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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: My only exposure to equities outside of Canada is through the etf VUN. Would it be appropriate now to invest in emerging markets, Europe or world etf's? Could you please make some suggestions to compliment my Canadian and US holdings.
Thanks for your wonderful service.
Read Answer Asked by Rose on May 02, 2017
Q: The recent decline in CAD/US exchange rates has me somewhat concerned for my US investments. If you believe,as I do, that the CAD has reached its low point and may move up slowly from here, should you buy US shares in CAD funds? Or is it best to convert now and hold these in US dollars? In general do you believe it is best to have a mix of US shares in an even split of US and CAD currency? What should the factors be to determine how this is handled individually? Or does it even matter?
Read Answer Asked by Barry on May 02, 2017
Q: After 6 1/2 years I finally sold Verizon as its share price and prospects have been trending downwards.

I hold BCE and T, together worth 7.2% of my portfolio. I usually keep Telcos at around 10% so I am debating whether to add to BCE and T or to consider Rogers or Cogeco to replace V.

- BCE and T have both been on a tear and sporting rich RSI's, but have a notably higher yield than RCI.

- Rogers is up 50% in the last 21 months.

- Cogeco has caught fire after years of treading water.

What's a guy to do?

Thanks!

Kim
Read Answer Asked by Kim on May 02, 2017
Q: Over the past two years I have acquired all three of the above companies and they now (together) comprise 10% of my portfolio. Do you see any problems with this? My portfolio is well diversified.
THANKS!
Bryan
Read Answer Asked by Bryan on May 02, 2017
Q: Hello,

I would like to start a new full position in an non-registered account. What would be your suggestions at the moment for growth and long-term (5-10 years+)?

Thank you,
Read Answer Asked by Julien on May 02, 2017
Q: HI PETER, I HAVE FEW SMALL HOLDINGS. WHICH ONES CAN GO OR BE CONSOLIDATED, BETWEEN VNR, ENB, WCP.
THANKS
Read Answer Asked by RUPINDER on May 02, 2017
Q: Peter and His Wonder Team
Recently you gave good analysis as to why FLEX retreated despite a strong QR. You stated it was because they lowered future earning from $0.30 to $0.28-$0.24 for the next quarter. You also stated that you preferred CLS over FLEX. If FLEX is forecasting continued growth for the next 2 years and CLS appears more stagnant...I am wondering why you think CLS has more potential going forward. Or do you just think FLEX will have a misstep. Please clarify. Your analysis is invaluable to us retail investors as we search for facts before we make decisions!
As always...thanks!
Dr.Ernest Rivait
Read Answer Asked by Ernest on May 01, 2017
Q: Hi 5i

I am looking for investments that distribute primarily through Return of Capital, such that the cost base can be ground down to a point where it may make a lot of sense to donate the shares to charity, shelter the entire gain while having extracted most of my cost base. I imagine that most of these things will be in the REIT space, but I am open to anything.

Thanks,

David
Read Answer Asked by David on May 01, 2017
Q: These are some stocks in my Margin Account that don't pay a dividend . In my RSP, I have BCE , ABT , BPF.UN , and REITS and royalty trusts that pay great dividends .I have a fortune sitting in my RSP that keeps on growing due to dividends but I am 67 years old with a pretty low income . I am thinking that I be rotating these names and increasing my dividend income rather than increasing my RRIF liability in a few years ? I would really appreciate your advice - Thankyou for helping me have such "problems" .
Read Answer Asked by Thomas on May 01, 2017
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