Investment Q&A

Q: In May you gave an opinion on this fund and mentioned currency could be an issue. I assume that means they invest outside of Canada. Do you know how exposed they are to UK and Europe? Given Brexit is this considered a risky stock? I like the yield but reasonable safety of capital is important too. Thank you for your opinion.
M

Q: This is a comment on Austin question this morning. Some fund companies and in particular Sprott charges performance fees even when the fund loses money. So in the example you have shown if the market went down by 50% and the fund went down by 30% the some performance fees are charged. So they get on the upside and downside, which I think it is unfair. I would like to see fund companies, charging only on the upside with a specific percentage of absolute return. Or better yet giving back what they earned in performance fees when the investor loose money.

Q: Given the reality of the Brexit there seems to be a lot of currency movements. Is CXI a large enough company and do they participate in currency markets in such a way as to benefit from the increased number of transactions?

Q: I have 50K US$ and wish to purchase 3 or 4 growth and income stocks on an American exchange. I was thinking of MSFT as one of them. Do you agree? Would you suggest other names. Thank you

Q: With the sharp drop in many European banks , are there any you would recommend at this point?

Q: Hi,
I caught Ryan on BNN last night and he seemed a little worried about IT. I own mostly balanced equity portfolio stocks and just a few growth portfolio stocks, with IT being one. Ryan didn't like the risk/reward at this time. Should I switch into one of his top picks like XTC, which I assume has a better risk/reward. Or on the other hand, should I just hold IT for the long term and ride it out.
Thanks,
Steve

Q: Hi Guys

What is your take on Atrium at this time

Thanks Mike B

Q: I hold Melcor REIT but am considering a switch to Milestone. Do you think this is a good idea or should I Continue to hold Melcor REIT and get paid to wait as they say. Thank you. Bill

Q: After the first 24 hrs post Brexit, can you provide me your top 5 most overpunished dividend paying stocks that in your opinion "should" weather well in future and make a good recovery.

Ernie

Q: Hi Guys

What are your top 10 reits at this point given that rates should stay lower longer

Thanks Mike B

Q: Hi Guys

Do you think it is time to buy some hhl.un units at this time

Thanks Mike B

Q: Hi folks
Two questions.
I have held both these for some time in my wife's LIRA account. She can not access this for about 12 years, so a long term hold is very possible. Have held these for a couple years. Both are down about 10%, I have held on because I see the ETF as a long term play on our aging population, and ACHN (hopefully you have a little info with this) as a risky but likely takeout target down the road. I have trimmed this one down and made a bit of $ in another account with it, so it isn't as bad as it looks.
Looking back, which is always easy, there are better options, however I am in now and wondering if I should stay the course.
Don't mind volatility, actually kind of drawn to it. Any thoughts?
Excellent job btw, your cheap at twice the price!
Cheers ;)

Q: I want to have some exposure to mining and I wander if it is a good time to buy LUN or HBM? Which one would you consider, if any? Do you have other recommendation? What do you think about the sector at this moment? Thanks

Q: I did my Brexit Wed. and plan on staying about 50% cash untill after the US election. Would like some ETF's that pay a relatively safe div. Thanks Al

Q: I bought a little Magna on Friday. It got me thinking the tire companies should have steady sales no matter if people buy Ford, GM, Tesla, etc. or even just maintain old cars but they dropped on Friday as well. What are your thoughts. Is there a company you like?

Q: Saw BNN market Call with Ryan on Friday and another good, informative performance. I noticed when they listed 'holdings' for PBH, it showed a positive tick mark for guest position, household member and guest firm/affiliates. Only investment banking showed no involvement. I was surprised to see this as 5I sells itself as conflict free and I have never seen any possible conflict before. Comments please.

thanks

Q: With this financial storm coming from UK, what do you think of TD? Take the opportunity to buy more or is just a hold?

Q: I currently own Gibson Energy in a locked in RRSP at an average price of $25.00.

My time frame is 10+ years to hold before I convert to a Life Income Fund (similar to a RRIF).

Is it better to:

1 - do nothing and collect the current yield (5.28 %) and wait for recovery in share price.
2 - slowly buy new units at current prices and bring my average price down and increase yield.
3 - sell and reinvest in other companies in the energy infrastructure field (KEY, PPL, IPL, ALA)

Thank you for excellent service.

Q: With a time horizon of 10+ years, i'm looking to start a smith-maneuver portfolio to write off some mortgage interest. Could you please recommend 5-10 top picks that would be suitable for this strategy? Or would you recommend possibly an etf like CPD for something like this.

Thanks!

ps, i tried searching for previous questions in the q&a regarding this topic but couldn't find any, do you know which section they would be filed under?

Q: Manulife is down more than the market and SLF. Is there a company specific reason for this? With a yield over 4% would you consider this a good buy for a long term hold.