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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: What do you make of recent news about Transcanada offering lower rates to to companies wanting to transport natural gas in its pipelines? Do you know if this is for existing customers or new customers only? What does this mean for other pipeline companies? Is this an indication of a loss of pricing power? And lastly, what could it mean for the prospects for future dividend increases?

Thanks, and keep up the good work,
Read Answer Asked by Hans on October 17, 2016
Q: I normally keep my new additions to my portfolio for two quarters and evaluation if they are keepers by the third quarterly results.

I now have five stocks in this category and they are all either slightly above or under water at this stage. If I am going to keep just three of these five stocks (and drop the other two), what would be your ranking? Certainly the decision, as always, has to be based on projected forward earnings, growth in future cash flow, and the prospect of dividend increases.

The five are: INE, FSZ, SOT.UN, TCN and BLX.

Thanks for your insight.
Read Answer Asked by Victor on October 17, 2016
Q: What is your current opinion on gold in general? Are the macro factors in favor of holding gold stocks right now? Would you suggest always holding some gold stocks, selling a portion in a peak and re-buying in a trough, or trade the entire position in and out?
Currently holding Kinross and Yamana in my growth portfolio.
Read Answer Asked by Randy on October 17, 2016
Q: I am considering one of Vanguards developed Asian Pacific developed countries etf. They are vah or veh. veh is hedged. Which do you prefer for a 5 year hold? I am a conservative investor and I am some what concerned about the Canadian dollar. Which would give the better performance over the indicated time frame? Thanx.
Read Answer Asked by Steve on October 17, 2016
Q: Hi, My current exposure to the health care sector is less than 2%. I am considering increasing my position to approximately 5% by means of etf (I currently own GUD and GILD approx 1% each). I am considering XLV or IBB for etfs. Which of these (or) any other etf you would recommend? I noted that IBB seems more volatile than XLV when I compared them..I was wondering why?
Read Answer Asked by Shyam on October 17, 2016
Q: I was comparing banks and was intrigued by comparison between these 2.
YOY, BNS is about 14% higher than CM, whereas 5 yr return shows both very similar return. Is there a merit in switch from BNS to CM,to take benefit of relative discount on cibc. Over longer term banks have moved in locksteps. thanks
Read Answer Asked by RUPINDER on October 17, 2016
Q: Hello 5i
Would you please offer your opinion of a few individual holdings and other investment vehicles worthy of long-time hold and more importantly dividend reinvestment. I see your a selction of ETF you have been noting are VGG(for USA) and CDZ(for Cad). Is this the top idea or are there other ideas (individually or combination of holdings)?
The goal is to take advantage of the market ride and still feel comfortable with the investments and know more of a good investment is being purchased regularly.

Alternatively, would one just let cash build up and buy shares and units on a quarterly basis instead of utilizing a DRIP?

By example, just bought CAR.UN today. Working to determine whether it makes sense to join the drip; especially with the 5% discount of the Plan.

Thanks for your thoughts
Dave
Read Answer Asked by Dave on October 17, 2016
Q: RRIF - I have to convert my RRSP to a RIF by the end of the year. My broker is TDW. TD Canada Trust, their agent, wants me to make the minimum withdrawal on a regular schedule ie monthly, quarterly etc.
I want to make the withdrawals on an as required basis, subject to the annual minimum, to help with my overall cash flow demands.
Is there a legal requirement to do it TD's way?
Thanks
Read Answer Asked by David on October 17, 2016
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