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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 currently hold ZRE for income. If I were to replace it with 4-5 individual REITS, which ones should I pick, in addition to CSH.UN? Would ZRE or the portfolio of individual REITS be more appropriate for a long-term hold with equal consideration to distribution yield and safety of the distribution? Thank you.
Read Answer Asked by Walter on July 07, 2017
Q: Hi Peter: I see another question on the % in each of the 10 sectors. Would it be possible for you to add this to the bottom of your 5i Coverage Summary each month with the up and down arrow if you feel a sector weight should be adjusted? I follow your sector %s and believe it helps me to sell high and buy low. The last time I saw this list energy was 5% and industrials was 20%. Thanks, John.
Read Answer Asked by John on July 07, 2017
Q: I'm looking to free up some cash and among other things own the 5 big banks. They comprise 20.5% of my total portfolio, as follows: BMO 6%, RY 4.4%, BNS 3.7%, CM 3.3% and TD 3.1%. Should I focus on reducing my BMO exposure?
Read Answer Asked by Chris on July 07, 2017
Q: I am a 46 y/o retired investor living on dividend income. I notice that your BE portfolio has a 3.5% holding of Telus (4.40% yield) and your Income portfolio has a 5.37% holding of BCE (4.92% yield).
While Telus currently has a lower current yield, it has a higher Dividend Growth Rate (DGR).
As a younger income investor, should my telecom holdings be more weighted to Telus over BCE as the Yield on Cost (YOC) should be higher for Telus in a few years because of its higher DGR?
Do you think that Telus has more company growth and therefore more stock price appreciation than BCE in the next 3-5 years?
Read Answer Asked by Curtis on July 07, 2017