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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 asked 5i a few days ago about preferred shares vs reits. 5i response was that reits are favoured due to the fact they can grow their business/distributions over time but both sectors will be impacted by interest rate hikes. i know in the past you have recommended etf for diversification but i've looked at the reit etf's XRE, ZRE, VRE and I have concerns, rightly or wrongly, with either the weightings (Riocan, HR as % of holdings) or certain reits (DREAM) in each etf. what do you think of just holding REF and CAR as my reit holdings instead of an elf, especially given the pullback in those names over the last month or so? would these 2 provide enough diversification in the reit space? these would part of a portfolio with a fair bit of exposure to utilities, pipelines, banks. thank you
Read Answer Asked by Richard on October 06, 2016
Q: I have watched as KBL has continued to drop. Although I like the diversity KBL provides to my portfolio, I am considering selling in order to preserve my capital gain. A ale would trigger capital gains, so I would prefer not to sell. I would appreciate your opinion on KBL and the tendency for the price to continue to fall. Also, what precipitated the significant dropping the first weeks of March this year, that drop appears to have been the catalyst for the continuing poor performance. Note I tried to go back to March to read 5i comments at that time but I could only go back as far as April, even when I enter K-Bro. as a symbol.
Read Answer Asked by Dennis on October 06, 2016
Q: Hi,
I'm loving GoPro lately. I took a position just a few months ago around $12. It's sitting at $17.45 right now. Could you offer some insight as to what's causing the run up and how far (I know it's asking for a crystal ball) you think it will go? Any other thoughts or insights you have into GoPro would be much appreciated!

Thanks!
Read Answer Asked by david on October 06, 2016
Q: I would like to make my TFSA more growthy. The candidates I have in my TFSA that I am considering replacing with more growthy names are: TD, IPL and WCP. I own these in a non-registered account as well, but since I can’t take advantage of the dividend tax credit in the TFSA I would like to replace them.

The growthy names I have in my TFSA are DHX.B, ESL, and GUD. I think I have enough of these, so I am looking for other suggestions from your growth and model portfolio. I am considering, CXI, TOY, PBH, ZCL (maybe KXS if it pulls back to the mid-50s). I already own SIS, NFI, OTC, CSU in a non-registered account and think I have enough for now.

What growthy (but not overly risky) stocks would you suggest for a TFSA today for a long term hold?

p.s. I have already maxed out my TFSA contributions. With some cash in the TFSA and the sale of shares I may not have enough $ in the TFSA to buy a full lot(s) of the replacement (e.g sell 100 shares of TD @ $58, buy 200 shares of TOY @ $31.50). I would rather not buy an odd lot (e.g 184 shares of TOY) because I don’t have enough cash in the TFSA, and I can’t add any more $ to the TFSA until next year. Should I wait until I can buy the full lot (i.e. the price falls, or I get dividends to increase cash), wait until January when I can add another $5500 to the TFSA, or find another stock where I can buy full lot(s). What is your opinion on buying odd lots, especially with low volume stocks like TOY and CXI?
Read Answer Asked by Paul on October 06, 2016
Q: Why are the put write index etfs so far under the radar? In Canada there is only ZPW which has a market cap of 110 million, and in the U.S. there is only HVPW with a market cap of 38 million. There is also ZPW.U which accepts only U.S. funds but it's extremely small at 5 million. The dividends on these etfs are over 7% and they don't seem any more unsafe than a covered call etf, though it is clear that the share prices could deteriorate as much as any etf under certain market conditions.
Read Answer Asked by Jerry on October 06, 2016
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