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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: What do you think of investing in the S&P 500 Dividend Aristocrat index, instead of (or in addition to) the S&P 500 index?

According to this web site (http://www.simplysafedividends.com/dividend-aristocrats/) that index has outperformed the S&P 500 index quite nicely over the last 5 year and 10 year period.

So far I have found only one ETF that tracks the S&P 500 Dividend Aristocrat Index. It is NOBL (Prdhares S&P 500 Dividend Aristocrats Index) and has a MER of 0.58%. Do you know of any other ETFs that track this dividend aristocrat index, and if so, which ETF would you recommend?

Paul
Read Answer Asked by Paul on September 19, 2016
Q: I am scratching my head on the consumer discretionary sector. Although the trends seem favourable, I am just not thrilled with what I see available out there. One name that intrigues me is PVH. It avoids the potential pitfalls of brick and mortar stores and seems fairly cheap on a valuation basis. Do you agree with the latter and can I have your general thoughts on PVH?. Or is some name in the sector that you find compelling? Thank-you.
Read Answer Asked by Alex on September 19, 2016
Q: I bought CUB.us thinking Cubic had a wide moat and/or a provides a specialized service for which the demand could rise soon. CUBIC appeared to be in a reasonably good sector. Is it? It seems to have stalled. Before I sell CUB.us I ask your opinion. (If you have other suggestions in this or adjacent sectors , I would welcome ideas).
Read Answer Asked by Adam on September 19, 2016
Q: Since the oil downward spiral starting 8/2014 I have gradually reduced my energy stocks from about 15 down to just one name - CJ. In spite of the analysts' ongoing optimistic support this stock continues to be depressed. In fact, just this week, when it comes down to selling either SGY (a known under performer) or CJ, I opted for SGY since I can salvage more of my original investment.

Anyway, why is CJ continues to underperform so much? And what catalysts you can see that can pull CJ out of this slump?

Thanks for your insight.
Read Answer Asked by Victor on September 19, 2016
Q: Hi; I know US stocks are not your focus but I wanted to ask your opinion on CVS. It seems like a great, stable US franchise not unlike Shoppers in Canada. It trades at a historically low valuation and below the broader market multiple. It pays a dividend. It seems like a great long term buy and hold for my RRSP. Is there something I'm missing?
Read Answer Asked by Uthaman on September 19, 2016
Q: Hi. I am interested in putting away 10% of the fixed income in High Yield Bonds. Below is a list of high yield bond offerings.

http://campaigns.questrade.com/Libraries/bonds/Questrade_Bonds_List.sflb.ashx

Page 10 of this link has a list of high yield bonds, of which I've listed a few that seem promising:

1) AIM 4.01% expired 2019

2) XRS 4.86% expired 2021

3) PKI 4.17% expired 2021

4) PKI 4.97% expired 2024

5) QBR.B 5.22% expired 2023

Are they ok or do you have any other suggestions? Please choose two for me. THANK YOU IN ADVANCE
Read Answer Asked by Esther on September 19, 2016
Q: Hello,
May I have your opinion on selling part if my Amaya (3%) and Boyd (7%) positions to purchase Premium Brands. As I am over in consumer discretionary and hold only a 2% posit in Saputo in basics. This would bring basics up to approx. 5% and discretionary down to approx. 16%. I also hold aw.un, bpf.un cgx dhx.b and gsy. In your opinion is there a better rebalancing option?

Your input is much appreciated.
Brian
Read Answer Asked by Brian on September 19, 2016
Q: Hello 5i,
I hold GWO with only about a one percent gain, so not much cap gains tax to pay, and was wondering, since I know you like SlF, whether you thought it worthwhile to sell GWO in order to buy SLf. i would like to have the cash too, (GWO is in a margin account). So i would also sell it for that reason.
thanks
Read Answer Asked by joseph on September 19, 2016
Q: Hi 5i team,

About 18 months ago, I invested 20K in my girlfriend’s newly opened TFSA. I had asked a question where I was looking for stocks (medium to low risk) with dividends above 3% and still have potential for some growth for a 2-5 year hold. These were and still are her only investments.
Following your recommendations I bought equal weights of CDZ, WSP, BNS, AD and WIN. I have since sold WIN for ATD.B

If I were to start over today, what stocks would you suggest? Would you recommend that I adjust the current holdings to match any new suggestions? Or would you just stay the course? Thanks
Read Answer Asked by Marco on September 19, 2016
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