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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: For increased international exposure I’m thinking of either VDU or VXUS. To buy VXUS, I would need to convert $C to $US. I currently have approximately 24% of my portfolio in $US, and this conversion would increase that to 28% or so. Which option do you think I should choose?
Read Answer Asked by Jim on February 16, 2018
Q: Hi Peter and Staff
So your growth portfolio results for February will show a disposition of these two stocks at yesterday's close - with yesterday's volume - there is zero chance we get out today or anytime soon at what you did / are these two companies going to survive or should we take what we get and exit ?
Thank you
Dennis
Read Answer Asked by Dennis on February 16, 2018
Q: SNY (not in your database) recently reported a poor quarter and so-so guidance. On the other hand, the P/E is now less than 12x, the dividend is substantial, and the pipeline should be broad enough to protect against single-drug risk. My sense is that it's long-term-investable, but less attractive than other beaten-down pharma blue-chips (say, LLY); your opinion?
Read Answer Asked by John on February 16, 2018
Q: Regarding utilities falling prices, you have answered in a couple times in the Q&A: "The main issue is that US tax reform is going to reduce earnings due to lower tax recoveries." Can you expand on this? What is the percentage of reduction? I looked for an article and couldn't find one explaining this. I am looking to add to AQN, FTS and BEP.UN for their growing yield, but I can't determine a fair price or if they're under/over valued because of the US tax reform and am hoping you can help me make my decision. Thanks
Read Answer Asked by Curtis on February 16, 2018
Q: Good morning,

I notice in today's Q&A you mention the addition to Reliq Healthcare to one of your portfolios. When such changes are made to portfolios, are the intra-month additions and deletions announced somewhere on the site, or only visible in the month end portfolio update publications?

Also, can you comment on Reliq's patient onboarding process. In your view, are there risks with this process (delays on big contracts) or with a large competitor entering the space.

Thank you
Read Answer Asked by Jason on February 16, 2018
Q: I just read a contrarian report on Seeking Alpha regarding these two companies. Can you comment on the debt levels of each and their respective survivability in a prolonged long low price nat gas environment. In an RRSP, could they be considered decent ‘flyers’ for a small (1%) stake?

DON
Read Answer Asked by Donald on February 16, 2018
Q: I see you have removed SYZ from the balanced portfolio. As a thin trader, would you expect the stock to go down as some/many of your followers will 'rebalance' to match your moves? If it does move down, is this a lesson for subscribers to be careful in investing in recommendations that trade thinly? Of course, it works the other way when a thinly traded stock is first recommended.
Read Answer Asked on February 16, 2018
Q: Hi,
This is a follow up to your answer regarding my original question on Feb 14th regarding ETFs in the US Aerospace and Defense sector. Your answer focused my attention on the expense ratio as the main factor in choosing among ETFs with a similar theme, and you offered that 5 year average returns should also be considered. However, I am wondering if the dividends paid should also be a part of the decision? If yes, then as a general rule, ETF dividends would be considered only if all else is equal? Between the three ETFs, PPA pays .2504, XAR pays .0938 and ITA pays .3205. All are listed as quarterly payments. Thanks for helping out with my learning curve!
Dawn
Read Answer Asked by Dawn on February 16, 2018
Q: Hi team,
It is February and time to use another credit. I think I will ask a more general question rather than a stock specific one as most of my equity questions are asked by other subscribers, which is good thing.

I have U.S. accounts that augment each of my Canadian accounts (Cash, RRSP, TFSA). From time to time, I want to transfer some more cash to one of my U.S. accounts. I hesitate at times because of the approximately 2% FX charges that I incur from TD. I suspect most banks charge around the same rates.

I think I recall a few months ago a Q&A on the same subject but I can’t locate it. I think there was a strategy of buying a major Cdn stock such as a bank (where I am typically heavy, along with tech) and offsetting it with another transaction. I am not looking for any exotic approach, as I like to keep things simple, but if it saves me from incurring some FX charges I might consider it. Please advise.

Thanks again,
dave
P.S. Welcome Barkha.
Read Answer Asked by Dave on February 16, 2018
Q: I have a full position in my TFSA, in all of these except COV. They are all up except for ENB. I have $12,000 to invest, would you add to the existing stocks or can you suggest others. Thanks for your input, great site. thanks Dorothy
Read Answer Asked by Dorothy on February 16, 2018
Q: I own these companies in a DRIP plan and would like to buy a few more. Would you rate the best Canadian DRIPS stocks please
Thanks for all your hard work
Sue
Read Answer Asked by Susan and Philip on February 16, 2018
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