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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: Looking at investing in these Canadian companies paying US $ dividends for a non registered account to help with my snowbird expenses.
Would be 15% of total stock/bond portfolio of mainly banks, utilities, reits, pipelines. Age 69.
Appreciate your opinion on these. Any others?
Would you equal weight or what individual % would you allocate? Any other thoughts?
Thanks. Derek
Read Answer Asked by Derek on March 25, 2019
Q: you'd just respond to martin on benchmark of income portfolio is XTR.
My sense is that not a good benchmark with more than 45% of fixed income product (xfr, xhb) plus 4% HY and 4% pref (reflecting well your investment in cpd and xhy). Please comments
Read Answer Asked by BENOIT on March 25, 2019
Q: took positions in each earlier in 2019, and allocated them to balanced portfolio rather than income....did it this way as QSR dividend yield is 3.2% and TRI, 2.6%....is that how you would assignment them?.......thanks...Tom
Read Answer Asked by Tom on March 25, 2019
Q: Good Morning 5I.

I have the following positions in my RRSP ...
BNS 6.5%
TD 5%
BCE 5%
ENB 4%
BEP.UN 4%
SRU.UN 4%
MFT 3?
CDZ 5%
ZWE 4%
ZWH 9.5%
The list above cover the equity side of my portfolio.
The other 50% is in a GIC ladder yielding over 3.0%
I plan to retired within the next couple years.
Could you please comment on any changes needed that stand out to you?
I think I should add more US exposure and possibly another reit, what would you suggest?

Look forward to your reply.
Read Answer Asked by Stephen on March 25, 2019
Q: Good Morning
Both GS and KWH have buyout offers. What is the best way to collect the remaining dividends until these purchases close? Will tendering to these offers ensure you collect these dividends or should I wait until the ex dividend date expires, then tender?
Secondly what would you suggest as a replacement for both.
Thank you
Read Answer Asked by Marty on March 25, 2019
Q: To take Goodman's "grandchildren" analogy to heart, then, ... I'm assuming he's telling us to bail if we don't have grandkids? : /

What if our grandkids are already taken care of, and we'd like to see better results now?

Five years seems to be an awfully long time for compost to ferment, in my mind. I'm an organic gardener, so no disrespect intended here. ; )

Your thoughts, please, on his silly analogy. This slow-burning genius seems to be fizzling out, like a dud firecracker. Surely investors deserve a little something for being so patient -- maybe even a little respect.

Read Answer Asked by Sylvia on March 25, 2019
Q: Hello all.
Looks like GS has worked out ok for recent purchasers.
Given this:
"The Gluskin Sheff board of directors, after consultation with its financial and legal advisers, has unanimously approved the transaction and determined that it is in the best interests of Gluskin Sheff, and unanimously recommends that Gluskin Sheff shareholders vote in favour of the transaction." I would expect low likelihood of a competing offer- your thoughts?

Also wondering if you can recommend another pick, (in any industry), with similar qualities, especially a significant and solid dividend.
Thanks
Read Answer Asked by Robert on March 25, 2019
Q: yes, BIIB made a disappointing announcement yesterday and the stock price dropped like heavy rock, down 30%....sure it is a growth company...but going forward, I am not sure why I should remain with a position in it......what is your take now for the future?.......and should I hold for now until it settles down, if I decide to sell.........thanks.....Tom
Read Answer Asked by Tom on March 22, 2019
Q: Looking to add a Canadian tech stock to my TFSA for a long term hold.
Please rate the companies listed beginning with your best pick.
Thank you
Read Answer Asked by Larry on March 22, 2019
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