Investment Q&A

Q: A Money Saver Magazine had a interesting article (Richard Morrison, July August 2017) regarding that you should invest in places that you would be willing to live and places with low corruption. Denmark #1, New Zealand, Singapore,Sweden and Switzerland were among countries with the higher scores ahead of Canada #8 and the United States #18. Dividend yields are over 4% on the New Zealand and Switzerland etfs and company holding appear solid.

Are there any countries around the world that you are most bullish on and would you comfortable investing in the above etfs say 10-20% of a portfolio of a 30 something year old?

Q: Hello Peter and Ryan,
Nice article in the Globe about ENB
https://www.theglobeandmail.com/globe-investor/inside-the-market/bmo-sees-once-in-a-multi-year-buying-opportunity-for-enbridge/article37015852/

I have a question on the last part of the paragraph. The analyst does a good job explaining why the target price would increase in the long run, but the sense is better to do an equity issue than adjusting the dividend. Do you agree with this? Crescent Point kept issuing equity and did not bode well for the stock. I know the stocks are not the same, but would you expect a drop in share price if ENB does an equity issue? I have 7 percent weighting and am down. Is it best to keep that weight for now or take some loss and move it to TransCanada. Thanks very much.

We see strong rationale for ENB to reaffirm the 10-12-per-cent dividend growth guidance. While we found it surprising that management did not reiterate its 10-12-per-cent dividend growth guidance on the Q3/17 call, deferring the details to the December investor day, we believe it is a prudent exercise for ENB to continue to revisit its payout policy in the context of the record-high 5.5-per-cent dividend yield and credit rating overhang. In the end, we believe ENB will reaffirm the current dividend guidance: we believe issuing equity is less value destructive than tempering dividend growth given the material market valuation compression."

Q: Was doing some research on COV and noticed back in 2007 timeframe the stock was in the mid thirty dollar range. Is that accurate and was it just mis management which caused the decline? They have very strong products and I like the addition to the growth portfolio but was curious about the past.

Q: What is your top Canadian Aggregate Bond ETF?

Q: I was thinking of taking a position in KXS and hxt etf this week. Would you buy or wait.
Thank you.
John

Q: Hi!
I'm a new investor who is interested mostly in ETFs and mutual funds. I'd like to diversify my portfolio by region (e.g. Canada, US, global, international, emerging).
I have some cash on hand that I would like to invest. However, given the ongoing bull market, I'm concerned about an imminent correction. I was wondering if you could suggest some places to invest. Is it safe to invest in international or emerging markets at this moment? Or should I keep my money in cash and wait for a correction?
Thanks!

Q: I see the President, Shane Peet, abruptly left the company Nov.9th.. He had been with the company since inception.
Sounds a bit disturbing. Do you know why? Should we read anything into this considering quarterly results? Thanks
Derek

Q: Hi Team,
Is KML only holds Canadian pipe line assets, and that means only holds Trans Mountain pipe line, if the expansion blocked that would be very bad for KML ?
Your comment is highly appreciated.
Thanks as always,
Tak

Q: Here is a link to an article in the Globe & Mail that puts a pretty positive spin on Enbridge.

https://www.theglobeandmail.com/globe-investor/inside-the-market/bmo-sees-once-in-a-multi-year-buying-opportunity-for-enbridge/article37015852/

Q: I've recently sold my holdings and am entirely in cash. I'm wondering whether I should wait for a correction and take advantage of some bargains or whether I'm better off getting my money invested and not worrying about marketing timing. I realize you cannot "crystal ball gaze" but I'm interested in your comments regarding staying in cash and waiting for an opportunity to present itself vs. getting back into a portfolio. Thank you.

Q: I hold googl cgi full positions over longer term recently added csu nvda shopify sis gud half positions all doing good

nvda did best l for the shortterm.i held . AS s its likely the most volatile should I trim it?
my real question is should I add facebook Microsoft amazon as they all appear to have steady runway. if it makes sense I could add two half positions (which two ?}
or buy an fang etf ?if I buy etf that has googl I will sell half my current googl.
hope you can make sense out of this-

Q: My question concerns forestry stocks. In your opinion are these really just trading opportunities or do they have a place in a buy and hold portfolio that first concentrates on income and secondarily on growth? What are your favourite forestry stocks?

Thank you

Paul

Q: Hi 5i,
United Utilities Group PLC is the water business, how does it compare to VEOEY.

Q: Is goos going into summer wear as well as winter wear. So far a great company with a good outlook. Do you have a breakdown as to various Country sales. According to CEO of BABA they have made a move into China . RAK.

Q: I hold cbl hot kwh (also fortis enbridge chaterwell). i like to drop one (cbl ?)or two hot? to make room for more stable stock like AQN or more growth as well like GS.
( i am surprise thatENB a top pick of a suseesful maney manager early in the year is now in the doghouse except stalwart defendersl ike you. i will continue to hold it same as jonathan goodmans fund

Q: Which of these 2 companies in your opinion would be a better investment looking for growth and dividends?
I am impressed with the new features on the website and continued services you provide

Q: Could you please give me your top rated 4-5 individual stocks from either BOTZ and or ROBO. Thank you

Q: i currently hold ba and td . i alike them both esp td as my dtr works there!
assuming financials will do well over next few years i like to add another. i gather JPM is good (how diff are they from BA? ) Or an insurance like Manu for their asian exposure.
i am open to other suggestiins

Q: Please comment on their latest earnings release and what it might mean if the takeover of NYX does not occur. If you have any further comments on the likelihood of the takeover being successful, they would be appreciated. The stock is currently trading at my cost so I am trying to decide whether to wait or run. Thanks.

Q: Hi 5i,

Which of these two companies do you prefer? Is there a different nat gas stock you'd prefer?

Thanks!