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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: Hello 5i team,
I'm looking for a one stop global balanced dividend etf at this time, for the next 4 year time frame.
Maybe VGRO, Vbal etc. but not prefered, I'd like about 3% Canadian content in it.
Too much in Canada already.
Any ideas other than balancing MAW120 or XAW with a GIC ladder ?
Read Answer Asked by Bernie on October 28, 2019
Q: If you purchase a stock on its ex-dividend date or after, you will not receive the next dividend payment. Instead, the seller gets the dividend. If you purchase before the ex-dividend date, you get the dividend. Am I correct here? In that case when is actual ownership transferred? Trade date or settlement date?

For example, if the ex-dividend date is 9/17, the trade date is 9/16 (so it's supposedly bought before the ex-dividend date) and settlement date is 9/18, will I get the dividend? Please clarify and thanks for your help.
Read Answer Asked by Victor on October 28, 2019
Q: Peter, I read your article in the National Post on Saturday. You focus on a handful of companies that are superior according to your filters. Of these how would you rank the companies above? And have you any information about them which you would like to add? Thanks for your insights.
Read Answer Asked by christianne on October 28, 2019
Q: your article in the financial post was very insightful.
the only stock to make 2 different screens was enerflex and yet it is near its 52 week lows, its chart looks horrible. why is this, i think because it is related to the energy complex but not sure.can you help, i had this stock in my watchlist forever.
also nice to see goeasy on the harder to make last screen, nothing surprising here, its always undervalued.
dave
also n
Read Answer Asked by david on October 28, 2019
Q: Hello Peter, Ryan and others,
My wife bought SQ and MU when they were high. Now she has about 14% of MU and 29% of SQ of unrealized loss, and they are in her RIF. Could you give some suggestions what she should do in the current situation? Please also comment on TOY, BPY, GE, LIN, COST and NEE. We always appreciate your comments and suggestions. Many thanks! Jim
Read Answer Asked by James on October 28, 2019
Q: 1. The Globe just published a list of Canadian companies CEO salaries and bonuses. Sorry for the odd question but I am find it very hard to understand how the CEO of Barrick deserves a salary of $3.2M and a bonus of $12.6M. I am hoping that you could help me understand a bit.
2. How does the CEO of CSU make money with a Salary and bonus of zero? Stock?
Read Answer Asked by Danny-boy on October 28, 2019
Q: Wondering about where to contribute and add to next . I have a TFSA and RSP self directed ( no unreg'd trading accounts )

Started investing in the TFSA 1st so my RSP is far behind it in $ levels . Now that I have contribution room , plus more on Jan 1 should i go with ..

Topping up EMA in my RSP , would be heaviest weighting if so with TD on top right now .
Topping up RY , NFI , MFC or NPI ( all being medium weight with TD and AQN on top )
Or adding BEP or SRU as new holding to either TFSA or RSP , leaning towards BEP myself .

Thanks

Read Answer Asked by Chris on October 28, 2019
Q: I want to get more defensive going fwd I suspect Utilities + consumer staples should be increased are ETFs or individual stocks the way to go?. What other sectors/ stocks should be favored thanks
Read Answer Asked by Terence on October 28, 2019
Q: I have been away for a few weeks and went back to listening to my business podcasts. One that I enjoyed tremendously is the National Post podcast on climate change. It’s great listening and I do love her co relation of the climate change situation and the hysteria about it to a Monty Python skit , the fact that a lot of people are willing to blame yet very few are willing to talk about solutions. Great listening and a great explanation . the link to the podcast.

https://podcasts.apple.com/ca/podcast/down-to-business/id1460294675?i=1000453699239

The company has no debt and seems to be in the sweet spot of growth at the moment, your views on the company and its air quality improving technologies please , thanks, Jean



Read Answer Asked by Jean on October 28, 2019
Q: Will you be posting a 2020 watch list
Thanks for the excellent help
Read Answer Asked by James on October 28, 2019
Q: Wondering what your picks for "popular" stocks that might get hammered the most by tax-loss selling this year , a few that I have in my portfolio for suggestions but hoping not of course .. NFI , ERF , VET ?

Thanks ,
Chris
Read Answer Asked by Chris on October 28, 2019
Q: DAN DREYFUS make the following points on cnn.
1.pipe line constraint forces CNQ to give more $ to share holders.
2.dividend is good long term.
3.at $45 wti they can still have 4-5billion or so free cash flow for years
4. similar logic works for SU and CVE.
could you comment on the above. would you agree and why or disagree and why.
thank you
Yossi
Read Answer Asked by JOSEPH on October 28, 2019
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