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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: Further to my question of March 19, I have received the funds which represent 15% of my non registered account ( and 7.5 % of total portfolios).
I have added the hedged ZQQ to the list as I have no tech exposure in any portfolio and have a US property being 20% of my total assets, thus providing adequate currency diversification.
I used one third of the new funds to purchase BAM and am now looking for the next 2. Your suggestion and reasons are appreciated. Derek
Read Answer Asked by Derek on April 20, 2021
Q: Are you followers of David Rosenburg? He is playing the contrarian and is foreshadowing gloomy times ahead - not too distant. Recently, in the National Post he reinforced his current analysis with his prior track record of seeing what others didn't. What do you think?
Read Answer Asked by Kris on April 20, 2021
Q: What are your Top 3 cad and top 3 US stocks regardless of sectors /risk. please provide brief explanation as why you like them Thanks for your recommendations they are much appreciated
Read Answer Asked by Terence on April 20, 2021
Q: On each of your 3 portfolio pages you have a section for "Annualized Returns" . Could you define and explain how they are calculated - I am stumped as to how to do this calculation for my own results.
Thank you
Read Answer Asked by Alexandra on April 20, 2021
Q: How would you rate these firms/etfs from a growth potential, financial well-being and diversification perspective. My portfolio is currently 40% MAW104 with bank, insurance, pipeline, and telecom stocks making up the remainder.
Read Answer Asked by David on April 20, 2021
Q: Following up on my question from this morning, you suggested as "high dividend payers" a few companies that have comparatively low dividends to LIF or FSZ. They aere T (4.83%), AQN, (3.9%), NPIU (2.75%). I don't think these qualify as "high dividend payers". I acknowledge they may be better choices from a growth perspective, but I am looking specifically for companies with a high dividend (over 6% for sure), if any other than FSZ (on my radar!) and LIF (I own this) can be suggested. Growth is not important to me for this aspect of my portfolio. I am looking for companies you might suggest that have a dividend that you think is reasonably safe.
Thanks! Paul
Read Answer Asked by Paul on April 20, 2021
Q: Good morning!
In a recent answer you mentioned LIF (Labrador iron Ore Royalty Corporation) by noting:
"For the 'high dividend' category we would consider it one of the better options."
Could you perhaps name a few others that are high dividend payers where you feel the dividends are reasonably secure? (I already have positions in ENB, BCE, PPL, and SIA)
Thanks! ... Paul


Read Answer Asked by Paul on April 20, 2021
Q: I have quite a few companies that trading well above
There normal p/e
Like Medtronics ,I’m starting to think
Selling the lofty ones and sit in a little more cash
And wait for all this to normalize
The example I’m using, over 10 years is around
25 p/e and now trading at 58 p/e
That info comes from Rbc investing
What are your thoughts
Thanks
Read Answer Asked by Sam on April 20, 2021
Q: HD has had quite a run since it pulled back earlier this year along with the other "COVID-19 beneficiary" stocks and recently broke US$320 a share for the first time ever. It is not clear to me that this rapid run is supported by the underlying fundamentals. Would you recommend investors hold their full position or consider taking some money off the table? (assuming an ordinary portfolio weighting in a portfolio of 30 stocks)
Read Answer Asked by Patrick on April 20, 2021
Q: Can you help me regarding how to determine fees/yields for ETFs?
I'm presently looking at is HMMJ

What is the "total" management fee?
Their website has manage fee of 0.75% plus tax and a MER of 0.85%

I don't know where Google finance comes up with a dividend yield of 7.47%? Horizon's website has the following:
Most Recent Distribution per Unit : 0.03433
Estimated Annualized Yield : 1.16%
12-Month Trailing Yield: 2.83%
Distribution Frequency : Quarterly

Also, for the most recent distribution, would you multiply the stock price at time of distribution by 0.03433
For example using stock price $10.65. 10.65 times 0.03433 or 36.6 cents for most recent quarter times number of stocks held?

thanks for all your help?
Paul
Read Answer Asked by Paul on April 20, 2021
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