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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: Questions and answers often refer to "positions" half or full. Can you define that please.
Also what ETF's would you recommend for muscular gains. I see some resource units have year performances of over 60%
Read Answer Asked by Ryczard on December 16, 2016
Q: Hi team,

Just happily renewed my 5i membership. Thanks for all that you guys do.

I'd like (and value) your opinion on the best portfolio-tracking websites, that also have intelligent and independent analysis (market and individual stocks), current stock news (not spam), and strong stock screening/filters etc. Would need to track both US and Canadian stocks of course. Was thinking Morningstar. Is it worth paying for their premium service ($325/3 years)? Any other sites I should be considering? I use Google Finance now and, other than the ability to download my portfolios and view all lists on one page, am not happy with the stock "news" they push. Lots of crap.

Thanks,

Read Answer Asked by Randall on December 16, 2016
Q: I have the following dividend paying stocks in my portfolio. Pipelines, Enb., Trp, PPl 9%, Utilities, Bep, CU, EMA, FTS. 8%, Telcos, BCE, T. 3%, Banks TD, BNS, RY 12%. Industrial, BIP, CNR, WSP 8%. Consumer Couche Tard, Cineplex 4%. I hear all the experts say with rates rising and the emphasis on growth stocks in the trump era Dividend stocks will not do well. What do you think? I like the dividend payers. I do need to sell one security to raise cash. What do you suggest? Thank You.
Read Answer Asked by Brian on December 15, 2016
Q: Considering the addition of a couple of dividend yielding stocks to enhance my wife's monthly income. Presently she has RY, PPL, BCE, KEY, DRG.UN, & STB. While you have not generally recommended STB in the past, I have picked it up periodically for the substantial dividend & this year to date it is up approx. 60% plus the dividend. I would however appreciate your expertise in ranking the following as to their financial stability & current price level for the next 12-18 months: AW.UN, BPF.UN, SRV.UN, KEG.UN & CWX. Thank you.
Read Answer Asked by Robert on December 15, 2016
Q: A comment by a member on his tsfa contribution .in my opinion the tsfa naps been the the best investment vehicle that ever was created and I will always be thank full to the Harper gov for introducing it .
My wife and I generate $600 tax free every month in dividends and in the new with add 7200 that we took out plus our 11000 allowance .
We have found lif rif and Resp to be a burden in our old age i view it as money behind the wall and withdrawals cause claw backs to our oas .
I would encourage ever one to take advantage to what I believe is the best investment vehicle ever introduced
Best regards
Stan
Read Answer Asked by Stan on December 15, 2016
Q: I don't hold much in the way of fixed income but based on your sage advice, I have decided to take the plunge. The question now becomes the best way to do it. It seems I have three options. One, buy an ETF. This is easy to do, the MER cost is low and it provides diversification. However, there is no maturity so downside risk is greater and although the cost is low, there is still a cost. Two, buy preferreds. I understand that with the rate reset feature, downsize risk is minimized but there is no maturity date so the initial capital may never be regained. But they are easy to buy. Third, purchase individual bonds. The return could be higher (especially if corporate) and capital should be returned at maturity. However, I have no idea how to buy individual bonds. Can they be purchased through most on-line trading accounts? How do you find individual bonds that are for sale and how do you determine if it is good value (I have no particular expertise in this area)?

Is my synopsis fairly accurate? If so, what do you recommend as the best way to proceed in acquiring this class of assets?

Appreciate your insights.

Paul F.
Read Answer Asked by Paul on December 14, 2016
Q: Last July , you put together a report entitled " Report of Target Price Data" . The report listed stocks that were undervalued . Many were sadly beaten up , but two of the " Strong Buys" from the first 2 pages returned over 300% as of last Friday . I am certain most of the data is outdated and there would be new companies listed .
I am not sure what your source was for this report ... Was your submitting this a one time event ? Thanks for everything ... Tom
Read Answer Asked by Thomas on December 13, 2016