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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: Which of the three main US small cap etfs do you prefer, IWO, IJR or VB, thanks Bill
Read Answer Asked by Bill on December 16, 2019
Q: I have a roughly equal weighting in BNS, LB, RY, TD and POW with no single stock much over 3% of my portfolio. With POW getting swept up in some euphoria over anticipated future improvement in its management, would it be wise to exit now on the wave and reinvest the proceeds in one or two of the financial stocks that I already hold?
Read Answer Asked by Geoffrey on December 16, 2019
Q: Why is NFI considered a Consumer Cyclical and SIS considered an Industrial? I might almost see them the other way around since consumer purchases of SIS's products would seem somewhat cyclical according to the propensity of individuals to make major commitments to their lines of products. Purchases of NFI's products would be driven by municipal budgets which might be more stable in good and bad times.
Read Answer Asked by Geoffrey on December 16, 2019
Q: On Dec 13 Credit Sussie downgraded BNS to Neutral (from Outperform),$75 TP, Av TP$78.92 It dropped $0.89 to $73.82 on above av. vol of 5.2m shares.Note that there was a purchase of 2m shares @ the close.Apparently there was above average vol. for the other big 4 banks. Your comment please. Txs for u usual great services & views
Read Answer Asked by Peter on December 16, 2019
Q: On Dec 13,Goos dropped $1.52 to $51.35 after a report that it dropped its sale price on its product.Please comment .Is this a opportunity?.Hong Kong still in turmoil & no end in sight.However phase 1,US/China trade deal had been agreed upon & documents being drawn up for hopeful signing in Jan next. Txs for u usual great services & views
Read Answer Asked by Peter on December 16, 2019
Q: I asked the following question earlier this week: "I was a shareholder of Enercare and received Exchangeable LP Units on BIP.UN's acquisition of Enercare. When the Exchange Corporation is created - will I receive 0.11 BIPC shares for each of the Exchangeable Units? (I have asked BIP.UN the same question but have not received an answer yet)"
I have now heard back from BIP.UN Investor Relations and they have advised that only holders of the regular units of BIP.UN will receive the BIPC shares and that in advance of the split (1Q 2020) that I could exchange the Exchangeable LP units for BIP.UN units. I checked with my broker (RBC Direct) and they confirmed that there is the option to exchange now and that I need to advise them by 12/27. I have also asked BIP.UN if the exchange of Exchangeable Units for regular BIP.UN units is a "non taxable event" but have not heard back from them yet.
Thanks
Read Answer Asked by Gary on December 13, 2019
Q: I am a recently retired income investor with a diversified portfolio that includes 14 Reits totaling about 15% of my portfolio. While they have done well over the last couple of years (especially in the last 6 months), they have been declining in unison recently. Do you think that this is the start of a rotation away from REITS and into more growth stocks, or simply some short term profit taking? How do you feel about REITS overall as an income strategy?
Thanks
Read Answer Asked by Hans on December 13, 2019
Q: Hello,

I want to add fixed income to balance my portfolio and will hold it in a cash account. I'm targeting 15% fixed income with > 10 year hold.

1. Are the ETF's in the income portfolio appropriate? or should I have more concentration? Or a different selection?

2. If > one ETF do you have a weighting suggestion?

3. Will these be taxed as income or dividends?

Thanks!

Dave
Read Answer Asked by David on December 13, 2019
Q: Hi Peter & 5i Group,
A few days ago you indicated that you liked the US growth ETF "IUSG" which has a very good chart giong back some years, and to date, which I purchased shares of.
Can you recomend a simular Canadian market growth ETF. that rivals IUSG or comes close.
Thanks, your team are so valuable to a invester.
Ken
Read Answer Asked by kenneth on December 13, 2019
Q: I think HXS and ZWH have similar assets.
Do you agree ? Because I carry forward capital losses, I think I should buy HXS because it pays no dividend, and I can apply future capital gains against losses accumulated. Looking at the performance of both funds, I should do better buying HXS, does this make sense. Also please comment if one or both of these funds are worth buying at this time .
Thanks
Read Answer Asked by Luc on December 13, 2019
Q: My daughter holds RBF1018 (series D units) in her RRSP. I plan to sell all of it and buy XIT to improve her overall asset allocation. Are there any issues with pending year end dividends for either securities? Should I wait until Jan 01/20 or go ahead now?
Thanks...Steve
Read Answer Asked by Stephen on December 13, 2019
Q: I seem to recall that you have recommended good books for newish investors to look at but could not locate your recommendations. Perhaps you could list a few that would be good for young investors just getting started.

Thanks, Bob.
Read Answer Asked by Lynn on December 13, 2019
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