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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: Could you provide me with a few examples of companies or sectors which could be considered blue chip, dividend paying, non-cyclical? I would like to move some of my cash to these types of stock. I currently have a 30%+ cash balance overall.

Thank you......Ron
Read Answer Asked by Ronald on August 09, 2019
Q: Hello there,
For the above stocks, which are in my RRSP, gains in about a year are 15%, 37%,26% and 15% respectively. I didn’t plan it but just happened to buy approx $5k in each of these on a near 52 week low I guess.
I read a comment about letting your winners run, but also am learning about taking profits and not being greedy for more.
What do you look for to make a smart decision, please?
In the examples given, are any obvious sells or keeps?
Thank you for your help!
Read Answer Asked by Hilary on August 09, 2019
Q: I am trying to get a handle on how defensive EIF might be given weakening economic growth and weakening oil prices, which presumably means lower fuel costs for their airline services, some of which appear to be independent of economic circumstances. However that independence is not clear nor is their reliance on local or other economic prospects. Can you clarify any of this please. Thank you.
Read Answer Asked by Mike on August 07, 2019
Q: Good morning...I am trying to find information on the dividend tax credit for individuals with no other income...it was explained that it was for all individuals ...my understanding that those individual that have no other income but dividends are treated if holding Canadian corporations...can you confirm or do you have a link for better understanding...Thanks
Read Answer Asked by Matthew on August 06, 2019
Q: Hi 5i
I'm looking to increase both industrials and telecoms. Any suggestions (CDN and/or US) for me to consider at this time (including reason please)?

Thanks
Mike
Read Answer Asked by mike on August 06, 2019
Q: I own the Canadian bank stocks listed above with BNS, RY and TD each having a 6% weighting and NA 3.5% and BMO about 2%. Overall my Canadian bank weighting is over 20% of my portfolio, mostly a result of inheriting my father's income portfolio. I want to trim my overall weighting, which bank(s) would you trim.
Read Answer Asked by Chris on August 06, 2019
Q: I hold all of the above in roughly equal weight in the income portion of my portfolio. The first three are at roughly breakeven, the latter five are up, two of them over 20%, as economic conditions have weakened. I am wondering why I don't simplify life by selling them all and buying the PDC ETF which provides greater diversification and has a dividend yield of 4.59%. I realize that 25% of PDC is in energy but mostly safer pipelines. Would this be a good move or am I better off to keep what I have?
Read Answer Asked by Ken on August 06, 2019
Q: I've owned this one for quite a while; however, it is a very complex organism as witnessed when I do my income tax return every year. I realize that this position should have been in a registered account. My question: is this still a good solid holding? They just reported with low EPS per unit; but, it looks like FFO was very good and carries more weight than EPS does for a regular company.
Read Answer Asked by James on August 06, 2019
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