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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 isn't a question, but a suggestion to those who are looking for much higher yield than treasury bills and government bonds with many of them trading at very low risk. The preferred side of split shares. There are several of them yielding anywhere from 4 to 6%. They are redeemable anywhere from one year to 6 years with a downside protection up to 100 % or more. Liquidity however is an issue with some of them. You just have to be selective.
Read Answer Asked by Saad on July 14, 2014
Q: Good afternoon...I have $100,000 that I keep in cash and will not need to touch for 1 to 1.5 years...ideally would like make some interest/income....I would not want risk but will to take conservative risk....what options would you recommend...I have other investments full invested in the market...

Thanks

Matt
Read Answer Asked by Matthew on July 11, 2014
Q: Hi 5i: Exchange Income Corp (EIF) – It is difficult for investors to size up these negative/”short’s” reports. Many people will remember Muddy Waters’ report on Sino Forest and the subsequent disintegration of that company.

About 2 years ago Prescience Group issued a report on Student Transportation (STB), claiming that the company was effectively a Ponzi scheme, that the dividend was unsustainable, and that the intrinsic value of the stock was about $2 per share. STB dropped from 7.38 to $5.71 (intraday levels) in a little more than a week, largely on the strength of the report. Since then $5.71 has become the 2.5-year low for STB, which has made its “unsustainable dividend” payments, without reduction or interruption, for 24 consecutive months. STB shares have spent most of the past year on an upward trend between $6 and $7, although they have popped above the $7 level on a couple of occasions. The dividend yield with STB at $7 is still nearly 8%. Not bad for a stock that was supposedly worth a toonie a share!

So back to EIF, here we go again. What are we to make of Veritas Research’s disembowelling of EIF? Does this put the company’s recent management “expansion” and reshuffling in a different light? Would you be significantly concerned about EIF’s convertible debentures (especially the G series, which you seemed positive on in a previous comment)? Thanks!
Read Answer Asked by Lance on July 11, 2014
Q: exchange income fund eif down about 15% 2 days is there a spot you might consider entering
Read Answer Asked by andrew on July 10, 2014
Q: EIF - should I add to my position, on the current weakness? Why is the stock falling so hard in the last sessions?
Read Answer Asked by Eric on July 10, 2014
Q: Please tell me what you think of OZM.US (Och-Ziff Capital). Thanks! Mike
Read Answer Asked by Michael on July 09, 2014
Q: Please comment on Timbercreek Mortgage Investment (TMC) vs Timbercreek Senior Mortgage Investment (MTG). Both pay high dividends. Which one would you prefer for an income portfolio and why? Thanks!
Read Answer Asked by Paul W on July 09, 2014
Q: I saw a guest on BNN recommend infrastructure stocks for safety and yield and wondered what stocks, ETF s, or mutual funds you would recommend in this area. Also, do you agree that this is a good area in which to invest? Thanks for your reply.
Read Answer Asked by Peggy on July 09, 2014
Q: pipelines Would you please comment on enb,ppl,ipl,trp,vsn and which do you prefer. Jim
Read Answer Asked by jim on July 08, 2014
Q: Hi Peter and Team
I would like your comments and thoughts on Rogers Sugar (RSI).
I bought it for yield and has gone down 25% since I purchased it. Should I sell it and move on? If so, would you recommend a stock with reasonable yield and capital appreciation.
Thanks for your great service.
PH

Read Answer Asked by Patty on July 08, 2014
Q: Peter, My portfolio contains 25 stocks with a dividend return of 3.9%.With the possibility of rising interest rates should I be reducing exposure to dividend paying stocks and rotating to growth stocks.I do not require the income for a couple of years!I have no exposure to metal and mining stocks(happily so).They seem to be coming into favour,do you have a favourite?
Read Answer Asked by Randy on July 07, 2014
Q: I would like to invest in four Canadian companies for my 90 year old mother. The investments need to be quite safe and pay a dividend, monthly or quarterly for month to month living expenses. I would prefer 4 different industries to avoid turndowns in any given sector. What would you suggest?

Read Answer Asked by Jack on July 02, 2014