skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: In my RRIF I am holding the First Asset Convertible Debenture Fund (DCD.UN) which trades at a discount to NAV and yields about 7.4%. It seems to be structured on derivatives - a forward agreement with a bank - a setup that is different from that of CVD, though the past performance looks similar. CVD trades at a premium to NAV and has a lower yield but I wonder if it is safer overall and in your opinion would you recommend a switch? Thanks, J.
Read Answer Asked by Jeff on May 27, 2014
Q: Hi, I want to invest 5% of my portfolio in the precious metals sector. My current exposure is MND and HEP. To complement these, I am thinking of addind MMP.UN for diversification and income within the sector. I realize that it is invested in junior companies, therefore risky, but do you think this segment of the market has hope, and what do you think of this particular product? Thanks for your excellent service.
Read Answer Asked by Bernard on May 26, 2014
Q: I have held dividend select 15 (DS-T) for a number of years at has been lingering for a while and only recently is trading at the level I bought it at . It pays a good dividend
What are your thoughts on it.
Read Answer Asked by Arnold on May 25, 2014
Q: I recently received some money and I want to closely mimic your income portfolio in a taxable account.I was thinking of taking some of the weighting of the financials and buying FTN.I realize there is some added risk but it suits my investment style and I like the US exposure to banks.The dividend is also attractive I must admit.From your past comments you are not really excited about it.Also the bond portion of the portfolio are you still happy with the 7% weightings.
Read Answer Asked by Randy on May 14, 2014
Q: BK and DFN both pays around 10% dividends. Are they safe to buy for income? Also is HFR a good place to park cash and does it fluctuate much with interest rates? Thank you very much for your opinion.
Read Answer Asked by Francis on May 14, 2014
Q: Do you know why GII.UN would drop so dramatically today.

Thanks

John
Read Answer Asked by John on May 09, 2014
Q: Good Morning Peter :

I see FAP Aberdeen Asia-Pacific Inc is shown at TD Waterhouse with EPS of -$0.34 in one place and at +$0.81 in another place. Earnings always seemed sufficient to cover the $0.60 dividend. What EPS do you see? I am currently down 9.9% on this one and am sorry I bought it as I didn't really understand it properly. I would like to sell it but hate to take a loss.
Do the prospects look reasonable for it to get back to the $6.25 per share range [currently $5.65] or should I just move on. The 10% yield is very tempting but I believe now too risky.
I would appreciate your suggestions on what to replace it with for a long term holding, not necessarily in the same sector. I am looking at stable stocks yielding in the 5-6% range such as : BDT, ENF, WCP, COS, CHE.UN, CTY, BCE, and always appreciate your thoughts and any other suggestions
Thank You....... Paul
Read Answer Asked by Paul on April 21, 2014
Q: Hi it has been a while since you last commented on eit.un what do you think now I have a small position looking to add more thanks for the great service
Read Answer Asked by Dale on April 20, 2014
Q: Hi I am looking at pathfinder convertible debenture fund for long term income would appreciate your opinion and what is the risk level of this fund Thanks Barry
Read Answer Asked by BARRY on March 27, 2014
Q: Good Afternoon Team,

Could you please comment on two equities in the Financial Sector.... Premium Income Corp (PIC.A) and Horizons Enhanced Income Financials ETF (HEF). The former pays a dividend of 11.92% and the latter pays a dividend of 5.86% Are the dividends sustainable? Many Thanks!
Read Answer Asked by Paul W on March 25, 2014
Q: Could I get you opinion on GGT.un (Goodman Gold Trust) it holds a wide variety of gold (mainly) stocks. They trade in and out of the stocks (must be doing it successfully as they recently paid a
17 % dividend). The stock trades well below it's NAV.
While I'm looking at Ned Goodman (Dundee) stocks why does DC.A trade at less than 1/2 NAV and is it a buy at this level.
Thanks
Read Answer Asked by Doug on March 18, 2014
Q: I am thinking about adding DCD.UN. I realize this is sort of a bond/equity. If you have info on this, I would appreciate your comments.
Thanks.
Read Answer Asked by Alan on March 07, 2014
Q: Could you comment please on MMF.UN as an investment. What are the risks and what is the downside. This fund is run by some very smart people.
I too would encourage members who have made money following Peter's advise to donate to his cancer ride.
Read Answer Asked by Ronald on March 03, 2014
Q: The unit price for Marret High Yield Strategies MHY.UN continues to fall. What is your opinion for the future? I understand that CI has acquired majority ownership. Has the CI ownership effected the price? Can you see anything positive for the future unit price?
Thanks,
Read Answer Asked by Roger on March 03, 2014
Q: Could I get your opinion on closed end funds in general and if you might be able to suggest any. Thanks.
Read Answer Asked by Paul on March 01, 2014
Q: OSL.UN I have held this for a few years, I bought it when I was still with a financial advisor. Safe income product and it hasn't done me any harm but I would like your opinion on it please.
Read Answer Asked by John on February 26, 2014
Q: PETER. JAPANESE STARTING TO RESTART THEIR NUKES . YOU THINK U - T WOULD BE A GOOD WAY TO PLAY INCREASED URANIUM USE?
Read Answer Asked by EDWARD on February 25, 2014
Q: The jan 20 issue of Forbes had an interesting article on Buy-write closed end funds in the U.S.. The 5 year returns of the 10 they covered averaged between 12% and 18.7%. The m.e.r.s were around 1%. They all trade below n.a.v. ,and the average yield is between 7 and 10 %. Are the trading strategies risky? Is there a disadvantage to Canadian investors? If not what are we missing? See: FFA ,BOE,CII,IGA,ETY,EOI,JSN,ETV,DPO,NFJ. Thanks, Philip
Read Answer Asked by Philip on February 25, 2014
Q: peter first thanks for the canacord recommendation nice call. I bought bse.un quite a while ago, I wonder if I can have your opinion on it. thanks bill
Read Answer Asked by William on February 24, 2014