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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 am continuing to hold VET in my long-term portfolio. I bought it originally at 18.27 and am enjoying a 13% yield. I am not overweight in energy. With the recent declines, it is tempting to buy more. What are your thoughts on VET these days? Do you feel confident in their ongoing ability to pay (and potentially grow) the dividend? Thanks in advance.
Read Answer Asked by Don on February 26, 2020
Q: Looking to take a position in this company.
It reported Feb. 12 and the stock dropped.
Is this a good time for income to take a position.
Thanks
Read Answer Asked by Al on February 26, 2020
Q: Re: Q concerning 5i patron's grandson with 2k to invest; should it be placed inside a TFSA?

My two adult / student offspring were recently in a similar situation and I agree with all that you said but would like to add some additional info:
- TD bank is currently running a promotion that if a person opens a new TFSA, they will have $100 placed inside the account in Mar 20' (promotion ends early Mar I believe)
- If the TFSA is opened at a TD branch (not a brokerage account) then there is no fee
- The TFSA account can have GICs, mutual funds and/or a cash component however, only a GIC or mutual fund will qualify the account for the $100 bonus

For each of my kids, I had them buy a one yr GIC (approx 1.6% as I recall) and place some short term cash in the cash component of the TFSA; the cash earns approx 1%.

You are right in saying that there will not really be much benefit to be gained but there are some intangibles to be considered: this is a great financial learning experience for a young person, the $ is placed out of their immediate grasp until they are more likely to need it and $100 is a terrific bonus for a small account.

Steve
Read Answer Asked by Steve on February 26, 2020
Q: Would you suggest waiting for things to calm down or view this as an opportunity to top up smaller positions during this pullback? My question relates to my underweight yet more volatile holdings SHOP/LSPD/NVDA.
Thanks
Mike
Read Answer Asked by mike on February 26, 2020
Q: When is the 3 to 2 split?Txs for u usual great services & views
Read Answer Asked by Peter on February 26, 2020
Q: Hi,
I am trying to analyze/understand risk/reward of the balance portfolio in the wake of the market meltdown. I noted it has underperformed relative to the benchmark(XIC) in 2019 which in my understanding, was good for growth stocks. However when the market comes down, it looks like the portfolio come downs more than the bench mark in the last week. I understand 5i always looks at the long term view. But I am wondering if there is any fundamental weakness in this stock selection compared to the broader market ? or this is just a disconnect to fundamentals and is a big buying opportunity ?
Read Answer Asked by Dineth on February 26, 2020
Q: The markets have taken a hammering the last three days due to fears of the corona virus. The Utilities have been hit too, but far less so than other areas. The exception seems to be Brookfield Renewable, which has taken a hammering three straight days and is down over 5% today. It's acting like a high priced tech stock with heavy business in China, not a utility. Is there anything you can think of which explains this?
Read Answer Asked by John on February 25, 2020