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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: Does the following make sense, or is there a flaw I'm missing? For a beginning RRSP with 35 yrs to retirement: 50% VGRO and 50% equal amts TD, EMA, PBH, BEP.UN? ( to increase Cdn exposure and to make a little more conservative)
Thank you.
Read Answer Asked by M.S. on January 14, 2019
Q: This momentum ETF, with a 5-star ranking (Morningstar), seems to provide a good selection of US stocks, with an excellent rate of return. Would you agree?
Is there a similar ETF structure for the Cdn market?
Thank you, Team!
Read Answer Asked by Sigrid on January 14, 2019
Q: I'm looking to add to the above 3 as I'm not over-weight. Is now a reasonable time or do you have concerns with any of these.

Thanks,
Robert
Read Answer Asked by Robert on January 14, 2019
Q: Hi, is the distributions received from these stocks classified as dividend or R.O.C. ? What is your thoughts or can you suggest some good stocks that payout roc as I have a high income from dividends. I understand that roc lowers book value and in turn can increase capital gain. Thx Jack.
Read Answer Asked by Jack on January 14, 2019
Q: We are often counselled to hold US dividend-yielding securities in an RRSP, since there are no withholding taxes (as opposed to a TFSA). However, let's say I hold a Canadian-domiciled ETF that holds US dividend yielding stocks, for example, ZDY. The ETF automatically withholds foreign tax (eg. in 2017, ZDY paid 0.140134/unit in foreign tax), that also cannot be claimed on a Canadian tax return, so isn't this just as disadvantageous as holding this same ETF in a TFSA?

Read Answer Asked by Walter on January 14, 2019
Q: Ecn's preferred shares, ECN.PR.A, are down $5.00 or so since their issue last year, pay over 8% & their issuer ECN seems to be doing well. Is this quite a risky investment with a dividend of 8% percent for someone seeking yield? Is it fear of rising interest causing the drop or is there a problem with ECN that I'm unaware of? Thanks as always for your sage advice.
Dave
Read Answer Asked by Dave on January 14, 2019
Q: I have 59K (38k in TFSA, 21k in Trading account). I am thinking to follow the balanced equity portfolio, so approx. $2250 each name. Time frame is less than 5 years. Two questions: Do you support this idea? If so, which names to purchase in each account? Thanks very much.
Read Answer Asked by daniel on January 14, 2019
Q: Peter,

Do you have an issue with either of the following bonds?

Ford Credit - due May 8,2023 YTM of 5.167%
Brookflield Properties Corp July 3,2013 - YTM 4.199 %
I see Brookfield Asset Management bond ( 2023 ) has a YTM of 3.615%. Any reason for the difference in yield?
Thank you

Paul


Read Answer Asked by paul on January 14, 2019
Q: Could you advise if buys at the above are good value at current levels - looking to hold 3 to 5 years
Tom Allen
Read Answer Asked by Thomas L on January 14, 2019
Q: I have some cash to deploy. When do you anticipate updating your income, balanced, growth portfolios?
Read Answer Asked by Ric on January 14, 2019
Q: ZDY.U is thinly traded, so shares must be bought/sold carefully. Looking at this security under your 'Companies' tab, I see that at the time of this writing, there is a bid of 23.25 x 22000 while the current market price is 23.27. If I put in a sell order at 23.25 at that very instant for less than 22000 shares, is it likely that the order would get filled and my shares would sell at 23.25? Thank you.
Read Answer Asked by Walter on January 14, 2019
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