Investment Q&A

Q: Hello Peter,
I hold a balanced total portfolio across my TFSA, RRSP and non-registered accounts. I keep my highest dividend payers in my non-registered and currently have them on DRIPs. Are there any of theese that you don't think should be on DRIP because they are too risky?

ALA, KWH.UN, FTS, BNS, SLF, GS, NWH.UN, ECI, EIF, BCE

Q: Could I please have your opinion on Seritage Growth Properties listed on the NYSE.

Q: Can you please tell me what the dividend growth rate is for the income portfolio?

Q: I think it was Susan who commented about not being able to find Cineplex's dividend history. I use dividendhistory.org when I'm looking to do research on dividend history. Its free and maybe it can help Susan and others. ( http://dividendhistory.org/payout/TSX/CGX/ )

Lastly, cryptokitties... for trading and as an alternative currency. Is this actually real life or am I living in my wife's dream where cats and kittens are revered above everything else?
http://www.bbc.com/news/technology-42237162

Thanks.

John

Q: I am curious to know why the Bloomberg coffee index is trading at an all time low. Can you tell me the main catalysts? Is the market oversupplied? Does this look like a good long term trade at these levels.

Q: Hello Peter,
Both of these stocks ride on momentum. If one owns them, how do you approach the sell aspect? Do you simply use technical analysis of 10 and 20 day averages as opposed to 50 and 200 maybe too long given how quickly they rise and fall? Also, once they are sold, how does one approach the buy part (10 , 20 day averages again) Your comments are appreciated.

Q: Hi folks,can you explain the difference between WCS (West Canada Select) pricing versus WTI. TD shows Wcs at $40sh while Wti is $57sh;that is a huge differential spread. Does this affect companies I own; Rrx/t & Pey/t?? or mostly involves companies in The "Oil Sands" like Cpg & Cve. I understand no new pipelines hurt but is the Wcs price, what is holding Canadian oil companies from participating in the recent Wti runnup. Thanks as always and just renewed 2 more years into 2020 haha, jb Piedmont QC

Q: If i was to take a position in Algoma Central, which of the above two is the best to purchase ?

Q: Good Morning ,
Are there any existing
pure plays in the
production of public
use air drones .
Which cos with decent
balance sheets and cash flow would you
recommend ?
Thank you

Q: I received the following notice on my TFSA account this morning. Why would TD do this ? I have never known the bank to provide a service without a fee attached ! What is in it for TD ? Thanx Robbie

":You hold some securities that may be subject to Cease Trade Orders (CTO). If you would like to remove them from your list of Holdings, you may apply to gift each security to TD Direct Investing. View/remove CTO securities "

Q: what is your short and long outlook for gold and the canadian dollar?
i presently have some u.s. cash and was considering an investment in gold (specifically in Kinross U.S.) both for a positive return and portfolio insurance.
I believe that when gold goes up the u.s. dollar usually goes down...
am i correct in that assumption?
appreciate your comments on the above strategy...
ed in montreal
p.s. - if you have an alternative strategy it would be appreciated!

Q: On Dec 4 an interesting question was asked by Neil regarding your favourite two choices for each sector. It is interesting to me because I am always, if not trying, at least thinking about reducing the number of our holdings. I was a little surprised by some of the names you mentionned in there, however. it seemed some were quite risky. Would I be right in understanding that this recommendation would be appropriate for, say a person of 40, and not so appropriate for someone of 70? If this is right, could you give a recommendation for the older person? What would a 25 stock portfolio look like, if you were putting it together for an older person, for example?
many thanks for your excellent service as always

Q: Hi Team,

I'm looking to park some cash in a no risk investment. Funds that are earmarked for use in 1-2 years. Where is my best return these days?

Thanks!

Q: CBX reported its first quarter today, which exceeded the one analyst's forecasts that I see. The CEO who was brought in to make CBX profitable seems to have done a good job, and is now growing the company which is really his expertise. Though the company moved up quite nicely today, there were less than 80,000 shares traded, as this stock seems to be off everybody's radar. I am curious about your thoughts on the quarter as well as your thoughts on how and when this stock might get some attention.
Thanks

Q: What do you think of Roots as a stock and do you think it is a good buy at current valuation?

Q: I currently hold ZCL in my RIF. I am thinking about replacing it with ALA in order to realize a higher dividend and better growth prospects. Can I have your thoughts please? Thank you. Jim.

Q: Hello Team: Season's Greetings
In my company DCPP Sunlife offers the following 3 funds among others but the following have had the best returns:
MFS Global Equity: Allocation U.S. 54.15%, Intl 44.64%, Cash 1.21%. which I am currently in.
TDAM Global Equity Index: Allocation U.S. 61.19% Intl 38.6% Cash .14% Other .07%
TDAM Intl Equity Index: Allocation .97% U.S., Intl 98.59%, Cash .03%.
I would like a little less U.S exposure than the 54-61 % which the first two have but to do that I go to 98% International. The 98% International exposure consists of 31.7% Eurozone, 24.3% Japan, 17.2 % U.K., 13.3 % Europe Ex-euro, and 7% Australasia, by region and by sector : 21.2 % Financial services, 13.5 % Industrials, 11.7% Cons Cycls, 11.2% Consumer defensive, 9.7% Healthcare.
All three funds have had 1 yr returns in the 18 -20% range.
What is your opinion regarding my selection of the TDAM Intl Equity fund with 98% International exposure going into 2018 or should I stay with a fund with ~60% U.S. exposure.
Thank You once again for your help
Clarence

Q: Good day – could you please provide a brief description or guideline for how to tell when one is reaching for yield. In my case I am quite happy with a 6 to 8% total return, and if I can achieve that with a high yielding investment I'm not as concerned about growth. However, the question remains - when are you reaching for yield so that you may be exposed to an unacceptable capital loss? Thanks so much.

Q: I presently own CI signature high income mutual fund for income. I am considering a switch to pimcos etf pmif or igcf. Could you please comment on such a switch. Thank you.

Q: please recommend an emerging market etf thanks