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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: Hi guys, and happy New Years.
A couple of recent guests on BNN have expressed the opinion that utilities are not the place to be in the new year. What do you think? And if utilities are expected to lag, will the go-to sector be tech and biotech or something else? I'm asking with respect to utilities in general as I own XLU, and also specifically about AQN.
Read Answer Asked by John on January 02, 2015
Q: Hi Team:
This Reit has dropped in share value, is it related to the falling oil prices that could affect the economy out West ?
Is the P/E ratio still high compared to Cdn Reit, H&R and Riocan ?
I am thinking of adding Bei.un for some income and growth to my portfolio, I already own the other 3 Reits mentioned above,
please comment if the payout ratio is reasonable or not, thanks!
Read Answer Asked by Michael on January 02, 2015
Q: Happy New year 5i team!
I own Chemtrade in a non registered account having bought it for income without realizing how much of its "dividend" is actually interest. My thought is to transfer it to my TFSA. Since it will be a deemed sale anyway, is there a better stock in the materials sector that I should consider instead of Chemtrade, bearing in my mind that I own it for income. Many thanks for your continued valuable service.

p.s. Will we be able to track our number of questions when we post them?
Read Answer Asked by M.S. on January 02, 2015
Q: With regards to Rob's question about preferred information, he might consider http://www.prefinfo.com/ by James Hymas as a useful source.
Read Answer Asked by richard on January 02, 2015
Q: Gentex opened down 50 percent. Would you know what is happening with it?
Thanks John
Read Answer Asked by GORMON on January 02, 2015
Q: Welcome back Peter from a well deserved break. Ryan has done a great job in your absence. I rely on my TFSA for monthly income and have ridden the lows of EIF (Exchange Income Fund) to its present positive growth. My question is do you think the monthly payout is safe? Thanks as always.
Read Answer Asked by Alan on January 02, 2015
Q: What is your opinion on this fund and could you explain what their relation is with rising/falling interest rates.
Why is this fund dropping so drastically as of late?
Want to wish you all a happy new year.
Read Answer Asked by Josh on January 02, 2015
Q: What is your opinion of the TD's e-series funds, specifically of TB900 (TD Canandian Index) and TB902 (TD US Index)?
Would you recommend them?
Many thanks,
Jose.
Read Answer Asked by Jose on January 02, 2015
Q: Hello,

I have some cash in my registered account that I would like to invest over the next few months. In the meantime where can I "park" the funds so that I can earn some interest/income/dividends while having minimal risk of capital erosion? I assume certain ETFs are suitable but I am not sure which. I am also open to other suggestions.

Thanks
Read Answer Asked by Vee on January 02, 2015
Q: Hello,
I am learning about Preferreds and am wondering if you know of any websites or books that are a good starting point. Does anyone compile a lot of real-time data on the features of various issues, brand new issues, etc? Thanks.
Read Answer Asked by Robert on January 02, 2015
Q: The VUS etf is hedged to the CAD dollar. Do you believe it`s wise to switch to the unhedged version (VUN) for 2015, as the US dollar looks poised for strong growth.
And related to this, what is a suitable portfolio percentage allocated to USA etf`s for a retiree. Thank-you.
Read Answer Asked by Robert on January 02, 2015
Q: Hey guys, I would like to transfer from my non registered account to my tfsa. What securities would you recommend, Parkland, CCL.b, Stella Jones or Knight.
Have a happy and safe New Year
Jim
Read Answer Asked by jim on January 02, 2015
Q: What is your opinion on purchasing REZ or VNQ at this time as part of a U.S. component in an RRSP as opposed to ZRE or XRE? Thanks. Joe
Read Answer Asked by Joseph on January 02, 2015
Q: Would you consider this company to be a good buy at today's prices?
Is it well managed; and does the dividend appear to be more "safe" than at risk for a cut?

Thank you and Happy New Year.
Read Answer Asked by Donald on January 02, 2015
Q: Would the current price be a good time to add this stock to my portfolio?
I like the 7.1% dividend.

Thank you for another very decent year. All the best for 2105.
Read Answer Asked by Donald on January 02, 2015
Q: What is your view of the news released after-hours on Dec 31? The payment of $4.9 M across 13.3 million shares is .37 per share. I can't find details of the US royalty stream and how it compares to the buy-out amount. Perhaps this is a "bird in the hand" scenario: better to have $4.9 million in cash now, to grow the Canadian business. I'm up 20% on a half position and considering adding. Does this news support that?
Read Answer Asked by David on January 02, 2015
Q: The US has been increasing its supply of oil steadily for the last few years, yet the price of oil held up until its steep and swift decline starting in mid-2014. This price decline seems to have surprised many investors and analysts, even though the supply increase was predictable. Is there more to it than simple supply/demand economics?

Thanks,
Hans
Read Answer Asked by Hans on January 01, 2015
Q: I heard that REIT would be considered a separate sector rather than a sub-index in the TSX index as of 2016. Is that true? How would it differ from the XRE and other ETFs? What specific REITs would compose this index? Would it be a good investment to buy the major REITs as HR.UN, CAR.UN or REI.UN now or wait until the end of the year as major index fund would presumably have to load up on those REITs to replicate this new sector?
Happy New Year to all.
Jean
Read Answer Asked by Jean on January 01, 2015
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