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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: Hello 5i
I find myself gravitating(buying) more and more to US stocks in search of above average growth. I believe you have said non Cdn allocation is personal choice but I could fill my entire portfolio with US stocks. What do you see as the biggest negative to this?
Thanks
Dave
Read Answer Asked by Dave on March 15, 2018
Q: My portfolio has gotten very International over the past several years and I was wondering if you could give me a number of non resource names that you would consider Canadian core holdings - stocks that everyone should own. I already own BAM.a, NTR, AQN, ATD.b, TRP, SHOP, BIP.un, DOL and CNR. Thank you
Read Answer Asked by Martin on March 15, 2018
Q: Peter,
I have looked at the rate of dividend growth of many Canadian companies over the last 15-20 years. There have been many substantial increases. I fully realize that dividends are completely at the discretion of the board of directors and are really dependant on income. However from your time in the business have you seen periods of say 5-10 years where there was very stagnant dividend growth or alternatively has it been more of a consistent upward trajectory? I also am aware of this can vary very much from sector to sector, but am looking more at the type of stocks that would be categorized as dividend aristocrats.

Thank you

Paul
Read Answer Asked by paul on March 15, 2018
Q: Hello -

I'm interested in buying this ETF, but am unsure which account I should purchase it in. It appears to priced in CAD, so this would eliminate my U.S. accounts as options. The ETF pays a small dividend. Even though this dividend is paid in CAD I'm still assuming there is no preferential tax treatment since this a foreign ETF.

Is all this correct?
If so, would it make the most sense to make the investment in my (CAD) RRSP, or perhaps my (CAD) TFSA ?

Thanks.
Jim
Read Answer Asked by James on March 15, 2018
Q: I have owned stocks in above companies for a while. I want to make additional investments in quality dividend stocks.
I also own stocks in KO, GE, MSFT and SYY. Total portfolio about Cnd $ 300K and US $ 120K
1st question, In your opinion, should I sell any of the above stocks, if so which ones.
Which additional stocks would you recommend for me to purchase
Thanks for your guidance. John
Read Answer Asked by John on March 15, 2018
Q: This is more of an answer than a question. John spoke about being shut out of the Globe and Mail watch list, which apparently is now only for subscribers. As a subscriber I can tell him he isn't missing anything. They have 'upgraded' it and it is now a hot mess. The clean, crisp functionality is gone. It is slow, clunky and colorless, and you are no longer able to enter the number of stocks you have to track and compare them with other trial portfolios. They have a 'portfolio' tool for subscribers, but that is pretty simplistic and, for me, non-functional too. After looking around, the best free one I have found is at Morningstar. You'd have to pay to get the more complicated things, but the basic list of stocks you want to keep an eye on is there, and you can enter your stocks so that it will track how they're doing day to day without being charged.
Read Answer Asked by John on March 15, 2018
Q: Any idea of when this stock will be trading again? Have you ever seen an auditing scandal with a happy ending? You would think this would be trading below $1 when trading eventually reopens. Also, could this company face litigation from shareholders who were obviously duped? Looks fishy with the American headquarters (ie why list in Canada when the American Market is much larger)
Read Answer Asked by Thomas on March 15, 2018
Q: Further to Chris suggesting Morningstar, I also use it and find it great except if you add to a position. It doesn't blend the two transactions together but rather lists them as separate purchases, which is annoying. You have to do paper calculation to arrive at blended price and then enter as a total new purchase and delete the original entry.
Read Answer Asked on March 15, 2018
Q: For those Globe investor users looking for an alternative watchlist following their changes I can recommend Morningstar.ca which is free to use. It allows you to enter the number of shares owned and will show you total portfolio value, daily change in value, stock weightings, etc. You can also enter cost if you want to track gains and losses and measure performance. For my purposes, this site was much better than Globe investor and financial post.
Read Answer Asked by Christopher on March 15, 2018
Q: I own ENGH in a taxable account with a 200% gain. I also own CSU, DSG, SHOP and ZQQ all 5 stocks with a 4% weighting. I have a long time frame and wondering if you would suggest selling ENGH and replace with what IT stock? To offset some of the 200% gain, I could sell ENB and AQN which are both below my cost base and repurchase them in 30 days.
Read Answer Asked by stephen on March 15, 2018
Q: Hi. In the Financial sector, I own BNS (5%), TD (5%), GSY(3.2%), ECN(3.3%) and Visa (2.4%). Is the banking sector too high? If I need to sell, which one should go first? Is GSY and ECN very similar in nature? Should I own both? Thanks
Read Answer Asked by Esther on March 15, 2018
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