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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: I am thinking of selling ARZ and looking at PBH or EIF. Disregarding sectors, could I please have your opinion and what would favour or keep ARZ. Thanks
Read Answer Asked by Bruce on October 18, 2016
Q: I have topped up my TFSA to the full allotted amount (since 2009) and am now ready to invest it in a simple way. What are your thoughts about an equal weighting in xiu, spy, vgk, vpl, vwo and xlu?
Thanks
Jan
Read Answer Asked by Jan on October 18, 2016
Q: Your answer to the dividend ratio payout for IPL over the past six months is in the 85% range. Over the past couple of years has this ratio been increasing? For an income investor would you consider this dividend payout ratio getting to the area of concern and if so what dividend stock would you consider replacing IPL with either in the same sector or another sector.

Thanks,

Bob
Read Answer Asked by Robert on October 18, 2016
Q: In my income portfolio, I currently have these 3 REITS invested. I have some additional funds now to invest, which of the 3 do you think is currently the best to add to for long term investment?
Read Answer Asked by Eugene on October 18, 2016
Q: Has your view on HBG changed for the positive since your last comment appearing June 30, 2016? Has it grown its assets under management much since then? Is there a minimum dollar investment required in this ETF within an RRSP? Mike Newton of I believe Scotia Bank recently had HBG as a top pick on BNN around October 6-7/16 or thereabouts.
Read Answer Asked by Robert on October 18, 2016
Q: Hi 5i. I was interested in your reply today to Shyam regarding XLV, where you noted that it has had "better performance of late". My records show that XLV price has dropped steadily over the last 3 months by 6%.
This leads me to my question : We hold XLV and PSCH (Powershare Small cap Healthcare ETF) in our non-registered account (< 2% of our total equities). Our cap gains on these have been reduced from 15.8% to 8.9% (XLV), and 14% to 9.7% (PSCH) respectively over the last 3 months.
My theory is that these will continue to drop as we get ever-closer to the U.S. election. I am thinking of selling both of these ETF's while they still give us a reasonable profit of approx. 9 and 10% respectively, and then waiting out the election fallout before deciding whether to get back into Healthcare.
We would appreciate your comments. Thanks T.
p.s. PSCH did not come up in the "companies" list
Read Answer Asked by Terrance on October 18, 2016
Q: Because of the recent stock split, I have both class A and class C shares of Under Armour. Is there any reason to think that one class of shares will outperform the other? Or, put another way, Which class of shares should I sell first? Or is there any value in selling a equal portion of both and remain holding both classes of shares ?
Read Answer Asked by David on October 18, 2016
Q: Hi,

I need to prune my financials and I am down to looking at DIV and AD. In looking at DIV, the question I ask is, "Would they have sold Franworks if they weren't confident that they had something in line to redeploy the cash into?" With AD, it is "When will they be able to get some resolution with troubled partners?"

In any otherwise balanced portfolio, which of the two companies would you choose to keep at this time?

Regards,

Robert
Read Answer Asked by Robert on October 18, 2016
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