Investment Q&A

Q: Hi, I can obtain 7ish% yields on various preferred share issues of INE, TA, NPI, CPX, ALA, BPO, Could you please rank these purely in terms of relative security of divided payments? Thanks.

Q: Hi. looking to pick up 3 cie , for a 10 yr period in a RRSP account , would you recommend any of them or any others that are not on the list.

Thanks

Q: Hi 5i Team,

I hold about 5% in each of these companies, with the rest in indices (XAW, VCN) and cash. Do you have any recommendations for other companies I should be looking at to diversify? Thanks for the help!

Q: I need raise money from my cash account.
Current dividends have been paid.
What would you sell first, second, third,4th, etc.?

Thank you ian

Q: In the past you have been very pro NVDA and lukewarm to AMD. I am getting reports that AMD is "eating NVDA's lunch" when it comes to gaming chips and is now set to break out. The Google announcement early this week would seem to confirm this thesis, however it appears every chip company is on the rise. Have you altered your opinion on AMD? Before the announcement I got on AMD (2% position) and am up 20% very quickly. I am thinking of adding more. Should I?

Q: With the possible exception of BMO, the Big Five banks seem to be hitting a plateau. At the same time, there's talk of moderating interest rates. But shouldn't lower rates be a stimulus for banks' business - mortages, etc.? I thought it was the insurance companies that benefited from higher rates. Or is the apparent tapering-off of banks' growth just a reversion-to-the-mean phenomenon?

Q: I would like clarification of the dividend reported for BEP.UN. TD states the yield is 6.5% with a quarterly dividend of .52 Todays price is $42.07. Annual dividend would be .52 x 4 = $2.08 $2.08/$42.07 = 4.94%. Can you explain the difference.

Thank you

Q: What is your opinion on Minto as growth/income investment?
Thanks
Geoff

Q: do you know what happened for the drop in price today. would you recommend it at this point.
thank you

Q: Can you comment on a recent short thesis on the Canadian banks? The fund (Crescat Capital) claims that 82 percent of Canadian companies have negative cash flow, but when I read it, its free cash flow they refer to, which is obviously not the same thing. Nevertheless, negative FCF would still be concerning. What's your take?
Thanks, Alex

Q: Any idea of what is causing the weakness in PTA as of late and especially today? Thanks

Q: I currently have an in-trust account for my daughter with $5400 distributed between AQN and FSZ. I have another $6000 to put in. I would like to put half in VFV and half into VDU. These funds I am hoping will sit there until she retires (she is currently 13).

I am concerned about taxes with the two ETF’s in this unregistered account. Do you think this is a good approach with the funds or would you advise otherwise?
Thank you for your great site and forum!

Q: Hello folks; Looking to tuck away some silver. Which of these would be better suited and what will the fact that SVR is hedged have if silver and SVR happen to go up? Also, PSLV is on the TSX exchange but is listed in USD. Is there a problem with government hold-backs upon cashing out?

Q: New associations & acceptance by certain US companies as well as a TSX principal listing should open the door a little wider for this growing junior. What's your opinion!
Thank you.

Q: I hate lawsuits. Been holding Knight at a huge loss waiting for the big payday. I know you do not act as a financial advisor but would YOU hang on to your knight shares? Lawsuits take forever unless this Medison guy settles. This will distract from business at hand. Yes, no? Thanks for your views and sage advice.

Q: I have the above securities, as well as RBC Cdn Equity Inc, Sentry Cdn Inc, Sentry Global REIT, and fixed income via Fisgard Capital, Annuities, a company pension, CPP and soon-to-be OAS.

I really focus on asset allocation and am a little light on Consumer stocks, holding CGX, PBH and TCL (although some consider TCL to be in the Industrial sector). I am normally a buy-and-hold investor who trims-adds around core positions.

Question 1 = I am looking to add 1 more consumer stock and am looking for a dividend ideally > 3%. Based on my stock-ETF-MF mix, are there a few stocks you could suggest that would fit in my above set of securities.

Q2 = if I was to consider ideas from the Income Portfolio, is there an issue with having multiple food stocks....like PBH and A&W and NWC. Why have more than one food stock?

Q# = because A&W is a ".UN" company, how are their dividends treated for tax purposes? Are they eligible for the dividend tax credit?

Deduct as many credits as you deem appropriate....got loads and will never use them all up.

Thanks as always...Steve

Q: Good morning,
My wife and I wish to put $$$ into our minor (twins 7 yrs old) grandchildren's in- trust accounts to help them get an early start in building an investment portfolio. Moreover, this would allow them to start contributing to their TFSA when they reach 18 years of age and when I am perhaps long gone.
I understand that if I put $$$ in my minor grandchildren's in-trust accounts that ALL INCOME would be taxed in my hands until they reach 18 years of age but that any CAPITAL GAINS would be taxed in the hands of the grandchildren regardless of their age.
Assuming that my understanding is indeed correct, I am looking for a few suitable investment vehicles and more specifically a few good quality ETFs that DO NOT generate any form of INCOME or DISTRIBUTIONS other than CAPITAL GAINS.
I would very much appreciate your thoughts on implementing this strategy along with a few of your best ideas as to which ETFS you would recommend for my purpose.
I thank you in advance and look forward to hearing your response along with your ETF recommendations.

Q: My question relates to investments for a growth oriented TFSA. If you were choosing 10 growth stocks for a TFSA what would be your top candidates today.
Thanks
Mike

Q: What would be your top 5 stocks to purchase today in the Energy sector? CDN or US. (You guys are the best)

Q: Hi,
I need a bit of help in structuring my Bond component for my RRSP.
I had so far running with PH&N High Yield 5%, ZST 5%, PH&N Total Return Bond 10%, PIMCO Monthly Income Fund 5% and MFT 2.5%, for a total of 27.5%. Given my age (59) and the fact that soon we may enter in a Bear market, I have to increase my Bond allocation. According to some, this should mirror my age, probably close to 60%. My question is: What combination of Funds/ETFs and weight should I use? Is probably not a good idea to invest more than 15% in a fund and probably limit my High Yield exposure to 5%. Thank you.