I sold EMA in my RRSP last week just before it dropped.
I want to replace it with 2 Utilities in my RRSP and 1 in my TFSA. What Utility stocks would you pick today?
These are income portfolios with approx 5% per position.
Q: I own SVI but want to sell it and buy TOY. What are your thoughts on that or would you buy something else or hold on to SVI. Sector not an issue. Thanks
Q: Just a comment to Nino's earlier question about CDZ: at the end of February 2017 Aimia was the largest weighting at 3.15% of that fund (according to iShares website). With the loss of the Air Canada contract and subsequent cancellation of the dividend it would have been delisted from the index (can't find a link to that on S&P though). Seems to me there would be recent losses and distribution cuts to the fund especially from Aimia's fall plus any other changes in holdings. Fair to say situations like that make yield-driven weighting riskier?
Q: Hello 5i team,
In a recent response to Stanley you said you would consider a pension as fixed income. Tha is not new. But, i was wondering whether you could give a rough approximation of the value of a pension, say arbitrarily, a pension of $30,000 per year, in terms of a percentage of fixed income. Say in a portfolio of one million, if that helps to clarify my question.
All the best
Q: Hi there - could you please provide your thoughts on this company? It trades at significantly less than its liquidation value (easily calculated as it hold a significant amount of public companies). thank you.
Q: I have a reasonably well-balanced portfolio encompassing many 5i suggestions. I have recently opened a TFSA account and would like your assessment of the above for immediate purchase in that account.
Thanks for your assistance.
Geoff
Q: Appreciate your views on CSU debentures. They seem to guarantee 6.5% plus the inflation rate, so have been yielding 7.5-8%. Seems like a good vehicle for income. Thx
Q: Why is CCL.B being hit hard since its recent $68.47 high in mid June?Is this the time to enter a position? Appreciate u normal great services & opinions.
Q: Magna seems to be on a bit of a roll the last few weeks? Do you know why and is this momentum sustainable or an opportunity to take profits?
Thank you
Maggie
Q: This is comment on your answer to Brian's question. For the record the merger has been approved during the July 11th meeting. It is important to know that instruction on options have to be submitted by tomorrow. Otherwise the default is receiving PPL shares subject to proration.
Q: Thanks for your help and insight. I have just rec'd a recorded message from the CFO, I think, of PIH to vote my shares in support of the Methode plan of arrangement. Is there any other significance to such a call than that there has been a poor response, number of shares-wise, to the plan?
Q: Just looking over the ishares website regarding CDZ, and I don't seem to understand why the dividends have not been increasing steadily and instead have been erratic. For a dividend growth ETF, should the dividends not increase regularly? Can you please help me understand this?
Q: I have advanced funds to my sons and their wives, ages approx. 40, to set up TFSA's and suggested they invest in Reits and set them up as Drips. I gave them a list of suggested Reits and I believe they have all followed my suggestions. None of them are really into investing. Could I have your comments on this strategy.
Q: Peter and His Wonder Team
I am trying to get a better understanding idea of "normal-average market fluctuations".
So for example...Lets say your portfolio hits a high for the year in April and a low in September with just normal conditions and no catastrophic events. So here is the question...What might the percentage difference be...10% 15% or 20%? Please give a number for a momentum-FANG portfolio vs a conservative VALUE portfolio vs a small cap CONTRARIAN portfolio. I think knowing what is normal may reduce the anxiety for us retail investors.
Thanks as usual...
Dr.Ernest Rivait