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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've held this now for close to two years...my cost is about $ 77 per share... I should have sold it in 2014 when it was approaching $ 120.00 ...such is life. Should I stick with it or just walk away and put my money to use elsewhere ? If so, a couple of US stocks you'd recommend (besides JPM which I own)?
Read Answer Asked by Randy on November 10, 2015
Q: RBC has a decent rating on this company. What are your thoughts ?

Read Answer Asked by Randy on November 10, 2015
Q: You have noted utilities may face interest rate headwinds if the US increases in December, or early in 2016. Interpipeline and Pembina reported solid results and it seems their businesses are growing and IPL raised their dividend again. Both have already fallen by more than one-third from their 2014 highs. Are current share prices a ceiling for these companies or will their six percent yields continue to attract investors and eventually raise the share prices closer to where they were before the oil price meltdown? Second, if oil does ever get back into the $70's or higher, will these companies participate strongly in the expected rally?
Thanks.
Read Answer Asked by Steven on November 10, 2015
Q: In the past, your team has recommended Dividend Appreciation ETFs as safer approach to invest in the current market conditions, is this still the preferred approach than buying the whole market? If yes, what are your recommendations for dividend appreciation ETF for International developed nations(outside of N Am) and for Emerging markets? (for both ETFs trading on US market and on Cdn market)
Also, is there a US$ equivalent for IGM?
Thanks.
Read Answer Asked by Willie on November 10, 2015
Q: Return on bonds tends to suffer when interest rate rises. However, if I hold the bonds to maturity, then I get paid the full maturity value plus interest. How could I mimic this approach with bond EFT?
Your suggestions re Cdn Bond ETFs suitable for the current global economy/interest rate environment is much appreciated.
Read Answer Asked by Willie on November 10, 2015
Q: When does Currency exchange's earning come out and what are the estimates for earnings.
Thanks, Darcy
Read Answer Asked by Darcy on November 10, 2015
Q: hi,
XRE VERSUS ZRE. what do you prefer for a long term investment? or neither?
thx chris
Read Answer Asked by chris on November 10, 2015
Q: Hi guys, I have held MDA and STN for a year now and I want to move on to something that has more upside short term growth. I know that this is risky but I would like your recommendations. I just took a position in TNC as well. Bill
Read Answer Asked by Bill on November 10, 2015
Q: This is my only mutual fund, purchased because I could not find a Canadian based ETF with this mix, and because it seemed to be ranked so high on a longer termed basis. With a MER of 1.82 it is not as expensive as most Canadian based mutual funds. Because of its performance compared to almost all my other investments I would like to increase my stake, but would like your opinion. Do you know of an Canadian ETF with this general mix, and would you agree the Mer expenses are "okay" if the performance seems to be above average. My assumption is that it is ok to "overweight" an ETF or Mutal fund as they are already well diversified. Thanks
Read Answer Asked by Jim on November 10, 2015
Q: I have made a double on this ETF which follows the S&P 500. It is a full position in my portfolio.

Would now be a good time to sell and switch into the Russell 2000?

If so would XSU be better than IWO due to the CAD being lower than average for the last few years.

Or would it be good to a half position into XSU, and buy Alphabet?

Cheers.
Read Answer Asked by Colin on November 10, 2015
Q: Could I have your trusted opinion on why this stock is taking such a beating.
Read Answer Asked by jim on November 10, 2015
Q: I am down 53% with NewAlta which I have always considered to be an excellent investment. I am heavily overweight in the oil and gas sector, with SGY, HSE and WCP forming approx 43% of my portfolio. I believe in an eventual recovery and do not need to draw on the portfolio within the next five years. I have found myself in this overweight position being drawn by the high dividends. NAL is my only service industry holding, and I am more inclined to double down rather than sell. I see myself as an aggressive investor.

Realizing I have got myself into a difficult diversification position, I am inclined to wait it out and, possibly even average down. What are your thoughts?
Read Answer Asked by Donald on November 10, 2015
Q: Hello 5i
My portfolio is imbalanced and i have been thinking
about bringing it back into balance. The imbalance is due
at least partly because i wanted to go heavy on comsumer
products, as i don't have much in fixed income. I know, of
course, that consumer staples are not a substitute for
fixed income. But, i thought they would bring some
stability.
The breakdown is as follows:
consumer staples 25%
financials 16%
Industiral 14%
energy 5%
telecom 6%
materials 11%
information tech 11%
Utilities 7%
health 3% (Note: I am moving out of healthcare stocks for an eft)
intrntl etfs 6%

I am thinking about bringing this back into line
and also getting some more fixed income.

The real problem with this is that I will have some fairly large
capital gains to pay. A nice problem to have, I suppose. But, I
was wondering whether since many of these stocks are in what
are generally considered very safe sectors, s, it is worth taking the tax hit
to rebalance? I realise, of course,
to rebalance? I realise, of course,
that it is difficult to comment since
you don't know the individual case. But, i would none
the less, appreciate any suggestions.
thanks for the great service, cl
Read Answer Asked by joseph on November 09, 2015
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