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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 know that you suggest Sun Life for a Canadian life insurance company, but how would it stack up against the potential of other life insurance companies in the US? Brian Acker recently recommended Met Life saying it was much cheaper than Sun Life. How would you compare Sun Life to US companies? Overall what Life Insurance companies would you invest in regardless of Canada or US?
Read Answer Asked by Kel on July 14, 2017
Q: I hold ENF. I recall that, in the past, you have expressed a preference for ENB - perhaps the former being more for income and the latter being more for growth. Is this correct? Is there any other reason to prefer one over the other? (Perhaps I should consider switching.)
Read Answer Asked by Carl on July 14, 2017
Q: Within the last month I took a half position in CSH.UN, and a quarter position in DR (both in my RRSP). I am down about 6% on both. If you were to add to one of these positions today, which one would you choose, and why? Or just wait as they have negative momentum.

Paul
Read Answer Asked by Paul on July 14, 2017
Q: I invest for dividends, dividend growth and some growth in stock price. I am currently holding ala but am thinking of switching enb or enf. Would you make this switch and if so which Enbridge holding ? I have a diversified portfolio.

Thank you and thanks for providing this great service
Read Answer Asked by James on July 14, 2017
Q: Hi there

Any ideas for the big drop in CRH Medical today.

Much thanks

Stuart
Read Answer Asked by Stuart on July 14, 2017
Q: CRH is getting hit hard this morning. Why ? Is it our Short Sellor again ? RAK
Read Answer Asked by bob on July 14, 2017
Q: I am recently out of university and have gotten a full time job with a defined benefits pension plan. I have 25-30 years before I am going to retire and want to start developing my first portfolio. I have lots of room in my TFSA and RRSP. I have a moderate risk tolerance given the pension plan.

I currently have $50K to invest. I would like to build a portfolio with a mix of some of your balanced and growth model portfolio stocks.

A few questions for you:
1) How many stocks would you recommend be a good starting point for me? Or would you suggest that ETFs would be a better approach for me given the amount of money I have to invest initially? From reading the forums I get a sense that I need to ensure a certain amount of portfolio diversity.
2) If I were to invest today, what stocks would you recommend from your BE and growth portfolio for the long term (20+ years in my situation).

Feel free to dock as many credits as you feel appropriate.

Thanks so much for your service. I have learned a lot since becoming a member and look forward to being a member for a very long time.
Read Answer Asked by Justin on July 14, 2017
Q: Can you give your thoughts on CDZ in light of the following Globe commentary (similar to other blurbs I've seen in the Globe):

"And another thing: The way some dividend ETFs weight their individual constituents is a bit nuts. Take the iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ). Choosing stocks that have raised their dividends regularly, as this ETF does, is a great strategy, but assigning the largest weightings to stocks with the highest yields is a problem. Why? Because a high yield is often a sign of a struggling company whose dividend is unsustainable.

Case in point: At the end of April, CDZ’s largest holding was Aimia (AIM), which at the time yielded 8.8 per cent. But the loyalty plan operator’s shares collapsed in May after Air Canada said it would be parting ways with Aeroplan, and Aimia recently suspended all dividends. CDZ’s top holding now? Corus Entertainment (CJR.B), another struggling company that yields about 8.7 per cent and hasn’t raised its dividend since January, 2015."

https://www.theglobeandmail.com/globe-investor/investor-education/im-still-waiting-for-the-perfect-dividend-etf/article35453106/

Would you recommend a switch to a different ETF for broad-based Cdn exposure in an RRSP? What alternatives do you like that are not over-exposed to financials/materials?
Read Answer Asked by Chris on July 14, 2017
Q: Hi 5i Team
We have approximately $80,000.00 US cash to invest. Thinking of buying XHY for income to cover some of our expenses for property we have in US. Would like your opinion. It would be approximately a 5% position of our portfolio. In the event you think it would be a good idea, do we deploy the funds gradually or take the full position at once, obviously it would be based on what is available for purchase. We would probably us our TFSA account. What would you suggest. Thank you. Heather
Read Answer Asked by Heather on July 14, 2017
Q: I have several questions re:EIF. What is the latest available short position on EIF? What percentage of the public float does short position represent? Have you been following the latest short report and the updates to it by a well known short seller? What sort of investors is he trying to enlighten as to the perils of investing in EIF? With over seven million shares traded in the last twenty days, has this stock now become one to trade if one is a trader?
Regards AEO.
Read Answer Asked by Alan on July 14, 2017
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