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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: Can you please provide some comments about the following very high yield ETFs: HYLD.TO, JEPI and JEPQ? The yields seem extremely high and I wonder about the risks associated with these ETFs. Thanks!
Read Answer Asked by Grant on July 26, 2023
Q: I have a largish position in JNJ and see there is an offer to exchange some or all for a stake in KVUE at a 7% market discount which puts cost close to the IPO price of KVUE based on July 24 AM market price.

What to do - exchange some or all, ignore or buy KVUE separately rather than end up with a likely odd lot?
Read Answer Asked by Jeff on July 26, 2023
Q: As i get older i am always thinking about reducing risk in a reasonable way. I have about 2 per cent of my portfolio in pbh. I know it is a smaller company and i have been thinking about taking a cap gain hit to transfer to atd. I was wondering how you would compare these two, rather than by size alone
Thanks as always
Read Answer Asked by joseph on July 26, 2023
Q: Retired investor with a long term view. I will need to take some money from that account for living expenses. Holding both stocks sitting at a 4% weighting in a taxable account with 180-300% profit. Industrials are my largest holdings. I would like to take one down to 3% and reap some profit on the way. Which would you sell first or would you scrape a little bit of both?
Thank you for your invaluable service.
Yves
Read Answer Asked by Yves on July 26, 2023
Q: For the High interest savings etf's listed, which has the best net yield (or if another has a better yield that is not listed please let me know)?
With the HSAV product not paying a distribution, how do you find its yield? (In an answer to a previous question recently, it had the highest gross yield at that time of 5.25%)

And lastly, for funds held within a corporation, what would be the best tax advantaged way to go (pay tax on the dividend or the capital gain on HSAV)?

Thanks very much,
Read Answer Asked by Dustin on July 26, 2023
Q: Hey guys
Did you ever get the ETF focused newsletter off the ground?
I’m finding I am getting more interested in them!
Cheers
Peter
Read Answer Asked by Peter on July 26, 2023
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