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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: These CEFs pay good dividends. Would you consider either a good investment from a Canadian point of view - with particular reference to tax liabilities inside a LIF account, or in a non-registered account?
Read Answer Asked by Catherine on December 07, 2021
Q: Can you provide an overview of these products that are widely available in the US and not canada. I know they use leverage to generate returns and especially many pay higher dividends. i have tracked them against my other portfolio holdings and they have not done (in general) any worse than my other holdings in a correction. I like the nice dividends for my retirement - For example QYLD. how much more risk am i taking on?
Read Answer Asked by kelly on November 10, 2021
Q: Could you please comment on Closed end Municipal Bond Funds in the U.S.? How are they leveraged, and are they a good safe investments as a hedge against more troubled times next year? Any picks?
Read Answer Asked by Tom on November 09, 2021
Q: Hi 5i
I am still keeping an eye on BGI.un for a possible entry point and wondering with the pull back that has occurred over the past few months if the time is right to take a position or is there some negative news that has caused the pull back and I should be cautious? Appreciate you opinion. Thanks
Read Answer Asked by Gordon on November 04, 2021
Q: Is there a summary of Canadian Closed end funds that is available to view? Years ago, Financial Post carried a daily summary of this sector, but I cannot find that anymore.
Read Answer Asked by Richard on November 02, 2021
Q: I hold riocan for income and some growth and I am up at 45% so far. For more income, do you think it is a good idea to sell and buy the global dividend spit fund ( GDV.to ) that has a dividend of 10% at the moment ? Advise me if you have a better suggestion or simply do nothing and keep riocan. BTW it is in a taxable account so I have to pay taxes on the move. Thanks and have a nice day.
Read Answer Asked by jean on November 01, 2021
Q: I am scratching my head on this one! I bought some very cheaply in the recent market sell off. I am looking at the NAV of $18.10 (Sept. pricing). That seems an extraordinarily steep discount to what it presently sells for. Am I reading it correctly? Further, I noticed it passed up a termination date some time back but has another at 2023 year end. What would convince them to shut it down? Shareholders like me or something else? If something else what could that look like?

TIA
Read Answer Asked by Gerald on October 19, 2021
Q: Hi 5i,
Would you please provide an explanation of the announcement July 23 by Brookfield Global Infrastructure of establishing an At The Market Equity Program. They don't say how the cash raised will be used. Is this to raise money for the fund to invest in more infrastructure assets? It seems timely right now given so many advisors are suggesting to invest in infrastructure. Your thoughts please. Thanks
Read Answer Asked by Gordon on August 03, 2021
Q: MBN What does this company do. Is it profitable. What is the outlook going forwards? Thanks.
Read Answer Asked by Francis on July 13, 2021
Q: Hello,
I would like to understand the performance bonus to Hamblin Watsa of 20% over 5 %.. is it operating like the Buffet partnership with the 0/6/25%? Is FIH.U operating like a mutual fund? What are your thoughts on a long term position? What sort of returns should one expect from this? Thank you for your sage advice. Shyam
Read Answer Asked by Shyam on July 09, 2021
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