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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: Good morning. I was watching an interview with David Rosenberg who commented that Japanese stocks had an attractive valuation compared to historical norms and should benefit from a depreciating yen. I see that you can buy CJP commission-free in iTrade so was considering it since I have no non-North American exposure. It would be held in RRSP with a long term horizon. Thanks for your insights. Steven
Read Answer Asked by Steven on December 19, 2016
Q: I am doing some sector adjustment in my portfolio and would appreciate your input. I have 5 REITS (ap.un, fcr, sru.un, nhw.un and car.un) but only 1 utility (BEP.UN). I am considering selling First Capital (FCR) and buying either Algonquin Power (AQN) or Altagas (ALA). I am looking for income with enough potential growth to compensate for any cost-of-living increase. Do you agree with my choices? If not, could you propose alternatives. Thanks, as always.
Read Answer Asked by richard on December 19, 2016
Q: i own a half position in CIX (down 17%) and a full position in IGM (up 6%). Both pay a decent dividend. I am concerned with the long term viability of these two stocks. I like the income, but, income could be in question if mutual funds lose their luster. IGM and CIX have both recently risen in price. Would you, sell both, and move to a different financial/insurance type stock, sell CIX and move proceeds to IGM or vice versa?
Read Answer Asked by Ric on December 19, 2016
Q: Hi Peter & team, my question is about the MDA company report of September 2016. At the bottom of the report there is a chart where it says "14D Relative Strength Index (RSI) of MACDONALD DETTWILER". Could you explain what RSI is? According to the chart the RSI was at about 30 on September 29th, is that good? For any given company, is it better to have a higher or a lower RSI? Suggestion: a short Webinar on how to read 5i company reports, specially the charts and tables at the bottom of each report. I greatly appreciate your good service, Gervais
Read Answer Asked by Gervais on December 19, 2016
Q: I am selling my Conoco Phillips for tax loss reasons and looking at what to replace it with. What are your favourite big oil stocks? All the fundamentals look pretty bad to me but comparing charts over the last decade I find Chevron and CNRL seem to be stand out performers. I would prefer to have a good dividend which is fairly safe since I am semi retired.
Read Answer Asked by Andrew on December 19, 2016
Q: Thanks for your answer on ZUB - one basis point for hedging is neither here nor there. However, you refer to the "true" cost of hedging i.e. the efficiency of the mechanism, and I wonder if there is a gradual slippage over time such as you get with the (leveraged?) inverse ETF's where you never get back to your start point. In those cases I believe the slippage is significant over time - enough in theory to make it worth shorting the inverse product. Point is I expect to hold ZUB for some time - years potentially - and would like to hedge but think I have to avoid the cost of extended incremental slippage.
Read Answer Asked by Mike on December 19, 2016
Q: I am a senior and a long time dividend investor. I have found that patience and having some cash on hand to buy bargains have paid off handsomely over the years. When stocks go down, dividends go up and I simply buy more. Eg. BMO@ 56.00, Sunlife@19.00, Fortis@29.00 etc. Except in rare instances (Manulife) the dividends just keep coming. I mostly agree with everything John Heintzl says in his G&M columns. Recently he wrote "I supplement my dividend holdings with diversified ETF holdings". Can you suggest some specific ETFs to balance & diversify my Canadian large cap dividend stocks?
Read Answer Asked by wayne on December 19, 2016
Q: I am considering moving some or all of these from a cash account to a TFSA. Would you agree with this move and if so is there a particular order or any that you would leave out. Thanx Robbie
Read Answer Asked by Robert on December 19, 2016
Q: Many of your suggested stocks for the income portfolio such as ABT and BEP.UN would have Graham and Malkiel shivering in their boots. My own portfolio has stuck more or less to their tenets but your suggested stocks in many cases have some of their fundamentals quite off the mark. I am worried that in a strong downturn these may not survive for a long haul such as what happened with many gold mines.

My question is, should I have faith (which is why I signed up with you) or hold a limited position in these types? I hold a well diversified portfolio with a goodly amount in GIC's. Thank you and happy holidays.
Read Answer Asked by STANLEY on December 19, 2016
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