Q: which would you recommend for income growth,stability and reasonable valuation. Capital appreciation is not as important. Looking for a 2 to 3 year hold. Thanx.
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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 am just curious about a lawsuit against becker about one of their properties in Listowel, Ontario. They are mentioned as co-defendant. Becker completed a very expensive environmental assessment of all their properties a few years ago and nothing significant was found. Becker has been for sale for a few years and do you see any roadblocks to a sale based on this lawsuit and how significant this lawsuit to any potential buyers? Thanks.
Q: I have held this for a few years, and bought at much higher prices. Do you know the reason for the steady decline and should i continue to hold?
Would you switch from this co to Fiera financial? thanks Clare
Would you switch from this co to Fiera financial? thanks Clare
Q: Hello Peter and 5i team,
My YTD numbers are nothing to write home about; the main reason being that I have no exposure to gold, silver and base metals. However I'd like your opinion on the quality of my holdings within the specified market segment shares:
Consumer 10.9% (ATD,BYD,CGX,DHX,DOL)
Cyclicals 2.4% (LNR,MG)
Energy 4.1% (TOU,VET,WCP)
Energy Infra 3.7% (ENB,KEY)
Financials 10.3% (BAM,BNS,CXI,DH,EFN,SLF,TD)
Health/Pharma 4.4% (CRH,CXR,GUD,PLI)
Industrials 9.8% (BIP,BOS,CNR,KBL,MDA,MSI,STN,WSP)
Materials 7.4% (CCL,CHE,SJ)
Technology 15.1% (CSU,DSG,ESL,GIB,KXS,OTC)
Util/Telco/RE 11.8% (AQN,BCE,BEP,CIG,FSV,TCN)
Cash 20.9% (one third of which is set aside for my 2017 income)
Thanks,
Antoine
My YTD numbers are nothing to write home about; the main reason being that I have no exposure to gold, silver and base metals. However I'd like your opinion on the quality of my holdings within the specified market segment shares:
Consumer 10.9% (ATD,BYD,CGX,DHX,DOL)
Cyclicals 2.4% (LNR,MG)
Energy 4.1% (TOU,VET,WCP)
Energy Infra 3.7% (ENB,KEY)
Financials 10.3% (BAM,BNS,CXI,DH,EFN,SLF,TD)
Health/Pharma 4.4% (CRH,CXR,GUD,PLI)
Industrials 9.8% (BIP,BOS,CNR,KBL,MDA,MSI,STN,WSP)
Materials 7.4% (CCL,CHE,SJ)
Technology 15.1% (CSU,DSG,ESL,GIB,KXS,OTC)
Util/Telco/RE 11.8% (AQN,BCE,BEP,CIG,FSV,TCN)
Cash 20.9% (one third of which is set aside for my 2017 income)
Thanks,
Antoine
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Brookfield Renewable Partners L.P. (BEP.UN)
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Brookfield Property Partners L.P. (BPY.UN)
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BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
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BMO US High Dividend Covered Call ETF (ZWH)
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BMO US Put Write ETF (ZPW)
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iShares S&P/TSX Capped REIT Index ETF (XRE)
Q: I currently hold BPY (up 50% over cost) and H&R in my portfolio 4% and 3% respectively.
I am considering swapping BPY for BEP for the additional income. Your thoughts?
I also plan to crystallize my capital losses and purchase the following ETFs:
Non registered:
ZPW – US Put Write
ZWE – Europe Covered Call hedged to CAD.
ZWH – US covered call
CPD – CAD preferred
XRE – Capped REIT
Registered (RRIF):
PGX:US – Preferred.
Each would constitute 2% - 3% of my portfolio. Diversification is my intention, but risk and surety of income is the primary consideration in all of the above noted.
Again, your thoughts.
Thank you for considering my questions
Gail
I am considering swapping BPY for BEP for the additional income. Your thoughts?
I also plan to crystallize my capital losses and purchase the following ETFs:
Non registered:
ZPW – US Put Write
ZWE – Europe Covered Call hedged to CAD.
ZWH – US covered call
CPD – CAD preferred
XRE – Capped REIT
Registered (RRIF):
PGX:US – Preferred.
Each would constitute 2% - 3% of my portfolio. Diversification is my intention, but risk and surety of income is the primary consideration in all of the above noted.
