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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: About 25% of my non-registered portfolio is in US dollars. Other than currency risk, is there any disadvantage to buying Canadian dividend stocks listed on US exchanges, such as the banks, utilities, etc. As an income oriented investor that seems preferable to US dividend stocks which have less favourable tax treatment for Canadians.
Read Answer Asked by Lloyd on October 15, 2018
Q: Hi 5i team.

I'm primarily an income oriented investor and have over half of my portfolio in cash right now due to selling a house. I have a full position (which is 4% for me) of ENB (through ENB and ENF). I'm thinking of adding gradually building a full position in TRP as well. Do you see enough difference in the two pipeline companies to justify owning both and is 8% too heavy for that sector.

Thanks
Peter
Read Answer Asked by Peter on October 15, 2018
Q: Being retired we look to invest in long term stable companies with a reliable growing dividend. We own a few hundred shares of CU. The share price is lower than it has been for a very long time! We are wondering if you think the low share price offers a good opportunity to purchase some more shares or are there looming issues that could be problematic in the future. CU is part of our utility sector holdings.
Thank you.
Read Answer Asked by Len on October 15, 2018
Q: hi there,
Can't seem to bring this stock up from the database. I am looking for a bit of income in the US and have been looking at a few of the Pimco funds. The high yield is a bit scary but its 5 year track record seems impressive. Thoughts?

Read Answer Asked by kelly on October 15, 2018
Q: Considering tax loss selling NFI and TCL (and possibly ALA) then waiting 30+ days to rebuy. Using TurboTax, the loss saves me 15%. Does your crystal ball foresee any quick rebound potential for these 3 stocks that would cause me to rethink this strategy? Thanks...Steve
Read Answer Asked by Stephen on October 15, 2018
Q: I am largely an income investor and hold the above stocks for their dividends. I am concerned that some of them may have high levels of debt and will be negatively impacted by higher interest rates. Can you advise which are the most and least indebted companies, and whether higher interest charges could threaten their dividends? Thanks.
Read Answer Asked by Ken on October 12, 2018
Q: It seems like FLOT, MFT have not seen the dramatic price drop as XBB and CBO even though XBB and CBO have the lower yield. Could you comment as to why? For new money in the present market what would you suggest? Thanks for your service.
Read Answer Asked by Ozzie on October 12, 2018
Q: Which utilities are a good buy in current market conditions.

Thanks
Read Answer Asked by Ninad on October 11, 2018
Q: Good morning
Based on current climate and uncertainty, I started to liquidate some holding or at least profits over the last few weeks....about 30% cash...however, I would like to place some cash in income producing stocks (REIT/XHY) or other such stable stocks...I fully understand we are in volatile market..but was wondering which you would recommend 5 or 6 names for income with what we would be considered less volatile in this environment..+4%..yields...when things settle will deploy back into my core holdings...thanks
Read Answer Asked by Matthew on October 11, 2018
Q: What's your view of continuing to hold VIG in the near to medium term? I'm thinking there could be an increasing amount of pressure on it and its constituent companies as higher bond yields are actually materializing and are making VIG's 1.84% dividend look anemic by comparison. Is there an alternative holding/strategy you might recommend in its place during this period?
Read Answer Asked by Peter on October 11, 2018
Q: Looking for fixed income exposure (Canadian). One or two ETFs if possible. What impact should we expect of rising rates on these ETFs? Thanks.
Read Answer Asked by Jean-Bernard on October 11, 2018
Q: These are my current doggies by % loss and have been for a while. Can you recommend replacement(s) or would you suggest just holding?

Carl
Read Answer Asked by Carl on October 11, 2018
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