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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'm planning to add a REIT for a five year hold (for the combined growth and yield), which one of GRT.UN or CAR.UN would you recommend? Or, if there are others better than these two that I should consider? Thanks.
Read Answer Asked by Victor on April 09, 2019
Q: Using DOO as an example, according to RBC, among 8 analysts the estimates for the Q1 range from .31 to .68 per share, thats a .37 variable. Roughly speaking, with over 97 million shares outstanding x .37 , that is over a $35M spread for only one quarter. Often stocks get rewarded or punished for missing estimates by pennies, I dont understand why so much emphasis, when in this case anyway it appears the analysts are throwing darts to come up with their numbers? Not much of a question, but I have lots.
Read Answer Asked by Charles on April 09, 2019
Q: I noticed you recommended VT instead of EDG100. On morningstar I see VT has a 10 year annualized return of 11.93% and EDG100 has a 10 year annualized return of 15.09% net of fees. I understand VT has lower fees, but why make this substitution when EDG100 is outperforming so dramatically net net of fees? Am I missing something? Also, it seems like EDG100 does much better on the downside.
Read Answer Asked by Manoj on April 09, 2019
Q: Maestros of 5i - do you think Apple keeps on with its relentless climb back to $230 by the end of the year - still just a 16 PE - secondly is there a US tech stock that you believe has less downside risk than Apple while still having some growth to go with that (Cisco, Intel, or Microsoft perhaps or another you'd suggest) - thirdly if you were making one buy recommendation today with those criteria (safest US tech play with growth prospects) what's your call - Appreciate your insights - Ken
Read Answer Asked by Ken on April 09, 2019
Q: Hiya, I’m wondering if you have considered running aTFSA contest similar to the one that MoneySense ran? Wealthiest accounts are announced along with some of their best performers. Cheers
Read Answer Asked by Alan on April 09, 2019
Q: Can you please tell me if employee options are currently, accurately reflected in US and Canadian financial statements? If not, how significant would this be to the balance sheets of companies, in particular tech stocks? After some research, I'm losing confidence in the auditing results of companies by the established accounting firms. Trump's appointment of Jay Clayton to the SEC concerns me even more as I'm thinking the system is already rigged against the small investor and we will see many more Sunbeam's , Enron's, Concordia's, etc. in the stock markets future. Please use as many credits as you feel necessary to give an in depth answer. Thank you



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Read Answer Asked by Ian on April 09, 2019
Q: Good morning,
I have a US based Fidelity 401k but the Portfolio Tracking doesn’t seem to recognize any of the fund symbols. Any chance of getting them added to the database?
Thanks for the good service
Read Answer Asked by David on April 09, 2019
Q: Hi Peter, any thoughts in this 4 co. Would like to get back into oil and gas. Would you buy any of this co today? How would you rate them? And is Peyto dividend safe if oil drops to $45.00. . Thanks. Alnoor
Read Answer Asked by Alnoor on April 09, 2019
Q: Most of my equities are individual dividend DRIP stocks. I'm mulling switching to non-drip because I would like much more clarity in terms of the dividend $ our stocks generate and how the basic stock price is performing. Your thoughts please?
Read Answer Asked by Bill on April 08, 2019
Q: I hold aa good amount of your income portfolio and about 50% of the balanced portfolio. But my u.s. exposure is only 12%. Would it be a good idea to use xei for Canadian dividend exposure as I require about 4.5% to live on in my outside accounts and sell down some of the balanced fund and invest in vun to bring my exposure higher. Also, what percentage of my total portfolio would you suggest in u.s.exposure...Thanks for the great service...Gene


Read Answer Asked by gene on April 08, 2019
Q: I’m wondering if you have an alternative etf to this one since you suggest that covered calls can limit upside in the materials sector? Thanks, Don
Read Answer Asked by Donald on April 08, 2019
Q: Bogle-style, self-directed investors (buying an exchange-traded fund which mirrors the S&P 500, e.g. SPY, VOO, IVV, RSP in an appropriate asset allocation) can probably ignore commissions today, especially on six-digit transactions. Even five-digit ones.

Can they ignore bid/ask spreads? Market orders get filled instantly, limit orders can take forever.

Thank you.

Milan Somborac DDS
Read Answer Asked by Milan on April 08, 2019
Q: I was comparing performance of these 2 ETFs and I was expecting correlated graphs.
After all, they track the same index. On 10 years the difference is huge.
All I could find is HXT prospectus talks about Total Return, while XIU doesn't use this phrase.
Read Answer Asked by JR on April 08, 2019
Q: Hi,
I'm looking to add some stocks to my rrsp portfolio in the communications sector and would like your top recommendations please. Thanks for your great service.
Read Answer Asked by Louise on April 08, 2019
Q: Which company would you recommend for a safe dividend yield or do you have a better recommendation?
Read Answer Asked by Jack on April 08, 2019
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