Again, your thoughts.
Thank you for considering my questions
Gail
Q: Can you please comment on Collegium Pharmaceutical (NASDAQ:COLL). I know you do not cover use stocks but I would appreciate any input you may have. The stock is down 50% ytd and reports earnings in the next 2 weeks.
Q: Hi Peter
Would you please comments on lear corp. results , the stock has dropped quite a bit in its results Today, is it a sell or hold? thanks
selina
Would you please comments on lear corp. results , the stock has dropped quite a bit in its results Today, is it a sell or hold? thanks
selina
Q: I am thinking of adding US financial services to my diversified rsp portfolio. I am ideally looking for a CDN dollar etf that invests in/takes advantage of value priced US financials at close to book. Bank of America, Citigroup are examples. Time frame is 7 to 10 years. Thanks as always
Q: Hi, I have been comparing low-volatility developed ETF options traded in Canada with the options (to my knowledge) being ZLI and XMI. My analysis has sided with ZLI and I want to layout the logic here to hear your thoughts. Positives for ZLI: Smaller market cap while not too small offers better opportunity for alpha, Fewer holdings so more opportunity for alpha, Not based on major index (MSCI) so less opportunity to be front-run, BMO has a good track record for other similar funds (e.g. ZLU). Positives XMI: Longer operating history , Slightly lower MER, more resources for investment research(?). Thanks as always.
Q: Given recent earnings reports for these companies would it be prudent to sell?
Q: Cameco has dropped to a 12-year low; buy now, or wait? Do you think management will maintain the dividend?
Q: About Tak's question on how to play oil, I have something to add. If you want to buy it with canadian dollars, one option is Horizon's non-leverage ETF $HUC. The volume it not great but O.K. Free to buy/sell that ETF on iTrade by the way. That's been my favorite vehicle because of it. Hope that helps.
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Bank of Nova Scotia (The) (BNS)
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Magna International Inc. (MG)
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Exco Technologies Limited (XTC)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
Q: Have some monies sitting on sidelines. Can you name me a cheap (excluding energy) sector if any and a couple of recommendations? Thank you. Bill
Q: What are your thoughts on the recent price weakness in UNS? Is this a good time to but?
Q: Hello Gentlemen
Rather than keeping up with so many individual companies in the US I am considering the ETF USMV. Do you think this is a suitable choice for a conservative investor?
Other options you would suggest are, of course, welcome.
Thanks.
Rather than keeping up with so many individual companies in the US I am considering the ETF USMV. Do you think this is a suitable choice for a conservative investor?
Other options you would suggest are, of course, welcome.
Thanks.
Q: I am looking for general advice on the fixed income side of a portfolio. Where should I go to find fixed income that has a decent return? Or should I not worry about that, and concentrate on dividends from stable companies.
I have about 10% cash, and 10% altogether in ZPR, CVD, CSU.DB (all three obviously not fixed income). BTW, retirement in ten years or so.
I have about 10% cash, and 10% altogether in ZPR, CVD, CSU.DB (all three obviously not fixed income). BTW, retirement in ten years or so.
Q: Is ZPR primarily constructed of rate reset preferred shares and if yes would this ETF be a good investment right now for income and capital preservation?
Ken
Ken
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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BMO Laddered Preferred Share Index ETF (ZPR)
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Global X Active Preferred Share ETF (HPR)
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Invesco Canadian Preferred Share Index ETF (PPS)
Q: I am considering purchasing a preferred ETF. Perhaps, one of CPD, ZPR, PPS or HPR. I notice that HPR has the lowest yield and highest MER but over the past 5 years it has done appreciable better; i.e., lost quite a bit less, than the other three. Is this attributable to its 'active' management or is there something different about its diversity of preferred shares?
Q: I have very little in the way of investments outside Canada except for TD's US exposure, ATD.B's exposure in Europe & the US & TIO 's US exposure.Which of the following ETFs would you consider to be good ones to expand my exposure outside Canada & if you don't like any of them can you suggest some alternatives you like better? The ETFs are:ASHR , DXJ ,LEMB
Q: Is there an American equivalent to the Canadian site www.sedar.com?
Thanks.
Paul
Thanks.
Paul