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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 consider WSP and STN my core holdings but now due to excellent appreciation they represent 7% and 3% of my portfolio. ARE has been a laggard and represents 1%. With ARE should I go back to SNC which I owned in the past (upside due to the recent acquisition?) or just keep WSP and STN as the only stocks in this area?
Read Answer Asked by JR on April 09, 2017
Q: I have a significant exposure to HCG which I want to reduce. I have been slowly selling some of my HCG shares the past few years, but I incur significant gains that I must pay taxes. My average cost is less than $3.00 per share. I was thinking of buying more HCG shares to increase my average cost and then sell within the year thereby paying less taxes. Do you think this is a sound strategy?
Read Answer Asked by Robert on April 09, 2017
Q: I have cash in my children's RESP which I will withdraw in September. TPH.DB.E, a convertible debenture is maturing on September30, about the time I need to do the withdrawal.It is yielding over 7% (3.5% for 6 months) much better than other 6 month returns. Now that Morguard is the majority owner do you think this provides more safety making it more likely that the debenture will be paid out at face value at maturity. Does the company have adequate resources to mature the debenture?
Read Answer Asked by Robert on April 09, 2017
Q: Since they are about the same price I am thinking about selling my FNV shares and buying an equal amount of SHOP shares. I am looking for more growth in the long term. Not worrying about sector allocation do you think this would be a wise move.
Read Answer Asked by Paul on April 09, 2017
Q: Hi 5i, As one who remembers double digit interest rates, I've been wondering if and when the worm will turn again. It sounds like expectations are becoming pretty entrenched for higher rates in the US, and if that turns out to be true would expect Canada to follow with a year or two lag. Is there a typical pattern or approach that suggests which sectors and investment types benefit in a rising rate environment?

Thx for your excellent service!
Read Answer Asked by Rick on April 09, 2017
Q: Enbridge issued a press release regarding an unsolicited mini-tender offer made by TRC Capital to purchase up to 2,500,000 common shares or Enbridge at a price of $53.38 per share which is 4.47% discount as of April 6, 2017 closing price. This type of mini-offers has happened to other publicly traded companies. What are the possible reason(s) for a company such as TRC Capital make an offer at a discount below market and believe this offer would be accepted? Perplexed… Thank you.
Read Answer Asked by Karen on April 07, 2017
Q: Do you know of a good site to get a list of the largest market gains and losses during the trading day. It would seem like a relevant piece of data, but I haven't been able to locate it.
In addition, do you know a site which shows the list of largest absolute dividends paid by Canadian and us companies? In Canada the banks must lead the pack. In. The us I'm thinking xom or the big telcos. If not, wondering if other readers know. Thanks in advance.
Read Answer Asked by Bill on April 07, 2017
Q: Hi, I try to stay away from companies that pay dividends as return of capital, mostly because of the tax issues.
Do all investors who do there own taxes keep up on the ACB, as it is sometimes only a % of the total distribution? And do they even know if their stock has a ROC?
Also I don't get it,if the company cannot afford the high dividend and relys on ROC, why are they paying it in the fist place. 3 to 5 % seems about right, anything after that is a bit of a gamble.
What am I missing, seems like a complication I can do without,especially if you have 8+ stocks
Thanks

Read Answer Asked by Brad on April 07, 2017
Q: Is it time to average my cost on precision drilling. Own it at $13.00. Insiders are buying. I have held it for so long it seems ridiculous to sell it now but I do not want to wait another four years to maybe get back to even. Is there something better out there to put the measly funds I have left in this company?
Read Answer Asked by Helen on April 07, 2017
Q: Is the current yield 1.32% less the 0.65% MER or is the yield after the MER has been taken out? The yield seems low. Is there another ETF in the same Consumer Discretionary sector which has a higher yield?

Usually when companies have a low dividend they are often growth companies. Does this ETF behave in the same growth like fashion?

If I understand correctly XCD is CAD hedged. Are there any US ETF's in the same sector which are not currency hedged?

Thank-you.
Read Answer Asked by James on April 07, 2017
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