Investment Q&A

Q: What is the difference between CEF and PHYS? Which is the better one to own in a rising gold market? Thank you.

Q: A year ago a member asked about BL.UN. You had suggested RBOT ETF. They both have a MER of 0.9%. I think BL.UN is a CEF. They have quite different holdings. I am looking for a Canadian Fund or ETF with Hi TEch holdings in my RRIF. The top holding of BL.UN seemed to fit. I appreciate your view on this.

Q: I am down on this investment, do you advise holding on?

Q: Any reason eit.un is falling lately?

Q: What are the advantages/disadvantages on this levered play on Enbridge? Any other thoughts appreciated.

Q: Hi there,

I recently heard that the DKAM Capital Ideas Fund has re-opened. I used to follow Jason on BNN when he made appearances and was overall impressed with his stock selection. Would you recommend his fun? Also, if I were interested in purchasing units, how would I go about doing so?

Thanks!

Q: Any thoughts on this one - i am looking for relatively safe dividend income utility play in the US. I am trying to understand how the fund pays such a high dividend when the underlying assets do not. Can you explain. It certainly has been a consistent payer over a long period of time.

Thanks

Q: I have owned this fund for a few years now and enjoy the high percent payout but am concerned as the price I payed is considerablely higher than the present price. are the overnight offerings diluting the funds or is this because the banks are lower right now or perhaps both? some of my costs were over $12.00 a share so is this a good time to cut my losses? Thankx for your great service. gord

Q: Because of the usurious rates of tax charged by the federal and provincial governments, I wonder whether you are aware of any entities, apart from REITS and other income trusts, that distribute substantial amounts of their income as ROC. I would very much appreciate any such list. Thank you.

Q: Your thoughts on this IPO. If you have to, will you favor the preferred shares or the class A. Evolve seems relativly new as a ETF's provide, do you have any concerns?
Thanks
Evolve Gold Miners Split

Q: On April 2 DF had an overnight offering at 9.05. The stock is trading at 4.85. Why would anyone pay 9.05 that they can buy for 4.85? What point am I missing?
Del

Q: Your thoughts on dfn.ca.? High volume today indicates no shortage of opinions with this one. Also how do you find out the nav? I couldn't find it on the quadravest website or anywhere else. Thanks very much.

Scott

Q: Could you please dive into this investment a bit. What specific types of things does it invest in, what is the risk profile of these holdings, and what do you think of this as a longer term income holding. If I hold KIO in my RRSP is there any withholding tax on the dividend? Thanks.

Q: Your feelings on EOS please

Q: Would you consider these two funds safe investments for income?

Q: This income fund was recently recommended as a play for its yield currently 10.65%. Do you view this as a safe and sustainable addition to an income investors portfolio ?

Thank you.

Q: Hi Guys
What is your take on canoe at this point
Thanks Mike b

Q: How can EIT.Un have a yield of 10.74% given its portfolio? Dividend is $1.20 and the EPS .65, P/E 17.2. Unable to calculate cash flow. You’re comment.

What REITs would you recommend.

Thank you

Q: I had typed out a question a couple of days ago and then received an error message upon submission so I am sending it again- apologies if you receive it twice.

I have recently seen a news release from this company that indicates that the NAV is $32.92. While I recognize that as a closed end fund shares can trade at a premium or discount to the underlying value, the discount here at a share price of $23.00 imparts a "mis-pricing" of almost $210 million dollars given the approximately 21 million outstanding shares. The fund managers must be pulling their hair out. According to their website the fund has been around awhile and has a decent track record. Given your industry experience I was wondering if you could comment on this investment vehicle.

Thanks!

Q: I understand you are not fans of Canoe, but in the Globe & Mail Gordon Pape recently put forward a persuasive case for income investors since the unit value has been trading
between $11 and $13 for the last several years. With the current price at the low end of the range, the yield is very attractive and the monthly payment of 10 cents/unit has remained stable since 2009. Any second thoughts?