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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 a question regarding the distributions for XIU, XIC and XAW. According to Morningstar these ETFs are close to 100% equities, yet it looks like interest income can make up a sizable component of the yearly distribution. I would have thought most of the distributions would be from dividends. Any information regarding this would be greatly appreciated. Thank you so much!
Read Answer Asked by Barbara on July 13, 2022
Q: Hi Peter

I own Southern energy ,Mountain Province Diamonds, Vicinity Motors and healthspace .
All of these stocks have dropped significantly like the rest of the market .
Are there any issues with the fundamentals of these companies that justify these drops . Should i just wait out the current market jitters

Thank you
Howard


Read Answer Asked by Howard on July 13, 2022
Q: Hey Team, thanks for holding strong during this rough time to be a portfolio manager. I have one ticket to add to the above list that didn't show up in your database, its EVVTY (Evolution Gaming) out of Stockholm. Anyway I consider many of these to be high quality compounders, with strong mgmt teams. Could you rank for me which companies you would add to now? Or if anyones you would avoid, let me know. Thx
Read Answer Asked by Adam on July 13, 2022
Q: Retired, dividend-income investor. Can I have your latest thoughts on Leon's please?

I bought it over several tranches through 2021 to get to a "full" position and my average cost is $22.50. I am ok hanging on, while waiting for an upswing but also don't have a problem taking a tax loss and moving on. Not all investments work out.

Just looking for your thoughts going forward and what you would do?

Thanks...much appreciated...Steve
Read Answer Asked by Stephen on July 13, 2022
Q: Now that Savaria stock price has lowered substantially since the beginning of the year, I am considering it for my income portfolio with its 4% yield and some growth. Before I do, I have the following questions:
1. In your opinion, is Savaria a "Capital Intensive" company? -- Capital intensive companies don't perform well during inflation period.
2. What is the dividend payout ratio over cashflow?
3. How do you feel about the debt level compared to its free cash flow? and
4. In your opinion, to what extent will higher interest rates impair their acquisition strategy. If they can't aquire other companies, what is the risk the growth becomes anemic?

Thanks.
Read Answer Asked by André on July 13, 2022
Q: If you had to pick 4 ETF's as a core of a portfolio. What would they be? US listed ETF's are ok.

1- Can Equity
2 - US Equity
3 - International Equity
4 - Bond
Read Answer Asked by Joe on July 13, 2022
Q: How do I report capital gains of an American stock held in a non registered Account? I
Read Answer Asked by Paul on July 13, 2022
Q: Bombardier has announced a conversion for shareholders who want it and are holding series 3 and series 2 shares. Series 3 will pay about 4.58% quarterly based on government bond + 145%. Series 2 is floating rate based on a percentage of prime. I currently hold series 3 with over a 20% gain. What do you recommend?
Read Answer Asked by Antoinette on July 13, 2022
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