Investment Q&A

Q: I am a retired, conservative, dividend-income investor. My current equity-only asset allocation is 22% financials, 8% real estate, 25% tel-pipes-utilities, 15% consumer (owning CGX, PBH & others contained in ETFs and MFs), 3% health, 8% tech, 8% industrials (owning WSP among others), 9% energy, 2% materials. I am mostly invested with roughly 8% cash available to deploy.

I capitalized on tax loss selling of NFI and TCL. I am considering topping up CGX and WSP to a full position and re-initiate a partial position in either NFI or TCL or another suggestion from you.

Question 1 = Could you please rank these 4 stocks based on a) security of dividend, b) growth of dividend and c) potential stock price appreciation (rebound potential).

Q2 = I am normally a buy-and-hold investor and do minor-trims-adds around core positions. Being we are in late cycle, should I just maintain my existing allocations and avoid adding to my consumer cyclical and industrial stocks?

Thanks for your help...Steve

Q: DOL.TO Earning seems fine. Have 2% position. Looking to add another 1% if market responds positive.

Q: My sister in law recently met with her new advisor at Investors Group. He felt her current Rrsp investments were to risky and is recommending Maestro balanced portfolio to be known as IG Managed Risk portfolio-balanced effective November 1. She has no work pension or other assets other than her Lira and Rrsp account with investors. She has little to know knowledge of finance or investing which is why she is with Investors and hopes to retire in 5 years. Is this a good and or appropriate fund for someone like her? Are there any specific questions she should ask or clarify with her advisor. I did look at the one page fund fact he sent her and thought the fees were high and it looks like it is a fund that owns other funds. Any comments would be appreciated.
Thanks

Q: I am looking for a “green” alternative for investing in bonds and would appreciate your opinion of these bonds.

Q: Greetings,

1. Long term investing implications of liberalisation moves, as suggested by Ontario Doug Ford? Specifically on the selling of alcohol? Other Provinces may follow especially since the regulation is archaic.

2. Alcanna - The price point and yield are compelling but is the Company in danger of liberalisation and does the integration with Cannabis help to diversify its sales?

3. Start nibbling on CLIQ soon or avoid because of the above mentioned uncertainties?

Many thanks!

Q: Despite higher fees, RIT.UN seems to have substantially outperformed over the long haul. (I don't mind paying if management brings a demonstrable advantage.) Your thoughts on this being a good diversified choice within the sector? Basically, what is a solid REIT to add in CAD if adding a single ETF (or stocks) to a portfolio to get sector exposure? Thank you!

Q: I am trying to stay within your guidance percentage for tech equities but confess I love the momentum. I have some cash to invest in any sector and also have most of your favourites. What about DISCA? Would love to see any other ideas you might have please.

Q: Can I get your opinion on ING please? Is this a good European bank? Is the dividend safe (what’s the payout)? Any reason for the sell off this last year and is it a good entry point? Thanks

Q: What is your opinion of the news release today of Drone Delivery Canada’s first commercial contract? Is this as significant as it appears?

Q: Hi, why is ZPR down about 14% when interest rates have been going up the last year.
Thanks,
George

Q: Hi can you comment on earning an guidance thx Kim

Q: Hi 5i:
I have held both before and sold for gains. Would you favour one over the other now or take partial position in both assuming they both are buys? TFSA or RIF or it doesn't matter which? I am a long term investor and I feel well diversified.
Thanks for your thoughts,

Tom

Q: I am constructing a new equity portfolio 60% US & 40% CND. On the US equity I am using the following ETF's:
HXS @ 15%
IWO, XMH,XSU @ 10% total
VGG @ 20%
HXQ @ 15%
I also want to limit taxes, dividends and any US reporting on form 1135.
Could you comment on this set up. Thank you for your service

Q: I would like to add more of this company to my portfolio, I'm on the sidelines and waiting for another $1 or 2 lower for my entry point. With a currency as a risk, what is your thoughts on an entry position?

Q: WHAT IS THE DIFFERENCE BETWEEN THE TWO THE PRO AND CONS OF HAVING THEM.THANK
EBRAHIM

Q: I am going to buy some TRI. in a TFSA, is there any advantage to buying the US stock over the Can. stock.
Thank You.

Q: Please provide your comments on ET's Q2 results. Thank you.

Q: I know CXI is a thin trader but over the last month it looks like there were 12 days of 0 volume. Is this close to correct or is it a reporting/data error. Also how do you feel about the stock?

Thank you
Paul

Q: Hello. My question may not be about Evertz per se, but a transaction.
I had a bid in for Evertz at $15.50 per share. The market closed with Evertz at 15.89 (I think). After 4pm a large volume was traded 19k vs 52k total as the daily total.
My order was filled at 4:09 at $15.11 per share. There were subsequent orders filled at higher prices. I’m not complaining, but what the heck happened? Was there a huge dump at $15.11 that scooped up my order? How late can orders be processed, particularly on a reporting day?
Well, while we’re at it.... could you comment on the reported results please?

Q: What do think of buying RCH as a potential tax-loss play?
It seems to have good fundamentals but maybe some headwinds from US trade uncertainty and housing market slowdown.