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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: I know US companies are not your focus however I wanted to get your thoughts on selling GE and allocating some US$- in my rrsp.
I am an income investor and currently hold ZPW-U and ZWH-U in equal weight re investing the dividends monthly. I also have a small position in JNJ and a larger position in GE (7%) of portfolio. I am concerned GE really isn't going anywhere and am considering switching to something with a better outlook any suggestions etf or stock to add here... or should I continue to hold?
I already hold VGG in another account...
Read Answer Asked by Kyle on March 27, 2017
Q: Hello,
I recently subscribed to your ETF/MF newsletter. I have looked over the site but I didn't find a section there for asking questions (might have missed it). In viewing some of the ETF performance tables I did not see a column to indicate whether the income is paid out on a regular basis or reinvested in ETF units. My fee for service investment planner has advised me to use more fixed income vehicles to reduce income slightly caused by the gross up of Cdn. dividends in my equity portfolio but I would still like to get the income on a regular basis.
In regards to this perhaps you could comment on VSC or suggest a similar short term laddered bond ETF and a similar emerging market income ETF(with adequate liquidity).

Thanks in advance ..... Larry
Read Answer Asked by larry on March 27, 2017
Q: Good morning 5i. What is the potential downside of sgyp? With respect to its new fda approved gastrointestinal drug. It appears to have better results than its competitors with less side affects. Its potential market base in the U.S. alone is huge. My question with its recent drop in price and the fact that i'm a little overweight this stock is whether I should hang in there for the next 12months? Thx
Read Answer Asked by Robert on March 27, 2017
Q: I see another member has asked about holding cash. I found this website helpful, please post if you deem appropriate:

https://www.highinterestsavings.ca/chart/
Read Answer Asked by Walter on March 27, 2017
Q: Bill was asking about CXI. Technically, something to note is that on the weekly chart, the price is above its rising long-term moving average (200 weeks moving average). Also notice that in January 2016, the price also tested this moving average and 8 months later, was up 50%. If draw-down worries you, you could consider buying half your positions closer to the long-term trend-line. Hope that helps.
Read Answer Asked by Matt on March 27, 2017
Q: Currently, all of my fixed income (>$100000) allocation is in VSB, all in non-registered accounts. Should I switch to BXF for tax efficiency, or stick with VSB given it's lower MER (0.11 vs 0.2)? For my fixed income allocation, safety, capital preservation, and liquidity are primary considerations; yield is a secondary consideration.
Read Answer Asked by Walter on March 27, 2017
Q: If I renew my membership now with the ETF promo how does that affect my existing membership M y membership doesn't come up until August.
Read Answer Asked by Mark on March 27, 2017
Q: I would like to reduce the number of REITs in my portfolio but strike a nice balance in industrial, residential, commercial and perhaps care homes. My present holdings include CUF.UN, AP.UN, CAR.UN, GRT.UN, AAR.UN and SRU.UN. Which of these would you eliminate and what might you add?
Read Answer Asked by Lloyd on March 27, 2017
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