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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: Most of my information is supplied by your insightful replies in this form but now require a little more direction.
Need to convert about 105000 from rrsp to rrif .
Am looking for 4 or 5 ETFs that are dividend payers as all our needs are covered with
oas and cpp plus company pension.
We also have tfsa, US and Canadian trading accounts so this would be for discretionary spending.
Thank you
Barry
Read Answer Asked by Barry on September 25, 2019
Q: The 2.0 version of the rate reset preferreds (with the floor feature) offered by the likes of Enbridge, Brookfield, etc. would seem to provide a compelling combination of high-quality downside protection plus upside opportunity, especially in the existing low-rate scenario. Why are they mostly spurned, and at some point wouldn't the corporations bite the bullet and redeem them at par, to be replaced with other forms of corporate debt with lower liability? Thanks very much.
Read Answer Asked by Howard on September 25, 2019
Q: Now there is talk of negative interest rates eventually coming to Canadian markets. What would be the impact on the banks and financials here?
Read Answer Asked by Dino on September 25, 2019
Q: Earlier today a member talked about companies that had grown in value, in his case Sunlife had reached over 7% of his portfolio, and asked if he should be trimming them. You encouraged him to cut back to 5%. I understand the general principle of balance and diversification in a portfolio in order to reduce risk, but how do you reconcile being rigid about that with the idea that Peter and many other fund managers and advisers have written about - the importance of letting your winners run? Exceptional portfolio results are often due to one or two stocks that have doubled, tripled and more. Boyd is such a stock for me. It is still recommended as a buy by 5i and many others at current levels. I can't imagine why I'd cut it back. My question though is a general one. How do you resolve these two conflicting notions?
Read Answer Asked by Bob on September 25, 2019
Q: These holdings represent 4.53 % of my consumer discretionary space and I would like to reduce by half. How would you rank them in order of what to keep.
Read Answer Asked by William Ross on September 25, 2019
Q: I just renewed my membership and in the past there is a section that tells you how many question "credits" you have left (unused carryover credits, plus new credits from the renewal). Where is that information located now? I searched all over and can't find it. Please help, thanks.
Read Answer Asked by Victor on September 25, 2019
Q: Could you pls recommend a couple of US Bond Funds ETFs which can be purchased in Canadian dollars. They do not need to be hedged, Thanks
Read Answer Asked by gary on September 25, 2019
Q: I have read the Fed is continuing to pump 75 billion daily into the banking system to provide liquidity. Is this true and if so does this mean there could be a banking crisis on the horizon, and or,is there problems with the US economy . Is investing in real estate a safer alternative to the stock market at this point in time.
Read Answer Asked by Ian on September 25, 2019
Q: I own TOU in a taxable account at a loss which I could use to offset gains this year. I have several choices at this point:-
1. Continue to hold,
2. Sell and buy back after 30 days.
3. Sell and wait until Dec. to buy back hoping to take advantage of others tax loss selling.
4. Sell and deploy money elsewhere.
With the current climate for energy stocks I would appreciate your guidance - if there is a change of government in Oct. will this likely affect the outlook for energy - if so how?
Read Answer Asked by jane on September 25, 2019
Q: Good morning guys
Often you will mention that a given stock may take for example 3 to 5 years to come back. What percentage gain are you allowing for? I like to shave some of my winners back to my original amount and then wait for a pullback to add again. Then I will do it all over again.
Thank you
Read Answer Asked by El-ann on September 25, 2019
Q: I own a small amount ( about .5% each) in these varied areas of the above stocks. My balanced portfolio is a bit short on cash for other purposes. Would you rank these as you can, for possible sale and recommended keepers for adding to, in this market? Long time subscriber and thank you for putting it all our there.
Read Answer Asked by john on September 25, 2019
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