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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: First I want to just thank-you for making me a better investor not just with your recommendations but with your approach. Covalon has. in Appendix B of their annual statement included the notice of the change of auditors. The 'resignation' of BDO is, as it turns out, at the request of Covalon. We are also informed (elsewhere) that there will be no vote on the financial statement. I have gone through about as many of their recent Sedar filings as I can take and perhaps I am reaching here, but is this normal practice to you? Any red flags?
Read Answer Asked by Alex on February 13, 2019
Q: In my portfolio I have following Canadian equities: AQN (4.9%), BCE (4.78%), BNS (4.64%), WXM (4.5%), SIS (3.8%), BEP (2.68%), MG (2.29%), KXS (2.03%), PBH (1.94%), MX (1.92%), COV (1.87%), TSGI (1.76%).

I have a full positions worth of cash I would like to add to my Canadian content and was wondering on your thoughts as to adding to one new stock (ATD.B, WSP, CCL.B, other suggestion), 2 half positions, or adding to my existing positions.

I have a 20 year time frame and comfortable with some risk.
Thank you.
Read Answer Asked by Dave on February 13, 2019
Q: The balanced model portfolio report has the wrong jan 31 closing prices ccl sis pbh gc are only ones i checked.
Read Answer Asked by andrew on February 13, 2019
Q: Hello team. I have some cash to add to my TFSA. My current sector allocations are:
Cons cyclical. 23.36%
Technology. 19.81 %
Financial Services. 16.93%
Energy. 12.6 %
Healthcare. 10.02%
Industrials. 9.86 %
Basic Materials 3.49 %
Utilities. 2.71%
Real Estate 1.21 %
All shares are on the TSX/TSXV exchanges. Which sectors are over represented, under-represented or missing ? Please give me some suggestions to add to the under-represented sectors and some to start a non-represented sector so I can balance a bit.
Thank You
Clarence
Read Answer Asked by Clarence on February 13, 2019
Q: Hello 5i,
Which ETF for exposure to Canadian utilities is preferred? Is there a preferred US or global utility ETF available that could be held 5+ years.

Cheers,
Debbie and Jerry
Read Answer Asked by Jerry on February 13, 2019
Q: This is the 4th. Quarter that Absolute beat the forecasts. Would you be buying into the strength?
This growth story has a 4% dividend which is a nice topping on the cake.
I am thinking of a 2% to start.
What is your price forecast?
Read Answer Asked by Josh on February 13, 2019
Q: Hi.

XIU is mentioned in your latest newsletter (February 10 2019 I Volume 25 I Issue 2) under 'iShares S&P/TSX 60 (XIU)', but XIC is used in all three of your model ETF portfolios. Can you explain which one you prefer and why.

Thank you.
Read Answer Asked by Paul on February 13, 2019
Q: Hi.

Currently moving my portfolio from mostly stocks to mostly ETFs. Was reading your latest ETF & Mutual Fund Update newsletter (February 10 2019 I Volume 25 I Issue 2) where I read this under 'Exchange-Traded Funds For Your RRSP':

'When it comes to Canadian-listed funds that hold U.S. equities or hold U.S.-listed ETFs it is best to avoid them because U.S. dividend income is taxed on your behalf.'

I also see XHC (CAN), listed in your Growth ETF Portfolio (Oct/11/2018), has only one holding: IXJ ETF (USA). Based on above, would it then not be better to hold IXJ directly in a USA $ RRSP account), if one is not concerned about CAN/USA $ hedging?

Thank you.
Read Answer Asked by Paul on February 13, 2019
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