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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 been investing in ETFs for several years, using a simple 5 ETF portfolio which includes VCN (27%), XUU (27%), XEF (19%), XEC(7%), and ZAB (20%). When I use the portfolio analytics, the suggested ETF portfolio includes about 15 ETFs. Just wondering what if the added complication of the additional funds is worth the effort. I assume that yours has better downside protection as it reduces some of the concentrated sectors and perhaps has better returns? My portfolio has grown in size over the past years so I am ok with the additional work to manage the portfolio, just wanted to better understand why.

Thanks,
Read Answer Asked by Everett on September 03, 2019
Q: I have the following ETF's in the noted ratios and dividend yields %: HDV (3x) 3.32%, ZDV (2x) 5.37%, XTR (1.8x)5.88%, ZWU (1.7x) 6.60%, and CDZ (1x) 4.66%. I'm a dividend investor and good for 3-5 years. If we hit some hard times which of these would be hit the hardest? Any duplication? Should I drop one or more and add to others?
Read Answer Asked by Graham on September 03, 2019
Q: Is .37 the price to get aggressive on this company? On their recent conference call they

expressed the opinion that at the current price which was around .42 there was little downside risk. How do you react? What could they conceive
ably do to turn the sentiment around? If there is continued negative news about the trade wars affect on the worldwide economy how might this affect a stock like Martello? I am thinking about a three year hold.
Read Answer Asked by John on September 03, 2019
Q: Can you give me your general thoughts on Crew? Very cheap; not sure if there is something company-specific. As well, I guess my biggest concern is whether debt they have can be serviced by their cash flow. Debt does not seem that bad, $330M. Is this something I should worry about, because I am happy to wait for better times if debt concerns are relatively low risk. Thanks!
Read Answer Asked by Donald on September 03, 2019
Q: Can you tell me anything about CIBC Enhanced Income Fund ? Good Bad or Indiffernt?
Read Answer Asked by Keith on September 03, 2019
Q: I sense that you have a somewhat negative bias toward CHR. Would you pls. explain in some detail your rationale for this bias, particularly in light of the recent renewed contract with AC and what seems a low payout ratio. Because I respect your opinion I don’t like to buy stocks you’re not favourable toward without understanding your perspective. I will add only that there have been at least 2 guests on BNN recently who have described it as their largest holding and are (predictably) still very positive about it.
Read Answer Asked by Donald on September 03, 2019
Q: I am trying to maximize both share price growth and dividend yield while at the same time keep as high a degree of certainty as possible regarding earnings growth, dividend sustainability and the "survivability" of the business going far into the future. With this as a backdrop, how do you feel about me switching out of Andrew Peller for Sienna Senior Living? Is the difference between the two, in total return, too small to make it a constructive move?

Lastly, do you have a "favorite" stock, mid to large cap, that offers a 3%+ dividend and an eps growth of 10%.

Thanks.

John
Read Answer Asked by john on September 03, 2019
Q: Hi Folks,
I have half positions in AGF, DOL, PLC, PKI, RUS and SIS. I'm thinking of gradually topping up to full positions over the next month or two. For gradual accumulation, what order would you acquire? Are all worthy of full positions or would you keep some at half or even sell at this time?
Thanks,
Dennis
Read Answer Asked by Dennis on September 03, 2019
Q: The exchange-traded fund Invesco S&P 500® (Symbol RSP) and SPDR® S&P 500 (Symbol SPY) both track the S&P 500. Their historic charts are nearly identical, as one would expect.

SPY units trade at about $300 while RSP units trade at about a third of that.

Why the difference?
Read Answer Asked by Milan on September 03, 2019
Q: Hey,
What do you know about (dates, price etc) and what are your thoughts on the Peloton ipo?

Thanks
Read Answer Asked by david on September 03, 2019
Q: Peter; Eric is on the BNN soap box and he is always talking about stocks trading at “ 10-15% free cash flow”. How does this relate to the actual dividend yield and why is it so an important benchmark ? With tax loss selling looming wouldn’t any oil rally be drowned out by sellers? Thanks . Rod
Read Answer Asked by Rodney on September 03, 2019
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