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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: Most equity investments I make are made with a long term view (buy and hold). My recent readings of investment material have concluded in many cases that one of the best indicators of long term successful and rewarding investing is to invest in excellent company management. I would consider some examples of excellent management would be JNJ and closer to home BAM. Both of which I currently own.

Given the great many risks (domestically and internationally) currently threatening even a conservative approach to investing. I am looking to identify up to 10 large companies that have clearly demonstrated excellent consistent management capability. Your consideration in helping me with this by identifying some qualifying companies would be most appreciated. My thought is that at least 5 out of 10 would be Canadian and would be large companies.

Thank you
Read Answer Asked by angus on February 06, 2019
Q: I had typed out a question a couple of days ago and then received an error message upon submission so I am sending it again- apologies if you receive it twice.

I have recently seen a news release from this company that indicates that the NAV is $32.92. While I recognize that as a closed end fund shares can trade at a premium or discount to the underlying value, the discount here at a share price of $23.00 imparts a "mis-pricing" of almost $210 million dollars given the approximately 21 million outstanding shares. The fund managers must be pulling their hair out. According to their website the fund has been around awhile and has a decent track record. Given your industry experience I was wondering if you could comment on this investment vehicle.

Thanks!
Read Answer Asked by Robert on February 06, 2019
Q: I understand you are not fans of Canoe, but in the Globe & Mail Gordon Pape recently put forward a persuasive case for income investors since the unit value has been trading
between $11 and $13 for the last several years. With the current price at the low end of the range, the yield is very attractive and the monthly payment of 10 cents/unit has remained stable since 2009. Any second thoughts?
Read Answer Asked by Jean on February 06, 2019
Q: Recently n January bought 5150 shares pmif.my brokerage showed a yield of 3.5%on a monthly distribution of .0230.your site has same monthly rate and a yield of 2.7. I have just received my first Monthly payment of 118.45 on book value of 100126$ . this would be a yield of just 1.42%.can you analyze and confirm what yield I can count on?And any suggestions for any other options in fixed income to yield 3%?

Read Answer Asked by Larry on February 06, 2019
Q: Hi 5i: Am considering SCHD .. Schwab U.S. Dividend Equity ETF (symbol not in your database) for a medium to long term hold in my non-registered account. It tracks the Dow Jones U.S. Dividend 100 index. Seems to have a good track record and 5 star rating from Morningstar with a low mer of 0.07%. What is your opinion of this ETF ? Would you prefer VUN or VGG ? Any other suggestions appreciated.
Thanks as always for your great advice !
Steve
Read Answer Asked by STEVEN on February 06, 2019
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