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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: Hi Team, My question is why Chartwell- CSH.UN is considered to be in the Real Estate/ Reit sector (in your company profiles) while Sienna Living - SIA is considered to be in the Health Care sector? I have always considered both to be in the Health Care/ Long Term Care business and hold sector % accordingly. Should I reallocate CSH.UN to my Real Estate sector? Appreciate your thoughts. Thanks.
Read Answer Asked by William on February 27, 2019
Q: Hi Peter
the above stock hit bottom sometime in late or mid Dec
It has been on the rise since then

I had some money invested in it, happy to get the dividend but disappointed at the lack of capital appreciation
I am now at break even point
is SLF or the banks a better choice (I could use ZEB eft), goal is dividend plus some growth, thanks

Michael
Read Answer Asked by Michael on February 27, 2019
Q: My RRSP - I was comparing Vanguard S&P 500 Growth ETF VOOG to Vanguard S&P 500 ETF VOO.
Warren Buffett is suggesting the index - so VOO, but VOOG Growth has performed better since inception with the same risk of 4 out of 5 - as defined by Vanguard.
VOOG has a higher turnover rate of it's stocks -at 17.6% vs 3% and it still outperformed after taxes on the higher turnover. It has 294 of the 508 stocks that VOO has.
Wondering your thoughts on one over the other. Since it is in an RRSP and I don't need the money for 25 years.

https://personal.vanguard.com/us/funds/vanguard/compare?navigatingFrom=4
Read Answer Asked by Terry on February 27, 2019
Q: I am looking for a balanced source of income on my USD. Is there some US equivalent to the likes of ZMI or XTR that you know of?
Read Answer Asked by Daniel on February 27, 2019
Q: Regarding sector weightings, I have developed a portfolio strategy based on your income and balanced portfolios augmented by other holdings. I have based the overall sector weightings from your recommendations adjusted for my own preferences. It would actually be helpful if you published monthly your weightings (with the obvious warning that investors' preferences my differ). I began moving away from financials and into REITS and Utilities early this year because of my belief in rates are not going much higher. I see you have done this too and it is comforting to know you may have he same idea. We do not have to agree, I just need all the information available to make investment decisions.
Read Answer Asked by Greg on February 27, 2019
Q: In July 2018 you had a b+ rating, hoping for growth in AUM, and possible acquisitions, can you provide current scorecard on these points please? Opinion on sale of Mutual Fund business to Canoe and how that will effect previous points? Your report was accurate forecasting slow and steady and enjoy the dividend, suppose I'm bored and looking for a reason to not bail and look for more capital appreciation when markets are flying.
Read Answer Asked by Charles on February 27, 2019
Q: Hello Peter and Ryan,
We picked up a few shares of BNS on the drop yesterday. After searching for value stocks with a decent dividend we could not find a Utility, Telcom, or Financial stock that was not over-priced with the recent rise. ZUT or VPU also appear to be slightly over-priced for the moment.
If we are looking for value, dividend, and a little down-turn protection which stock is preferred; BCE or CM? Do you have another value stock in any sector that would be preferable to BCE or CM?

Thank you
Debbie and Jerry

Read Answer Asked by Jerry on February 27, 2019
Q: Can you please let us know when will the IPO happen ?
Thanks for your excellent opinion.
Read Answer Asked by Lai Kuen on February 27, 2019