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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 am fairly new at this and of the companies mentioned above I want to set up a Dividend portfolio using 3 to 4 of them. Suggestions would be very much appreciated as I am not well schooled in this area.
Thank you
Read Answer Asked by Ron on January 16, 2018
Q: Dear 5i
I`m anticipating retiring in a little over a year so as such have a portfolio with 50% fixed income (35% clf , 35%cbo , 15% xhy and 15% cpd )
I'm thinking of following your Outcome Oriented Fixed Income portfolio and thought i would reduce clf and cbo down to 20% then add vsc and zef at 15% each .. I just feel i need a bit more diversification within the fixed portion of my portfolio.
Does this plan seem reasonable or do these changes make the fixed portion too aggressive ?
Thanks
Bill C.
Read Answer Asked by Bill on January 16, 2018
Q: I have never held bonds only equities. About a month ago bought xbb and xhy, now 15% of my holdings in my portfolio. I'm down about 2.12 % in XHY and about 0.7% in XBB in a very short time. Please tell me why I'm holding these bonds. When I can typically expect them to gain or lose; What sort of insurance/protection they offer me if that is the right word.
Read Answer Asked by Neil on January 16, 2018
Q: Dear 5i team: would you rate any other products out there etf's or mutual funds that you may find as a better option as a monthly payer or a total return type product for a retired investment? Or are these as good as any except of course a group of individual stocks.thanks Larry
Read Answer Asked by Larry on January 15, 2018
Q: Hi,
I am a big believer in the benefits of holding shares of solid companies with DRIP and SPP plans. As such, for part of our investment portfolio, we currently hold BNS, BMO, FTS, and SU in these direct registered plans. I would like to add other companies to these, with a 10-15 year holding period. Looking for your thoughts on the following that offer both DRIP and SPP plans.
CAE- Seem financially solid and long term returns have been good
ALA/EMA- Does it make sense to add one of these since I hold FTS already? If so which would you recommend?
ENB/TRP- Best option for security and rising dividends in a rising rate environment?
T/BCE- Best choice for growth and dividends?
IAG/SLF/MFC- Over the long term, (I think my screener went back to 2000), IAG has dramatically outperformed in share price appreciation, but dividend is lower. Your choice here?
Deduct credits as required.
Kind Regards
Read Answer Asked by Robert on January 15, 2018
Q: While I know BEP is a larger company, could you please compare these two in terms of debt, safety of dividend and stock price and potential problems?

What would be the effect of a 1% rise in interest rates for these and other utility companies?
Thanks for your thoughts.
Read Answer Asked by Pat on January 15, 2018