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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: Luckily, I went to cash on most of my US holdings in Feb, but kept some VIG, thinking it would survive better than others. That has not really been true and I notice that it does not bounce as much on an up day as one like VIS, which also pays a higher yield. As I start picking away at re-building my US portfolio, what 3 ETF's would you recommend?
Read Answer Asked by Maria on March 26, 2020
Q: Hello 5IResearch
Are there any canadian ETF that tracks the travel industries such as the air lines and or the cruise lines that you can recommend ? If not what would you recommend to participate in the travel industries recover .Thanks for all the recommendation that are posted each day.

Read Answer Asked by claudio on March 26, 2020
Q: would you agree with the expectation of lower rates for longer and if so, what about selling Pref shares which have been killed and switching to a high yield
bond etf or fund? Does this make sense given the current sell off in credit?
Any recommendations for a purchase ? thanks
Read Answer Asked by Scott on March 26, 2020
Q: Hello All,
Why would stocks raise just because of the stimulus.
The Streets are empty and companies are laying off people or are closed. No production, no income, only stimulus money from governments which is not backed. There will no quarterly earnings now and for the second and perhaps 3rd quarter!
Why is the market bull crazy, doesn't make sense.
Thank you, Frank
Read Answer Asked by Frank on March 26, 2020
Q: I submitted 2 questions yesterday, one during the day and one in the evening (from here is BC). I receive answers in my Inbox this morning...one time stamped around 1:30 am and the other around 3:30 am.

Just wanted to say thanks for the obvious long hours and/or split-shifting you and your team are putting in to assist us. Your efforts and guidance is greatly appreciated!

Stay healthy...Steve
Read Answer Asked by Stephen on March 26, 2020
Q: Retired, dividend-income investor. I currently own ZLB (RRSP, max'd out), XIT (RRSP-TFSA, max'd out), ZRE (Cash, 3/4 position, will add to over time), ZWC (Cash, close to max'd out). I also have some legacy positions in RBF1018 (RBC Cdn Equity Income-D...MER of 1.0) and CIG50217 (Sentry Cdn Income...high MER), both of which I have averaged roughly 7-8% return over the last many years, prior to this crisis. On top of the above I own AD, AQN, AW, BCE, CSH, CM, FTS, NTR, NWC, RY, TRP, WSP in various amounts to achieve my overall asset allocation targets (not to mention my fixed income portion of my portfolio.

I normally like to run a concentrated portfolio of around 20 positions, composed of +/- 6 ETF-MF and +/- 14 stocks. I have mapped out the use of my current cash (15%) into monthly repurchases over the next 6 months. My question relates to the combination of ETFs, but focusing on ZWC. I own ZWC for its high CC dividend, but recognize that the upside is potentially limited in a recovery. Also, when mapping out spending my cash, I reach an uncomfortable level of too high an allocation per individual stock. That led me to consider adding another ETF. I looked at several, and filtered them down to CDZ, XEI and XDV. I have chosen CDZ as my candidate to add. Looking under the hood at the ETF holdings, they appear to not overlap too much with my own individual stocks.

Do you like this strategy? Does it result in a significant overlap in stocks, held either individually or within the existing ETFs?

Thanks for your help...Steve
Read Answer Asked by Stephen on March 26, 2020
Q: Hi Peter, VCN and XAW are in one portfolio, VXC is in another. Would you add to these or is there a better choice considering the Canadian dollar or Covid? Thanks.
Read Answer Asked by John on March 26, 2020
Q: Hi folks, I would like you to reco some good dividend ETFs in the Candian space that you think are potentially a good buy for now. By 'good', I meant the company should have solid fundamentals, and the price should be low so the yield is high. I do not expect the US tech to boom forever, I would rather reap my 7 to 8% percent and hope it last forever. Thanks :) Tony
Read Answer Asked by Tao on March 26, 2020
Q: I am wondering about the risk to APR's dividend, given that they have triple net leases..
The yield is over 20%. Do you expect that a number of tenants who operate the dealerships may go out of business or otherwise declare bankruptcy? If one assumes that this economic contraction should not last more than a year, and there would be pent up demand, would dealerships give up on the business or would most be expected to cut expenses and just try to get to the other side?

i realize they haven't increased their dividend, but at 20+%, its a moot issue.

Should I take a bite now or wait to see the next quarters results?
Read Answer Asked by arnold on March 26, 2020
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