skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: My RIF equity portfolio has reached my target and I now wish to build cash in high interest paying investments such as GSBD.
There will be little price appreciation however security of principal will be better guarded over the long term (5 years plus)
In this case I will be employing my US holdings and realize the potential ramification of exchange differentials at time of cash out. I presently hold a small amount in XHY (yield now to low)however avoiding government or corporate bonds until the dust settles.
Do you have an opinion on GSBD?
Have any other ideas?
Thanks

Dave
Read Answer Asked by DAVID on July 15, 2016
Q: Transcontinental recently completed its third acquisition in the packaging area - would you be able to give me a sense of how much of the company this division now accounts for?
The company has been able to fund these acquisitions out of FCF ie no debt: the stock is cheap and provides a 4% dividend.
How would you evaluate the company's prospects for transformation from a declining legacy printing business into this new area.
Thank-you
Read Answer Asked by William on July 14, 2016
Q: Hi Peter,
Enghouse has not been doing well. Do you still like it for long term hold? Any idea why Brookfield Bussiness Partners is going up today? Also, does recent announcement of Brookfield raising $14 B for the Global infrastructure Fund refer to BGI.UN? If so, is it better to invest in BGI.UN or BIP. UN? Lastly, Telecom stocks are stable but the PEs are quite high. Can you shed some light please? Thanks
Read Answer Asked by umedali on July 13, 2016
Q: Hi, All of the above companies have been paying dividends consistently. I would appreciate your advise and rating, perhaps a better choice. I Can you tell me some details of DS and DFN, p/e, management fees, payout, reliability.
Many thanks, J.a.P. Burlington
Read Answer Asked by Joseph on July 13, 2016
Q: NPI is at all time highs given the announcement today of a 'strategic' review'. I am not really sure what that means as I would have thought management would always be looking for future growth opportunities and to enhance shareholder value. Given the pop in NPI I am thinking of selling my position and replacing it with BEP.UN for no other reason than 1) the higher yield 2) NPI may be fully valued and I don't see what could possibly come from a review other than perhaps the sale of the company which certainly does not sound like a possibility in the news release.

Thanks in advance
Read Answer Asked by Mark on July 13, 2016
Q: Peter

I am working with a friend to restructure her portfolio It is criminal that the broker of a large bank investment division put all her accounts in high fee mutual funds The TFSA had 89 % in one mutual fund

My question is what is your opinion on holding short term ETF bond funds as opposed to holding interest sensitive stocks I do not see any reason to be in a bond fund

Could you recommend half a dozen Canadian stocks that would serve aws bond proxies

Could you also recommend some of the new rate reset preferreds with a floor on the rate reset

Thanks for your response and great service

Paul
Read Answer Asked by Paul on July 13, 2016
Q: I am thinking of adding some Northwest Co. to my portfolio. I have read your comments on NWC's recent quarter and would like any information on insider holdings and any strong institutional interests(s). Appreciate your thoughts on what are the preferred metrics for looking at consumer staple stocks such as L, MRU, EMP.B and ATD.B Thanks for all you do. / Bill
Read Answer Asked by Bill on July 12, 2016
Q: Good Morning: I have been reading some of the recent questions related to bond etfs. I have been avoiding bonds and using preferred shares instead for fixed income in my portfolio, slightly better yield although also struggling through 2015. I notice that the yield for the two bond etfs mentioned is roughly 3.2 (CBO) and 3.1 (XCB). (Taken from BMO Investorline trailing 12 months average payout.) In your opinion, what can I expect in terms of yield from these instruments going forward -- roughly the same, a little more, or a little less? Also, I notice (not surprisingly) that the share price for CBO is near its 5 year low, whereas for XCB it is slightly up over the same period. What would your opinion be in terms of share price direction for each over the next 2 to 3 years as well. Many thanks. Don
Read Answer Asked by Donald on July 12, 2016
Q: My question regarding BCE.PR.S. After a number of years of owing this preferred, is it worth holding any longer. It has lost a lot of value since my purchase, I believe it has a floating rate dividend.
Thanks for your opinion. I was thinking of switching to BCE common share.

Shirley
Read Answer Asked by Shirley on July 11, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!