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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 have about 20% of my portfolio sitting in cash waiting for opportunities. Also if there is a 10-20% correction in the market I feel like this gives me a chance to take advantage of the cheaper prices for good stocks while not taking on additional risk. My question is: is there a better place to keep the money perhaps where I could earn some interest/divs and which might even go up during a correction yet is fairly liquid? Thanks. Great service.
Read Answer Asked by John on June 11, 2014
Q: Hi Team,

I bought XSR just after the special div announcement anticipating it to go up. However, it bearly budged and has now fallen more than the actual dividend payment. Do you think it is worth holding or should I sell and replace it with something else and what could those stock replacements be. Thanks
Read Answer Asked by Imtiaz on June 11, 2014
Q: 10:18 AM 6/10/2014

Hello Peter :

I am confused as to which sector in which to classify certain companies which I own. The S&P/TSX lists a lot as "Energy" but you seem to classify some as "Utilities".

It seems important to know which are Utilities and which are Energy because as you said to Gord today, for example : "Altagas. As a utility, it should act quite differently from the oil and gas holdings, and may provide more diversification and balance to your portfolio."

Which of these are Utilities and which are Energy? : ENB, ENF, TRP, PPL, PKI, PSK, BNE, BTE

Where would you classify BIP.UN, and BDT ?

I would really appreciate it if you could please classify these for me. What maximun Secor weighting would you place on Utilities and on Energy in a large well diversified income portfolio.

Thank you very much.............. Paul
Read Answer Asked by Paul on June 11, 2014
Q: hi

Re 5NPlus (VNP)

With a recent contract renewal, debenture issue and a stock price coming off a recent high, any update would be appreciated.

Robert
Read Answer Asked by Robert on June 11, 2014
Q: I have uninvested US funds. Would like to invest in an US dividend Aristocrats ETF. In this regard would you prefer NOBL yielding 2.28% (MER .35%) with 54 Companies and appear to follow the S&P Dividend Aristocrat Index or the HDV yielding 3.26% (MER .40%) with 75 Companies. If you do not like either of these, do you have other alternatives?

Interestingly, BlacRock US website indicate that a new Core Dividend Growth ETF (DGRO) is expected to be launched on June 12, 2014. There are no facts as of yet except the MER will be .12% and the objective of this ETF "seeks to track the investment results of an index composed of U.S. equities with a history of consistently growing dividends."

Your comments will be helpful and greatly appreciated. Thanks.
Read Answer Asked by John on June 11, 2014
Q: Hi team, I have become (happily) overweight in Whitecap, and will trim it to buy a couple of new positions. I am slowly rolling into your growth portfolio stocks. I own AYA, BNS, CGX, CSU, and from your income portfolio I own SLW and SGY. Continuing to build on your Growth Portfolio, which 2 stocks would you suggest I add. Thanks so much.
Read Answer Asked by Kim on June 11, 2014
Q: I would appreciate your comparison of Enerplus (ERF) and Whitecap (WCP). I have done well by ERF but RBC's recent downgrade on the basis of its price appreciation makes me wonder if the growth prospects for WCP might be appreciably better. There would be no tax consequences to me of making such a switch and the dividends are similar. I look forward to your reply.
Read Answer Asked by richard on June 11, 2014
Q: I am considering taking positions in two of the following>: sgy, wcp and spe. How would you rank them.

Thank you
David
Read Answer Asked by david on June 11, 2014
Q: I have noticed alcoa (aa) and a french company has been testing and promoting an electric car battery that extends a vehicle range up to 1800 kms. There has been some talk of creating a plant in Quebec. I have looked into the technology and it seems they do have something that has the potential to be enormous and could propel electric vehicles into main stream. I understand Ford is involved also. Do you have any opinion on this new battery and alcoa and if this is a good entry point? Thank you Dave T.
Read Answer Asked by David on June 11, 2014
Q: Trinity industries. Symbol TRN-N. They build and refit double sided rail cars to transport oil. With the pipelines in question, is it a good buy??? CHEERS Claude
Read Answer Asked by Claude on June 11, 2014
Q: Re:Kelso(KLS)
Any news that might account for the drop in the last month?
Thanks
Dave
Read Answer Asked by Dave on June 11, 2014
Q: XTR - I noticed one of your responses concerning this fund in which you state, among other things, "a diversified income fund like XTR are similar but you will pay more in fees as all of your allocation will be exposed to the fee vs a portion of the model"

However, I am not sure this is correct - the prospectus relating to the fund fees indicates "the management fees will be adjusted to reflect the fees paid on the underlying funds held in the fund to ensure the total fees paid will not exceed the indicated management fee"
Read Answer Asked by Bruce on June 11, 2014
Q: On 2 May you indicated that you considered EIF was a hold/weak buy. Are you still of that opinion?
Thank you.
Read Answer Asked by Dennis on June 11, 2014
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