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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: Both of us retired in our mid 80s, the market has been good for us, so far. We are looking for investment that will preserve our capital, and give us some income, perhaps little capital growth or the least amount of damage in case of interest rate increases. Would segregated founds or JICs, be the right area to look to?
We would greatly appreciate your suggestions, it's been very useful in the past. Regards, J A P, Burlington
Read Answer Asked by Joseph on November 22, 2017
Q: Hello,
I had asked previously as to whether you would be providing some recommendations of stocks that may become very good value due to probable tax loss selling. You did provide a response (*below). Could you let me know where best to find this information on you new web site?
Thanks,
Brian

*Yes, we do a screen and a blog outlining tax loss selling candidates every year. This should be done in a few weeks or so
Read Answer Asked by Brian on November 22, 2017
Q: I've recently sold my holdings and am entirely in cash. I'm wondering whether I should wait for a correction and take advantage of some bargains or whether I'm better off getting my money invested and not worrying about marketing timing. I realize you cannot "crystal ball gaze" but I'm interested in your comments regarding staying in cash and waiting for an opportunity to present itself vs. getting back into a portfolio. Thank you.
Read Answer Asked by Jason on November 20, 2017
Q: I am 10 years from retirement with no company pension.I have a good size RSP and TFSA along with an equal registered account.In your opinion what percentage of my portfolio should be in bonds and in what type of funds.I only see junk bond funds that are giving any kind of returns but risky while government bonds are only producing 1% returns.What does a guy like me do .I need 10 years of steady 5-6 percent returns to fund s decent retirement but can't bet the farm.I am currently invested in geographic diverse funds and some hedge funds.
Read Answer Asked by Brad on November 20, 2017
Q: Hello Peter and Team, in a response to Michael (November 6th) you say that Peyto’s payout ratio is 41%. Using the Peyto data provided by TMX Money, and after a quick calculation I get a payout ratio that would be 153% (0.110 DIV x 12 months / 0.86 EPS). Could you tell me where is my mistake in making this calculation? In the event that the payout ratio is in fact 153%, then would you consided the dividend at risk? Best regards, Gervais
Read Answer Asked by Gervais on November 17, 2017
Q: re your advice to Paul yesterday to tender to the offer through a broker
Is there a difference if I sell directly online or do I need to speak with a broker.
Thank You
Read Answer Asked by Peter on November 16, 2017
Q: I currently hold a very small position in Enbridge (1.5%) and a very large position in CDIC-guaranteed High Interest Savings Accounts (HISA's). I am retired and capital preservation has become important to me. HISA yields are about 1% while ENB yield is more than 5%. However, ENB dipped below $44 briefly this morning, which represents a 20% drop over the past year. Would you recommend switching some of my HISA's to ENB at this time to obtain a better yield?
Read Answer Asked by Gordon on November 16, 2017
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