Q: What would your suggestion(s) be if one wanted to have the safest portfolio possible which generated a 4%-5% return? Would the 5i income portfolio be considered the lowest risk, lowest volatility option to get the desired return?
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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 assuming the North West announcement that they are pulling their business and becoming self-sufficient through an acquisition, is the reason for the steep decline lately. Should one conclude that the impact is now baked into the SP?
Carl
Carl
Q: What is your view on the announcement by EIF regarding the loss of North West as a client? The announcement said the effect on the bottom line is only about $1 million, which is so immaterial.
Also, is this piece of business development what the shorts are basing their recent incessant attack of the EIF SP? If so, can we expect a much appreciated short squeeze on Monday?
You insight is much appreciated as always.
Also, is this piece of business development what the shorts are basing their recent incessant attack of the EIF SP? If so, can we expect a much appreciated short squeeze on Monday?
You insight is much appreciated as always.
Q: Could you please recommend 5 Dividend paying stocks {no financials}for a long term hold for a TFSA.
Thanks Valter
Thanks Valter
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Toronto-Dominion Bank (The) (TD)
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BCE Inc. (BCE)
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Canadian Imperial Bank Of Commerce (CM)
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TELUS Corporation (T)
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Artis Real Estate Investment Trust (AX.UN)
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Enbridge Income Fund Holdings Inc. (ENF)
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Granite Real Estate Investment Trust (GRT.UN)
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Pizza Pizza Royalty Corp. (PZA)
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Summit Industrial Income REIT (SMU.UN)
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Firm Capital Mortgage Investment Corporation (FC)
Q: I would like to use GRT.UN, CM,ENF,PZA,TD,SMU.UN,T,AX,BCE,AND FC in a retirement income portfolios what do you think. Are there any I should not use.
Jim
Jim
Q: Hi 5i
Recently, RBC expressed concern about competition in DR's largest market, is it overdone? May have your thoughts on this? I was thinking of reducing an oversized position before it becomes right-sized on its own, if you know what I mean.
Thanks,
David
Recently, RBC expressed concern about competition in DR's largest market, is it overdone? May have your thoughts on this? I was thinking of reducing an oversized position before it becomes right-sized on its own, if you know what I mean.
Thanks,
David
Q: Currently I own the shares of IPL in my income portfolio. I see that PPL and VSN outperformed IPL in term of price appreciation.
Should I sell my IPL shares and buy one or both of the above mentioned stocks, or should I keep my IPL shares and add either PPL or VSN to my income portfolio. Will this be too much exposure to the same sector?
Between PPL and VSN which one do you prefer?
What is your recomendation?
Should I sell my IPL shares and buy one or both of the above mentioned stocks, or should I keep my IPL shares and add either PPL or VSN to my income portfolio. Will this be too much exposure to the same sector?
Between PPL and VSN which one do you prefer?
What is your recomendation?
Q: what do u think of emhy, an emerging market bond etf. How risky would it be. does it have a place in a portfolio
Q: Is it a good idea to have us bond etf in a portfolio. It would allow me to rebalance to us equities in declines etc in the us portion of my portfolio.
i currently have 20% in cbo. i could cut this to 15% and put 5% in a us bond etf. I have 20% US equities in my portfolio.
if you like this idea what do you suggest for etfs?
i currently have 20% in cbo. i could cut this to 15% and put 5% in a us bond etf. I have 20% US equities in my portfolio.
if you like this idea what do you suggest for etfs?
Q: Good morning, I have a special cash account which I view more or less as a replacement for a savings account at my credit union so I've focused this account on fairly safe dividend payers with a few growth stocks sprinkled in. I'm planning on selling CGX and will then have enough cash for 3 new positions. In financials I'm thinking of some growth. Would you choose gsy or ecn? In tech. Evertz or ABT? And lastly, Valener,SPB? or Enbridge? Thanks, Rod
Q: Hi, I have Bce,bought at 49,and thinking of selling for a profit. There are a few hold ratings with a lower target price. Could this be just to get you to trade?
