Q: I have owned these two mutual funds for several years now through my broker but am generally not impressed with the overall returns. Can you suggest better mutual funds?
Can you please name a short list of good stocks (US and Can, any sector ) that can be on a growth & a value list
It’s a tricky or irrational question but I try it.
Thanks Regards
Q: As we approach year-end, I wonder if you have given some thought yet to tax loss selling opportunities. Almost anything in oil and gas and lots in materials would fit the bill. Will you be publishing a list of candidates as you have in previous years and when might you do so?
Q: This is a follow up to Greg's question in regards to negative interest rates on Sept 5.
Are negative rates generally good or bad for bank stocks? Since they will still charge a premium for mortgages and lending, as well as getting tighter with lending would theoretically mean less delinquencies. Also, I imagine they would still charge fees on any accounts that they already do, wouldn't charging to hold money (as a negative interest rate) be another source of income?
What other stocks typically do well in a decreasing or negative rate environment?
Q: I see that NPI is getting clobbered today, down $0.79 to $24.33 as I write this. It would appear that the market does not like the acquisition announced yesterday. What is your view of NPI going forward ? Thanks as always for your advice. Steve
Q: This is a follow up to my questions about EFT TERs.
Thank you for the information about Canadian ETFs. What about US ones? For example, IEFA fund facts shows:
Expense Ratio 0.07%
Management Fee 0.07%
Acquired Fund Fees 0.00%
Expenses Foreign Taxes 0.00%
Other Expenses 0.00%
There is no mention of transaction fees. I find it difficult to believe the transaction fees for European markets are $0. Do you know where I would find that information?
Q: Hello 5i Team
I currently own Shaw Communications (SJR-B), which I have owned for several years.
The purpose to owning shares of SJR-B is to match the payments I make monthly to Shaw for my cable and internet.
Shaw has not raised it dividends ($0.09875 per month) since March 2015 and has declared the same monthly dividend to December 2019. Yet their cable/internet charges increase every year!!!!
My yield on cost is 5.46 % and the current yield (based on Friday close of $26.15) is 4.53 %. Essentially the stock has become similar to a "preferred share" where the dividends don't increase and the share price fluctuates with the rise/fall of interest rates.
The questions I have are:
1 - What are your thoughts on Shaw going forward and should I keep it and accept the reasonable yield on my book cost (the do nothing option).
2 - Sell the shares of Shaw and invest in BCE/Telus where the current yield is similar with the high probability of increased dividend growth and limited capital gains. I currently own approximately the same dollar amount in each of BCE/SJR-B/T
3 - Sell the shares of Shaw and invest in Rogers where the yield is lower with the probability of increased dividend growth (Rogers recently raised the dividend after no increases since 2015) and possible capital gains.
4 - Sell the shares of Shaw and invest in a preferred share ETF (CPD/ZPR) with a similar yield, since I the likelihood of a dividend increase from Shaw appears low and the probability of capital gains with the preferred shares ETF is higher with increased interest rates in the future (?).
Thanks for the excellent service.
Q: Hi 5i .. i hold these REITs currently: Bpy.un (1.5% of my portfolio), car.un (3%), chp.un (2%), crt.un (1.5%), iip.un (1.7%) ... to simplify things, and diversify further, would it make sense to sell these and just buy an etf like VRE or ZRE? (for a 60 yr old div investor .. which is preferable?) ... or, is the status quo the way to go? thx!