Investment Q&A

Q: Hello. I have a large portion of my fixed asset side invested in Pref Shares of solid Canadian companies and this asset class has been suffering. I just received a solicitation from BPRF, which aims to invest in high quality US Prefs and claims the US returns are much better than Canada. The fund looks tiny and expensive and the yield is well below the 5% promise. Neverthelesss, should I be looking to move from Canadian prefs into US holdings and if so, how best to achieve that? Thanks

Q: Curious about your assessment of Cymbria for a long term hold of 3-5 years? Also, is low volume a concern?
Appreciate your wise advice.
Lorraine

Q: what's your opinion of this company/ do you think the dividend is sustainable?

Q: picCould you please put into context the recent earnings from PIC.A. The operating profit of 14.9M and the increase in net assets attributable to class A shareholders of 10.1M does not give me any feel for whether the company has done a good job over the past six months or not or whether that performance is consistent with or better or worse than previous periods in relation, perhaps, to their underlying investments. Thank you.

Q: Your thoughts on UTG. US

Q: Your opinion on a 3% holding in HHL for income would be appreciated.

Q: With safety of principal in mind, what do you think of HEP? It seems like a relatively safe place to earn a decent dividend in today's uncertain markets.

Q: Hi guys,

What do you think of the closed end fund GGN? It is a natural resource fund and has a 13% yield which looks attractive, but is it too good to be true?

Q: Could I get your thoughts on this fund. It seems to be well diversified but it's share price seems to be very stagnant. What fundamental should I be watching for that would move the share price?

Q: I have been trying to diversify my holdings. Tech is one area I have zero investments. I am looking for very long term holding with a dividend income. Can you give your thoughts of Tech Leaders Income. Is there a hold back on the income as these do appear to be all American Teck companies. Thanks

Q: I own these shares in my well diversified portfolio and would like to increase my position . What is your
opinion of this Fund?

Q: Have owned this for a few months --basically at a break even on growth but enjoying a 13% Div---would like to buy more but cant figure them out.
Paid 182 consecutive Divs--invest in banks and insurance-preffereds and common paying around 5% or less---write covered calls.Really not that volatile except for Fall of 2018
How do they pay 13%?

Q: Hi Team:
I enjoy reviewing the portfolio analysis. Of course there are always concerns with data interpretation. I am slightly over weighted in DS (5.5%) and FFN ( only 1.8%), 2 companies that I now understand pay some of their dividends with 'Return of Capital'. Returns to date are; DS in RIF (-16%) + TFSA's (-13%, -19%) + RESP (-12%). FFN is in TFSA's (-29%, -30%) + RESP (-30%). Overall now big losers but still paying dividends (DS yield @ 10.15%; FFN yield @ 18.99%) except at the rock bottom time frame of December 2018. So, I want to sell. When do you suggest I take the hit? Do I sell all at the same time? Do I keep some portions? Of course some magical suggestions to make up the loss, especially in the RESP. Overall I am still at a positives in all accounts, so I have not made all bad choices but these are dragging me down and I am tired of seeing the red return. Thanks Ken ..... :-)

Q: What is the difference between CEF and PHYS? Which is the better one to own in a rising gold market? Thank you.

Q: A year ago a member asked about BL.UN. You had suggested RBOT ETF. They both have a MER of 0.9%. I think BL.UN is a CEF. They have quite different holdings. I am looking for a Canadian Fund or ETF with Hi TEch holdings in my RRIF. The top holding of BL.UN seemed to fit. I appreciate your view on this.

Q: I am down on this investment, do you advise holding on?

Q: Any reason eit.un is falling lately?

Q: What are the advantages/disadvantages on this levered play on Enbridge? Any other thoughts appreciated.

Q: Hi there,

I recently heard that the DKAM Capital Ideas Fund has re-opened. I used to follow Jason on BNN when he made appearances and was overall impressed with his stock selection. Would you recommend his fun? Also, if I were interested in purchasing units, how would I go about doing so?

Thanks!

Q: Any thoughts on this one - i am looking for relatively safe dividend income utility play in the US. I am trying to understand how the fund pays such a high dividend when the underlying assets do not. Can you explain. It certainly has been a consistent payer over a long period of time.

Thanks