Investment Q&A

Q: Dear Agent. Would the above UTE be a worthwhile purchase to add to my portfolio. Eddie.

Q: What are your thoughts on First Trust Aberdeen Global Opportunity Fund FAM for income ?

Q: I appreciate your comment about this stock?Thank you.Ebrahim

Q: could you please give me any advice on this fund.
We bought this years ago and sold. Now it has come down substantially.
What is the reason that it has come down so fast?
Might this be a good entry point?

Q: What do you think of this fund right now? He seems to be making about 10% per year or so only being about 50% long or so and with preference shares and high yield bonds alongside select equity holdings. Do you think this fund will be able to make 9-10% per year for the long term? Thanks for the incredible service!

Q: What to do with FTN, still dropping?

Q: Hi Team,

I need your valued opinion on an upcoming IPO.
Prem Watsa of Fairfax Finl Hldgs fame along with some big institutional heavy wieghts is coming to market to raise money for an Indian Fund, i believe its a US funds IPO. I think its already been priced ( $10.00 per share) and could be coming to market as soon as this week. On a sde note, would you know if TD Financial is part of the selling group?

Thanks for you all you do!

Stephen

Q: This company is rarely mentioned. What would be your assessment of the company given current market conditions? Would you consider it a buy?
Thank you for your insight!

Q: Central Gold Trust appears to be undervalued. The Trust holds segregated bullion in a major Canadian Bank. What do you think of this method of participating in the gold sector without personally owning gold?

Q: This just came up on in my stock screening process. With a nearly 10% yield it looks like a buy. Do you know anything about this investment? Can you shed any light on it? Thank you. Michael.

Q: How will increasing rates affect the distribution of this fund? I recognize that the stock price will likely get hit further, but shouldn't the dividend be safe or even have potential to increase as they roll over loans at higher rates? I have held for about 18 months, and am just up slightly taking into account dividends. Would you continue to hold, if holding for income only? Do you view this stock as more equity or more fixed income?

Thanks

Q: Hi.... More of a comment than a question.
Eit.un recently redeemed 20 percent of the units I tendered to their annual voluntary redemption offer. The redemption price per unit exceeded the current market price by $1.45 per share. 20% of $1.45 is 29 cents. The annual Mer on this fund is approximately 25 cents per unit per year.
As a result owners of Eit.un who tender and then re purchase the tendered units get the fund services for free. Cool, eh?

Q: What is your opinion on this fund and could you explain what their relation is with rising/falling interest rates.
Why is this fund dropping so drastically as of late?
Want to wish you all a happy new year.

Q: Can this stock maintain its payout going forward.

Q: As a follow up to Janice's question re: Health Care ETFs, on Dec 12 Market Call Jaime Carrasco mentioned a new ETF being launched within 2 weeks by Guardian (Harvest?). He indicated it would be a Canadian based ETF, covering USA-based health care companies (I guess similar to how TCN works), with a 7% dividend and the symbol was to be HHL.U (I might have the symbol wrong). Have you heard anything about this?

Thanks,
Steve

Q: I'm looking to place some money into a "long-term" hold ETF. While I have usually went with traditional index-trackers (think most iShares/Vanguard), I'm now starting to look at some of the new funds by Purpose Investments.

Any thoughts on PHR (Purpose Duration Hedged Real Estate) or PRA (Purpose Diversified Real Asset Fund)?

Q: With the recently announced change in US/Cuba relations would you recommend this etf?

Q: I have an investment in the Global Infrastructure fund (GIF.UN). As luck would have it, it's gone straight down since I purchased it. The yield is 6% so I like that but being down 11% on my capital offsets that value significantly. The Middlefield company website suggests an NAV $2 higher that the current unit price ($11 vs. $9). Is the posted NAV yet catch up with the real value? The top 10 holdings look like good companies to me. I could average down, sell or hold. Not sure at this point what to do. Any thoughts?
Second part question is that I don't healthcare exposure and wondering what you think of Middlefield's new healthcare fund GHC.UN is a good place to invest or would you suggest something else for exposure in this space? What's your opinion of the quality of the Middlefield management to provide a good investment vehicle, stable returns and growth?

Thank you.

Q: On November 20th Harvest Portfolios Group Inc. issued a news release announcing it had filed the final prospectus for a new fund which will invest in an equally-weighted portfolio of equity securities of 20 healthcare issuers listed on a North American stock exchange. Offering is scheduled to close on December 18 and the units will be listed on the TSE under HHL.UN.
Are you aware of this new fund? Do you know Harvest Portfolios Group management? What is your opinion as I am interested in investing in health care?
Thank you very much.
Nadine

Q: Peter and Team,

This is sort of a follow up to a question I had yesterday regarding finding shorter term or floating rate bond instruments in which to invest. Ideally, I'd get a product that didn't get creamed by rising rates and paid me a good yield.

What are your thoughts on O'Leary's Floating Rate Income Fund OFR.UN?

Thanks,

Marc