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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 there,
I am helping a friend set up the Smith Manoeuvre to accelerate his mortgage re-payment and invest in a solid blue chip portfolio of dividend stocks , interest tax deductibility etc..I am trying to create a solid stock portfolio that can weather any storm in the long term and stocks that should always recover through the ups and downs of the markets. I'm looking for 10-12 names, well diversified, targeting around 5% yield give or take a bit but 5% average would be good to cover the interest cost, trying to make this cash flow neutral.
I came up with a few names and the yields they currently offer.
BCE 5.36%
ENB 6.00%
FTS 3.65%
SLF 3.90%
TD 3.90%
BMO 3.90%
AQN 4.55%
FSZ 6.70%
H 4.51%
VNR 5.10%
CGX 7%
PWF 5.79%
SIA 4.95
TRP 4.95%
I would like to add some of the Brookfield companies, BIP.un and/or BEP.un but because of their non-corporate structure they wouldn't qualify for the dividend tax credit, same with CSH.un.
Any other ideas or suggestions that I have overlooked ?
Thanks
Read Answer Asked by Chris on March 22, 2019
Q: Good day,

Could you tell me which sector this company belongs to ? According to TSX, it is a consumer cyclical but the company describes itself as tech/computer services.
And what is your assessment for this stocks which appears undervalued, has momentum and has tripled in one year ? Would you buy it at this point for further growth ? Is there any worthwhile competition in its field which would be better ?
Many, many thanks for your considerate views.
JD

Read Answer Asked by Jacques on March 22, 2019
Q: I manage my wife's RRIF age 69 with the following ETF's: ZEF 5.3%; DXG 8.11; CDZ 6.68; XHY 6.42; ZZD 8.05 and the following stocks : BNS 7.61 ;BPY.un 9.74 ; BEP.un 9.3 COV 2.13; IPL 9.41;PKI 8.58; SIS 5.34 SPB 7.85 and .Cash 7%
I'm trying to transition her to more ETF's reduce some volatility and maintain some growth. What is your suggestion[s] for an additional ETF to complement these holdings?
Read Answer Asked by Henry on March 22, 2019
Q: I had been using BTO as a stock to swing trade and sometimes day trade based on the swings in gold. I have done well with this strategy but after the most recent quarter have lost some confidence in this stock. I am looking for a replacement. Can you please recommend 2 gold stocks that meet my criteria: sufficient liquidity for me to easily move in and out of $80k positions, solid overall financial and production metrics and solid enough overall that if I need to hold the position for a few months I can be comfortable knowing I have a solid company. I have no current gold exposure.
Read Answer Asked by Robert on March 22, 2019
Q: Good afternoon gang
I am underwater in all of these stocks in one of my non registered accounts. I would like to sell and then buy back in 30 days or more in my TFSA or RRIF (not sure which). Do you feel any of these may pop up within that time frame? With that in mind in what order should I sell first..to last? Your suggestions will be greatly valued as always.

much thanks
Read Answer Asked by El-ann on March 22, 2019
Q: Hi group looks like banks are struggling again (both US and Canada ) I have profits in both sides of the border should I be cashing out to lock in profits . Should I hold the course in the US or Canada (or both) which country makes sense to hold / or not. I own Score + TD + BOA+ JP Morgan = Pay Pal in the US - In Canada TD + Royal +BNS
Read Answer Asked by Terence on March 22, 2019
Q: Hi.

Almost finished transitioning from (50 Stocks, 5 ETFs) to (11 Stocks, 15 ETFs).
Much easier to manage; performance has improved already over one-month. Sleepin' better... ;-)

About to purchase my last ETF in the mix: VVL, but it makes me a bit nervous:
- Age: Only 3 years
- Market Cap: Only $82M
- Volume: Very low trading
- $0.10 Bid/Ask spread (i.e. an immediate loss of ~ 0.3% on buy & sell = -0.6% right off the bat?)

I would appreciate your thoughts on the observations above. Would you recommend another ETF instead?

Thank you as always from great useful timely advise.

Paul [2019-03-21 - 10:43 AM]
Read Answer Asked by Paul on March 22, 2019
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