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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'm with investors edge

My monthly statements summarize my dividends in an income summary, however distribution/dividends from dir.un + hcal do not show up in the summary, rather in the monthly activities, which makes tracking income a PITA.

Is this a common practice?

What am I missing?

Thanks as always
Read Answer Asked by Mark on March 28, 2022
Q: Hello 5i team,

Need an opinion on resizing my healthcare investment.

I hold GILD, ABBV, PFE in our portfolio; ABBV & PFE are doing well while GILD is barely breaking even. Your thought in replacing GILD with JNJ or go to IHI - a medical devices ETF.

Thank you !
Read Answer Asked by Nhung on March 28, 2022
Q: Hi Folks,
I've held GILD in my TFSA now for a couple of years and I'm down 27%, time to let it go. I also hold ABBV, PFE and MDT all performing well - can you suggest a replacement for GILD - looking for a company paying a dividend with some growth. Appreciate your suggestion.
Thanks
Read Answer Asked by JOHN on March 28, 2022
Q: I have held Middlefield's IDR for a short time in a RIF and am down 6.05%. Found it has been merged with 2 other ETFs or funds. I am feeling very uncomfortable with it. Can you comment what has happened and if MREL is worth holding? Losses do not bother me much & I can easily move on.
Thank You
Read Answer Asked by William on March 28, 2022
Q: I tend to hold either 3% or 5% positions in companies I own. If you were to own the above companies, which ones would you be inclined to own at a 3% level and which ones at a 5% level? If you would not be inclined to hold one or more of these companies at all, please indicate.
Thanks for a great service and have a well deserved weekend break. ram
Read Answer Asked by Ray on March 28, 2022
Q: Have stayed clear of this name, but the lifeline from Fairfax is of interest, largely as I think they are smarter than I am. I realize it’s debt, so my question is what would you like to see before you would even consider a nibble? Sales growth, profit growth, both? Or it is so small the risk label not likely to make it attractive at any point?
Read Answer Asked by Jim on March 28, 2022
Q: Syz.,what is happening here?This company is totally out of favor.
What is the market telling us?
They aren't earning enough to pay the dividend.And really, why is a growth company even paying a dividend? That doesn't make much sense.
Please can you shine some light on this.As well as Cliq,what is the story here?Its very confusing to me
Read Answer Asked by Josh on March 28, 2022
Q: As concerns ZWC vs ZEB: I had assumed that the former's high return-of-capital component were accounting-speak for capital gains from the sale of covered calls - essentially, a way to defer capital gains taxes until the position were closed. So what's not to like about deferring capital gains taxes, particularly for an stable, NAV-appreciating, income-oriented instrument like ZWC, which we would expect to hold for a long time? I.e., what am I missing about why lower return-of-capital should be 'better' - or, more generally, is there a threshold above which high return-of-capital creates some sort of weird risk?
Read Answer Asked by John on March 28, 2022
Q: I have recently came across $30k unexpectedly from a former employer and was pleasantly surprised. It is currently in an mutual and it would not through my weightings out of balance. I have a well diversified and weighted portfolio with your quality names such as TD, BNS, VET, ENB, TOI, BAM, LSPD, AEM, ATZ, TRUL etc... If I was to move it from the fund to an equity only to set and forget(again) for 15 years what would you chose. At least your top 3. thx.
Read Answer Asked by Chris on March 28, 2022
Q: I have a large position n nvda and think I should try to pair it down but it is very difficult to find fault with it going fwd. qcom is in a reasonable position. My question what would u suggest to replace a portion of nvda should I decide to sell some. Thanks as always.0
Read Answer Asked by Maureen on March 28, 2022
Q: AC is about 1.5% of my Portfolio and CAE is less than 1%. I have been reviewing and consolidating in my Portfolio of stocks/ETF and would appreciate your opinion regarding action to take with these two stocks. Is there more potential with CAE and would it be more profitable to move AC stock funds in to CAE? My other industrial stock is WSP and with Portfolio Analytics I am 2.5% above the suggested allocation for Industrials.I am willing to maintain this weighing in Industrials ; however, I would be interested in hearing suggestion of alternative stock choices (regardless of sector) at this time? Thank you for your assistance.
Read Answer Asked by Elizabeth on March 28, 2022
Q: Hi, looking to start one or two Canadian based etf. Retired, no investment out of Canada. I think I should have some. Would like monthly income, 4%+ ,moderate risk, some growth if possible.
I think Cyh is the only one with a little growth?
Could you suggest two etf’s you prefer, or suggest two from above you might have confidence in.
Thanks
Read Answer Asked by Brad on March 28, 2022
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