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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: hello 5i:
a question of a technical nature. I hold Telus and BCE, not quite full positions. In our area, Telus has just upgraded to the 4G network; yet, I read that both AT&T, and Verizon, are upgrading to 5G networks. Will this put Telus behind the curve, and will shares suffer as a result? Are any of the Canadian companies upgrading to 5G networks, or is this even relevant (ie, they'll play catch-up and it won't matter?)
thanks
Paul L
Read Answer Asked by Paul on April 18, 2017
Q: This morning RBC Direct Investing downgraded DR to sector perform which I assume contributed to the 4% price decline observed today. RBC noted the increased competition from Avera Health which is proposing to build a health complex in N.Dakota which is expected to compete in part with Medical Facilities for new patients. Considering that DR makes up nearly 5% of my income-oriented portfolio, do you recommend a reduction at this time in DR stock or is it better to wait to see what the impact really is and how DR responds?
Read Answer Asked by richard on April 17, 2017
Q: Whats your take on Defined Maturity Bond ETF's such as BSJK? As I understand it, bonds in the ETF are held to maturity to remove market value risk from rising interest rates. I've aways used ETFs' for bond holdings. However with all the noise on what rising interest rates can do to portfolio values, I'm currently mainly in cash for my fixed income allocation. Instead of buying an ETF, do you think its "practical" for a retail investor to purchase sufficient holdings to be diversified ( and held to maturity ) in order to to accomplish the same "de-risking" without the MER? And lastly how many high quality corporate bond holdings make it diversified?
Read Answer Asked by Lloyd on April 17, 2017
Q: G'Morning! I'm feeling a bit antsy this am about my TFII position (in at ~ $23 & $26). McCreath on BNN said he is short TFII and sited integration challenges with its Mexican acquisition and said that they are losing Amazon business. Apparently RBC has also downgraded this stock. The share price hasn't been doing well lately. Your comments please? Is it a hold or should I start thinking about selling? Thanks so much!
Read Answer Asked by Heather on April 17, 2017
Q: Thoughts on the CPX offering @ $24.75? I am looking to replace my XBB shares in my RIF for some extra income ( 6.3% vs 2.7% ) or any other ideas?
Read Answer Asked by Ted on April 13, 2017
Q: I hold WCP and CHP.UN (and have for a few years)and looking to replace one or both for SIA.
Of course they are different sectors however I am looking for best choice for future growth and safety of dividend.Held in non registered account.
Thanks
Peter
Read Answer Asked by Peter on April 13, 2017
Q: I have the fixed income section of my portfolio (about 20%) invested in 1-4 yr GIC ladders earning virtually nothing after inflation. This money is there to stabilize the portfolio and provide an emergency fund in the event of a very significant need for funds, but hopefully never needed. I also have 50% of my portfolio in large cap dividend paying equities that provide income in excess of current requirements so would only draw on the GIC money if the cash need was quite large.
Is there any other investment you might recommend for the fixed income portion of my portfolio that would provide similar safety and liquidity but improve returns in a rising rate environment? Thanks for the help. Jim.
Read Answer Asked by Jim on April 13, 2017
Q: The value of this ETF seems to have been holding steady at between $19.50 and $20.00 over the past year. What would make this ETF move higher or lower ? There is now talk of interest rates starting to move up, plus speculation that the Fed will get rid of some of its bond holdings. Are either of those likely to have any effect on value of this ETF ?
Read Answer Asked by Don on April 12, 2017
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