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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: My question is in regards to my TFSA. I am adding new money to top up this account to about $45k. Currently I have only one holding($12k) in this account which is HPF.un, Energy Leaders Plus Income. My intention was to mirror some of the names in your growth portfolio. Do you see any potential in keeping HPF.un or should I sell it and re deploy those proceeds as well.
Thank you
Read Answer Asked by Marty on July 20, 2016
Q: Hi Peter and Team!! My investment adviser is really enthusiastic about Canadian Equity Notes. She has a Bank note based on the TSX 60 that pays 4.5% . It has a 45% downside and is callable as soon as the market is up 10%. ( same type of investment as CBL9436.) I am a little leery and have a few questions. 1) Are these good investments. 2) what are the potential risks 3) because these sound too good to be true, how do the banks make their money? What's the catch. She claims that these are as good as fixed income with minimal risk and got a little upset when I seemed not to be so keen on them. Thanks for your insight, Cheers, Tamara
P
Read Answer Asked by Tamara on July 14, 2016
Q: Which silver bullion holding do you like best: SVR or CEF.A?
Read Answer Asked by Ed on July 12, 2016
Q: My broker has recommended to sell BHY.un The fund allows an Annual Redemption Privledge at Nav.once a year In May NAV was $ 7.67 It is currently trading at $ 7.33

He said it was also loosing dividend tax credit status next year and all payouts will be classed as income

I bought this fund at $ 8.83 Could you give me your opinion on whether it is better to sell this fund

Thanks for the great service
Paul
Read Answer Asked by Paul on June 29, 2016
Q: Hi, what do you think of this new fund, Caldwell US Dividend Advantage? It still very small. I am trying to diversify from Canadian only stocks, want a dividend and don't want ROC (which they state in their prospectus might happen). Thanks!
Read Answer Asked by TK on June 20, 2016
Q: A long time ago, long before 5i, I bought MMP.UN as a way of owning some gold exposure for insurance. I have held it far too long. Looking at it now, I see it has a high MER, mostly junior golds, and a bit of a dividend, much less than when I bought it. Would I be better off to have XGD for this portion of my portfolio? ZJG probably has all the same juniors as MMP.UN
Thanks. Until I joined 5i I never used to look at details like this
Read Answer Asked by John on June 12, 2016
Q: I am considering buying either mfr.un or hhl.un, mainly for their 8% dividend for a 1 year hold. Would either be affected by a nominal rate increase? Mfr.un could be more stable and might benefit from an interest rate hike,protecting capital whereas hhl.un might be affected byU.S. politics. Could you please give your assessment?
Read Answer Asked by Steve on June 09, 2016
Q: Hi Peter and team :
I would to add some physical gold exposure, as a form of insurance for future inflation, probably between 3 to 4 % of portfolio.
Is CEF.A a good one ?, are there other out there that are similar (BMG Funds)?? I have read that some of these funds hold "paper gold" and in case of a sharp increase in gold price they would not be able to deliver physical gold.
Is it reasonable in your view to hold 5% of physical gold as insurance?
Read Answer Asked by Alejandro (Alex) on June 09, 2016
Q: Hello Team, I am looking at an Income Portfolio and thinking about adding either PIC.PR.A or PIC.A or both, but I am leaning on PIC.PR.A that distributes a 5.75% steady dividend distribution. I am looking at a 5% weighting. Can you provide your opinion on this fund which utilizes a covered call practice on mostly the financial bank sector?
Read Answer Asked by Ben on June 07, 2016
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
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