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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

I am looking to move some of my retirement account into things that I consider hard assets (Real Estate, Railways and Utilities etc.). I am looking for 3 REITS that have strong real estate holdings with the least amount of leverage. 2 residential and one commercial. What is your recommendation /
Read Answer Asked by Ron on July 26, 2017
Q: I hold small weightings in cdz,zwc,zwh,zwe as well as holdings in Canadian utilities. I am thinking of replacing cdz with either zdh or cyh to increase my international holdings. Would you please look under the hood of zdh and cyh and would you recommend this move or do you have another recommendation?. Thanx. Great service.
Read Answer Asked by Steve on July 26, 2017
Q: Would you sell USB.us if you held it and replace it with Goldman Sachs GS.us instead? OR would you keep USB (assuming your allocation allowed) and simply ADD Goldman? I’d appreciate some SUBSTANTIVE reasoning , would really apreciate that. Many thanks.

(PS: I reviewed your previous comments on Goldman Sachs and was baffled by your responses. Goldman a target for takeover given anti-trust rules & regs? And: Goldman I could not see where made the acquisitionist you referred to; nor does Goldman pay the dividend amounts you mentioned. Nevertheless , I defer to your expertise)
I have a question about 854
Read Answer Asked by Adam on July 26, 2017
Q: I currently hold aqn, approx. 11% of my portfolio and am thinking about adding one of ema,cu or fts. I do not expect to exceed 15% in total portfolio value and am not adverse to reducing my position in aqn to add one of the above. Which of these three utilities would you add for both growth and income and why.

Thanks, David
Read Answer Asked by david on July 26, 2017
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