skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: My wife has this mutual fund with a 2% MER, very little growth and a small dividend. Would you kindly suggest a couple of replacements (ETF or Index fund or Mutual fund) with a similar risk level and sector coverage but without the high MER.
Many thanks
Read Answer Asked by TOM on January 29, 2020
Q: what are your favoured Precious metals ETFs and you favoured CDN Dividend ETFs?
Read Answer Asked by john on January 29, 2020
Q: Looking for income and capital gain for 1 year or more. LIF seems to have bottomed and rising while CHR dropped back and now might be going forward again. Which one would you go with? Without regard to portfolio diversity and only $5k for this investment. Or a better suggestion ?
Thanks,
Mark
Read Answer Asked by Mark on January 29, 2020
Q: With gains over the past year, I'm overweight in these holdings - BAM 7%, BEP 12%, BIP 8%. I'm not uncomfortable with BAM and BIP but BEP is high.
Do you think there is more short-term upside in either BEP or BIP due to the addition of corporate structures?
What overall weighting would you recommend for these 3 companies and do you have a preference for any - these would be long-term holdings (8-10 years) in an income focused portfolio?
If trimming is recommended, what are your top 3 recommendations for reliable and growing dividend paying stocks, sector not being an issue?
Thank you
Ian
Read Answer Asked by Ian on January 29, 2020
Q: I've been holding this stock for 3 years. From March of 2017 the stock has appreciated by $1 from wence I bought it and yes I have been receiving a 5% dividend.

However during that time period I have owned BCE, FTS, BEP etc which have done markedly better on a total return basis.

My experience is this is a strict dividend play and I was wondering if I wanted a more growthy income play is there a few equities that you could say you like better than this one which offers a healthy dividend and perhaps some capital appreciation potential as well.

Please offer a few suggestions as I currently have a very extensive portfolio.

Thanks

Sheldon
Read Answer Asked by Sheldon on January 29, 2020
Q: Please recommend a few stocks to deploy some cash. I am hesitant to buy into these strong markets (I'm cheap) but am getting impatient waiting for any kind of correction. Looking for reasonable safety, decent dividend and some growth, irrespective of sector.

Thanks as always
Read Answer Asked by Darrin on January 29, 2020
Q: Can you name 8 companies with good balance sheets that I can buy long term bonds in. I may go out up to 25years.
Read Answer Asked by Mark on January 28, 2020
Q: Hi everyone,
Since BEP, BIP are based in Bermuda and declare foreign income, is there any witholding tax in a RRSP on the income received from their stocks or preferred shares? You mentioned this link before: https://bep.brookfield.com/stock-and-distribution/tax-information , but it does not mention RRSP specifically. Same question for TFSA …

Will it change with the creation of BEP & BIP canadian corp.?
Thanks
Read Answer Asked by Denise on January 27, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!