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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: HI guys
Could you comment on this capital share, when I bought it a few months ago I thought that any increase in the dividends in the underlying stocks would be reflected in the split shares, but this does not seen to be the case, is some of the yield a "return of capital? What do you think about this product?. I feel that I bought it for the wrong reasons and am thinking about selling it. I have owned plit capital shares in the td and ry and have done very well with them. Can you any ideas of a split capital share that follows the life-co's. Sorry that this is so long.
thank-you for your time and have a nice day
Read Answer Asked by auftar on November 24, 2015
Q: Hi
Is there a Canadian small cap fund your team likes?
I tried purchasing the Mawer New Canada Fund, but it's now closed and unavailable to the public.
Any favourites you can suggest?

Thanks
Read Answer Asked by Carlo on November 23, 2015
Q: Been awhile since last comment on this,could you provide any further update or opinion.
Read Answer Asked by terrance on November 20, 2015
Q: Please help me understand the massive increase in the "Short" position in EITun stock as reported in the Globe and Mail
I assume this change has to do with the Voluntary Redemption offer that is currently being offered.
If so, would you please advise the reasoning behind shorting the stock at this time.
Thanks
Read Answer Asked by Dave on November 19, 2015
Q: Just my thoughts on the Cho 100 fund question. Post at your discretion:

Although I'm not a holder of this fund and do also strongly recommend Mawer, from a management perspective, I believe Chou is one of the best in the industry:

http://www.theglobeandmail.com/globe-investor/investment-ideas/strategy-lab/value-investing/a-fund-manager-who-refunds-fees-meet-francis-chou/article18405672/?service=mobile

Francis Chou has even refunded fees in the past for poor performing funds, and his value strategies usually take many years to pan out. A large cash balance is likely due to not finding many value stocks in current market conditions. This also provides the ability for the fund to 'pounce' when opportunities do come up.
Read Answer Asked by Arneh on November 14, 2015
Q: DRA.UN reported Q3 results yesterday. they seemed pretty good to me but I am having a little difficulty interpreting their statements. For companies like this what should an investor concentrate on when reviewing results? And what do you think of the results?

As always, thank you in advance for your thoughtful analysis.

Don
Read Answer Asked by Donald on November 11, 2015
Q: I am down somewhat on this Bond fund ... should I bail and try to recover some losses on a forecasted year end surge.Thanks as always.
Read Answer Asked by Alan on November 03, 2015
Q: After this VRX/CXR fiasco, I'm thinking of adding FAP to my portfolio, with a Yield of 11%. At age 62+, I think I need a little less risk, although I did jump in and BUY (VRX/CXR). Is FAPs' Yield safe?

Thanks ! Austin
Read Answer Asked by Austin on October 26, 2015
Q: Any thoughts on LOW VOLATILITY CANADIAN EQUITIES INCOME FUND?
Read Answer Asked by Jacques on October 12, 2015
Q: Is this stock , good long term hold in my RRSP or better in my cash account? Like Yield.---Would it be sustainable?
Thanks
Cec
Read Answer Asked by Cecil on October 05, 2015
Q: I hold Ing Floating Rate Sr Loan Fund, Symphony Floating Rate Trust Units,& Mint Income Fund Trust Units in a varied portfolio, and would value your opinion as to buy , sell , or hold in the present climate. Thank you.
Read Answer Asked by Harold on September 25, 2015
Q: Good Afternoon.

I am more than confused about this fund. Could you shed any light on why it would trade so much lower than its NAV? Based on earlier comments by you, I have a better understanding why it would be recommended by an IA but am pleased to hear that you like the managers. Could you also let me know if the fund is redeemable once a year or once a month? It looks like I may be holding it for the long term now and should enjoy the dividend, which hopefully continues.
Read Answer Asked by Catherine on September 25, 2015
Q: Hello,

- Is it a good time to add to VLN ? Any reason outside the weak market for the stock to be down ?

- PHK is going down a lot these days ... Can you explain why ?

Thank you
Read Answer Asked by Pierre on September 16, 2015
Q: I had this for some time in an unregistered account, it represents about 1% of a well diversified portfolio but it is down about 40%. Is it worth hanging on or better to take the losse and invest in something more productive?
Thank you.
Read Answer Asked by Carlos on September 15, 2015
Q: Are these two Brookfield closed-end funds , Ok for My RRSP, are the yields sustainable ? Thanks Cec
Read Answer Asked by Cecil on September 14, 2015
Q: Hello 5i Team,

What do you know about this security? It is listed in Tsx but in US dollars! My discount broker told me I can buy the shares on line but I can't sell them myself. I have to go through the broker because of the U.S. pricing. Will it be a good diversification in a portfolio and what is the growth prospect? Thanks as always. Rossana.
Read Answer Asked by Rossana on September 04, 2015
Q: I don't understand how a (quite liquid) Closed-End Fund can have a share price that has a significant discount to NAV over an extended period. If I were to buy a fund such as EEF.US (European Equity CEF), could I expect that the current 10% discount to NAV will eventually tend to zero (or at least be significantly reduced)?

Thanks!
Read Answer Asked by Gregory on September 01, 2015
Q: hi folks:

can I have your update on this security?

and, should your review be negative, what would your choices be for a similar investment; both diversified (closed end/etf) or individual equity (wsp/stn/are etc)

thanks in advance

Read Answer Asked by Robert on August 27, 2015
Q: Please give me your opinion on ocs.un. I bought some at 10.00 and some at $ 9.65. As you well know it pays .175 cents a quarter. When they called suckers for this closed end IPO, I answered the call. and now it is $ 7.43. Basically, they tax the payout as a capital gain so I have paid to get my capital back. Any chance of appreciation in the future?, or dump it. When I phoned to talk to them about the fund everything is top secret thanks to MR SCHWARTZ. THANKS
Read Answer Asked by BEN on August 24, 2015
Q: This is a follow-up for Terry's questions regarding DFN. The most up-to-date NAV is posted mid-month by Quadravest (the managers of Dividend 15) on their website:

http://www.quadravest.com/#!dfn-fund-features/c1rr2

The current NAV is $19.19 as of August 14, 2015.
Read Answer Asked by Arneh on August 24, 2015
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