Investment Q&A

Q: I averaged into BGI as I purchased a 2.5% position in a RIF portfolio I'm now down 13% from the average purchase price, the dividend yield is now 9.5% do you think this is sustainable? Also do you have an opinion on why this is not doing so well compared to the other parts of Brookfield which seem to be firing on all cylinders.

Q: I hold BK in both my and my husband’s RRSP. Wondering if I should replace it with 2-3 Canadian banks instead. If yes, which banks would you recommend?

Q: Hello,

What are your thoughts on this fund? I have held it for a year and it has basically did nothing. Could you recommend replacing it with something?

Thanks

Q: Can you give your opinion on this fund, and whether it would be a good way to invest in marijuana.

Q: Can you please provide your views on investing in corporate class mutual funds. Also recommendations if any. Thank you.

Q: how do you think HPI or HPF will react to rising interest rates or a down turn in the market.

Q: Other than the year 2009, the chart on this company appears to grind up to the right. Would consider this stock to be a good candidate for long term income? It does appear to have a low trade volume, so would that indicate difficulty in selling the stock if you wanted to get out?

Q: Recently I read an article in my local paper written by Peter and he warned about Split corps and inferred that people are "sucked by the high dividend and went on to say how much better slow steady growing dividend payers are. What I have found about these investments are that they get no love in the investment community but are growing in number and every over night offering is fully filled, and have (if purchased in the right context to your individual needs) preform well. For me a 3% weighting in ftn, 2500 shares, purchased in Feb of 2015 at $8.90 has a cost base of $22250, current price is $10.50 ish =2500 x 10.50= $26250 ( a $4000 gain) BUT the sole purpose for holding this was to add to my living income in retirement. At 2500 x .1258 I am receiving $ 315 a month that I either reinvest in growth stocks or use to spoil my grand kids. I went into this eyes wide open knowing they can suspend payouts as CAN any dividend paying company (ie energy) You say they do not grow dividend well a 4% paying company is probably never going to give me the same payout in my lifetime left. In short I certainly see the pro and cons of these but do not consider myself a sucker for being in one.

Q: Good Afternoon.
What do you think of FIE.A ? I'm assuming there is leverage used as well as writing options perhaps to enhance the yield ? The underlying basket probably yields around 4% but the current yield is around 6.80%
Thanks

Q: I am primarily interested in income but do not want to risk my capital. If interest rates move up, say 75 basis points this year, how detrimental would that be to the stock price. Would they consider reducing the distribution? Thank you, Bob

Q: I normally can find answers to my questions by reviewing past questions but when I ask for questions on DS I get nothing. Not even the notice that there are no questions.
Anyway, I am retired and interested mainly in yearly income. I own DS and happily collect the dividend. But, can you explain how they can pay a 10% return when they hold stocks yielding less than 5%. Is the remainder return on capital or are they selling covered calls?
Thanks
Don

Q: Should we be worried about the high volume today ?

Q: Hello 5i: I would appreciate your thoughts on FAH.U at this time. Would you consider it a buy. Thank you Barb

Q: Gents (time to add a Lady?) Would this be a reasonable addition to a balanced rrsp portfolio for a bit of aggressive yield at these depressed levels - could you quantify the return of capital that would reduce cost base ie if held for say 2 years and the share price stays flat what erosion in share value would an investor who sells at that point incur - thank you - Ken

Q: Hi guys
I would like a start a small position , the div is to high ,whats
going on with this trust, or should i go with byd. income
Bob

Q: The closed end fund (inc.un) has declined substantially in the past month but I can find no reason for the decline. The Quadravest site has no news and a couple of the funds holdings that I looked at showed no corresponding fall. Any idea what brought about this marked decline?

Q: I have inherited share of this fund and am now being asked by BMO Investorline if I want to redeem these at their net asset value on January 30, 2018. The shares currently trade at $ 13.98. From what I can gather from First Asset the NAV is $ 14.28 on December 6. This has not been a very remunerative fund, and I am slowly switching assets to match your portfolios. Is this an opportunity for me to get out of some or all of this investment at better than market price? I am not sure how many shares the fund will redeem, but should I put all of them up for redemption?
Thank you very much for your valuable ideas and service

Q: TEKLA LIFE SCIENCE - Hello Peter, I am underweight in HeALTHCARE and thinking of HQL. Has good distribution. Would you endorse it or suggest an alternative. thanks

Q: is this worth 5 % investment in a US account and which one, tfsa ,rsp or US cash.
Thank You, James

Q: I own CEF.A in my open CAD account and the USD version of the Central Fund of Canada in my TFSA. Is there a comparable investment substitute for these two?

Thanks.