Investment Q&A

Q: The fixed income portion of my portfolio has been suffering for the last few years, what do you think of the above and what recommendations would you have, thanks, Jean

Q: Curious! This the second time that I entered a company name and symbol in the upper box and it doesn't register.
Stornoway Diamond SWY seems to be moving forward on all fronts to becoming a viable concern. I'd like your polished view on the short, medium and long term prospect$.
Thank you

Q: reviewing your existing M macy's questions it appears many are mislabeled to M Mosaic and answered as such

can you pls review and correctly identify the macy/mosaic questions/answers

my question: is macy's a solid well run long term hold with a relatively safe dividend?

if not, what concerns do you have

thanks

Q: Good morning, ok brexit happened and the world is falling apart. I have 50% in cash. Can you recommend 4 or 5 stocks for my watch list. I'm 58 well diversified but have no bonds, golds or us stocks

Q: Hello folks:
Month of May has come and gone. Some seasonal investing gurus said, it is nowadays in June that we should see a seasonal correction. June is almost gone along with Brexit!
I know you are not fans of Technical analysis.
But is there going to be a correction. seasonal or not?
What does your crystal ball gazing say!!
Looking at employing cash IF and WHEN the correction takes place.
Thanks in advance.

Q: I am looking for a stock that will benefit from the pending infrastructure spending. I have a several year horizon. Would you recommend one of these, or something else. Many thanks.

Q: As it's about a year and one half since your last evaluation of DH, what's your take on it now? Do you see any impediments to share valuation going forward? Is this perhaps a good time to add to portfolio?

Q: Hi there, I know the two names have very little in common, but which of the two would you own if you had to pick one as being the overall better of the two - which would it be?

Thanks!

Q: I am resubmitting this question as apparently the symbols did not show up with my first question. Can you please comment on these stocks as to suitability for a GROWTH portfolio and if you have any concerns over any of these. Are there any substitutions you would make to this list? Thank you.

Q: What do you think of EFN.PR.C, they're down from where I bought but the dividend has more than made up for that....would you continue to hold? Thanks.

Q: My investment advisor has me in a strong position with this fund (RBF554, North American Large Cap focus). While it's 3 yr performance seems decent at 9.45% it's 1 yr return (which is what I have participated in) is -.41%. MER is 1.75%. Do you think this fund is worth keeping or is it better to move on and if so would you have any suggestions of a good fund or etf to replace it?

Thanks
Gary

Q: I am a retired, conservative, dividend-income investor with a pension, CPP, Insured Annuities and the following securities: AD, AQN, ALA, BCE, BNS, CGX, CJ, FTS, ECI, PBH, RY, TRP, WSP, WCP, WEF, RBC Cdn Equity Inc, Sentry Cdn Income, Sentry REIT, Fisgard Capital, ZLB, XIT.

I am looking to top up my industrial sector holdings. I have WSP, and those contained within AD and Sentry Cdn Income Fund (Progressive, Republic Serv, Transforse, United Parcel, among others).

I am looking for dividend payers and have narrowed it down to DH,MG, TCL.A (filtered using P/E, P/B, P/S, P/CF, Beta, as well as technicals). DH (your rating = B+) looks good due to its FinTech exposure. MG (your rating = B+) is a possible concern due to the car cycle being long in the tooth. TCL.A (not rated) is possibly in an industry that is fading away.

Which would be your top pick for both security of dividend and capital appreciation? Please rank them in order of your preference as well as how they might fit with my other holdings.

Thanks, Steve

Q: Guess you'll be busy w/Brexit - but wondering where I might invest some CAD & USD held on behalf of my kids in light of vote result?

Q: In addition to providing advice on specific stocks to buy ( which you are working on) can you provide advice as to timing and quantity of the purchase assuming cash. To be a little more specific, would you deploy the bulk of the cash today or over the next week and what time would you enter in? Thx

Q: Given yesterday’s UK referendum result, I expect there will be widespread panic and big declines on markets worldwide on Friday. I’m guessing your immediate advice will likely be “don’t panic, do nothing, wait and see how events unfold, etc”. In my specific case however, while I was expecting the “remain” side to win, I was also fearful and preparing for the worst just the same to the point that I am now 50% in cash. That is a lot of dry powder and I plan to start buying first thing Friday morning and into the coming days. What advice would you give someone who has been “doing nothing” for a while and is now looking to put sidelined cash to good use. Where do you think the best opportunities will be (both Foreign and domestic) to pick up specific names (or ETFs) that will get beaten up in the coming days worse than they likely deserve. Please provide a few names or ETFs for someone looking to be opportunistic on this occasion.

Q: If the market opens tomorrow in a blood bath, which companies would you buy?

Q: Hello 5i,
Now that the Brexit vote is in and the markets have reacted and likely overreacted.
Are there 4-5 stocks that you would buy that have little to no exposure to the UK or Europe that have been pulled down with the tide and should bounce back sharply once sanity is restored?
Thanks
Dave

Q: Hi Peter and team. Just heard the news this morning. Can you suggest a few good large cap stocks with good yields to pick up if there's a significant drop in price. Looking mostly for good yield, relatively safe and at least a bit of growth. Preferably Trading on New York Stock Exchange or as ADRs. Thank you. Tulio

Q: Hi, Just sent a question....the company is CALM.US.
I did type the ticker on the "Companies Addressed in this question" field. What did I do wrong?
THX,

Q: Your thoughts on the following tentative plan will be appreciated:

Looking to tweak our equities some over the next year or two to provide for a bit more US exposure and sector diversity and less in mutual funds. We looked at about 10% of our equity holdings in yesterday's review with our IA and tentatively landed on this:

1. Cdn $ - Sell Dynamic Dividend Income Fund and (some of our) RBC Cdn Equity Income Fund tentatively in favour of iShares Core S&P 500 Index ETF CAD-Hedged (XSP).

2. US $ - Sell CI American Value Corporate Class Fun and TD US Mid-Cap Growth Fund tentatively in favour of SPRD S&P 500 ETF.

PS. Our IA seemed to hesitate about us selling any of our RBC equity fund as he feels it well-managed and performing well again this year (11% ytd).

(Context: Retired. No pension. Conservative. 35% GIC, 30% preferred, 5% alternative, 30% equity, preferring blue-chip safe dividends.)

Thank you.