Investment Q&A

Q: Emerging companies in the Marijuana industry like these two need focus to progress in a positive way. What are your top 3-5 areas of attention that you would like to see and continue to research to make them a worthwhile investment opportunity in 2019 and beyond?

Q: Two questions on Canadian equity/dividend ETFs:

1) The holdings in DGRC are selected based on market cap, expected earnings growth, return on equity, and return on assets. How is it that none of the Big 5 Canadian banks qualify for inclusion in their portfolio? This is puzzling to me. What is your opinion of this ETF for the core Canadian equity component of one's portfolio, for a longterm hold?

2) You continue to recommend XIC despite reminding members, many a time, of how the TSX index is heavily concentrated in financials and energy. Why? It is a cheap ETF, but other CDN equity ETFs (like DGRC) are modestly more expensive but I can't help but think that the few extra basis points in cost are worth it if it allows for a more balanced sector allocation overall. You continue to recommend CDZ even though it is very expensive, with a MER of 0.66. Why? I know it is analogous to VGG/VIG, which you (and I) love, but I don't think they're comparable, since VGG/VIG contains many companies with a much longer history of dividend increases (including many so-called 'Dividend Aristocrats' and 'Dividend Kings' whereas inclusion in CDZ only requires that a company has a history of increasing its dividend in at least four of the last five years. It almost seems like the continued recommendation of XIC and CDZ is due more to historical reasons rather than their merits as of right now, relative to other ETFs that may not have been available when XIC and CDZ were first made available.

Q: Wishing a Happy New Year to Peter, Ryan and staff!

I am looking for "relative" safety with some upside and yield. I noticed these two currently look attractive. Your thoughts/alternate suggestions please.

Q: If oil sector re-bounce,which stocks have more upside.What is your outlook for crude oil in 2019? thank you.

Q: Hi , i have 7 stocks that dropped below 2.5% of my holdings. BEP.UN (2.38%), NFI (2.33%), PHO (2.20%), SJ (1.92%), TOY (1.91%), DOL (1.61%), PIF (1.53%).
I also have a 15% cash position. Please Rank all 7 for potentially increasing to a 2.5% position. Also, is there any of the 7 stocks full position (5%) contenders.
Thanks

Q: Realizing everyone's situation is different, generally what percentage do you think one should have in bonds? Thanks, Bill

Q: BMO has new issues ie. Bank of Montreal U.S. Equity (CAD Hedged) Callable Income Principal At Risk Notes, Series 789 (CAD). Is there a simple description of these auto callable shares. Are they risk protected? How? It seems that these may be “ timely” given the market meltdown and not necessarily very investable. I found these while researching fixed income.

Q: Thanks for your service! Can you comment on the above? Income and growth. Also, could you give me your top 5 income primarily, growth secondarily.
Please deduct appropriate amount of credits.
Regards.

Q: Hi, can you recommend 5 high yielders to buy today for RRSP Drip. Please exclude ENB, BCE, CIBC, RCI, unless I should add to them. US OK. 5 Year Hold. Thanks.

Q: FSV is down more than the market and is taking another hit today. Can I get your take on things. What factors will influence its movement going forward? Sell, Hold or Buy a bit more?

Q: What pipeline would you recommend and also what company or companies would you suggest in the oil & gas sector.
Many thanks and Happy New Year.
Joyce

Q: Which of these three companies are preferred going forward for 2019? Should we hold all?

Q: For a 3 year hold,would you prefer cov or crh?

Q: After stock price meltdown, would you see current price of Weyerhaeuser as a good long term entry point for this forestry blue chip, and would you consider current dividend as sustainable?

Q: Will 5i be preparing a report on this company in the near future? It's had a great run the past several years and has been increasing its dividend regularly. I'm considering adding after the pull back. Seems to be decent growth ahead of it but how fast can it pay off its debt (seems pretty high). What grade would it most likely receive and why? Thanks.

Q: What are your three preferred Canadian Electrical Utilities to buy right now?

Q: I have VGT $5500 to fund vacation in US this winter. Would like your views to switch to the best US growth options for a 2 month gain before cashing out of my TFSA or leave as is. Your best guess of 3 investments, thanks.

Q: I would like to add small amounts to the above listed existing positions. How would you rank these? Which one's may likely drop further and more patience would be required?
Thank you!
Albert

Q: I know it's not your core area, but was wondering what you thought Apple's revenue warning might mean for the company, the tech sector, the US economy, international trade, and the universe going forward.

Q: I am new to trading and managing my own portfolio. I have been investing for a few years now , but had everything managed by a broker. I decided i wanted to manage my own portfolio due to management fees and what i felt were average returns at best over the past few years. Is there a trading platform or two that you could recommend ? I read the reviews on Questrade and BMO Investor Line and both had really poor reviews .