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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: 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
Q: PIF has taken it on the chin in the last coupld of days. The only news I see is the final cancellation of the proposed Nicaraguan canal project. Do you see other news that relates to the company? Is the cancellation of the Nicaraguan canal actually germaine to the situtation for PIF or is this just a case of long-distance investors getting jittery on any local bad news? Thaqnk-you.
Read Answer Asked by Alex on August 06, 2019
Q: Time to rebalance my portfolio. BCE has increased to almost 7% of my portfolio (4% in RRSP and 3% in Investment accounts). Is this too overweight and should I trim back? Which account, or both, and by how much? Can you suggest another communications/telecom stock to redeploy the funds? I also own Verizon at about a 1% of portfolio holding.

I am primarily a conservative investor, a few years from retirement, with a tilt to growing dividends.

Many thanks!
Read Answer Asked by Brenda on August 06, 2019
Q: Hi Peter & Ryan, I’m very light in the healthcare sector after recently selling JNJ. I rely on dividends to supplement my pension income and was looking at DR:CA, EXE:CA and SIA:CA. Can you please comment on each of these, quality of the companies, management, safety of the dividend etc. Feel free to suggest other names not listed Canadian or US. Dividend payers preferred. ( I already hold csh.un and used to own sis). Thanks. Mario
Read Answer Asked by Mario on August 02, 2019
Q: Hello Peter,
How do you view the earnings report from Altagas? Do you think it was better than what market has priced for? My conundrum is this. With a 4.7% dividend and an average price estimate of 22.10 we are looking at an approx return of 10% with the risk factor reduced considerably - rate cut by BoC, current quarter performance and deleveraging. However, I can take a tax loss and put the money in BEP which I do not own. What would you suggest?
On FSZ, you have a B+ rating for a dividend in excess of 7% and above average growth prospect within the sector. An answer to a question recently, you seem to think that it is strictly income. When I look at the average analyst price estimates of 15, that is about 40% upside. With the dividend factored in, that would be a steal. I have held it for a few years and down on it a bit. Even if you do not agree with the analysts on price, would you still factor in some growth and hence would you modify your opinion - buy for dividend, stability, growth and a 15-20% total return?
Appreciate your opinion as always.
Regards
Read Answer Asked by Rajiv on August 02, 2019
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