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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: My technology companies are AAPL, AVO, CSU, ESL, OTC,PUR and TNC. Together they represent 18 percent of my portfolio. How would you suggest I go about adding SH or KXS? Should I just go overweight with technology or replace 1 or 2 or more. Or just stick with what I have and not fit these two additions. If you suggest only one of SH and KXS then could you please specify which one.
Read Answer Asked by Rajiv on May 10, 2016
Q: Hello Peter and team: I am looking at the above rate reset preferred shares, both of which have a minimum reset rate of 5.75% at maturity and are currnetly yielding approx. 5.7%.
Assuming that interest rates are not set to rise substantially in the next few years, what other factors and risks may cause these preferred shares to drop in price and do you think that these are safe to hold for the yield for a 5 year+ hold in a TFSA. Is there any difference between the M & K series and which would be preferable to hold at this time.

Thank you for your advise.
Joseph
Read Answer Asked by Joseph on May 10, 2016
Q: I'm always looking for good quality dividend companies (4-6%) with some growth potential. I'm currently at about 85-90+ % dividend companies with 10-15% that have more growth potential and little or no dividends. Can you direct me to the best source/list of the companies you sometimes refer to like Fortis that have never reduced their dividend. I believe they are referred to as the 'Dividend Titans"??
Read Answer Asked by Graham on May 09, 2016
Q: I didn't know you were going to be on BNN on Friday, how can I watch it now, I feel like missed a lot from the best.
Read Answer Asked by Nizar on May 09, 2016
Q: Hi 5i,

All the previous questions about bank bail-ins and margin accounts has started getting me worried. I didn't realize that margin account holdings were not segregated like cash accounts. Anyway, I have accounts with one of the bank discount brokerages. My biggest account is a margin account. I don't use margin too often, but sometimes I will if I see good value and lack the funds at the time of purchase. Am I over-worrying things? I don't want to lose money in the event of a financial crisis with the bank. Should I convert my account to a cash account?

Thanks in advance!
Wayne
Read Answer Asked by Wayne on May 09, 2016
Q: Hi,
Thanks for the tip of TMXMONEY to identify the sectors. It turns out I had miss-classified 3 of my stocks (SJ, IPL and ECI). I'm now questioning my weightings. I currently have the following:

Cons. Cyclical 11.9%
Cons. Defensive 0.0%
Financials 17.1%
Healthcare 3.6%
Energy 14.7%
Precious Metals 13.9%
Real Estate 0.0%
Industrials 9.2%
Utilities 0.0%
Technology 24.5%
Materials 4.6%
Communication 0.0%

I'm ok with some risk, which is probably evident from above. My precious metals may be a little high due to the recent bounce in this sector.

Based on the current market environment, do you see these weighting as appropriate? Are there any particular red flags that you see?

Thanks, Ian
Read Answer Asked by Ian on May 09, 2016
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