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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 significant USD in my RRSP in cash. Do you have any recommendation for a balanced USD ETF even if it’s trading in the USA that is “low” risk conservative and might expect 4 to 5% annual gains? Thanks. Peter
Read Answer Asked by Peter on April 18, 2019
Q: Hi
After reading the most recent Q about AD, I am left as an investor realizing information was in the hands of National before widespread and publicly available.
Please comment on why it is appropriate for NA to have information that was unavailable to regular investors.............and who may have been buying today and therefore lost money. (with full awareness would not have been buying)
What is an investor to think about management who did not reveal publicly before revealing to at least one analyst? From my understanding this is illegal. There have been documentaries written on this form of behavior.
Thanks
Read Answer Asked by Dave on April 18, 2019
Q: 1) How do you feel about picking up a few shares of CAR.UN, especially if you can get the shares below the financing price of $49.

2) Do you have any thoughts regarding CAR.UN's trading over the last handful of days, post equity offering (sharp increases, followed by sharper decreases, relatively speaking for a reit)?

3) Historically speaking, despite decent distribution increases, as a result of the share price increase, is this generally speaking the lowest CAR.UN's yield has been?

Thanks.

John
Read Answer Asked by john on April 18, 2019
Q: Just a follow up to my question about the drop in Alaris today. So an analyst at NA drops his/her target price and the stock drops 10%? Was there any specific reasoning behind the downgrade and where would an investor get that information? If there is no fundamental change to the companies business, why would investors sell out of their positions? I have heard portfolio managers comment that they don't pay any attention to "price targets" and base their decisions on their own analysis and the fundamentals of each company they invest in. As you have said before, there are always 2 sides to each trade but it seems a lot of people react to an opinion and sell before they done any checking. Your comments please.
Read Answer Asked by Rudy on April 17, 2019
Q: I notice that for my last few questions, they come through as "Private Question" despite that I have ticked the box "Public Question". Is this a glitch in software or does 5i make a call from their end and screen out certain questions from public viewing? Thanks.
Read Answer Asked by William on April 17, 2019
Q: With the election result in Alberta do you see this as reason to buy into energy stocks now? Not that we can predict this falls federal election but it does seem like voters may be seriously looking at the harm done by both Notley and Trudeau liberals to the energy sector. Any thoughts related to this given the Cdn energy sector has been a terrible play for quite some time. Would appreciate your thoughts on this situation.
Read Answer Asked by dan on April 17, 2019
Q: HI Guys:
I bought this fund two years ago as part of fixed income side of our portfolio.The distributions have been reinvested in the fund since I bought, the fund currently trades 1% under book value, the fund is 75% bonds and 25% equities, MER 1.04%. Distributions this year look to be around 1.5% if the recent distribution is consistent for the rest of the year. I'm looking at an investment in QLTA which would give me US diversification and is a pure corporate bond fund with a monthly yield 3.1%. I've never been a bond investor usually equities and cash I'm thinking to sell SIF120 and put the money into QLTA for the distribution and a lower MER 0.15%. I realize this may not be apples to apples and higher risk with currency and corporate bonds, would you have a concern with this approach, or any other bond ETF's that are worth consideration the money is in a RRIF account.
Read Answer Asked by Thomas on April 17, 2019
Q: Hi Peter and Ryan,
We currently have a 3% position in ZWE as our only European exposure. Currently we are down 6.6% on the ETF but only 3.8% when taking dividends into account (nice dividend). What is your opinion of investing in Europe? Do we retain the ZWE ETF, switch to a different ETF, or exit Europe due to financial and economic headwinds? We will cash in 3% yearly from our RRSP portfolio in 5 years.
Cheers
Jerry and Debbie
Read Answer Asked by Jerry on April 17, 2019
Q: Hello I am wondering what has been moving this stock lately I cannot find anything? What your thoughts are on this company future growth? New Canadian tech darling? I look at this company as a cross between Square and Shopify, would that be an accurate comparison in your opinion ? When do they report their first Q? Take as many credits as needed. Thanks as always
Read Answer Asked by Kolbi on April 17, 2019
Q: Hi, thank you for the article on international stocks and the portfolio analytics.
I am now trying to decrease my Canadian home bias (40% to 25%) by increasing my international exposure (20% to 35%) and maintaining my US at 40%. My wife and I own XWD, VE and XEF in our TFSAs. I was thinking of selling XWD and adding VEE or VWO (RRSP) and/or VDU or VEA (RRSP). The switch to RRSP additions is to benefit from US withholding tax exemption.

Could I have your thoughts on the above changes. Is there too much overlap in owning all four ETFs? Could I simplify to one, two or three?

Thank you.
Read Answer Asked by Dave on April 17, 2019
Q: Can you give a quick comparison of these 3 ETF’s ? For dividend income and security, long term hold, should I own all 3 , if not explain why and in which order would you buy ?
Please advise anything else relevant.
Many thanks,
Read Answer Asked by Luc on April 17, 2019
Q: I understand Pinterest starts trading on Thursday April 18. Pinterest is expected to price its IPO today. The image-sharing social media company initially said in a regulatory filing that it planned to sell 75 million shares at price range of $15 to $17 a share, valuing the company at $9 billion. The company reported $756 million in 2018 revenue in its IPO prospectus. What is view on this firm and its IPO price?
Read Answer Asked by LARRY on April 17, 2019
Q: Hello i5 crew...I am repositioning my cash account for retirement dividends to supplement my RIF account withdrawals. I like the tax favoured Canadian dividends and have blended ZLB, ZWC and ZDV for that purpose. There is a lot out there and would like your suggestions for long term long term dividend generation. Thank you in advance...
Read Answer Asked by Gary on April 17, 2019
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