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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: As a place for short term cash I have the max amount in Oaken Financial, that is covered by CDIC. Being that it is owned by Home Capital, and the news from there seems to be mostly negaive lately, would it be better to move to another high interest savings account for a holding tank. I don't want to have to go through the CDIC to get my money.
Do you have another suggestion?
I really do appreciate your service, and have begun to rely on it, so Thank You.
Read Answer Asked by Shirley on April 25, 2017
Q: Having announced an intention to reduce its holdings in Enbridge Inc. (ENB), has Holdings indicated the extent of the reduction and how the funds will be reinvested? Why would they do this except as part of a long term goal of being an independent conglomerate rather than a funnel for ENB?
Read Answer Asked by Carl on April 25, 2017
Q: $IDV: iShares International Select Dividend ETF. I'm wondering your thoughts on this ETF - would you recommend holding this as a way to diversify dividend income outside of North American equity, as we don't follow much for international equities. Morningstar mentioned that it outpaced the category average by 80 basis points annualized, but with greater volatility, so its risk-adjusted performance was slightly below average. Are there any alternatives you would recommend instead?
Read Answer Asked by Robert on April 25, 2017
Q: Do all four of these have dividends that are taxed differently and therefore shouldn't be in a non-registered? Does this apply to a TFSA as well, as foreign income I believe is taxed in a TFSA?

Where should I hold each of these? in an RRSP, TFSA or non-registered?
Read Answer Asked by Carla on April 25, 2017
Q: Team,
Just like your thoughts on the listed stocks and which you would add ( in some order of preference) to an existing portfolio skewed to secure dividends and modest growth with a target 7-8% combined dividend and growth. Conversely is any one a definite NO.
Thx
Read Answer Asked by Peter on April 24, 2017
Q: A follow up on your recent response regarding XHY and BSJK.
What is the difference in risk factors comparing these two funds if interest rates rise as expected over the next 2-3 years.
I would expect BSJK to act like a single bond held to maturity ( 4% annual return with 100% of the principal returned in 2020 ). XHY yields 5.3% but rising rates could substantively reduce its value, resulting in a net loss if redeemed in 2020. Am I understanding this correctly?
Read Answer Asked by Lloyd on April 24, 2017
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