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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 been holding this corporation for a few years. Although, it has performed to my satisfaction in the past, the current performance is quite mediocre, in fact, shares declined during 2019 (hardly covering management fees etc!) Is it time to sell?
What alternatives would you recommend.
Thank you, Team!
Read Answer Asked by Sigrid on October 09, 2019
Q: I would welcome your thoughts on Brookfield Global Infrastructure BGI.UN. I am considering it purely as an income play. Safety and consistency (or potential for increase) in the dividend are my only concerns with this investment. If it isn't deemed to be too risky, I might consider taking as much as a 5% position in it. If the statistics indicated on the TMX website may be relied upon, it appears to be trading at a very reasonable P/E multiple of 8 times and its price to book value of 1.018 also seems to me to indicate that one isn't paying a particularly high premium for it. I however, have no idea how someone should properly assess the value of such an investment and so I am seeking your thoughts and guidance. Thank you!
Read Answer Asked by Richard on October 07, 2019
Q: Hello, What are your thoughts on Pershing Square holdings. They seem fairly cheap. I am considering starting a small position. I believe I could purchase it only in the OTC markets in north America (PSHZF). Please correct me if I am wrong. They have now rebounded well after the issues with Valeant and Herbalife..I would appreciate your thoughts. Thanks. Shyam
Read Answer Asked by Shyam on September 24, 2019
Q: Would you please give me your current opinion of this stock. The price seems to have stayed in a trading range of $ 8.30 - 8.90 this year, much lower than previous years. However, it still continues to pay the high dividend & has done now for some 15 years or so.

Even with the decline in price it still has a good overall yield.

EIT is another high yield stock. What do you think of it.

Thanks
Read Answer Asked by Ross on September 02, 2019
Q: Never heard of EIT.UN until I saw question here the other day so I had a look at it. As well as looking at previous 5I questions and answers. What 5I doesn't like appears to be the fees and 20% weigthing in energy. Looking at it this is what I see.

1} Over the past five years trading between ten and thirteen dollars. Currently trading at the lower end. I assume because of oil and gas stocks being hammered. Though there is always the possiblity of going lower I have to think that sector is near bottom.... I have no representation in oil and gas so whatever percentage of " energy " they have in oil and gas as 20% of a 4% position in EIT.UN doesn't seem unreasonable.

2} If I were to insert EIT.UN in 5I's income portfolio I would in comparison classify it as lower risk, lower volatility, and higher yield than many in there. So assessing it from a risk point of view doesn't seem any more than other securities in there.

As a covered call ETF I realize up or down swings may be capped. But what I see is the bottom end of the trading range nearby { maybe nine bucks if things go for a tumble setting aside a 2008 2009 scenario where it was somewhere around 7 dollars } and the upside if lucky maybe twelve or thirteen dollars. That seems low risk for an 11.5% yield.....

Please comment on my reasoning ? I trust 5I's opinion way more than mine....Also what are the fees ? On their site they list three numbers ranging from 1% to 2.8%.... And would a 4% weighting be appropriate in a moderately conservative portfolio that is comfortable keeping the odd high yielder in there ?.......Thanks for your great work and advice.
Read Answer Asked by Garth on August 29, 2019
Q: Steinberg offers 2 "funds"; an international equity and a junk bond fund paying a 6% distribution. I like the idea that the equity fund can hold a large cash balance at times compared to other equity funds that must stay invested at all times. Do you have any opinion on each of these funds suitability for a balanced investor looking for a combination of income and growth? Let's say a 50-50 exposure to each.
Read Answer Asked by Jim on August 26, 2019
Q: Hello. I have a large portion of my fixed asset side invested in Pref Shares of solid Canadian companies and this asset class has been suffering. I just received a solicitation from BPRF, which aims to invest in high quality US Prefs and claims the US returns are much better than Canada. The fund looks tiny and expensive and the yield is well below the 5% promise. Neverthelesss, should I be looking to move from Canadian prefs into US holdings and if so, how best to achieve that? Thanks
Read Answer Asked by alex on August 14, 2019
Q: picCould you please put into context the recent earnings from PIC.A. The operating profit of 14.9M and the increase in net assets attributable to class A shareholders of 10.1M does not give me any feel for whether the company has done a good job over the past six months or not or whether that performance is consistent with or better or worse than previous periods in relation, perhaps, to their underlying investments. Thank you.
Read Answer Asked by Mike on July 24, 2019
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