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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 BLX now has been going now where in two years, would you recommend switching to AQN or NPI?


PS … PG& E filed for bankruptcy today
Read Answer Asked by fwb181 on January 29, 2019
Q: Hello, I am looking at making some adjustments to my portfolio over the next few months as I am concerned about the possibility of the next recession perhaps coming by the end of 2019 or early 2020. I would appreciate your recommendations for some defensive stocks which would weather a recession without too big of a drop. I already hold ENB, FTS, BNS and TD which I intend to keep but am looking to replace some of my other stocks with more defensive names.
thanks for your advice.
Paula
Read Answer Asked by Paula on January 28, 2019
Q: I was recently considering a GIC purchase. Oaken Financial is offering a 5y GIC at 3.6% through either Home Bank or Home Trust. When I look at the GIC selection on RBC Direct Investing (or TD), the 5yr GIC at Home Trust is offered at only 3.1%. Does that mean that the bank pockets 0.5% annually from such a GIC? If so, what is the best way to avoid this loss? Buy from Oaken and then transfer to RBC?
Read Answer Asked by richard on January 28, 2019
Q: What comments do you have on both these royalties? Do you favour one over the other? Have they increased their dividend on an annual basis and is their dividend covered? Would you buy either of them here and if not, what would you recommend?
Read Answer Asked by David on January 27, 2019
Q: Regarding GS, I read a research report yesterday where they mention that the annual regular dividend of $1.00 appears safe. Wondering if you concur. Also, while one should maybe not buy a stock based upon a potential takeover, I would think this firm would be attractive as, if I am not mistaken, they focus on high net worth clients. Also, in a takeover, the current dividend payment could be applied to debt/interest on the buyout price. Am I thinking correctly here?
Read Answer Asked by Robert on January 27, 2019
Q: I'm wondering if (part of) my investment philosophy is wrong? I have some income stocks & ETFs in my RSP (and about to RIF), not because I necessarily need or needed the income on a current basis, but on the basis that the dividends get reinvested in a DRIP for an eventual payoff. Yet even after 5+ years, these two "safe" (?) stocks in particular are down 15 - 20% even after all reinvested dividends?! I'd hate to calculate how much they'd be down if I had taken the dividends and spent them. While they didn't suffer as much in 2018Q4 as some others, they have been a disappointment. Do I need a rethink of my philosophy? Should I continue to hold these two/three? Thanks.
Read Answer Asked by Lotar on January 25, 2019
Q: Just trying to clarify a response you sent today. For Keyera you indicated a 6.8% yield and growth at less than 8%. So, for a yearly return on that investment are you suggesting something less than 14.6% (6.8 + 8) or is the estimated yield of less than 8% inclusive of the dividend? Thanks
Read Answer Asked by Graham on January 25, 2019
Q: I own RIT for exposure to the Canadian REIT market. Please rank these four holdings as a long term hold in a growth portfolio. Also, I am considering adding one (or two) individual REITs to add a bit of up side to the general REIT market exposure of RIT. Would you advise this and, if so, which of these three, or any other, would you recommend?
Read Answer Asked by Ross on January 24, 2019
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