Would it be a good idea to take profit or hold for longer term? If I sold I would have to replace it with a dividend stock (similar) with a two year+ hold, any suggestions?
Thanks,Brad
Would it be a good idea to take profit or hold for longer term? If I sold I would have to replace it with a dividend stock (similar) with a two year+ hold, any suggestions?
Thanks,Brad
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Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
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Crius Energy Trust (KWH.UN)
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Nexus Industrial REIT (NXR.UN)
Q: I would like to add one more stock to my income portfolio. All of above mentioned stocks distribute rich dividends. I am seeking income plus reasonable growth.
Which one of the above mentioned stocks do you prefer, or do you suggest some other name instead?
My portfolios Energy and REIT exposure is modest, however I am overweight in Financials and Technology, and underwent in industrials and I have no exposure to the materials sector.
Which one of the above mentioned stocks do you prefer, or do you suggest some other name instead?
My portfolios Energy and REIT exposure is modest, however I am overweight in Financials and Technology, and underwent in industrials and I have no exposure to the materials sector.
Q: I am a retired senior who relies on the income generated from my non registered account, RRSP and TFSA.
My philosophy is to enjoy my money NOW ( while I am still alive!). I am confused as to how to treat ' return of capital' which form part of some companies distribution.
Does this form of income effectively lower the cost of your shares and thus increase your EVENTUAL capital gain (and tax)?. I like the idea of getting money now and paying the tax later (like when I'm dead!). I assume this is relevant only for a non registered account.
What sectors use 'return of capital' and do who have any particular stocks to recommend? Thanks
DEREK
My philosophy is to enjoy my money NOW ( while I am still alive!). I am confused as to how to treat ' return of capital' which form part of some companies distribution.
Does this form of income effectively lower the cost of your shares and thus increase your EVENTUAL capital gain (and tax)?. I like the idea of getting money now and paying the tax later (like when I'm dead!). I assume this is relevant only for a non registered account.
What sectors use 'return of capital' and do who have any particular stocks to recommend? Thanks
DEREK
Q: Just to clarify, my question below is about CUS.DB.D
Just wondering what your thoughts are on the offer to redeem the 3 Canexus debentures. As an income seeking investor, should one accept the cash offer or keep the 6.5% debentures until the end of term? Pros and cons? I was also wondering if one doesn't accept the cash offer, will there be a secondary market for these debentures? Will the convertible feature remain in place? Thanks for all your help.
Just wondering what your thoughts are on the offer to redeem the 3 Canexus debentures. As an income seeking investor, should one accept the cash offer or keep the 6.5% debentures until the end of term? Pros and cons? I was also wondering if one doesn't accept the cash offer, will there be a secondary market for these debentures? Will the convertible feature remain in place? Thanks for all your help.
Q: In light of the recent events with Home Capital (HCG) would you have any
concerns with continuing to hold FC ? Joe
concerns with continuing to hold FC ? Joe
Q: Pondering whether to sell my FTS with a 10% gain to buy SSL.
Please provide your position and advice.
Thank you
Please provide your position and advice.
Thank you
Q: ATD.B or L assuming one has a diversified balanced portfolio.
Q: Do you have any news on the drop in WTE today?
Thanks
bob Rose
Thanks
bob Rose
Q: Morguard REIT has just come off a recent high and although I like the dividend, I am down 11% since I bought the shares and there doesn't seem to be much promise of growth, so I am considering selling. Is there any reason for the recent drop?
I am well represented in the REIT sector in Canada and the US and would replace the shares with another good dividend payer. Currently thinking of KWH.UN.
Any comments?
I am well represented in the REIT sector in Canada and the US and would replace the shares with another good dividend payer. Currently thinking of KWH.UN.
Any comments?
Q: Earnings look good. The stock has been so weak. Will these earnings kick start this company on an upward trend. I am down 20 percent and still holding for better days which seem to be coming.