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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 have recently taken over my parent’s investment account management because of health reasons. I found that my parent’s financial advisor had their money tied up and mutual funds with heavy fees, as well as GICs that were locked in for a long period of time. The money is now available for investing. They are retired and in their 80s. I will be keeping most of the money in HISA, GIC, and some short term bonds if the yields ever go above GICs. I would like to include a couple of stocks that are quite secure and pay decent dividends. And suggestions? I was thinking of RY, CM, BNS, PWF, BCE, CU, TRP, and ENB. Do these sound good, and do you have other suggestions?
Read Answer Asked by Federico on July 04, 2018
Q: I'm a young investor (early 30s) and have previously had all of my portfolio in equities. I'm concerned about risk and want to put about a quarter of the portfolio into safer, fixed income type investments. I'm struggling to understand the benefits of investing in GICs (currently with rates of 2.8-3.5%) vs Bond ETFs (like VAB or ZAG). Can you help explain the difference and benefits between Bond ETFs and investing in a direct GIC? Can you recommend the better choice for me; GICs or Bond ETFs?
Read Answer Asked by Michael on July 04, 2018
Q: I have about a 3% position in HR.UN and a 4% position in SRU.UN. Both pay a good dividend but I'm down about 9% in both. Perhaps I should switch to a residential or industrial Reit for more growth potential. Any suggestions?
Read Answer Asked by John on July 04, 2018
Q: Hello 5i,

BNS vs TD.
Am considering a switch from BNS to TD for a long term hold in my RRIF.
However, have noticed YTD that BNS is down 8.8% while TD is up 3.3%.
What are your thoughts going forward ?
Appreciate your opinion as always.
Steve
Read Answer Asked by STEVEN on July 04, 2018
Q: Hi, thoughts on ADW at current price? Why is it being pushed down and looks technically negative at this point. With DWS recent acquisition and new exposure nationally, I am liking the risk / reward with DWS right now. Would you own both?
Read Answer Asked by Jordan on July 04, 2018
Q: Hi
I refer to Stuart's question concerning PLC.

When Arbour Memorial went private, I made very good money.

PLC was the only opinion available in Canada so in April 2015 I first purchased at $12.90, then at $13,.9 in 2016 and 2017 at $18.98 .

One of my kids is in the funeral business and speaks very highly of what they are doing.

Hope this helps.

All the best
Read Answer Asked by Mike on July 03, 2018
Q: I am interested in purchasing 1 or more of these 4 active Vanguard, ETF's. Can you point me to some good articles and research which would help me determine the %allocation and in which market cycles one product may be most suited. I was thinking of allocating approx. 100K to a combination of these 4. In your opinion can you rank these from 1 to 4 where 1 is the product you think is the overall best.

thanks!
Read Answer Asked by Ian on July 03, 2018
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