Investment Q&A

Q: Here is a very relevant chart showing why investing in sound Co.'s for the long term is the way to win. There are draw down's
every year that really are insignificant in the big picture.
https://ritholtz.com/2019/10/sp-500-intra-year-declines-3/

Upvote 0

Read Answer Asked by Joseph on October 08, 2019

• People Corporation (PEO)
  • View PEO Profile
  • View Questions on PEO
  • View Reports on PEO

Q: Peter can you tell me when were the dividends removed from this stock. I just went on the tsx and this company no longer pays dividends.

Upvote 0

Read Answer Asked by wilson on October 08, 2019

• BMO MSCI EAFE Hedged to CAD Index ETF (ZDM)
  • View ZDM Profile
  • View Questions on ZDM
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
  • View VEE Profile
  • View Questions on VEE
• Vanguard Total International Stock (VXUS)
  • View VXUS Profile
  • View Questions on VXUS

Q: My portfolio review tells me that I need to add 20% to the international portion of my current holdings. At the moment, I hold only ZDM. Should I add to that or do you have another recomendation? I also need an Emerging Market ETF recomendation for diversification.

Upvote 0

Read Answer Asked by Michael on October 07, 2019

Q: Which are good great stocks in Canada I can buy based on todays price.Also with potential,stocks that you consider under priced?

Upvote 0

Read Answer Asked by Nizar on October 07, 2019

Q: Thoughts on PFPT?

Upvote 0

Read Answer Asked by Colin I on October 07, 2019

• Artis Real Estate Investment Trust (AX.UN)
  • View AX.UN Profile
  • View Questions on AX.UN

Q: Hello, see Artis has a had a nice little run here, looks like due to its strategic review and disposition of properties. Seen some reports that NAV is around $14. Would you be a seller here at these prices, or hold on for a little more gain?

Upvote 0

Read Answer Asked by John on October 07, 2019

• Algonquin Power & Utilities Corp. (AQN)
  • View AQN Profile
  • View Questions on AQN

Q: Currently I hold about 7000 shares--value $130,130--profit at about 33%(33,000)
This is about 6.8% of total investments --$1.9 M Q.1--should I trim back to 5%
& where do I park the profit? Q 2. Is the market for Oil about to turn (hated right now)
Thinking of Oil EtF--or high quality Oil co with3-4 % dividend

Thank you

Don

Upvote 0

Read Answer Asked by Dr. Donald on October 07, 2019

Q: Gentlemen

My broker has suggested both of the above for above average return and a high degree of safety. They do not trade on the TSX but I wasjust wondering if you had any experience or knowledge on the companies as an alternative investment option for a retired investor.

Thanks

W

Upvote 0

Read Answer Asked by Wayne on October 07, 2019

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• CGI Inc. (GIB)
  • View GIB Profile
  • View Questions on GIB

Q: Our IT portfolio target is 15%, of which V and GIB account for 8% and MSFT and CSU for 3%. As for the balance, willing to accept more volatility. Themes I am interested in include digital currency [PYPL?], e-commerce [LSPD?], and security/ cloud [ OKTA?] or any other names you prefer. Thx

Upvote 0

Read Answer Asked by sam on October 07, 2019

• PIMCO Investment Grade Credit Fund (Canada) (IGCF)
  • View IGCF Profile
  • View Questions on IGCF

Q: Could I please get your opinion on this income instrument for a very conservative retired investor who needs a steady income stream but wants to preserve capital? I already have 80% of my portfolio in GICs.

Upvote 0

Read Answer Asked by Paul W on October 07, 2019

• Constellation Brands Inc. (STZ)
  • View STZ Profile
  • View Questions on STZ

Q: We have held STZ for some time, thinking that with the legalization of cannabis, this would be an attractive stock to hold. However, we have been very disappointed with the results. What action would be recommend at this point?

Upvote 0

Read Answer Asked by Joanne on October 07, 2019

• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
  • View BIP Profile
  • View Questions on BIP

Q: Dear 5i,
I currently hold BIP in my USD account because it pays dividends in USD.
When the proposed share split is implemented;
1. What happens if one holds BIP in a USD account?
2. What happens if one holds BIP.UN in a CDN account?
3. Should I "journal" BIP to my CDN account prior to the split?
I'm afraid I didn't understand the bulletin on the Brookfield site.

thanks

Upvote 0

Read Answer Asked by Ian on October 07, 2019

• Teladoc Health Inc. (TDOC)
  • View TDOC Profile
  • View Questions on TDOC

Q: Latest thoughts on TDOC?

Upvote 0

Read Answer Asked by Colin I on October 07, 2019

• Medical Properties Trust Inc. (MPW)
  • View MPW Profile
  • View Questions on MPW

Q: Member Sam's mention of Medical Properties Trust this morning caught my eye. I've been looking for a replacement for Dream Global Reit, with some international exposure, and had been considering NWH.UN. But MPW looks interesting too! Would you prefer one over the other, or neither? This is for a non-registered account.

Upvote 0

Read Answer Asked by chris on October 07, 2019

• Macro Enterprises Inc. (MCR)
  • View MCR Profile
  • View Questions on MCR

Q: Do you still like this company and how do you think the election will affect them. Will the transmountain pipeline ever be built.

Upvote 0

Read Answer Asked by don on October 07, 2019

• WSP Global Inc. (WSP)
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Brookfield Asset Management Inc Class A Limited (BAM)
  • View BAM Profile
  • View Questions on BAM

Q: Hello team,

Not including the tech and industrial sector which three stocks would you feel most comfortable buying at current levels for a tsfa?
Thanks

Upvote 0

Read Answer Asked by Rino on October 07, 2019

• Zoetis Inc. Class A (ZTS)
  • View ZTS Profile
  • View Questions on ZTS

Q: Hi
Would you be a buyer of Zoetis (ZTS) today?

Upvote 0

Read Answer Asked by Lois on October 07, 2019

• Manulife Financial Corporation Non-Cumulative Class A Preferred Shares Series 2 (MFC.PR.B)
  • View MFC.PR.B Profile
  • View Questions on MFC.PR.B
• Bank of Montreal 5-Year Rate Reset Class B Preferred Shares Series 46 (NVCC) (BMO.PR.F)
  • View BMO.PR.F Profile
  • View Questions on BMO.PR.F
• Toronto Dominion Bank - FXDFR PRF PERPETUAL CAD 25 - Ser 24 (NVCC) (TD.PF..M)
  • View TD.PF..M Profile
  • View Questions on TD.PF..M

Q: with maybe future rates cutes in the US is it good to keep these ?

Upvote 0

Read Answer Asked by james on October 07, 2019

• Thomson Reuters Corporation (TRI)
  • View TRI Profile
  • View Questions on TRI

Q: Can you comment on the purchase today by TRI. Would you call TRI a buy today and how would it hold up during the possible recession on the horizon?

Upvote 0

Read Answer Asked by Bruce on October 07, 2019

• SPDR S&P 500 ETF Trust (SPY)
  • View SPY Profile
  • View Questions on SPY
• Vanguard International Dividend Appreciation ETF (VIGI)
  • View VIGI Profile
  • View Questions on VIGI

Q: Hi Peter & Team
Love your service. I have good pension income and a balanced portfolio of Cdn & US stocks in my TFSA's and non registered accounts.
I also have $300,000 in my RRIF accounts and would like to rebalance with a few conservative stock ETF's (3-4 ..?) to achieve US & Global coverage. What do you suggest ...
Bill

Upvote 0

Read Answer Asked by William on October 07, 2019