Investment Q&A

Q: My wife and I are retired with no company pensions. We focus in our Non-Reg'd. Investment a/c on solid dividends with dividend growth (banks, SLF, BCE, major pipelines, BEP.UN, SU, etc). I would like to add another quality name in our Inv. a/c that would be resilient in an economic slowdown (and ideally has been beaten down). Considering TRI but it "feels" expensive. Is there something better? We would appreciate your recommending a few names. Thank you for your comments. Edward

Q: I was reading an article in today's Globe and Mail where they were commenting on Investors fleeing the US trillion dollar debt market (leveraged loans)- and they felt they were becoming riskier in the current environment where interest rates were not expected to go up as much as predicted - MFT holds leveraged loans I believe - how safe do you view this ETF in this environment? - I looked at the price and it has a good current yield of 5.057% and although down a bit from its year high of $21.64 (currently trading at $20.72)- it has hung in there pretty well. I know it is hard in this environment to try and figure out which space to be in with the current unpredictable and uninformed US President - but I am just interested in your feeling about the floating rate space right now - hold, or sell. Right now I am interested in preserving principal and willing to take some risk. Was thinking of selling and maybe looking at it again once everything settles down to a more normal investing environment where rates might start going up again. Appreciate your insight - Karen

Q: Hi Peter/Ryan
I am thinking of moving from non-registered stocks to MFT for safety and collecting dividends. what you think of this strategy for long term? Do you see any risk or would suggest further diversification in current scenario.

Thanks

Q: On BNN today David Rosenberg recommended investing the the Corporate Bond Market. Would you have any recommendations in this area? Thanks, Bill

Q: Bond yields are steadily declining yet these dividend growers were hit hard yesterday & today
Please explain

Q: I'm seeing A LOT of red (-30%). I am 25% cash. My portfolio is heavily weighted in 5i growth favourites that come up in questions. Should I go shopping and for what?

Also, what should I have done in anticipation of a rising rate environment? I almost shifted entirely to money market in June but didn't want to pay the transaction fees on a whim of trying to time the market.

Q: With Bank of Canada suggesting this week that interest rates will likely not rise, but with the US Fed just suggesting likely two more rate increases, what do you think of buying Canadian Dividend Paying stocks right now? I think they are generally seen as positive when interest rates stabilize, but will Canadian dividend company stocks tend to decline in sympathy with US dividend stocks? For Canadian dividend stocks (3%+) what do you see as attractive next year - i.e. ones less affected by trade wars, lack of oil supply options, possible real estate bubbles, inter-provincial disputes, possible NAFTA turbulence!!!!!

Q: Would you rather add to brookfield renewable or start a position in superior plus ?

Also, would you prefer Corby or Andrew Peller ? or neither at the moment and quickly explain why ?

Looking at 10 yr. holding period. Thank you !

Thank you !

Q: season’s greetings and thanks for your good work which I’ve been following for the last year. My wife and I are retired, income investors and recently sold out of ALA ( tax loss selling). We want to return the proceeds to the energy sector and am wondering which company or companies you would recommend for best dividend, company security perspectives. We have a little SU at the moment and it looks steady but the dividends are a bit low for our liking. thanks very much.

Q: POW has a 6+% dividend, is at a 6 year low and trending down. Is this a place to hang out for a year or avoid until we have a market leveling. It has been a bit of a market icon for decades but can it continue to survive in this market? Is the dividend in jeopardy?
G...

Q: Based on the recent market turmoil, can you recommend 5 dividend paying stocks to buy now where it may be possible to get some capital gains over time.

Q: Options - Do you recommend use of puts and calls? If so, do you have a book or article(s) that could recommend?

Q: What companies do you think have the best prospects heading into 2019? Are there any recently discounted names you would suggest adding to?

Q: I have a question about 1249
The CEO is buying his own stock and debentures big time. Could he take this private down the road. With him putting so much money in his stock, many we should too. The dividend is safe I believe
, you agree ?
Thanks.

Q: The Renewables are currently hanging in there ok vs much of the broader market. Why is that ?

Q: I own all these company in a non-registered account. At the present I am losing money on all of them. These are all strong companies with good to excellent balance sheets. I know that 5i do not want to sell companies that are strong and that have reported a bad quarter. I could sell these a get a tax loss and receive approximately a bit less than a $1000 in tax refund and buy them back in a month or buy other company in the same sector? What should I do?

Q: I am still spooked out about the markets and sold all my stock positions yesterday. I now have a significant amount of cash and would like to deploy it the Bond Market which I think is a safer place at this time. Would appreciate any recommendations you might have as to how to invest the money. With thanks, Bill

Q: I have a substantial holding percentage wise of my portfolio in AW.UN. What are the factors that are resulting in the dramatic recent slip of share price? I realize interest rates and general investor sediment but is the dividend secure are they facing a debt crisis? Am I missing something? would you buy at these levels?

Q: Are you aware of any risks of holding a large ( 500,000.00) amt of cash in PSA in a RSP act?

Q: I am pretty sure you have answered this before but I could not find anything with the search option, so here goes.

Brookfield companies have a complex structure and I was wondering in which category exactly their distributions fall with regards to taxation. For example I read that sometimes distributions from shares of BIP held in a TFSA were subject to the 15% witholding tax, while some other times they were not.

Could you please clarify the situation and also state your prefered account in which to hold BEP, BIP and BAM? I have them on my radar, so I want to make sure I maximize returns when the time comes to own them.

Thank you very much as always.