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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 currently hold the above 3 stocks at around 2.5% positions and am wondering if there are better options in the industrial sector or should I hold tight. CAE is up over 30% but AFN is down 25% and TFII is down 8%. I’m a retired income investor.
Thanks
Lyle.
Read Answer Asked by Lyle on August 21, 2019
Q: Could I get your take on Keyera - payout percentage, dividend sustainability, debt levels, industry positioning/competition and how tied-in to gas prices they might be. I am a retired, income-oriented investor, looking for something that has been beat up a bit and might be more apt to up than down further over the next few years(!).
Thanks
Read Answer Asked by grant on August 21, 2019
Q: Good morning, I am noticing more recommendations lately for longer term bond ETFs i.e XLB and TLT. I have traditionally been using CBO, XBB along with some preferreds (regrettably) and a small amount of XHY. Should this old retiree consider any change in fixed income holdings? Thanks for your service.
Ted
Read Answer Asked by Ted on August 20, 2019
Q: The Analytics tool suggests I am significantly overweight geographically (Canada). The tool also suggests I downsize my financial holdings and increase Consumer Defensive, Tech, Healthcare, and Industrials. Which sectors would you tackle first to increase? Please provide 2 or 3 stocks/ETFs that you would recommend to begin re-balancing my portfolio geographically and by sector?

I am a long term investor and I have evolved over the years towards buying more of the larger cap companies.

Thank you!

Sean
Read Answer Asked by Sean on August 20, 2019
Q: This was issued Oct 3, 2016 at $12.75 and has a barrier price of $8.93 and is tied to the i shares Capped energy price. It is within a dollar of the recall price. It missed the first recall Sept 27, 2018 and the final recall is Sept 27, 2019. It is now showing a loss of $3,219 on a $10,000 investment. I have held it this long would it be advisable to hold it until maturity and recover my initial investment if it does not reach the recall price? The lure is the redemption amount.

Thank you

Donald
Read Answer Asked by Donald on August 20, 2019
Q: I was wondering what your thoughts are now on Waterloo Brewing since they announced last week that they will be "ready to commercially produce" cannabis-infused beverages for 2020. It would seem that with a viable beer business generating $55 million plus in revenues a year plus a 3% dividend this company might be a way to play the cannabis space with limited downside. Thanks.
Read Answer Asked by James on August 20, 2019
Q: I am retired and wish to structure a conservative portfolio consider the uncertainty of the economy. I favour banks (RY, TD), utilities (Fortis and Algonquin) and Telecoms (BCE and Telus), BrookMiled Asset Management, Brookfield Renewable and Brookfield Infrastructure Microsoft and Berkshire B.

I would lik´to have 40% in bonds and favourCLF, XBB, XSB and XSH. I would move from FTB even though it has a higher yield but a higher MER.

Your comment would be appreciated.

Thank you.

Donald

Read Answer Asked by Donald on August 20, 2019
Q: How do you know whether an ETF pays a dividend, which would be eligible for the dividend tax credit or a distribution which does not have the dividend credit?
Thanks
Jeff
Read Answer Asked by JEFF on August 20, 2019
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