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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: XTR pays a dividend of 6.99% currently. What is your opinion of a new retiree purchasing this ETF and holding it in a TFSA account? Would it be better to hold it in an RRSP or margin account? Is the 6.99% considered a dividend or income for tax purposes? Is the income reliable long term? Would CDZ be a better choice? Thank you for your excellent service!!!!
Read Answer Asked by Pamela on January 11, 2016
Q: Could you recommend other very stable high quality 5% plus dividend paying stocks (like BIP.UN which you have already commented on) which have sold off solely due to market fears. I already own BEP.UN which might fall into this category. Thanks.
Read Answer Asked by Gary on January 11, 2016
Q: Hi, 5i
Regarding pbh, what are the biggest risks involved? How are its margins? Do you know their customers?(Starbucks? I think is one). The food business is "to my knowledge" highly competitive and margin sensitive, is pbh a good enough company to overcome its sector or do you think other stocks are better?
Thanks
Read Answer Asked by Marie on January 11, 2016
Q: In view of recent turbulence and volatility, is there any change in your previously expressed opinions of SOX? Can the dividend be maintained?
Read Answer Asked by WILLIAM on January 11, 2016
Q: I parked money in PSA in order to get a 1% retune while I decide what to do with the cash. I notice on the Purpose Investment website the following disclaimer
"Fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer"

Can you comment. I was under the impression that 100K is insured under CDIC

Thanks! Nice to have a go to service to ask these type of questions
Read Answer Asked by roland on January 10, 2016
Q: What would be your recommendations for investment vehicles (with low MER) to hold cash at this time?
Read Answer Asked by Linda on January 10, 2016
Q: Hi,
Can you give me your thoughts on the price weakness? Bip.un has been a strong and consistent performer in my portfolio. Is it a good time / price to buy here? Do you expect anticipate good upside over the next 12-18 months / longer or is there reason to be more cautious/sell?

Thank you
Read Answer Asked by Douglas on January 10, 2016
Q: If holding so called high interest saving vehicles (like TDB8150) in an investment account are subject to bail in legislation, where could one hold cash to avoid bail ins? Depositors in banks are considered "investors" under current laws and subject to confiscation in bail ins, but would you be exempt if you held cash in an investment account. You earn zero interest if you hold cash in an investment account so it would be hard to say you are an investor with that cash.
Thanks
Read Answer Asked by John on January 10, 2016
Q: BIP.UN has give up all of the gains last year and is now trading at a 52 week low with a yield of over 6%. This looks like a great buying opportunity - do you agree? Thanks
Read Answer Asked by Gary on January 10, 2016
Q: Hopefully, this question provides a simple answer. I have approx $100k in liquidity that I'd like to 'park' in whatever equity or REIT you feel is risk averse and would provide some dividend or interest income - bonds aside. I can leave the funds there for 2 to 4 years. At 66 years of age, I cannot afford to lose principal. I am not concerned with currency fluctuation.
Read Answer Asked by Claus on January 10, 2016
Q: Your thoughts on Sandvines earnings report today & initiation of dividend. Love the service Thank you If asked, answered & posted already pls disregard.
Read Answer Asked by Peter on January 08, 2016
Q: Is it a good time to add to utility names such as enbridge, trap, ipl, ppl. 5 year + time horizon? What is your recommended sector allocation for the averae investor ? Thank you.
Read Answer Asked by Pierre on January 08, 2016
Q: Hi Guys

What is your take on Atrium Mortgage at this time

Thanks Mike B
Read Answer Asked by Mike on January 07, 2016
Q: Hi there,
Would a vehicle like TDB8150, a place to park cash in an investment account, be subject to bail-in confiscation, similar to bail-in of bank deposits. Thank you.
Read Answer Asked by John on January 07, 2016
Q: SIRI,the US co of XSR reported that in 2015,its subscribers of 2.3m exceeds 2m guidance.It expects to meet or exceed its 2015 guidance for revenue,adjusted Ebitda & free cash flow.Will announce results in 1st week of Feb.It was up .03 to $3.93 after hours. XSR is slated to report results after close of market on 1/13.Its last q shows eps of .02 vs .04 expected resulting in a big drop in its price.Please provide your view on up coming results Always appreciate your great services & opinions
Read Answer Asked by Peter on January 06, 2016