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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 am thinking of selling BIF.un and either buying more BEP.un but also wonder if I should be looking at materials exposure in consideration of an increase in infrastructure spending in Canada and the U.S. What materials would you suggest? In materials I do have 10% in gold stocks.
Also would AQN be on your buy list at this time.. Thank you.
Read Answer Asked by Maureen on July 16, 2020
Q: good morning - the bulk of my fixed income assets are in the form of preferred shares which i would very much like to move away from, although I will take a pounding in the values. My prefs pay in the 5% range and I'm wondering what your take is on replacing them say with canadian banks which are also paying roughly the same in dividends at their current prices. I am already overweight in banks and utilities but wonder what the true risks are for a long term holder. I have read several times that holding the banks over an extended period usually outperforms the canadian index. I know the difference between common and prefs, from a legal perspective, and understand that commons can suffer from downdrafts. However, all my prefs have performed so poorly and the future seems so bleak for them that i would like to get rid of them. What advice can you offer me, please. As always, thank you.
Read Answer Asked by alex on July 16, 2020
Q: Could you offer an opinion about the Wisdom Tree cloud computing etf. How would you compare it to AKRW. It would seem to me that disruptive technologies are awarded high values and are the future. AKRW seems to be a bit more diversified eg includes Tesla as a tech stock. What % position would you be comfortable with in an otherwise diversified portfolio.
Thanks Peter
Read Answer Asked by Peter on July 15, 2020
Q: I hope I'm not out of line asking this. But I've noticed that, while you seem to like Square, the lack of SQ appearing in your disclosures indicate that you don't own any.

What would be your reasons for not owning SQ? I'm thinking long term and see potential with Square's Cash App replacing consumer banking. Thanks again.
Read Answer Asked by Laxmyharan on July 15, 2020
Q: As you can see by my holdings in my TFSA ,I have been following your advice. I am way up on KXS and am letting it run. Down on BNS, GUD, SIS and SLF. I have full position to add. I am looking at either REAL, LSPD , WELL or XIT.
Would you add to BNS or SLF or add one of the ones I am looking at? Long term view 20 years.
Thanks, Paul
Read Answer Asked by Paul on July 15, 2020
Q: Just a comment on DYA re the question on its threat by the "electric vehicle boom".

DYA's technology, as I understand it, injects hydrogen derived from on-board water electrolysis into diesel engines to reduce emissions and possibly improve fuel economy. It is used on diesel trucks not on passenger cars with gasoline engines. The company claims to look at other applications such as diesel engines on big mining trucks, ships and the like as well. Vehicles with large diesel engines targeted by DYA, for a variety of reasons, will not be early adopters of EVs.

Post if you like and consider the comment useful to your members.
Read Answer Asked by Klaus on July 15, 2020
Q: I currently hold 2,000 exe.a and 1,000 csh.un in one of my RRSP accounts and am down considerably on both.

1/ Do you feel the dividends are relatively safe?

2/ Do you think think they will rebound?

3/ Or - should I just trim them both and move on?

Thanks for your insights.



Read Answer Asked by Dave on July 15, 2020
Q: Most major North American indexes have recovered to within 5% to15% of their previous high. However the ETF "XDV" is still 22% below its high. What is your opinion for that lag?
Secondly, at a current dividend yield of 5.7%, do you recommend it for income and a long term buy and hold at this price?

The same question applies to DVY, the US equivalent which is 25% below its high and yielding 4.5%
Thank you.
Read Answer Asked by Ron on July 15, 2020
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