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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 have nice paper capital gains in ZRE,FTS and T and the MacD is telling me to sell all 3 securities. I don't want to stand by and watch the paper profit disappear although I am getting a nice yield. What is the proper way to manage this situation? Thank you
Read Answer Asked by Richard on September 13, 2016
Q: These stocks are about 10% of my portfolios. To reduce risk and to improve cash flow I would like to increase utilities to 20%. Is this a good time to add to this group since most candidates are expensive and interest rate sensitive. Could I have your recommendations?

Thank you, Werner
Read Answer Asked by Werner on September 13, 2016
Q: What are the US and Canadian companies, that have what they call a wide Moat? What would be your definition and criteria of wide Moat companies?
Read Answer Asked by Herbert on September 13, 2016
Q: Hi,
I am retired and 63 years old.
I have 50K in ALTAMIRA HIGH-INTEREST CASHPERFORMER - F
NBC200 in my RSSP waiting to be deployed. I will not need that money for the next ten years. I told my broker that this investment was not even keeping up with inflation.
He suggested to buy CUF.un (20000$) and PWF (30000$).
Would you think of better alternatives?
Thank you
Read Answer Asked by Serge on September 13, 2016
Q: I bought AGU for the decent yield in my income portion of my portfolio. Now with the planned merger I am concerned that the new company may have a lower yield and likely be more volatile due to higher potash exposure. If the deal goes through would you be keeping the new shares in the income portfolio?
Read Answer Asked by Wayne on September 12, 2016
Q: I see that the public sector is entering a growth phase, what would be your top 5 public sector dept picks for an aggressive growth portfolio?
I'm thinking that Health would be a 'no brainer' replacement for condordia, oh but wait...the grey tsunami...so would that be a long or short position.
Cheers and happy Friday
Read Answer Asked by Peter on September 12, 2016
Q: Your current opinion on these 2 companies in the US for a buy and hold investor? They have a good track record on dividends, the payout ratio's are not out of control and obviously a proven long term track record. On the more aggressive side, what is your opinion of HCP ?
Read Answer Asked by Tim on September 12, 2016
Q: Hi Peter and Gang,

My holdings in companies under the Brookfield brand (BAM.A, BBU.UN, BIP.PR, etc...) account for about 15% of my portfolio. Although these companies are in different businesses altogether, I am just wondering if there is too much concentration on the Brookfield brand. Your thoughts and comments would be appreciated.

Harry
Read Answer Asked by Harry on September 12, 2016
Q: Greetings: In one of your recent answers you indicated that best current GIC rates are in the 2.75% range. The best rates I see in Vancouver (2% one year, 2.5% fiver year) are with Oaken Capital, part of the Home Capital Group (Home Trust, Home Bank). Is Oaken Capital a pretty good provider? Are those rates in line with what I should expect? I intend to set up a laddered series with about $100K
Thank you
Read Answer Asked by Gordon on September 11, 2016
Q: I would like to have a decent return but preservation of capital is a priority. Please provide your opinion on CIBC Canadian Bond Index Fund – Premium Class CIB585. I am aware that you recommend the ETF CBO so would appreciate your comparison. This would be in a non registered account.
https://www.cibc.com/ca/mutual-funds/no-load-income/can-bond-indx-fund-premium.html

Thank you,

Read Answer Asked by Nadine on September 09, 2016
Q: I view EQB as a mini HCG. EQB stock has performed well this year and is near its 52 week high where as HCG has not. Why do you think EQB has performed better this year? Which do you think is a better buy at this time?
Read Answer Asked by Robert on September 08, 2016
Q: Why does FTB have such a large spread between the Actual MER (.50) and the Actual Management Expense ratio (.92)/ My financial planner is actively promoting it. I wonder if he gets some of the MER as an incentive therefore encouraging him to promote it. Its current yield is 3.4% wile CLF has a yield of 2.9% with an MER of .15 and .17. Do you have any comment on XBB, XSB, CLF, and FTB. Should I mirror the FTB portfolio of the five bond fund ETFs (CLF, XBB, PGL, ZEF, and ZHY) or buy FTB? I assume the yields are after the MER is taken.

Thank you.
Read Answer Asked by Donald on September 08, 2016
Q: I am considering purchasing a $5000.00 5 year bond paying 5% per annum from Solar Share of Toronto. This bond is RSP eligible. Is this a reasonably safe fixed income investment? I have other blue chip stocks in my RSP. I will not need this money for many years.

Is there a tax efficient way to purchase the bond with existing RSP funds? I would like to avoid withdrawal fees from TD, the bank that holds the RSP.
Thanks, Brenda
Read Answer Asked by Brenda on September 07, 2016
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