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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'M retired and invest for dividends. I have a full position in PPL and a full+ position in VSN which, I understand PPL is going to buy shortly. Both have dropped today, probably because of a big lawsuit against PPL by a US investment company. My question is hold, trim, sell?
Read Answer Asked by Edward on August 15, 2017
Q: Good morning. I currently own CGX, MG and BYD.un in the consumer cyclicals (in total represent about 9% of portfolio). I'm considering selling CGX but don't want to add any more to the other 2. Is there another dividend paying company in this sector you would prefer over CGX. Thanks
Read Answer Asked by Ian on August 15, 2017
Q: In today's earnings report, KWH says that the USG&E results would have produced cash flow accretion of 16% per unit, on a pro forma basis, for the year ending march 31, 2017. What do they mean by pro forma, in this case? Does this 16% include all the new shares distributed/converted to fund the acquisition or are they using the number of shares at that time?
Read Answer Asked by arnold on August 15, 2017
Q: Currently I have CBO, CLF and XHY in my RRSP acct and they represent my entire fixed income investments. I am looking to add CPD to my Non-Registered Investment acct to add to the FI component of my portfolio. CPD provides a good yield which is tax advantaged. I will be adding to this overtime as I rebalance my portfolio. Basically taking from my growthier winners with lower yields. I am retired and looking to add yield and reduce risk to my portfolio.
Given the proliferation of ETFs would CPD still be your choice for Preferred Share ETF if designing your Income portfolio today.
Read Answer Asked by Bruce on August 15, 2017
Q: I am thinking of purchasing these ETF's and wondering if you might give me your thoughts?
Thank you!
Read Answer Asked by Colleen on August 15, 2017
Q: Hi, was wondering how one would set up a portfolio using the 5i web site.

Should a 33% be put in each portfolio or should another portion be in cash and bonds.

At the moment my portfolio is 10% cash, 10% bonds, 40% dividend payers and 40% small cap, in the summer months I usually raise some cash for the fall.

Any guidance would be greatly appreciated

Anthony
Read Answer Asked by Anthony on August 15, 2017
Q: Peter and His Wonder Team
What did you think of there Q.Report...rather weak? I have owned this stock for several years waiting for the turn around after there merger. I am under water...I am patient and thought of giving them more time...a few more quarters...thus holding. Or do you think I am just a dreamer and it would be better to take a tax loss and move on?
Dr.Ernest Rivait
Read Answer Asked by Ernest on August 15, 2017