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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: Good day guys!
Question on weighting in different sector:
I am currently over weight on energy 17% (VET, ENB, ZCL,EFX,PKI,VII) and underweight on industry 4% (on has NFI), if I want to trim it, which stock would you recommend to sale in energy and add in industry? Thanks!

Read Answer Asked by Yang on June 12, 2018
Q: I have small position in TRP and want to add more. I want dividend income and was thinking of selling it and substituting PPL or IPL for better dividends. Would you add to TRP or sell and buy one of the others instead?
Many thanks,
Jen
Read Answer Asked by Jennifer on June 12, 2018
Q: On April 19 I asked a question about renewal power and you offered bep.un as a likely candidate. My question was more along the lines of, if I am going to move from pipelines towards renewal power in my utilities sector allocations, are aqn and bep.un too similar to have a good representation. I suppose they are no more similar than, say, enbridge and transcanda would be in the same sector. But, would be interested in your take on this question in regard to constructing a renewable energies component under the utilities sector.
thanks once again for your great insight and help
Read Answer Asked by joseph on June 12, 2018
Q: I am wondering why BNS is maintained in the Balanced and Income portfolios instead of TD given that the latter has consistently outperformed. Over 10 years TD price is up 125% and BNS 50%. Given your philosophy of looking for strong momentum would TD not be a better replacement? Some insight into your thoughts here would be useful.
Many thanks.
Mike
Read Answer Asked by michael on June 12, 2018
Q: Please rate the above companies in order of preference.
Thanks.
Desiree
Read Answer Asked by Desiree on June 12, 2018
Q: Greetings :)
TAX LOSS SELLING: I have two separate investment accounts held with two different brokers. I want to sell my loss-making investment from account #1 and buy again in account #2. I understand that tax loss will only be allowed if I don't buy the same stock again within 30 days of the sale. Can I circumvent the 30 day rule by buying that stock in advance in account #2 BEFORE selling from account #1? Does the 30 day countdown commence only from the minute the sale is closed?

I hope that make sense.
Many thanks!
Arzoo
Read Answer Asked by Arzoo on June 11, 2018
Q: One of the articles you posted recently listed Invesco as a good dividend stock for consideration. What do you think? Does it have a good record of increasing dividends? It has been on a significant downtrend of late - is that likely to turn around in the near term? The Fed looks set to jack us US rates over the next year, so I'm wondering how Invesco would do in that environment. Thanks for you advice.
Read Answer Asked by Roland on June 11, 2018
Q: With Michael's Q on D. Rosenberg interview. What I am curious about was DR's call on the Fed fund rate for next year. He was saying it should be 2.75% now and that this is what it will be next year. As I heard DR he was saying the market is unprepared for this eventuality. So first, do you think that is a reasonable observation i.e. market unprepared for that large a rise? If so, is it enough to cause a 10%-20% pullback?

TIA
Read Answer Asked by Gerald on June 11, 2018
Q: What is your view on Co power green bonds. would 6 year or 4 year be better.

Tom
Read Answer Asked by Tom on June 11, 2018
Q: Have been watching both companies for an opportunity to buy. They are both showing momentum and would like your opinion on both before I buy.
Would you favor one over the other and what would your reasoning be based on.
I like for both dividends and growth.
Thanks Gary
Read Answer Asked by Gary on June 11, 2018
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