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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: I am interested in buying this for an income holding but don't find any info on this particular issue.
Is it trading at a fair price here and what happens when interest goes below 1%?
Where can I find out when the rate is reset and at what rate.
Is there a recall date?
Thank you for your tremendous service.
Read Answer Asked by Harry on October 01, 2020
Q: Just a question about the conversion, and the cost basis of my units. At the end of August, the value shown on my statements agreed to my records. Say it was $100. When I checked today, the cost value is shown at $50. Can you easily answer why the cost would be impacted? Perhaps a problem with my broker? I don't know much (read nothing) about Income Trusts. Thanks.
Read Answer Asked by Brad on October 01, 2020
Q: if the mer is.71 and it is calculated daily does it contain an interest component?
Read Answer Asked by elgin on October 01, 2020
Q: Thanks for the recent update, I look forward to your monthly emails.

With respect to point two about locking in some profits, I've often wondered how this works for institutions. Would they actually sell their portfolio and go to cash for the remainder of the year? Do most mutual funds not have to be mostly in the market thus having only a small cash position? I suppose you're referencing other major institutions like pension funds, hedge funds, etc.? Are they more flexible in how much cash they can hold?

Personally I'm tempted to sell to lock in my 2020 gains which have been my best ever (lots of great 5i picks, thanks) but then the question of when to get back in always confounds me. I'm all registered accounts to so no loss to write off and no gains to worry about at tax season.

Say one did want to lock in some gains what would you suggest? Selling high fliers, only to potentially miss some more gains? Sell the lagards? Sell the high risk? Balanced?

Cam
Read Answer Asked by Cameron on October 01, 2020
Q: Could you provide your views on the following U.S. small caps and any other you consider having more promising growth ?

entg-q, exp-n, logi-q

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on September 30, 2020
Q: Thanks for your response on the renewable power /clean energy participants; it prompted a closer examination of earnings expectations and current rating for each. With certain exceptions it seems to me that i) rerating and price enhancement took place mostly in 2019, ii) that for the most part valuations are now generous and iii) that the participants are primarily utilities such that, absent special situations, sustainable earnings growth will be modest when compared to growing industrials and others with which we have become accustomed. The discount issue then hinges on valuation methodology; their pe/peg ratios are excessive unless the conventions applying to utilities are very different from generally accepted norms, and I am not familiar with accepted cash flow ratios for the sector if these are appropriate and used. What is the generally accepted pricing criteria for these names and customary ratio ranges. Thank you again.
Read Answer Asked by Mike on September 30, 2020
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