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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 hold a 5.9% position in ZWU in a registered account. I have surplus US cash in a non-registered account to put to work and was thinking of XLU which yields approx 3.4%. I realize this distribution will be treated as income by CRA [I am retired - low tax bracket] but it seems better than letting the funds just sit. If you could offer other suggestions I'd appreciate them. Thanks.....
Read Answer Asked by Ronald on June 03, 2020
Q: Hi gang, at this point which utilities ETF would you recommend in Canada and in usa. Thanks
Alnoor
Read Answer Asked by Alnoor on March 26, 2020
Q: Do you consider this a good way to have exposure to telecom in a RIF acct....thank you
Read Answer Asked by gene on November 27, 2019
Q: Hi there,

i am going into retirement and am looking at reviewing my holdings to generate a bit more income. I currently own XLU in my 401K but the dividend is only 3.1% while the underlying companies often have much higher Dividends. Is there an alternate ETF or would your recommend a basket of utilities and if so can you give me 2 or 3 names - i own BIP, ACQ in my canadian accounts but could hold them in my us as well.

Thanks
Read Answer Asked by kelly on March 21, 2019
Q: Do you think it's necessary to hold both US and Canadian utilities in a diversified portfolio? I'd like to add to both my non-Canadian position and utilities, so XLU seems like a good way to kill two birds. I currently don't hold any Canadian utility companies.
Read Answer Asked by Ryan on June 02, 2017
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