Investment Q&A

Q: I could use your guidance. A good friend has recently inherited $800,000. He and his wife are in their 60's, retired with a small pension. They are conservative people who have no investing experience and would like to invest the funds in "safe", dividend paying stocks/ETF's to augment their pension. They currently have no money in the market, with all their net worth (excluding the pension) in real estate. They have reached out to investment advisors who want to charge them a flat 2% to invest their funds and have asked me if this is reasonable. They need these funds to live off and the thought of paying someone $16,000/yr to invest the funds seems ridiculous to me. I would like to help them and was hoping you could suggest a balanced income generating portfolio.........perhaps a mix of a few blue chip stocks and ETF's.
Many Thanks
Scott

Q: Do you think a dividend cut would help or hurt Vet considering its dividend is getting lofty ?

Q: Down a lot on TSGI and saw in your email blast and that you dropped TSGI from one of your portfolios, but I've not sold yet as I wanted to ask a couple of a questions about their recent earnings report. For the 3 months ending June/19, adjusted earnings were $0.48/share. (1) What was the expectation for earnings? (2) Is this earning miss that bad given that revenues and the number of shares outstanding has increased by over 50%? Thank you as always for your great work and responses.

Q: Can we have your thoughts about this gold stock generally, and what you think of the sinking August price - even in the face of decent gold pricing buoying a lot of other juniors?

Q: Greetings to you all. Of this twoCompanies which one would you favour for a long -term investment.thanks Joseph.

Q: Your opinion about this company. Is it a good buy at current price?

Q: Please rate these as BUY; HOLD; or IGNORE. My purpose, of course, is market down turn protection.

Q: We live in interesting times, DJ tries to make mad King George's behavior seem rational. Considering that many invest in pot and gold, how would you recommend investors play Bitcoin? Also can one trade and hold Bitcoin directly (without being a tinfoil hatted geek)?

Thanks for all your great advice.

Q: Which utility companies on the tsx have the lowest debt/equity ratio?

Q: Hello guys, after PPL's takeover of KML, do you guys think the Transmountain Expansion could be a naturally and strategically fit for PPL? Not sure if PPL ever think about such a possibility considering the huge political headwind TMX is currently facing.

Q: How do the Pembinia Pipeline bid factor into the IPL valuation metrics and could you speculate if you think PPL was on a list of unnamed possible bidders?

Q: What is the difference between these « Senior Preferred shares » and regular BIP preferred shares? Any safer? Any restrictions? Thanks

Q: is this company going to survive ???

Q: I am wondering is it better to buy a REIT such as in CAR.UN in a registered or non-registered account. In a registered account one does not get the benefit of return of capital.

Q: Good morning 5i Team, I’m looking for a few suggestion/recommendations for convertible bonds/debentures that you like. The sector does not matter as I’m well diversified. A few with good income but also with the possibility of converting at some point would be a bonus. Thanks again for the great survive you provide.

Q: Hi,
I'm currently in my late 30's and have some funds in a LIRA from a previous company pension. They were invested in some funds with Sunlife before but now just sitting in cash waiting to be in invested. I'm looking for long term capital appreciation as I won't be able to take these funds out until retirement. Looking to increase my US and Intl exposure, which ETFs would be best? Currently own VGG, VUS, XEF and VEE. Should I increase these weights to my desired % or add any others? Looking for low MER core positions. Also should I approach investing in my RSP and LIRA in different ways or would you view them as the same? For example, would you buy stock A in your LIRA instead of RSP or vise versa.

Thanks!

Q: Hi there, between the 3 of these ETFs, which would you recommend for a balance of growth and stability? Or alternatively, would you recommend simply purchased QQQ or ZQQ/XQQ? Do you see software as a continue growth theme into the future and what is your opinion on the sector? Thank you!

Q: i own ayx, would you own rpd as well, do you prefer one over the other.
team you seem to really like this one,all 3 are cloud based saas, how do you rank them or own all 3.
and unrelated real matters keeps hitting 52 week highs, would you buy it today.dave

Q: What are your thought on the latest quarter results? I hold in an Rrsp account doe income and fingers crossed a little growth. I am down a little but do not have a full position. Going forward is the out look positive? Would you add more at this stage assuming a slower economy scenario ? I like that it has no debt.

Q: For those interested in Shopify and Amazon there is an excellent article in this mornings National Post.
Peter