Investment Q&A

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!

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

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?

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?

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?

Q: What is your opinion on FIH.U. i currently have a position at $11 and was thinking of adding to the position for the longer term.

Q: what is your opinion of the stck DFN - dividend 15 split

Thank you for your opinion

Q: What would your 3 favorite growth stocks be going forward (US or Canada) and 3 fav dividend stocks (US or Can)
Tks

Q: I was looking at BHY.un for income. Do you think the dividend is safe, and how does it rank for an income play?

best
Linda

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

Q: U seems to trade between $4.50 and $5.50. I was thinking of buying it below $5 and selling it above $5, and do this as often as I can. What do you think?

Q: My question was in regards to MINT Income Fund - MID.UN

I'm sure I had that in the "Companies Addressed in This Question" part

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.

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?

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!

Q: Would you recommend this fund or is there something else you would suggest for income.
Many thanks,
Peggy

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!

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

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.

Q: BGI.UN seems very illiquid but seems to be in a good sector and has a high yield. Thoughts on that ?