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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: Over the past 2 years I've invested 10% of my (registered) portfolio in JFS.UN. I saw it as an alternative/hedge style of investment. It seems to be just treading water over the past year. In your opinion:

-Should I consider reducing my position?

-Does it make sense to even have this in a registered fund?

-Is distribution only intended for non-registered funds?

-I contacted First Asset about the distribution and the advisor didn't really answer my questions.

Many thanks
Read Answer Asked by Michael on May 16, 2016
Q: I have held a small position in MNT since 2010. It was suppose to be a little diversification and hopefully protection if the market currencies took a bad dive.

It has not performed well with gold going up. Could you advise why it may be lagging? Is it currency cross winds? Something else?

Keep up the great unbiased work.
Read Answer Asked by Mike on April 12, 2016
Q: What is the current status of Central vs Sprott and is it safe to buy some CEF.A at this time or would Osisko be a better bet?
Read Answer Asked by Ed on April 11, 2016
Q: Hi there,

I'm down fairly heavily on this and am wondering if at this point the losses are due to the suspension of the dividend or if there are other warning signs? If so, would you expect it to hang around just over $5 or do you see lots of room to fall in a sinking/sideways market? Finally, buy, sell or hold

Thanks!
Read Answer Asked by Tim on April 07, 2016
Q: Would you recommend this fund or is there something else you would suggest for income.
Many thanks,
Peggy
Read Answer Asked by Peggy on April 05, 2016
Q: I am interested in A CEf/ETF in the US health care sector and came across HHL.UN. It seems to be doing quite well with a high yield, but I am concerned that the payout over 2015 is 100 % ROC. I wrote the company and got this reply (HHL.UN only started in 2014): The distributions last year were all return of capital. This was in part due to the way the initial costs of the Fund are amortized over the first several years (ie. Certain of the initial IPO costs that were actually taken at the time of the IPO are for tax purposes considered expenses over subsequent years, although the actual cash cost has already occurred.)

I do not want to invest in a company that basically send me my money back. Your opinion please? Thank you!
Read Answer Asked by Kurt W on April 01, 2016
Q: This stock has not moved much since it was listed. Your opinion please, is it a buy for a hold of 4 years or is this a 10 yr. hold.
Lilly
Read Answer Asked by Helen on March 28, 2016
Q: Your thoughts on this one for income. These are all high quality companies and the common stock version has payed a nice dividend for a long time.
Read Answer Asked by MARK on March 28, 2016
Q: BGI.UN seems very illiquid but seems to be in a good sector and has a high yield. Thoughts on that ?
Read Answer Asked by terrance on March 24, 2016
Q: I hold a modest position in the ETN as I have an interest in the Schiller Cyclically Adjusted Price-Earnings strategy. Currently the position is in my RRSP, but I am considering it in a Non-registered account instead.

From a tax standpoint, my current findings suggest that it would be only capital gains based on my buy/sell costs, but I haven't found specific information from CRA to confirm. Can you advise where I might be able find the relevant taxation information.

Thanks, Jeff
Read Answer Asked by Jeffrey on March 22, 2016
Q: I have held this for a while, and regrettably let it slide to the point where I am barely even, including dividends (all ROC). My initial thought was that as rates rise and their loans mature, they will roll over at higher rates, thus protecting or even enhancing the dividend. Now, rates don't appear ready to move by any substantial amount any time soon. Is there a danger that they will issue new loans at lower rates and reduce the dividend? Do you know what their current payout percentage is? This is held solely for income - would you hold for now or sell?
Thank-you
Read Answer Asked by grant on March 18, 2016
Q: U has dropped a lot and from what I can see is trading at a big discount to book. I realize the fees are high, but what do you think of it for a trader.
Read Answer Asked by Doug on March 17, 2016
Q: Dear Sirs,

Could you please comment on the holdings og BGI.un, specifically as it pertains to their ownership of MLP's in the U.S. and if this is the case , the percentage of the fund devoted to this asset class.

Best regards,
Brads
Read Answer Asked by Brad on March 10, 2016
Q: Hello great team,
I own some split preferred FFN.pr.a. I am OK with 5.25% dividend and my understanding is that my principal investment and dividend are safe as long as NAV value of the unit remain above $10. Current NAV is ~$14. Are there any other risks (e.g. management) in losing my principal of $10 per preferred share other than drop in NAV value less than $10. Overall, what do you think about this preferred? DBRS rating is 4 high. The fund is managed by Qudravest Capital Management. I will appreciate any alternate suggestions to this preferred share? – I am OK with 5% return and safe principal.
Thanks
Read Answer Asked by Tabho on March 08, 2016
Q: will you please advice if this is a safe buy? whats with the dividend

thanks donald.
Read Answer Asked by donald on February 12, 2016
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