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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 there,

The majority of my portfolio is held in XEQT. If I wanted to increase US exposure from 45% to 60%, in your opinion would to be best to layer in a hedged or unhedged US etf, considering XEQT already holds unhedged US exposure?

Thanks!
Read Answer Asked by Michael on August 01, 2023
Q: Thanks for your comprehensive answer on digital etfs. I have another related question: how safe are the underlining storage companies, Coinbase and Gemini Trust?
Read Answer Asked by Steven on August 01, 2023
Q: My son is interested in investing $30k in TFSA in four canadian dividend paying stocks with some growth, in different sectors. Which stocks would you purchase today? Thanks very much
Read Answer Asked by Terry on August 01, 2023
Q: "TC Energy intends that the initial combined dividends of the two companies will be equivalent to TC Energy’s annual dividend immediately prior to the completion of the Transaction, and that over time the combined value of the two companies’ dividends is expected to remain consistent. Dividends will be at the discretion of the respective boards of directors of each company following the Transaction."
Does that mean they will split the dividend? e.g. old dividend 8%. New dividend 4% each company?
Read Answer Asked by Stephen on August 01, 2023
Q: Is it a good low entry point for BEP.UN at the present time,or BEP in RRSP for US dividends + no foreign taxes since it is a CDN Cie ?
Read Answer Asked by Jean-Yves on August 01, 2023
Q: I have, unfortunately, a small amount in an Emerge ARK ETF -which has been issued a Cease Trade Order (April 4, 2023).

Do you have any information about when this might be resolved?
Read Answer Asked by Valerie on August 01, 2023
Q: I would like to increase my exposure to US large cap healthcare, currently own PFE and ISRG. Can you recommend another company that would be complementary to these holdings or would you simply add to the existing positions? Also own some smaller names in this sector e.g. WELL but am interested in increasing the large cap exposure. Thank you.
Read Answer Asked by Barbara on August 01, 2023
Q: I received these preferred shares with the Brookfield change over. I don’t have much of an understanding of preferred’s and would like you to educate me. There's a rating system out on preferred shares so how does this one rank? I understand they are good for income and I currently get $1.5625 US per share, does this dividend ever go up or down? I’m also down over 30% since I received them, will they recover one day and how long will that take(I thought preferred shares were a safer investment vehicle)? Is there a life span on this or can I hold forever? How do interest rates affect preferred shares? I assume when interest rates go up the then I can expect the principle amount goes down as it did in this case🤔 Thank you
Read Answer Asked by James on August 01, 2023
Q: On or about July 22 Inmode and ISRG had quite a tumble. I added to ISRG and bought Inmode. They are not participating with this rally. They are still at the lows on the date recently mentioned. You know more about these 2 stocks than I do. Is there any reason no one seems to be interested in them? Thank you again,
Read Answer Asked by Dennis on August 01, 2023
Q: Can you please help me with calculating NextEra Energy’s payout ratio. I have been using the annual dividend per share divided by the adjusted EPS. So for 2023, I expect it to be between 60% and 63%, as they expect adjusted earnings to be in the $2.98 to $3.13 range. And they are paying $0.4675 per quarter or $1.87 annually. If I use EPS before adjustments, the payout ratio jumps, and if I use cashflow from operations it drops. Is adjusted EPS the best number to be using? I keep reading that NEE has a conservative payout ratio, would you agree? Thanks for your help.
Read Answer Asked by Kim on August 01, 2023
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