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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: I have some money to deploy, and would like to concentrate on dividend paying stocks above. Do you think at the current price points I can buy in or would it be wise to wait for any to come down a bit? I am looking to create some dividend income.
Thanks
Read Answer Asked by Marjorie on January 14, 2019
Q: If I understand correctly I would have to purchase ALA common shares no later than the close of business on Jan 23rd to get the monthly dividend as the stock goes ex-dividend on Jan 24th.
Since I sold the stock on December 24th I would count that as the first day I didn't own the stock. 30 days starting December 24th would take me to Jan 22nd, so provided I bought the stock on Jan 23rd, I could claim the capital loss and get January's dividend. Do you agree?
The stock has gone up nicely since I sold it on December 24th but it is "seller beware" so to speak! (Are the shorts getting squeezed)?
Thanks,
Jim
Read Answer Asked by James on January 14, 2019
Q: I’m wondering what is an optimal % of fixed income to hold … In my case, 15% of my portfolio is in CBO, CLF, CPD, and XHY .. for a 60 yr old, retired investor dependent on portfolio income, is this advisable? … optimal? … not really neccessary? Or, is there a good argument to be made for leaning less on fixed income and more on “a diversified portfolio of banks, pipelines, utilities, consumer stocks, and other dividend-paying equities” (John Heinzl in Sat.’s G&M) .. which i do have (but I could be even more diversified by holding less fixed income) .. I understand that fine-tuning these percentages will be a personal choice, but I would appreciate your perspective. thanks!
Read Answer Asked by Patrik on January 14, 2019
Q: Hi,

I'm looking for two good dividend payers, with some growth, and minimal volatility over the next 2 years. If they perform, I'd prefer to hold them long term. What to do you recommend and why? I already own AQN. If theres a better choice I haven't mentioned, pease do.
Read Answer Asked by Graeme on January 11, 2019
Q: I have a question about fixed income ETFs and the bond market. Is this the time to be putting large sums of money into fixed income ETFs like ZAG, VAB and ZCM? What risk do these ETFs pose in a rising interest rate environment? Should one even be concerned with the price fluctuations over a month, 6 months or a year?
Read Answer Asked by Jeff on January 10, 2019
Q: Good morning,
I currently hold the following Utility and Telco stocks in my non registered account with the following weight:
Utility stocks:
AQN 3.3%, CU 4.5% and EMA 2.4%
Telco stocks:
BCE 11.70% and T 2.8%
I would appreciate your thoughts and suggestions on the quality and current weight of theses Utility & Telco stocks along with your best ideas in both of these sectors and whether or not you would replace or add to any of them.
Looking for some income and moderate long term moderate growth.
Thanks for your great service.
Read Answer Asked by Francesco on January 10, 2019
Q: I am a 65 year retiree and I have app $22000. in a TFSA and I am looking at adding another $3000. Looking at an income portfolio. Can you make a suggestion as to how to balance my portfolio and add to my portfolio.
Read Answer Asked by Suzanne on January 09, 2019