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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: In general, do you think it is a good time to convert REITS & Energy mid-stream players to something like XTR or perhaps CPD? I hold HR.UN, AX.UN, RUF.UN, GEI, CHE.UN and KEY as candidates for the switch. I consider these as all fixed income proxy plays and am down in all instances roughly 15-20%. My bigger question would be: Do I have a better chance of capital recovery just holding them or making the switch knowing that XTR or CPD are certainly not big cap growth opportunities. Thanks in advance for your response.
Read Answer Asked by Carl on February 15, 2018
Q: emera, fortis, enbridge (insert many others)

arguably solid businesses with good assets

have been sitting on my hands for weeks, not buying (and making money by not buying)

is this just an overblown worry about rates increasing or potentially the market telling us that rates are going up far far more than expected?

dust off the crystal ball..............
thanks
Read Answer Asked by Robert on February 15, 2018
Q: What is the problem with the Brookfield family?Bam.a in particular has been very weak
Read Answer Asked by Kim on February 15, 2018
Q: Hello
A few months ago I had asked you about going overweight with Crius Energy as a means for covering margin interest. It has worked well for me so far. I do have anear full position in Altagas subscription receipts ALA-R. At today's prices, would you recommend going overweight here as well so as to cover some margin interest?
Read Answer Asked by Rajiv on February 14, 2018
Q: all of these holdings are between 1-3%...financials i hold 13% with energy next largest at 6%...yet all of these are hitting 52 week lows...which would you consider dumping if any...yours truly dazed and confused...
Read Answer Asked by adam on February 14, 2018
Q: Could u name four or five Canadian companies that have the ability to raise dividends in a rising interest rate environment, thanks?
Read Answer Asked by Pat on February 14, 2018
Q: You answered a similar question about 6 weeks ago but with the market sell-off I am wondering if the restaurant royalties are decent buys now. Can you rank A&W, Boston Pizza, and the Keg. Thanks.
Read Answer Asked by Jim on February 13, 2018
Q: Hi,

Presently I have no fixed income position, just cash. (70% of portfolio is in equities). This is mostly due to lethargy. I was thinking of allocating equal weights of the following: XHY, CPD, ZAG, CBO and PIMCO Monthly Income, what are your thoughts? Also, how should I approach entering a rising interest rate environment? Now?, Wait?

Thanks for all you great advice.
Read Answer Asked by Robert on February 13, 2018
Q: Hi Folks
I hold Emera and have done well over time with rising share prices (up to this year) and dividends which tend to go up about 9% a year. I am still below a 4% position in my portfolio and was thinking of topping it up with the 4.5% decline yesterday. Can you comment on the recent earning report and drop in share price - do you think that there are any issues to be concerned with or more one time charges/issues? Is it fairly valued with the share price drop? Seems a pretty steady dividend grower?
Much thanks
Stuart
Read Answer Asked by Stuart on February 13, 2018
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