosting profitability. Wondering what you make of that and if you can suggest any examples. Thanks.
Read Answer Asked by Brian on June 09, 2021
Q: I wrote to you about US utilities on July 20,2020. Included in my question were : AEP (with DUK and SO).
AEP dropped about 4% this morning. I didn’t see any news today that is bad enough to affect the share price that much. All news items are two or more days ago. Do you see anything what caused the price drop? 4% is not trivial for a steady bond proxy.

In particular , would you change or update your answer to my July 20 question please? Thanks.
Read Answer Asked by Adam on June 08, 2021
Q: Any recent news on Surge {SGY} to keep me interested in this Co?
Read Answer Asked by Del on June 08, 2021
Q: Hi Peter
please comment on the new EFT DXR Dynamic Active Retirement Income + ETF.
When reading up on the fund the net assets are low, taking advantage of lower borrowing rates, the fund can use a moderate amount of leverage to generate additional income.
Is this a good strategy?
When the fund gets enough assets, would you recommend it for a RIF/RRSP for a long time hold (10 years).
Thanks Ron
Read Answer Asked by Ron on June 08, 2021
Q: Looking forward, with yield and stability in mind, how would you rank these three ETF's? Thanks as usual, great service.
Read Answer Asked by Curtis on June 08, 2021
Q: My portfolio, registered and unregistered is 62% equity 32% cash.
Have cash in both types of accounts, I’m 84 yrs old wife 74.

I currently hold the following equities. % total.

Aqn-3.26,bns-3.24,bam-3.24,byd-3.24,cae-2.48,car-un-3.74, Eif-1.21,enb-3.15-:mg-4.14,pbh-3.85,t-1.66,TFII-3.71,vdy-5.39,VFV-3.62,VFV-3.62,vgg-9.04,vvl-2.26, wsp-4.58.
Vgg is all in registered accounts.
Are there any equities you would considering no need to hold ?
Can you suggest any etf to add to either registered or unregistered account?
Read Answer Asked by Roy on June 08, 2021
Q: Your views on AMGN. The price is moving in the range between US$230 to US$245. Pays a dividend yielding 2.5% plus and increasing dividend year over year. One bad thing is happening with its new drugs. They are failing and not getting approval. Your views. Should exit the position? What's your choice? Do not own any drug company but own BAX-N as 10% of my portfolio. I run very concentrated portfolio based on individual companies and ignoring sectors.
Read Answer Asked by Piyush on June 08, 2021
Q: What is the future of Dupont? The company did acquisitions then merger then sold some business and finally split in three but company never grew? Your suggestions. Should I switch to DOW-N which I got when DWDP (DowDupont) split or APD-N which is betting on new $7-bil Hydrogen plant project?
Read Answer Asked by Piyush on June 08, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!