Investment Q&A

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

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Read Answer Asked by David on April 09, 2019

• Peyto Exploration & Development Corp. (PEY)
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• Seven Generations Energy Ltd. class A common shares (VII)
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• Kelt Exploration Ltd. (KEL)
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• Secure Waste Infrastructure Corp. (SES)
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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

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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?

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Read Answer Asked by Bill on April 08, 2019

• Income Portfolio (Income)
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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

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Read Answer Asked by gene on April 08, 2019

• ZCL Composites Inc. (ZCL)
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Q: The take over was to close April 2/19. When will share holder be paid out?

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Read Answer Asked by DONALD on April 08, 2019

• iShares S&P/TSX Capped Materials Index ETF (XMA)
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• CI First Asset Can-Materials Covered Cal ETF (MXF) (MXF)
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• RT Minerals Corp. (RTM)
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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

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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

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Read Answer Asked by Milan on April 08, 2019

• Global X S&P/TSX 60 Index Corporate Class ETF (HXT)
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• iShares S&P/TSX 60 Index ETF (XIU)
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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.

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Read Answer Asked by JR on April 08, 2019

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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• Vanguard Total International Stock (VXUS)
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Q: For international exposure, would you endorse holding a combination of VXUS and VEE? If so, in what proportion should each be held?

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Read Answer Asked by Tony 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.

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Read Answer Asked by Louise on April 08, 2019

• SmartCentres Real Estate Investment Trust (SRU.UN)
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• Chartwell Retirement Residences (CSH.UN)
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• Cominar Real Estate Investment Trust (CUF.UN)
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Q: Which company would you recommend for a safe dividend yield or do you have a better recommendation?

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Read Answer Asked by Jack on April 08, 2019

• Pembina Pipeline Corporation (PPL)
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Q: My spreadsheet shows a 21% drop for the week. Is there a reason? Should I be worried?

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Read Answer Asked by Doris on April 08, 2019

• iShares Core S&P 500 Index ETF (XUS)
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• iShares Core Dividend Growth ETF (DGRO)
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Q: Quick question
For US. ETF exposure.....
would you chose ishares XUS or
DGRO
Thank you for all your help
Michael

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Read Answer Asked by Michael on April 08, 2019

• PyroGenesis Inc. (PYR)
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Q: I perhaps made the mistake of buying a stock because it "looks cool" instead of being more level headed. This one has been basically flat since I bought it a about year ago. Do you think I should hang in there or bail?

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Read Answer Asked by DAVE on April 08, 2019

• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Q: I have ~$10,000 in cash in my children’s RESP account, they are 6 and 8 years old, what stocks would you recommend. I assume investing $5,000 or so in each company would make sense?

Thx

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Read Answer Asked by Cam on April 08, 2019

• SmartCentres Real Estate Investment Trust (SRU.UN)
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• Choice Properties Real Estate Investment Trust (CHP.UN)
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Q: I'm overweight retail and own both SRU.UN and CHP.UN. Both have decent dividends. Which would you reduce?

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Read Answer Asked by John on April 08, 2019

• Sensient Technologies Corporation (SXT)
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Q: I’ve held on to this for a year now. 7% loss. It’s kinda just sitting in my portfolio- not worrying particularly. Is it worth holding? I don’t mind waiting on it for a while.
Thank you

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Read Answer Asked by Karim on April 08, 2019

• Cardinal Energy Ltd. (CJ)
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Q: CJ is up almost 8 per cent today. Can't find any news. Stockhouse, bnn, company website don't seem to have any news. Anything on your radar? I believe CJ will have strong first quarter results. If the stock pops on that news I will get out of CJ. What are your thoughts on this junior , Canadian oil weighted company?

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Read Answer Asked by Paul on April 08, 2019

Q: Would you know if MDIV (a US etf) qualifies as a holding in a Canadian RRIF?

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Read Answer Asked by William on April 08, 2019

Q: Good afternoon,
Could you give me 5 or 6 non-cyclical dividend stocks that you like?
Thank you

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Read Answer Asked by Marie-Noelle on April 08, 2019