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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: Hello Team,
Would you consider this for your list of forever companies and with it's size and diversity, what would you consider maximum allocationin one' portfolio.
Thank You,
Barry
Read Answer Asked by Barry on October 02, 2017
Q: My 20 year old son has started a stock portfolio and currently holds 11 stocks and will add a few a year. We are following your balanced portfolio. He was overweight energy and sold a position today on the recent bounce. He only holds TOY in the consumer area, MX in the materials area, and SIS in industrials. We are looking at adding in one of these three areas. Any suggestions? also holds SHOP, CLS, KXS, ALA, BNS, ECN, GUD.
Read Answer Asked by Paul on October 02, 2017
Q: May I please have your opinion on taking a new position in gold? I am an ultra conservative investor, retired for 14 years, who covers all my daily living expenses through company and government pensions, and use investment income primarily for holidays and extra pursuits. Most of my investments are in fixed income such as GIC's, preferred ETF's, and bond ETF's. Would you recommend a gold ETF or a specific equity? Thanks!
Read Answer Asked by Paul W on October 02, 2017
Q: MGM:NYSE, owner of the Mandalay Bay hotel, where last night's massacre took place, is slated to open down 5% this morning. At the risk of sounding insensitive, in your experience, are these declines knee jerk reactions that can rebound quickly? Would this be a buying opportunity to add to my existing position?
My condolences to all victims and their families.
Thank you,
Karim
Read Answer Asked by Karim on October 02, 2017
Q: I am a retired non-resident and living on dividend income. My portfolio is a collection on higher yielding dividend stocks such as TD, BCE, FTS, AX.UN, ENB etc. (80% of portfolio focused on income)
I also have some lower yielding but higher growth stocks such as SIS, GSY, CCL.B, PBH, WSP. (20% of portfolio focused on growth)
To offset the lower yield of my growth stocks, I am looking into covered call ETFs such as ZWU (yield=6.6%) to bump up my income. I am not concerned with capital appreciation with the covered calls, only safety of dividend. Is a covered call such as ZWU for utilities as safe as it appears for dividend income? Are there any additional risks to be aware of holding a covered call such as ZWU vs the individual holdings within its portfolio?
Are covered calls the safest strategy to generate a 6-7% yield in a portfolio? Any other recommendations for higher yield (such as CEFs, BDCs)?
I am considering investing 10-15% of the income generating portion of my portfolio into higher yielding investments.
What 3 funds/stocks would you recommend I invest in to bump up the yield and thus offset the lower yield of my growth stocks?
Read Answer Asked by Curtis on October 02, 2017
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