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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 mainly follow the balanced portfolio I'm looking to add a industrial and a healthcare stock. I have a full position in NFI, CAE and MG. I have full positions in SIS(I have considered it a healthcare company rather than a industrial) and UNH(in the US). I also have a tiny position in COV and a small 2% position in GUD. Would you have more confidence in WSP or TFII? What other healthcare stock would you add? I'm not a high risk investor but understand all stocks have a risk. I have 10+ years. Thank you for your advice I have gained many investment insights.
Read Answer Asked by Cheryl on February 12, 2019
Q: Is their a website that you recommend that would give all of the various companies financial reporting dates? Thanks
Read Answer Asked by serge on February 12, 2019
Q: I currently have an RESP invested in the Mawer Balanced Fund (MAW104) which I've been pleased with performance (we'll be needing it in about 6-7 years). Considering switching this to either XBAL or VBAL to lower fees and hopefully improve returns accordingly.

I've read some of your answers to Mawer Balanced vs. the XBAL and VBAL ETF's. Would like your opinion on XBAL vs. VBAL for this account. The new XBAL mandate is pretty much the same as VBAL, but it's MER is slightly lower at 0.18% vs. 0.22%. XBAL is much smaller than VBAL currently, but I expect will catch up quickly, and they'll probably match MER's over time.

Do you recommend either of XBAL or VBAL over each other, and suggest even bothering switching from Mawer Balanced Fund in the first place? They all seem like good options!
Read Answer Asked by Alan on February 12, 2019
Q: What are the ten highest dividend paying stocks that have increased their dividend annually for past 5 years (either CAD or US equities)
Read Answer Asked by David on February 12, 2019
Q: BBU.UN reported strong results today. They will close 2 large deals in 2019 that would require significant equity financing. I am considering adding to my position but I am concerned about the share dilution that would result from the equity financing. Should I add to my position today or wait for the equity financing to actually take place later on this year
Read Answer Asked by Lakis on February 12, 2019
Q: Over the last decade, I have kept 50% of my portfolio in a US money market fund which now pays 2.27% (TDB166). It has paid as low as 0.05%.

The rest of the portfolio is in a US market index fund which tracks the S&P500 (SPY).

I am happy with the results that this effortless approach to investing produces but am concerned about the US money market fund since the US dollar is so high. Should I get into a Canadian dollar money market fund? Can you suggest any?
Read Answer Asked by Milan on February 12, 2019
Q: I have held TOU for some time and am disappointed in the performance to date (and of late) and am in a tax loss position. Do you think it's time to sell and look for better opportunities? Do you think it's "necessary" to hold any energy stocks at all in an otherwise diversified portfolio?

Thank you,

Doug
Read Answer Asked by Doug on February 12, 2019
Q: Hi

Im planning to invest an etf(VFV) for my wife for a retirement fund(15 yr horizon).I will be doing it for 100/week.Just want to ask your opinion at which acct is better to put it for tax purposes.Also can you recommend other ETF’s that I can pick?

As always your comments are greatly appreciated.

Thanks.


Read Answer Asked by sunday on February 12, 2019
Q: Just listened to Ross Healy on Market Call tonight, with regard to Vermilion. He is saying the stock is only earning $1.05 per share and paying out $2.76. Has a share value at $24.00 per share. Other analysts have different analysis on the stock and buy rating like 5i. Please explain the difference in opinion.
Read Answer Asked by kenneth on February 12, 2019
Q: Hi 5i, Please comment on Russel Metals recent quarter. Initially the market seemed to like things but stock fell quite a bit Friday afternoon and again today(Mon.).
Nice dividend, strong results, cheap stock, good management, is it the tariffs, the cyclicality or something else.
Thanks for your great work.
Rob
Read Answer Asked by Robert on February 11, 2019
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