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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: Over the past 2 years I have slowly adjusted my portfolio to be more growth (overall return) focused as opposed to heavily dividend focused. I am considering selling EIF and purchasing WSP. WSP is a larger company with a higher valuation which I'd be okay with as long as I'm paying for a better company with higher growth prospects. Your thoughts, please.
Read Answer Asked by Brent on January 15, 2019
Q: I currently have zero exposure to the Communications sector. Do you recommend having at least one company from this sector in one's portfolio, even it it already has other dividend-paying companies (BEP.un, SLF, CSH.un, etc)? What is your favourite Canadian company in this sector, and why? Do you suggest staying with a Canadian company to address this sector in one's portfolio, or would a US Communications company be a better option? Thanks in advance.
Read Answer Asked by Jonathan on January 14, 2019
Q: Does the following make sense, or is there a flaw I'm missing? For a beginning RRSP with 35 yrs to retirement: 50% VGRO and 50% equal amts TD, EMA, PBH, BEP.UN? ( to increase Cdn exposure and to make a little more conservative)
Thank you.
Read Answer Asked by M.S. on January 14, 2019
Q: I'm looking to add to the above 3 as I'm not over-weight. Is now a reasonable time or do you have concerns with any of these.

Thanks,
Robert
Read Answer Asked by Robert on January 14, 2019
Q: Hi, is the distributions received from these stocks classified as dividend or R.O.C. ? What is your thoughts or can you suggest some good stocks that payout roc as I have a high income from dividends. I understand that roc lowers book value and in turn can increase capital gain. Thx Jack.
Read Answer Asked by Jack on January 14, 2019
Q: Peter,

Do you have an issue with either of the following bonds?

Ford Credit - due May 8,2023 YTM of 5.167%
Brookflield Properties Corp July 3,2013 - YTM 4.199 %
I see Brookfield Asset Management bond ( 2023 ) has a YTM of 3.615%. Any reason for the difference in yield?
Thank you

Paul


Read Answer Asked by paul on January 14, 2019
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
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