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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: I am making a few adjustments to my SDRIF in order to improve yield. Many of my holdings are either from your Income or Balanced Portfolios. Included are 2 stocks, ESL & SJ, which I also hold in other accounts but would like to replace with stocks that have a 4%+ yield and with a small cap appreciation. I was thinking ABT to replace ESL. For SJ, I was thinking of increasing my very small holdings in either BCE or T. Is there any reason that you think these are bad choices at this time and/or would you have any strong alternative suggestions ?
Many thanks as always
Read Answer Asked by Alexandra on October 03, 2016
Q: Starting a new portfolio of higher risk stocks to offset my more strategic long term investments. I have listed several juniors that are either in your Growth Portfolio or have been lately receiving considerable attention. Would appreciate your comments, order of preference & recommandations. Please deduct whatever number of credits you feel appropriate. Thank you.
Read Answer Asked by Robert on October 03, 2016
Q: Own HLF took the ride down and back up at a nice profit but is there anymore left. Like the rationnalisation story im progress. Dowgraded at Scotia this morning due to price runup but it looks cheap to me on a forward p/e basis ? Thinking of maybe switching to PBH which is a lot more expensive on p/e basis.
Would like your take on these stocks ?
Thanks for the ongoing learning process !
Read Answer Asked by Denis on October 03, 2016
Q: Good Morning: I want to realize some capital losses on the above energy positions (and others) but do not want to lose exposure to the energy asset class in case of a sudden move upwards (even though I don't expect that in the short term.) So, my plan is to sell all or parts of my losers and buy something else that will give me the same effective exposure. My question is as follows: First, what four stocks in the Cdn. energy sector would you recommend for a purchase at this time; and second, would an etf like XEG be an effective alternative for all or part of this strategy. I may even buy back some of the positions I am currently selling after the 30 day wait period has passed. As always, many thanks. Don
Read Answer Asked by Donald on October 03, 2016
Q: If you were asked to create a Canadian dividend Aristocrat ETF what holdings would you include? Would you equal weight the holdings? Would you diversify it across sectors? How would you base your selections against payout ratios or higher dividend payers? How often would you review the selections and how many names would you hold. Why might you want to do this type of ETF over another example such as growth, small cap index, value , GARP, etc.? Also please compare your Model portfolio to such an ETF. What makes the model portfolio different from this approach? Sorry for the longer question. To sum it up I am hoping to get a feeling of your strategies from the answer. Thank You Jeremy
Read Answer Asked by Jeremy on October 03, 2016
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