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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 Peter, Like most of us, are concern about the effect of the coming rate increases. How safe will the above preferred shares be, would you consider them as good choices for income and safety? Also, can you suggest equivalents in the Canadian market? Many thanks for your valued advise, J.A. P. Burlington
Read Answer Asked by Joseph on July 10, 2017
Q: Hi Peter and Team,

Could you please give me your thoughts on preferred shares in general given the current interest rate environment and the pending rate hike by BOC in about a week's time. Please also provide some names of ETFs of preferred stocks in both Canadian and US denominations.

Cheers,
Harry
Read Answer Asked by Harry on July 10, 2017
Q: I currently hold ZRE for income. If I were to replace it with 4-5 individual REITS, which ones should I pick, in addition to CSH.UN? Would ZRE or the portfolio of individual REITS be more appropriate for a long-term hold with equal consideration to distribution yield and safety of the distribution? Thank you.
Read Answer Asked by Walter on July 07, 2017
Q: My daughter has these 4 ETFs in equal weighting in her TFSA. Do you think she needs more diversification? Would you add something else with future contributions or just add to her positions when opportunity arises? Thanks for providing your great service.
Read Answer Asked by Rudy on July 06, 2017
Q: Hello. I currently hold zdi in my cash account and am thinking of increasing my exposure to this part of the world (now about 1.5% of that portfolio). I'm wondering about the pros and cons of doing this by adding zea. I realize it doubles my exposure to the UK, but it also adds more of Japan. Alternately, I could just buy more of zdi. Your recommendation, please.
Read Answer Asked by Donald on July 05, 2017
Q: With interest rates likely increasing this month in Canada and also the USA, would you put any extra cash into bond funds (like CBO,XHY) or preferred shares right now; or wait to see if the prices decline with the new higher interest rates?

Thank you.
Read Answer Asked by Donald on July 05, 2017
Q: Hi 5i
I am heavily in financials 32% am working to diversify in my portfolio. I have listed a number of my invested companies. Investments are in Can. Cash, TFSA & RRSP heaviest in (RRSP)
I would like to re-invest in divided stocks and 2 ETFs. can you advise which would be best replaced and list a few that are in your top considerations.
Thanks,
Scott


Thanks, Scott
Read Answer Asked by Paulette on July 04, 2017
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