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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: On each of your 3 portfolio pages you have a section for "Annualized Returns" . Could you define and explain how they are calculated - I am stumped as to how to do this calculation for my own results.
Thank you
Read Answer Asked by Alexandra on April 20, 2021
Q: How would you rate these firms/etfs from a growth potential, financial well-being and diversification perspective. My portfolio is currently 40% MAW104 with bank, insurance, pipeline, and telecom stocks making up the remainder.
Read Answer Asked by David on April 20, 2021
Q: Following up on my question from this morning, you suggested as "high dividend payers" a few companies that have comparatively low dividends to LIF or FSZ. They aere T (4.83%), AQN, (3.9%), NPIU (2.75%). I don't think these qualify as "high dividend payers". I acknowledge they may be better choices from a growth perspective, but I am looking specifically for companies with a high dividend (over 6% for sure), if any other than FSZ (on my radar!) and LIF (I own this) can be suggested. Growth is not important to me for this aspect of my portfolio. I am looking for companies you might suggest that have a dividend that you think is reasonably safe.
Thanks! Paul
Read Answer Asked by Paul on April 20, 2021
Q: Good morning!
In a recent answer you mentioned LIF (Labrador iron Ore Royalty Corporation) by noting:
"For the 'high dividend' category we would consider it one of the better options."
Could you perhaps name a few others that are high dividend payers where you feel the dividends are reasonably secure? (I already have positions in ENB, BCE, PPL, and SIA)
Thanks! ... Paul


Read Answer Asked by Paul on April 20, 2021
Q: I have quite a few companies that trading well above
There normal p/e
Like Medtronics ,I’m starting to think
Selling the lofty ones and sit in a little more cash
And wait for all this to normalize
The example I’m using, over 10 years is around
25 p/e and now trading at 58 p/e
That info comes from Rbc investing
What are your thoughts
Thanks
Read Answer Asked by Sam on April 20, 2021
Q: HD has had quite a run since it pulled back earlier this year along with the other "COVID-19 beneficiary" stocks and recently broke US$320 a share for the first time ever. It is not clear to me that this rapid run is supported by the underlying fundamentals. Would you recommend investors hold their full position or consider taking some money off the table? (assuming an ordinary portfolio weighting in a portfolio of 30 stocks)
Read Answer Asked by Patrick on April 20, 2021
Q: Can you help me regarding how to determine fees/yields for ETFs?
I'm presently looking at is HMMJ

What is the "total" management fee?
Their website has manage fee of 0.75% plus tax and a MER of 0.85%

I don't know where Google finance comes up with a dividend yield of 7.47%? Horizon's website has the following:
Most Recent Distribution per Unit : 0.03433
Estimated Annualized Yield : 1.16%
12-Month Trailing Yield: 2.83%
Distribution Frequency : Quarterly

Also, for the most recent distribution, would you multiply the stock price at time of distribution by 0.03433
For example using stock price $10.65. 10.65 times 0.03433 or 36.6 cents for most recent quarter times number of stocks held?

thanks for all your help?
Paul
Read Answer Asked by Paul on April 20, 2021
Q: Good morning
Michelin Tires has or is creating tires for EVs...that will not wear out as fast as existing tires on EVs. Would this be ahead of the pack.? Would this be a good investment.?
Ps..I can't find them in your list of companies
Much thanks as usual.
Read Answer Asked by El-ann on April 20, 2021
Q: Retired, dividend-income investor. I am normally a buy-and-hold investor for the very long term (RBC = blue chip, hold forever; while in a higher risk and associated lower weighting category, I hold Alaris forever). I currently hold SLF but have been reviewing/comparing its performance with BMO. The 10 year, 5 year and 3 year charts favor Sunlife, but the 1 year and shorter duration charts favor BMO. There appears to be a significant inflection point starting in November 2020.

Can you explain what occurred around that time? Is it simply the reflation of the economy favoring BMO relative to SLF? Do you see this continuing for the next period of time or do you see SLF playing catch-up?

Thanks for your help...Steve
Read Answer Asked by Stephen on April 20, 2021
Q: I’m considering dipping my toe in the cannabis market. Which of these three would you recommend? Also would any of them benefit from American legalization? Thanks
Read Answer Asked by Jeffery on April 20, 2021
Q: Hi. I'm considering investing in Strauss Group Ltd [TD Webbroker: Grey Market: SGLJF].
1. What is your opinion of investing in a Grey market holding. Risks or gotchas?
2. I know not a 5i focus, but do you have an opinions on SGLFJ?
Thank you.
Read Answer Asked by Paul on April 20, 2021
Q: What is 5i's take on the seemingly downward spiral of U.S/China and Canada/China geopolitical relationship and the risk this implies to north american markets. Are there any defensive strategies you could recommend?
Read Answer Asked by Ray on April 20, 2021
Q: Ocean rates have gained significantly in recents month. Coming out the pandemic with a robust global economy it is anticipated that global shipping demand will continue to be bullish. Are you able to recommend 3 names(ocean related)that would be a way to participate in this anticipated upswing.
Read Answer Asked by Chris on April 20, 2021
Q: Generally speaking what percentage of one's portfolio do you believe should be allocated to US dollar investments for diversification?

Thanks,

Joe
Read Answer Asked by Joe on April 20, 2021
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