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: My question is about your take on reinvesting dividends.

I now have enough in my income portfolio to reinvest into buying whole shares. All things being equal (without dividend reinvestment policy by the company to buy at a discount), should I enroll in an automatic reinvestment plan that my broker offers or should I accumulate enough and then make one time purchases throughout the year when it's on a dip or something?
Read Answer Asked by Eugene on December 19, 2016
Q: I have owned this fund SPR006 for 10 years of ups and downs. Is currently just above water and would like your opinion in the current environment, Hold ? Sell ? replace with what ? possibly at lower carrying costs. Appreciate your advice.
John
Read Answer Asked by JOHN on December 19, 2016
Q: I am a long time holder of Inter Pipeline (IPL). I have a diversified portfolio that includes nearly all of the holdings in the BE model portfolio. When Enbridge was added to the model portfolio, I took a pass and figured I would just stick with IPL. Although IPL's share price has generally lagged ENB, as of late it has been outperforming and I am wondering if now would be a good time to switch. I know that ENB is much larger, but IPL does pay a higher dividend. Without any tax implications do you think a switch from IPL to ENB makes sense for a 5-10 year timeframe?
Read Answer Asked by Steven on December 19, 2016
Q: I looked at their financials and some things did not make sense: high intangible asset amount, negative ROE yet have a good cash position and high advance from customers I guess that gets amortized over the year? No debt which is great - so, to me this picture is a little confusing? Their product is security software which I would think, is a good place to be - who are their customers? Thinking of buying in my TFSA -what do you think?
Read Answer Asked by James on December 19, 2016
Q: There is currently a plethora of ways to invest in the US Market without touching sector funds. Would you use any of the above ETFs and if so in what proportion or would you suggest using any other US ETFs as well. High conviction US Mutual funds are also an option; but the fees are somewhat higher. I currently have no US coverage and am looking at establishing a 15-20% position. I know timing is a bit of a quess; but with the recent run up would you please suggest a strategy?

Thanks and
A very Merry Christmas to all
Read Answer Asked by Warren on December 19, 2016
Q: I follow Contra the Heard along with your service to help me identify potential opportunities. Combined I have had some nice returns. This weekend Contra recommended GES. I wasn't able to find any previous questions on this retail chain. I also know being US is not your primary focus. However if you have any thoughts it would be appreciated.

Merry Christmas to you and yours.
Read Answer Asked by Mike on December 19, 2016
Q: Do you prefer:
(i) the 3 ETF Canadian Couch Potato Portfolio (VAB, VCN, VXC) (ii) the 11 ETF Canadian Money Saver Portfolio (CBO, XBB, CPD, XIC, CDZ, XGD, VEE, VE, SPY, VIG, IWO; or
(iii) something in-between?

Also, do you have any thoughts on Norm Rothery's Hot Potato (a take on the Canadian Couch Potato
- http://www.moneysense.ca/save/investing/spicier-couch-potato-portfolio/ )

Thanks!
Read Answer Asked by Jonathan on December 19, 2016
Q: Hi there, in your previous answer on Friday regarding PLI, you were going to fact check on the short sell attack report, have you done so yet? You were going to check on several things, have you had a chance and what things were you going to check on? What conclusions have you come to after the weekend? Sorry, but this is a large holding and hoping that 5i is on top of this one...for all members! Are you confident enough in PLI management/board that you will be adding to the GP holding? Thanks!
Read Answer Asked by Hussein on December 19, 2016