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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: Non-registered account with goal of primarily dividend income has done quite well, with all of the noted holdings nicely in positive territory. In hind sight MG and SYZ would have been in a registered account. SYZ is up 63%, MG 24%.
Overall account yield is currently 3.8%. Would prefer it closer to 5%
Need some help with this "good problem". Take capital gain now and move into yieldier positions, or let running stocks run and deal with bigger gain in future?
If I move out of some of the growthier stocks, which div payers minimum 3% yield to move into?
Overall portfolio diversification is pretty decent, and diversification within this account does not have to be perfect - dividend security within this account is more important.

Thanks,
Jim
Read Answer Asked by Jim on May 04, 2021
Q: I have some USD within my business account from US client payments. Rather than holding as cash at the current exchange rate, I'm thinking of investing it into something that would produce some yield. It's within my Canadian Corporation, not sure the implications around US Dividends within a Corp?

I see more upside in the individual tickers mentioned, but buying the index is an easier means of setting and forgetting. Any insight or other names that would be of interest? I'd say I'm less open to significant risk with this capital coming from the Corp.
Read Answer Asked by Don on May 04, 2021
Q: struck out on IPO for Magnetic Forensic Magt/t @ $17 with Scotia...but took 1/2 position at $23.12....will fill out the other half pretty soon.....More a comment on what a great heads up to members...and subsequent great report on the IPO of Magnetic..& why U at 5i like it....long time member and couldn't be happier..or more satisfied..with the Services provided by 5i Research...a great team starts with leadership (Peter & Ryan)...but the other members on the team are top notch....merci beaucoup....jb Piedmont, QC
Read Answer Asked by John on May 04, 2021
Q: Two related questions. I'm overweight in utilities and want to shift some of the funds invested here to one or two Canadian consumer cyclical stocks.
1) Which would you sell: BEP, NPI or AQN? Or would you sell some of each?
2) Which 2-3 Canadian cyclicals would you recommend with yields >1.3% that are likely to grow at least 20% in the next 12-18 months?
Thank you.
Read Answer Asked by Maureen on May 04, 2021
Q: HI Peter and Staff
Your top picks in consumer cyclical have been pretty consistent, ATZ,LNF,GOOS,DOO,MG.......last week you had DOL included. I have all of the ones listed in my basket , I also have CTC.A and it has been good to me though most of the gains were a few years ago. I did have DOL until I sold it a few months back a week or so before I had a run of course.....Can you please give me your thesis on whether a swap from CTC.A to DOL is suggested if taxes are triggered of CTC.A sale.....I am up 77%.....Alternatively ( please charge credits as you see fit), I have sold many losers to see them run back up....should I take my lumps on REAL and replace with DOL?
Thanks for all you do
Dennis
Read Answer Asked by Dennis on May 04, 2021
Q: Doing some spring cleaning and attempting to tilt my folio into more income and less growth/risk. I follow the BP almost exclusively and would like your opinion on which Div payers in the BP you would increase in weight, and what non Div payers you would decrease. Thanks!
Read Answer Asked by Kelly on May 04, 2021
Q: I own BEP.UN and BEPC and they have been free falling since 1/01/2021, down about 15%. The entire renewable energy sector are down a lot too, e.g. INE is down 25% YTD. I know this sector's been up quite a bit last year, but why the collapse this year? Is it just sector rotation, or there are other reasons? Thanks.
Read Answer Asked by Victor on May 04, 2021
Q: Could I have your analysis for AC. I know the airline industry is losing a lot of money right now. Do you forsee them going bankrupt as they did in 2003? Or do you see their stock gradually increasing over the years?
Read Answer Asked by Jenny on May 04, 2021
Q: Hi Folks,
I am looking to add to my Industrial sector. I currently hold CAE, WSP and CN. Can you give me some of your favorite names ( CDN or US ) and in order of preference that I can look at ( looking for dividend and some growth ) OR would you just add to the names above ( all winners ).
Thanks
Read Answer Asked by JOHN on May 04, 2021
Q: Buffet rekindled a concern in his recent annual meeting which I have had for a long time. He seems to think that it would be better for the average investor to be invested in index funds. This year he started out by asking which were the 20 largest capitalization companies in the world today. Then he showed the 20 largest in 1989. He asked how many remain among the largest today. The answer was zero. I would have gone to index funds before but I have large capital gains in my largely Canadian taxable accounts. I did try to adjust this by buying only US index funds in my registered accounts. But, then I thought that I already have so many individual stocks that a few more won't matter that much. So, I also bought individual stocks in my registered accounts. I know that you cannot offer individual portfolio advice. But, it would be useful to have your perspecitve on Buffet's advice and the dangers of indivual stock picking for most people. If you could fix my personal dilemma that would be a bonus!
thanks
Read Answer Asked by joseph on May 04, 2021
Q: Understanding your not tax experts, do you or any members know if you can write off interest expense if you have a dedicated line of credit and invest inside a TFSA ?
Read Answer Asked by Charles on May 04, 2021
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