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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: Peter,

Looking for an ETF in the Industrial space. I am considering VIS. What would make you choose between VIS, XLI and IYJ ?

Thanks

Paul
Read Answer Asked by paul on July 04, 2023
Q: Hi Team, we own all 3 though SU is the clear laggard; why is that ? In the next upswing for the group would you expect continued relative performance ? and would you swap out SU ? For who ? Thank you.
Read Answer Asked by Paul on July 04, 2023
Q: Hope you and the team (and readers) had a nice long weekend.

What looks “cheap” to you right now? I recognize that sometimes things are cheap for a reason. But in your view, what has been punished too much and likely to appreciate from here? 3m was one that I was considering as it is still down quite a bit and will recover in a better market (I assume—as everything seems to have its day). Thanks,

Jason
Read Answer Asked by Jason on July 04, 2023
Q: Hi, I have heard about short term bonds providing high yields. I don't have much experience in this area. Could you recommend a way to add this into my portfolio?

Thanks
Paul
Read Answer Asked by Paul on July 04, 2023
Q: Hi group can you help me understand how to get a dividend for my cash that I have presently (100 k ) its sitting in my RBC direct investing account / they do not give any interest for this money.
Can you walk me thru what to buy / I need its to be liquid (I want to use the cash if/when we go into a pullback/ downturn.

2 nd question
Please give me your top pick in each sector regardless of US or CAD

Thanks for your help with this
Read Answer Asked by Terence on July 04, 2023
Q: In a recent reader's Q. about 13 companies ranked for long term growth ATS (a 5i "B" name) was ranked first and TIXT ("B+")last.

I am trying to understand if it was only the growth factor that compelled the ranking, or is there some other?

In a recent report you state TIXT " has a
12.6X forward P/E, which is significantly lower than its peers, at 24.9X on average." The report also states the stock trades at a significant discount to its many measures.

Kindly reconcile my confusion in your apparent rationale and also tell me which are the TIXT peers.
Read Answer Asked by Jeff on July 04, 2023
Q: Hi, a few years ago I got tired of trying to pick winners in the REIT space and invested in your model portfolio choice of ZRE. I'm wondering now if some of the equal weight holdings are starting to be a drag on performance, that may continue into the medium term? The same average yield could probably be obtained with a few individual securities like CAR and DIR with maybe a better outlook for capital appreciation in that same medium term (understanding that you would be moving up the risk scale again)? Do you think you would do better as a stock picker in this space today or stick with the ETF? If the former, do you have better suggestions today than the two named? Thanks.
Read Answer Asked by Stephen R. on July 04, 2023
Q: I am low on materials stocks, with only FNV in my current portfolio. I am wondering about adding either BHP (about to become a significant potash producer) or NTR. Do you have a preference, or is there another choice that you think would be even better?
Read Answer Asked by David on July 04, 2023
Q: I've been reading about the different banks and their 30 year mortgages. In terms of risk can one assume that BNS and NA have a safer approach to mortgage lending the other Canadian banks.
I appreciate your input as always. Thank you.
Read Answer Asked by Mary Jean on July 04, 2023
Q: Hi

Sold both BCE and T prior to them dropping.

I am now under weight in communications by 3.79%.

Do I buy them back or would I be better off with VOX as my US holdings are doing better than my Canadian holdings over all.

Thank you

Mike
Read Answer Asked by Mike on July 04, 2023
Q: Good day,

Can I get your thoughts on these two companies? I hold them both, thinking in my food-lover, simplistic way that they are in a business that will always have demand. But as I read more about investing, other than brand-recognition, they really have no moat and I question whether they are good to hold long-term.

In general. I wonder if restaurants/fast food are an investable area? If so, how do these two rate? If keeping only one, which would you choose?

Thank you,
Read Answer Asked by Doris on July 04, 2023
Q: Not a question but an answer from TD on info I was researching and I notice also A few people were asking about giving shares in lieu of cash to a charity so I thought I would forward the TD answer.

""You can make the donation from your margin account at no fee, all of have to do is obtain a donation form from the chosen charity which should have the receiving party's information pre filled and then you just have to fill in the margin account info for the delivering side.

Once filled out, you can scan in an email pdf format to me and I can submit to our back office who would process it in approx. 2-3 business days.""
Read Answer Asked by Jean on July 04, 2023
Q: Any advice on this fund as for a RRIF? Thanks Larry
Read Answer Asked by Larry on July 04, 2023
Q: Hi 5i.

Could you give five recommendations for 'hold forever' US stocks? I'm thinking the sort of companies you would never sell, and even pass the shares on through your estate, ideally.
Read Answer Asked by William on July 04, 2023
Q: I need to increase my industrial sector. Can you please suggest ones with a focus on dividend growth. This is in a non registered account. I already own CNR.
Thanks for your help.
Victoria
Read Answer Asked by Anna on July 04, 2023
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