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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: ZHY: high yield bond fund. Sitting on a fair bit of cash in RIF & RRSP from accumulated dividends. Don't want to deploy into buying more shares (dividend growers) as I think there may be a buying opportunity in the near future: uncertain economy and interest rate policy. Mild recession - rates the same or may go down, and if no recession rates may go up again at some point. Each scenario will have an opposite effect of the price of this ETF. Best case please.
Read Answer Asked by James on April 03, 2019
Q: Just a suggestion for Tom and his bond ladder - TD WebBroker has 5 featured ladders with 4 corporates and one provincial strip. Found under Research tab then Fixed Income.
Read Answer Asked by Jeff on April 03, 2019
Q: Good morning 5i Team

I've owned Artis REIT for many years and doing okay (not great) with it due to the accumulated dividends. With the dividend cut the current market yield is 4.86% today. I've continued holding it expecting the total return to be okay going forward anticipating that share buybacks will cause the share price to increase this year.

I like the reit because of it's focused on industry assets and not focused on retail. I also like that it is growing it's properties in the USA. I don't like the reit because of the dividend cut (even with the focus on share buybacks).

Being primarily interested in income, but also total return, I see other reits that are likely better quality and currently pay a higher yield. Can you recommend one to switch to that has a significant presence in USA and is focused on industrial properties?

Thanks
Peter
Read Answer Asked by Peter on April 03, 2019
Q: What grade (A,B,C,D,E) would you give to each of the management teams at NFI and GEI. Is there a site that reports on or assesses management effectiveness, performance, track record etc? After all we're essentially investing our money with them when we purchase equities. Is this a feature you would consider adding to the 5i report card?
Read Answer Asked by LARRY on April 03, 2019
Q: I have enough money in a LIRA, RRSP and TFSA account to take a full position a something new (1 stock for each account). Based on the stocks you hold in your 3 portfolios, (I don't own many of those) which 3 would you recommend.
Read Answer Asked by David on April 03, 2019
Q: What is your best idea right now? I have cash to deploy in one of my accounts and I have looking for something with capital appreciation potential over the 1-2 years.

Thank you,
Jason
Read Answer Asked by Jason on April 03, 2019
Q: globeinvestor gold service had a great mutual fund sorter with any options you would want. They have since changed there service to globe investor and have nothing near to what they had.

do you know who has the best service to check mutual funds by sorting options
Read Answer Asked by Gary on April 03, 2019
Q: Hi Guys,
I'm looking to put together a 5 year bond ladder through my discount brokerage, this is purely for downside protection, I would want to draw on the money if there was an extended downturn in the market to avoid having to sell positions mainly in dividend stocks that I'm holding for the long haul. My question is it worth building a ladder myself, or should I buy ETF's, with different approaches i.e. government or corporate bonds, do you have and suggestions for a one stop shop approach, my original thought was 50k spread over a 5yr ladder.
Best Regards,
Tom
Read Answer Asked by Thomas on April 03, 2019