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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: So, this is a what am I missing question, and I have missed a lot over 30 plus years of investing. I have held this for INCOME for over 2 years and at a 2.5% weighting and a cost base of $8.25. An average yld of 8% more then suits my requirements for income. A part of my thoughts were this fund should actually do OK in a raising interest rate situation, however it seems to be dropping recently. Is this a simple market reaction, a negative view on Manulife as a parent, or am I wrong on my views for stable value here? I am thinking of adding to 3% and seek your views. Again this is for a Yield play and stable cost base. Thanks
Read Answer Asked by James on November 02, 2018
Q: hi there,
Can't seem to bring this stock up from the database. I am looking for a bit of income in the US and have been looking at a few of the Pimco funds. The high yield is a bit scary but its 5 year track record seems impressive. Thoughts?

Read Answer Asked by kelly on October 15, 2018
Q: There appears to be a significant sell-off over the past week of various split share funds (DFN, DGS, FFN, FTN, DF). Some are even trading at close to NAV.

Any idea what's going on?

Many of the funds are well above the NAV threshold and continue to pay the dividends so that doesn't appear to be the cause.
Read Answer Asked by Arneh on October 10, 2018
Q: Regarding my earlier q on NRGY you mentioned that it was trading at a discount of around 3.5% and explained that there were some good reasons not to like the mutual fund that it would roll into.
But given that closed it closed at 5.52 and Ninepoint shows NAV as 6.03 it could - at that price - be purchased at a discount of about 8%, no? If that were the case, would it not have made sense - apart from the commodity risk - for a fund which will close in about 4 weeks and for which an investor would receive its NAV?
(I was really asking whether I was missing something in the conversion process from NRGY to NPP008)
Read Answer Asked by Peter on September 25, 2018
Q: NRGY is trading about 9% below NAV this morning (Based on Friday's closing NAV and this morning's moves in oil equities). Given that the fund is being closed and rolled into Ninepoint's energy mutual fund, does is it make sense to buy if you are okay with owning the mutual fund?
Also, do you have to accept the mutual fund or can you request cash when a fund is closed like this?
Read Answer Asked by Peter on September 25, 2018
Q: Could you please give me your analysis/view on BlackRock Health Sciences CEF (BME). It appears to have a very good income and performance track record.
Read Answer Asked by Bernie on September 21, 2018
Q: can you explain CEFs in a simple staight forward way? I noticed that some have significantly higher fees than none CEFs. What is driving this? Are there tax implications for a canadian holding a CEF in either a registered or non-registered account. i also notice some issue K-1s and some issue 1099s. What the heck is the difference and how does this impact me as a Canadian investor. If you could also point me to a resource that would be fantastic!
Read Answer Asked by kelly on September 18, 2018
Q: I would like to increase my global exposure and was looking at Cymbria, or would Edgepoint Global be a better investment? From your last answers on Cymbria, you stated it was trading at a high premium. What would be a good entry point to buy Cymbria? I notice it has come down a little bit since then. What about the management fee for these products, are they reasonable?
Thank you for all the advice I have received over the years!
Read Answer Asked by Shirley on September 17, 2018
Q: Hi there,
Do you know if there is a minimum holding period for this Sprott product? If so, how long is it and what is the penalty for early sale? I have contacted Sprott four times with no reply. Tx.
Read Answer Asked by John on September 06, 2018
Q: What are the benefits and risks of an investment in CGI?
Read Answer Asked by LARRY on August 24, 2018
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