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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 was listening to David Burrows on BN last night, he believes the next 2 years could be quite good in some investment areas and not in others. Because of what he was suggetsing, that utilities, REIT's and Telco may be in the not so good area, I was thinking of selling my Telus, Artis and Dream Industrial.
I would like to rotate those funds into, financials, materials, technology and industrials in Canada in midsize companies. I was wondering if you might be able to suggest some companies with good growth potential that pay dividends in those areas.
If I make the change my core would start with Scotiabank, Royal bank, IPL and PPL, and a little bit of ECN.
Read Answer Asked by Don on November 25, 2016
Q: I have a question about the effect of demonetization on Indian stocks in the short term and medium term. I currently own ZID ETF (down 10%), ICICI Bank IBN (breaking even) and Dr Reddy's lab RDY (down 8%). Should I continue to hold? Would appreciate your views on these.

Thanks
Read Answer Asked by satish on November 25, 2016
Q: Could you comment on ZPW, which I am looking at as a small position for income (being too cowardly to buy puts directly myself). Some points in particular:
- is a bull, bear or stagnant market best suited to this strategy
- the BMO site lists this as low to medium risk - do you agree
- can they really earn enough through puts to justify the dividend/fees
- is the US a good market for this strategy

Thank-you
Read Answer Asked by grant on November 25, 2016
Q: Hi Peter,My guess on RNW which I have owned since inception is that it will eventually be part of bep.un they already own a substantial position.all so if 5i followed EIF what letter grade rating would you give this co.I took a full position in eif the day after TD downgraded it.
Kind Regards
Stan
Read Answer Asked by Stan on November 25, 2016
Q: I have a negative view of the future for oil and gas stocks. The world seems awash in oil, OPEC is a dead pigeon and demand is weakening and will continue downhill rapidly as electric cars become the fashion. CNQ and many of the oil majors seem to me to be over-priced and shorting them would be a good trade. Is this a crazy idea?
Thanks, Peter
Read Answer Asked by Peter on November 25, 2016
Q: With the huge rise in US banks these past couple of weeks, would this be a good ETF to buy to catch any future gains? Is there a different one you'd recommend with upside exposure to US banks? Thanks.
Read Answer Asked by Ann on November 25, 2016
Q: I would like to increase my exposure (at the understood risk of return chasing) to US industrials and defence companies that seem set to rally under the new regime in the White House. I would like to do this without paying the punitive buy/sell exchange rates offered by my bank. Does the above mentioned ETF look ok to you? Any others that you would recommend? I would be interested in ones with some exposure to steel/base metals/US financials too.
Read Answer Asked by Patrick on November 25, 2016
Q: I'm 78 and interested in income with security of capital and I'm wondering about changing the percentage allocation of various sectors. For example, rather than hold 5% in each of healthcare, materials and energy, I'm considering holding 15% in healthcare. NWH.un, SIA, DR and SIS are broadly diversified within the sector, provide an excellent average income and have been generally approved by 5i. What do you think, and feel free to make suggestions.

Thanks for all the steady, interesting and profitable suggestions daily.
Read Answer Asked by Tim on November 25, 2016
Q: I own RNW for income. I bought in Jan. 2016, so I have a capital gain of 37%. For long term safety and security of both my principle and the dividends, would you favor selling RNW and buying BEP.UN with the proceeds? The yields are similar. (RNW 6.48%, BEP.UN 6.052. I just don't want to get caught if RNW shares start declining.
Read Answer Asked by Helen on November 25, 2016
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