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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: Enb in my portfolio has a book value of $42.16
And a yield of 7%. It now represents 10% of my portfolio. This my largest position in a portfolio of $630000. I generally buy for dividend and growth. Maybe I should reduce my position in ENB and take a 5% position in another dividend paying stock with growth potential. eg. CM or other opportunities. Any suggestions.
Read Answer Asked by Roy on July 09, 2019
Q: I have a 2 year old RESP for a 3 year old grand daughter to which I will contribute in about a week on her birthday. It currently holds only VGG. Should I add the $3000 to VGG or can you suggest something else. I actively monitor my own investments but the RESP I look at only at this time of year.
Read Answer Asked by Don on July 08, 2019
Q: HI,

I have about a 15% position of TRP in
my RRSP and was thinking of selling and replacing with a non-energy related equivalent dividend stock. I also have large positions of GSY, TD, SHOP, ENB, BNS, AAPL, GOOGL, SPY, V, JPM so would not add to these.

What would you recommend? Thank you.
Read Answer Asked by Mary on July 08, 2019
Q: Peter,

I am trying to get a handle on the way the industry calculates debt to equity ratio. I look at ATD.B and on 5-I it shows .84. Morningstar shows 1.17. They don't seem to include other LT liabilities. My calculation shows 15,577 / 7563 = 2.05 ( April 2019 YE).
Please advise the calculation method that is consistent in the industry so I can compare apples to apples with different companies.

Thank you,

Paul
Read Answer Asked by paul on July 08, 2019
Q: I'm confused about the performance of these ETFs from CI First Asset. On the Globe and Mail site, their performance is hugely different from that listed on the CI First Asset site.
The Globe has the monthly, three month and YTD performance of RWU as: 6.5%, 11.35%, and 27.21%. Yet CI Financial has them as -1.6%, 4% and 14%
The Globe has the Monthly, three month and YTD performance of YXM as 8.28%, 4.37% and 24.64% while CI Financial listed them as -5.45%, -3.98% and 11.57%
I find it hard to believe CI Financial would under-report, but how is the Globe's information so exaggerated? What am I missing here? Their performance is impressive on the G&M site. On their own... not so much.
Read Answer Asked by John on July 08, 2019
Q: Hi 5i,

Can I get your thoughts on Personalis, Inc.? It has pulled back since the IPO. What do you think of the risk/reward ratio? Would it compare to Guardant?

TIA!
Read Answer Asked by Wayne on July 08, 2019
Q: Hi :
I noticed that CM is selling at low P/E (9.2) and analysts are very pessimistic with 12 on "on hold". I do not like CIBC and most of the time I own TD and NA. , but, sometimes being contrarian could be the right approach by considering the regression to the mean effect. I am very low on banks and financials now because I feel we are at the end of the cycle and banks have betas that are a bit high for me. Investment horizon is 5 years at least. Would you buy now ?, or wait until it feels like it bottoms ?, what criteria would you use to get in ?.
thanks
Read Answer Asked by Alejandro (Alex) on July 08, 2019
Q: I bought Micron awhile back after it was featured on one of your BNN appearances. Currently down an insignificant amount after the little rally in the past two weeks. My question is whether now is the time to exit or if you still see good times ahead? There seems to be plenty of opinion out there that the sector is one to avoid right now. If selling can you suggest your favourite replacement in the US tech sector with exceptional growth prospects?
Read Answer Asked by Tim on July 08, 2019
Q: My current portfolio is 85% Canadian and replicates your BE portfolio with ETFs for the foreign content. I am considering bringing the Canadian content back to 60%. For the foreign content, I am considering DXU (20% of total), DXG (15% of total) and VEE (5%). DXU and DXG have but 2 years history but have performed extremely well in that time. I am an old guy, not afraid of equities but wish to reduce the draw-down potential (note I said reduce; eliminate, I am aware, is impossible).
Would you agree with my thinking and if so, my choices of ETFs? And would you recommend further diversification in the foreign content ETFs?
Read Answer Asked by Fred on July 08, 2019
Q: Hi, I am currently retired and my income comprise of 60% from a non-indexed DB pension and 40% of dividend income. I hold about 20% (12% in RRSP, 5% in Non RRSP and 3% in TFSA) of BNS stocks in my portfolio and would like to reduce that percentage to around 10% for diversification. Are there any ETFs which can provide similar dividend yields as BNS that you would recommend or should I leave it as is at this time? Thanks again for your great help.

Read Answer Asked by Keith on July 08, 2019
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