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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: Steinberg offers 2 "funds"; an international equity and a junk bond fund paying a 6% distribution. I like the idea that the equity fund can hold a large cash balance at times compared to other equity funds that must stay invested at all times. Do you have any opinion on each of these funds suitability for a balanced investor looking for a combination of income and growth? Let's say a 50-50 exposure to each.
Read Answer Asked by Jim on August 26, 2019
Q: Gentlemen, good morning
From G&M “Purpose Investments Inc. launched the first corporate-class series of ETFs in Canada in 2013, and today about half of its funds use this structure, including its flagship equity fund, Purpose Core Dividend Fund.”
Can you please named the others tax efficient ETF from Purpose ?
Thanks Regards
Read Answer Asked by Djamel on August 26, 2019
Q: Hi 5i team, do you have any advice if US China trade war escalating ? Which Canadian sectors will be less damaging and which sectors will be affected most?
Read Answer Asked by victor on August 26, 2019
Q: I am curious about Capstone Infrastructure CSE-A on the TSX, or as CSE-PA.TO on Yahoo. It has a 6.31% yield yet there are no questions on this company and I have never seen it mentioned. Please give us some background and information on the company's financial stability, security of dividend, debt levels, and payout ratio, etc. Would you consider it investable and are there other utilities with near comparable yields that you might prefer
Thank you............ Paul K
Read Answer Asked by Paul on August 26, 2019
Q: I could use your guidance. A good friend has recently inherited $800,000. He and his wife are in their 60's, retired with a small pension. They are conservative people who have no investing experience and would like to invest the funds in "safe", dividend paying stocks/ETF's to augment their pension. They currently have no money in the market, with all their net worth (excluding the pension) in real estate. They have reached out to investment advisors who want to charge them a flat 2% to invest their funds and have asked me if this is reasonable. They need these funds to live off and the thought of paying someone $16,000/yr to invest the funds seems ridiculous to me. I would like to help them and was hoping you could suggest a balanced income generating portfolio.........perhaps a mix of a few blue chip stocks and ETF's.
Many Thanks
Scott
Read Answer Asked by Scott on August 26, 2019
Q: Down a lot on TSGI and saw in your email blast and that you dropped TSGI from one of your portfolios, but I've not sold yet as I wanted to ask a couple of a questions about their recent earnings report. For the 3 months ending June/19, adjusted earnings were $0.48/share. (1) What was the expectation for earnings? (2) Is this earning miss that bad given that revenues and the number of shares outstanding has increased by over 50%? Thank you as always for your great work and responses.
Read Answer Asked by jeff on August 26, 2019