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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 am a senior dividend investor, and try to have holdings in the 5% range for dividends from about 15 to 20 stocks. At the moment I am heavy on the pseudo utilities side (PPL, AQN, ENB, RNW), and do not have any core financial holdings. I am looking at trading my AQN for BNS, on the theory that the dividend is similar, and the current short-term upside for BNS is better with any sort of comeback (just surmising from the 52 week highs of each obtained, not any analysis of Payout Ratio or such). I would appreciate your thoughts.
Read Answer Asked by Paul on January 17, 2019
Q: Hello Peter, Ryan and Team,

I was lucky to pick up a decent amount of PXT on December 20, which means that it is now at a 6% weighting of my portfolio. PTX is my only Energy position other than ENB which is more of a utility.

Would you recommend trimming PTX and adding SU, or replacing PTX with SU, or leaving PTX and adding a 2.5% position of SU or do nothing? I like the momentum of PTX at the moment and with a good cash balance, 6x P/E and no debt, it looks like it should have more room to run.
Read Answer Asked by Wes on January 17, 2019
Q: Good morning: If we follow your suggestions to buy and sell in your recent Balance and Income portfolio's, and a lot of members do, the cost of rebalancing is high. In this case nearly a $100 in commissions to sell and buy. Do you account for this when you make your suggestions??
I am also having trouble with your suggestion to buy 1% of this and 2% of that stock. If the goal is to get to 5% over time, that's also a lot of commission fees. There has to be a better way to diversify without paying so much fees.
Read Answer Asked by Jean on January 17, 2019
Q: Can you confirm the reason for holding US stocks in registered accounts? When you say Registered accounts are you including TFSA's? Thanks
Read Answer Asked by Ian on January 16, 2019
Q: I have a question. I hold AGT in my TSFA at a price of $31.50/share. My question is how is it legal for the management to be involved in buying out the shares of the company at $18.00 [much lower than when most of us bought in] when they are the ones who were in charge?
I could see a takeover by a group who thinks the shares are undervalued, but how can management be involved? They could have drove down the price through management decisions so they could buy it at a ‘sale’ price and take it private. That’s what it looks like to me.
I am surprised I haven’t heard of a class action lawsuit about this.
Read Answer Asked by Doug on January 16, 2019
Q: Regarding the question on equal weighting, you say that a better case can be made in Canada than in the US for it. One of the reasons that I would probably go for equal weighting in the US rather than market weighting is the high preponderance of FAANG stocks in say, VOO. if they go down en masse , which as you say they haven<t recently, you have problems.
Read Answer Asked by joseph on January 16, 2019
Q: Overweight in utilities/pipelines. Took profits on CPX & AQN to reduce position and to buy in the consumer non-cyclial space. I currently hold WMT & VGG. I would like to add pure non-cyclical. What’s your opinion on PKI & PLC? Or would you suggest something else.
Read Answer Asked by Roy on January 16, 2019
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