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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: This is a response to the question posted by Donald on CBO. Be careful with CBO. My experience over the last 14 months has been that the monthly distribution has been completely offset by a reduction in unit price so my total return has been 0.2%. Far different than their posted yields and returns. The HY acct paying 1.5% might not look so bad now.....
Read Answer Asked by Richard on September 16, 2016
Q: Long term for increasing dividend which of the above would you hold? They pay a similar dividend and have performed similarly over the past 5 years. The taxes are less for ENF compared to BIP.UN when held in a nonregistered account however like I do. Thanks.
Read Answer Asked by Michael on September 16, 2016
Q: Question on CSH:Own small position 800 shares CSH at ACB of 6.87$. Thinking of switching to NWH.UN also selling loser TA to soak the capital gain and provide enough for 2% position or is adding to position of CSH better. Like the additional 4% monthly distribution.Also own SIA at 2% position. Is it worth the risk for the higher yield ? Wht is the best course of action in your view ? On portfolio review list but not before december I was told unless it improved ?
Read Answer Asked by Denis on September 15, 2016
Q: Good Morning: I would appreciate your advice in the following situation. I currently hold roughly 15% of my portfolio in a Hi-Yld savings acct. paying 1.5%. The benefit of course is total flexibility in case of a market correction where I see opportunities. The down side is the relatively low return on assets. I have been thinking about transferring some portion of those monies to CBO (or an equivalent if you know of a better option.) However, when I look at the fact sheet for CBO I see the following data: Weighted average yield to maturity is 1.72%; distribution yield is 2.84%, and the trailing 12 month yield is 3.23%. To my relatively novice eyes (esp. in regard to bonds and bond etfs) it doesn't seem that I would be getting that much of a premium, and I would be giving up some flexibility and there is always the risk of a continued decline in the share price (even though it is near its recent lows) thus erasing any gain in yield. There are a lot of issues here that I'm finding it hard to balance out and would appreciate any insight or suggestions you have to offer. Sorry for the length of the question. Don
Read Answer Asked by Donald on September 15, 2016
Q: Self driving cars appear to be in our future. Which companies are involved in developing the control systems for such vehicles? If we believe in the concept, are there stocks that you would recommend? I assume Magna (which you seem to like) will certainly be involved in general parts supply. Do you know if they are involved in the controls as well.

Thanks for all you do.
Read Answer Asked by Dave on September 15, 2016
Q: What are your thoughts on the insurance companies in Canada versus US in general. Interest rates seem to affect the performance of the insurers and with the US on track for at least some small increase in rates in the not too far off future, I wondering if switching from Manulife (my current holding) to a US insurer (Aflac perhaps) in a registered account makes sense.
Read Answer Asked by Todd on September 15, 2016
Q: I own a basket of REITs and am concerned about Cominar, moreso after their bought deal at a large discount yesterday. They are not growing and with a high payout ratio it seems to me that the deal may have been in an effort to avoid a cut in their monthly distribution. My position is a little down since purchase quite a few years ago, but would rather sell now than at $10.
Appreciate your advice
Read Answer Asked by richard on September 15, 2016
Q: Peter and Team,

I have some covered calls written on Badger Daylighting, Tourmaline, and Painted Pony that look like will get called away at the end of this week. This will make approximately 10% of the portfolio available. I have essentially replicated the Balanced Equity portfolio otherwise (don't hold Whitecap or Magna, though) and I have approximately 10% of invested assets in short term bonds and approximately 7.5% of invested assets in US stocks (Xylem, Starbucks, and Visa).

My initial plan with the new cash available was to top up a couple Balanced Equity positions (SYZ and SLF, probably) to full positions and then to add a US Stock or two. My first thoughts for US stock were JNJ and GE.

What do you think of this plan and would you suggest any modifications? Should I be adding more to fixed income? I am 34, by the way and feel like I have risk tolerances that matches the BE portfolio quite well in general.

Thanks!
Read Answer Asked by Marc on September 15, 2016
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