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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: Re your answer to Terry Nov 3rd. Q: previously, you have described the effect of high rates depressing dividend stocks, and increasing yields. In your answer to Terry you describe markets rallying due to a rate pause, followed by a decline as rates are cut. Will dividend stocks rally and then decline in the same way, or will the attraction of the dividend cause them to behave differently. Are dividends currently at their high point or will yields be even higher if/when the market declines during/after rate cuts.
Thanks Peter.
Read Answer Asked by Peter on November 16, 2023
Q: I have held WELL for 3 years and am down 38%. They are down 13% in one day today. Is there any rationale for their inability to sustain any positive momentum ?

I am starting to think there are better opportunities in a small cap area given the positive data we have been receiving re: inflation / interest rates.

If one were to throw in the towel on WELL do you have a few suggested replacements?

I am not a fan of dollar cost averaging on a stock heading down and currently feel I should cut and move to a better performing stock.

thanks
Read Answer Asked by Terry on November 16, 2023
Q: Hello 5i,
Given that interest rates appear to have peaked, please rank the above list for:
1. Growth only
2. Your buying preference.
Thank you
Dave
Read Answer Asked by Dave on November 16, 2023
Q: I am thinking of selling my Vermilion shares VET and using the funds to buy shares of MEG since I want to keep my oil and gas exposure at the same weight (about 15 per cent of the portfolio.) This swap of oil producers is predicated on that MEG is already returning 50 per cent of FCF to shareholders while VET is only returning 30 per cent. According to both compannies corporate presentations both companies play to allocate more FCF to shareholders when lower debit levels are achieved in 2024. I liked VET from its exposure to high gas prices in Europe but when Ireland introduced a windfall tax on VET it definitely took a shine off of Vet's future. What do you think of changing VET for MEG. I also have some CPG, CJ, TOU, WCP, and BTE so I don't want to add to them.
Read Answer Asked by Paul on November 16, 2023
Q: The following stocks have fallen below 1% in my portfolio.

From your previous answers/responses I assume it is best not to add to these?

Since they are under 1% is it best to sell, or is it best to stay the course and see if they recover over time.

They are all in registered accounts so no tax losses.

As well I have very small position in BAM due to the split. I have added to BN. Should I just let the small position ride or is it best to sell and add to BN or something else?

Thanks.
Read Answer Asked by Colin on November 16, 2023
Q: I've got North America covered for my investments through stock purchases. How would you manage the rest or the world if one wanted diversification with a dividend bent. Would you purchase one ETV such as VEA or buy a few ETFs. Also what's a good starting point for a percentage of portfolio outside of North America.
Thanks
Read Answer Asked by Mark on November 16, 2023
Q: Rob on November 15 asked about Shareclubs. There is a relatively current listing here: https://money4retirement.ca/canflid_clubs/. It was based on the earlier MoneySaver listings and updated during some outreach with these clubs.
Read Answer Asked by Michael on November 16, 2023
Q: Hi could you please comment on the Brookfield Office Property Inc, 6.359 Cum.Min RR CLAAA PFD S11 . It looks like a great buy with a very high projected dividend your thoughts please
Read Answer Asked by John on November 16, 2023
Q: NWC, good company and stock but approaching a resistance area. I feel it's time to take the profit and sell. But what to replace it with?

Could you pleaase provide a few suggestionsto consider. A dividend payer, solid company making profits, currently at a price with good upside over the next couple of years.

Thanks so much.
Read Answer Asked by Mark on November 15, 2023
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