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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 have reviewed prior question responses on PMIF and PMO005. I understand that both should behave similarly (PMIF should have higher return longterm due to lower MER). My question is on the distribution. The distribution yield on PMO005 is about 3-3.5% it appears; the distribution yield on PMIF appears to be smaller and with variations in the distribution from month to month. Do you think this is temporary, as PMIF is relatively new? Do you think overtime, the distributions of PMIF will stabilize and approximate those of PMO005 with a similar yield? If not, why not, if the portfolio composition is the same in each case?

My feeling is that PMIF is 'safer' than high yield bonds such as XHY and preferred shares such as CPD/ZPR, do you agree? I hope to pair this with some VSB as my fixed income allocation. Do you think PMIF is worth the MER of 0.87%? This is for longterm, all-weather hold (irrespective of where interest rates go in the near-term/longterm) for consistent income.

Thank you!
Read Answer Asked by Walter on April 20, 2018
Q: I have a question about 985
If sector is not an issue, would you replace BPY.UN which i’am down 12% with CPX? This would be for a 3+ year hold with income and stability a priority.
Or could you suggest a better alternative to BPY?
Thanks
Read Answer Asked by Brad on April 17, 2018
Q: I currently owned VNR 1.9% , KWH.UN (2.5%) AND ECI(2.6%). I am thinking of increasing my weight in VNR, to 2.5%, would you be a buyer of VNR or better to increase my weight in KWH.UN or ECI?
Thanks
Read Answer Asked on April 17, 2018
Q: Hi Team
one of the market call speakers
suggest to own Key instead of Ala

I have abit of both and Altagas is under water
so is Key
would it be wise to sell Ala for a capital loss and switch to Key
for a long term hold for mainly income and abit of capital gains ?
thanks
Michael
Read Answer Asked by Michael on April 16, 2018
Q: Hi Peter. To my dismay, I currently hold too many pipelines... Enbridge, Pembina, & Inter Pipeline. I wish to cut 2 of the positions and then possibly pickup Algonquin Power. I also own Fortis & Emera. Which pipeline would you suggest keeping, and your reasoning behind it. Also, do you feel 3 power utilities would then be too many and if so, which 2 would you prefer? I welcome your input. Thanks.
Read Answer Asked by Ron on April 16, 2018
Q: I currently own in my RRSP the following stocks : GUD, KXS, SLF, SIS, AQN (1/2) and FTS (1/2). I have 6K$ that I would like to add to only two or three of those stocks to avoid too much trading costs.
I have a longterm timeframe (20years +) for my RRSP and am diversified across my other accounts.
I was thinking of KXS, SLF and SIS first, but utilities also look quite cheap to me these days.
What would be your selection? I'd rather not add a new position to avoid having to many...
Read Answer Asked by Julien on April 16, 2018
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