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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: Tax advantaged ETFs, those that flowed through interest or dividend income as lower taxed capital gains, were supposedly going to be disallowed in new federal tax legislation (Budget proposal). Did this legislation ever pass into law? Do such ETFs still have a life? Thanks in advance, Ron W
Read Answer Asked by RON on August 30, 2019
Q: I'm interested in 2 lo-volatility stocks, with some dividend and some momentum for a minimum of 2 years. Most of these REITs mentioned have lots of hold recommendations, but very few buys despite their recent outperformance?? Are they overbought? Can you pick 1 or 2 US REITS for me and 2 CDN reits as well?
Read Answer Asked by Graeme on August 30, 2019
Q: Further to my Q on 6/17,GMP has now completed the sale of the majority of its capital business.Both GMP & Pr.B have risen since announcement of the sale in June.However today Pr.B dropped 0.55(4.23%) to $12.45,while GMP was up 0.05.Are there any reasons? My p/p was $15 in Oct 2016 (2% position)& decline is nearly offset by the Q dividend(& X-div is 9/13).Thinking of selling & replacing it with a better stock.Please may I have u expert opinion.If sell,please provide 1 or 2 names with the best potential(can be any sectors).Txs for u usual great views & services
Read Answer Asked by Peter on August 30, 2019
Q: I am a retired conservative dividend income investor. I've held Sentry Global REIT for years (love the 6% distribution) and have been monitoring its performance as compared to ZRE and XRE. I didn't mind paying the 2.4% MER as long as it was outperforming. However, on a total return basis, Sentry has lagged significantly and I have sold it today.

With interest rates appearing to be on the decline and, more importantly, for portfolio asset allocation, I still want to have REIT exposure. I am leaning towards ZRE, due to the equal weight nature (as opposed to XRE).

I am normally a long term buy-and-hold investor. ZRE has had a good run recently, but I think the future still looks good, due to the macro environment. Your thoughts?

My target REIT allocation is 7.5%. I also have a position in CSH.

Thanks for your help...Steve
Read Answer Asked by Stephen on August 30, 2019
Q: I'm looking at adding a blue chip company and I'm down to either TRI or FTS. My main emphasis is growth in the next three years and view dividend yield as a "fringe benefit". Since TRI have a major run up in the last year or so, can that momentum be sustained, hence FTS may be a better choice at this juncture? What's your view? Are there other names I should consider as well? Thanks.
Read Answer Asked by Victor on August 29, 2019
Q: Eric Nutall at Ninepoint keeps on saying he is buying heavy into energy space companies that are trading around 2.5 EV to Cashflow. Just wondering what some of the better names he’d be buying into may be. Any idea or suggestions?
Read Answer Asked by Ryan on August 29, 2019
Q: PLC and KXS - two stocks that you promote have fallen quite rapidly over the last while. This rally we have had over the last few days - they have not participated in. I am thinking of replacing them with stocks which have more upside potential - PIF is one of them with a 7% dividend. What are your thoughts on that? On another note - I was logging into one of the model portfolios and it asked me for a user ID and password which I have not come across before and I wasn't able to get in -- even though I put a user ID and password in, it didn't seem to allow me to go in. Thank you Dennis
Read Answer Asked by Dennis on August 29, 2019
Q: If you are focusing on yield (which I need to more, not getting any younger), approximately how much of an upward target would you have to adjust for a non Canadian yield player?

So to simplify, if I was targeting 4% yield canadian stocks what would I need to target yield on a non Canada equity roughly?

Thanks
Mark
Read Answer Asked by Mark on August 29, 2019
Q: Good morning 5i,
I am tempted by cpd, as its price is pretty low and its dividend pretty high. As of yet, I don"t own any preferred shares and wondering whether they are really necessary for diversification. I notice, for instance, that you recommend a certain portion in my portfolio analytics. My dilemma, though, is that we are fairly close to the clawback point and I am a little afraid that more dividends would be detrimental. In fact, I have been putting non dividend US stocks in our non registered accounts for that reason. But, if I really needed the diversification ( and this might be a good time to buy preferred shares) I could probably re arrange things. So, the question is how necessary are they in an already well diversified portfolio
thanks
Read Answer Asked by joseph on August 29, 2019
Q: Hi Peter and Team:
I hold 7% of my overall total portfolio in individual Preferred shares. 82% of that 7% is minimum rate resets. I am looking to make that 100% to ensure that I know the minimum dividend rate going forward upon reset. You have recommended PPL.PF.A in another question recently.
Couple questions:
1. Do you see anything wrong with this strategy overall?
2. Minimum rate resets tend to be in the oil and gas storage or utility. PPL, TRP, CPX, CU. My largest holding is PPL. They are rated P2 to P3L (if this means anything by the rating agencies). This means that I am basically ignoring the financial sector with regards to Preferred shares. Do you see any undue risk associated with the above mentioned companies and being weighted towards one industry classification within the context of preferred shares?
Thank you for your continued advice and knowledge.
Read Answer Asked by Dennis on August 29, 2019
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