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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: For a retired investor with 2/3 of his portfolio in an diversified dividend equity portfolio and with 500 k to invest in safer income producing investments and just purchased 73k of CPD, 60k of ZPR, 40k of XHY, leaving 327k still to invest, would you add to these positions or could you suggest other places to invest for income. Would you wait till after NAFTA is decided and then invest. Thanks for your opinion.

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Read Answer Asked by justin on January 12, 2018
Q: After reading your article about Dividend Growth Stocks, the first question that came to mind was "Is there a Canadian ETF that covers dividend growth stock for Canadian stocks and one for US stocks and would you recommend them based on past experience? With thanks, Bill






Read Answer Asked by William J on January 12, 2018
Q: Good Morning team, the only thing that’s more of a mystery is the weather

I am thinking of starting my ETF income portfolio with a 5% position in PMIF. With all the interest rate forecasts for 2018, do you think waiting for later in the year is advisable or strike now?

Thanks team and a prosperous New Year to all.
Read Answer Asked by Warren on January 12, 2018
Q: Recently I read an article in my local paper written by Peter and he warned about Split corps and inferred that people are "sucked by the high dividend and went on to say how much better slow steady growing dividend payers are. What I have found about these investments are that they get no love in the investment community but are growing in number and every over night offering is fully filled, and have (if purchased in the right context to your individual needs) preform well. For me a 3% weighting in ftn, 2500 shares, purchased in Feb of 2015 at $8.90 has a cost base of $22250, current price is $10.50 ish =2500 x 10.50= $26250 ( a $4000 gain) BUT the sole purpose for holding this was to add to my living income in retirement. At 2500 x .1258 I am receiving $ 315 a month that I either reinvest in growth stocks or use to spoil my grand kids. I went into this eyes wide open knowing they can suspend payouts as CAN any dividend paying company (ie energy) You say they do not grow dividend well a 4% paying company is probably never going to give me the same payout in my lifetime left. In short I certainly see the pro and cons of these but do not consider myself a sucker for being in one.
Read Answer Asked by James on January 11, 2018
Q: Could you please rank the three Balanced Portfolio consumer non-cyc names along with Dollarama separately for growth potential, value and risk?
Read Answer Asked by Peter on January 11, 2018
Q: Many of my friends upgraded to the $60 - 10GB holiday promotion plan offered by both and it seemed to be brought up at every party I went to. This would have increased my bill by 50% so I didn't do so. I'm thinking that this promotion should move the needle on spend per client and move the margins - as 10GB is nice, but most will not be able to use it. Telus recently bought Alarm Force, adding 30,000 subscribers (which won't hit the Feb 8th quarter). Do the Feb 8th upcoming earnings for both include Christmas sales? With the recent dip in BCE I'm thinking of adding to both. Your thoughts?
Read Answer Asked by Terry on January 11, 2018
Q: Since its recent high of $57.85 reported on 12/27, BIP.UN has been stumbling to today's close of $53.80 - a drop of 7% in just 9 trading days. Can you attribute this fall to anything in particular?

I may be fantasizing here but is there such a thing as a "post tax loss selling" exit (since 12/27 was the last day of tax loss selling)?
Read Answer Asked by Victor on January 11, 2018
Q: I am looking for dividend income that's less interest sensitive then reits and utilities do you have a few suggestions thanks Barry
Read Answer Asked by BARRY on January 11, 2018
Q: I am a long term holder of Alamos and Kirkland Lake. What is your opinion of replacing Alamos with B2 Gold. Thank you for your great advice.
Read Answer Asked by Christopher on January 11, 2018