Investment Q&A

• Premium Income Corporation Class A Shares (PIC.A $7.15)
  • $7.15 P/E (TTM): 11.65X Cap: $113M
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Q: can i please get your opinion on pic.a for an rrsp account.

Thank You
Craig

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Read Answer Asked by Craig on July 26, 2017

• Tech Leaders Income Fund (TLF.UN)
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Q: Can you give me your opinion on TLF.un?
Thanks!

Linda

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Read Answer Asked by linda on July 19, 2017

• Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U $18.58)
  • $18.58 P/E (TTM): 39.36X Cap: $2.50B
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Q: ,,It is almost similar to a private equity firm where the investments will need time to grow in value and then the holding company may need to do something (sell, IPO, etc,) to actually realize the value and get some liquidity.,,
I do not understand your comment. I have a 60% gain. I can sell now and realize the profit. What do I don't know?

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Read Answer Asked by claude on July 18, 2017

• Dividend 15 Split Corp. Class A Shares (DFN $6.61)
  • $6.61 P/E (TTM): 22.65X Cap: $793M
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Q: Hi
What impact, if any, would rising interest rates have on DFN share price. I like it for income. Would this be a good time to add to a position?
Thanks for all you do
GUY R

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Read Answer Asked by Guy R. on July 18, 2017

• Pender Growth Fund Inc. (PTF $14.74)
  • $14.74 P/E (TTM): 5.29X Cap: $110M
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Q: What do you think of this fund for a long term hold? It seems to hold small private tech companies and hold them through going public or being bought by a larger entity. I read somewhere that there is huge demand for small and medium sized Canadian tech companies.

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Read Answer Asked by Michael on July 17, 2017

• iShares S&P/TSX Global Gold Index ETF (XGD $36.83)
  • $36.83 P/E (TTM): 106.6X Cap: $2.59B
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Q: I have looked at gold and precious metals ltd. ASA. US (closed end mutual fund). What are your thoughts on asa for a small holding 3 percent to diversify?

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Read Answer Asked by Danny-boy on July 14, 2017

• MINT Income Fund (MID.UN $7.30)
  • $7.30 P/E (TTM): 43.6X Cap: $93M
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Q: You have mentioned that this fund had 20% allocation to energy before it merged with 2 other Middlefield funds. Do you know what percentage is in energy today and do see any positive attributes in a fund which has been in steady decline in 2017.
Best Regards
Harold

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Read Answer Asked by Harold on July 11, 2017

• Brookfield Global Infrastructure Securities Income Fund (BGI.UN $6.10)
  • $6.10 P/E (TTM): 27.54X Cap: $107M
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Q: I'm looking to add income in a RIF account,the yield on BGI.UN currently 8%+ do you think that this is sustainable over a 4/5 year time frame I'm looking at a 3% position in the portfolio.

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Read Answer Asked by Thomas on July 07, 2017

• Manulife Floating Rate Senior Loan Fund Class A Units (MFR.UN $5.92)
  • $5.92 Cap: $59M
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Q: Hi Peter and Team

I'm looking for some reliable income that isn't from common share dividends. I currently have no exposure to bonds. What's your opinion of this mutual fund for that asset class? The MER seems a bit rich and I'm struggling to see how they can deliver a yield of 7.89% on floating rate bonds.

Thanks
Peter

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Read Answer Asked by Peter on June 22, 2017

• Miscellaneous (MISC)
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Q: KED P/E 2.2X, P/B 0.8X EPS $7.70 Div. 9.26% Debt/Capital 30.6% ROE 43% yet the share price keeps falling ? Why doesn't the market like this company, I think, fundamentally it s/b be closer to $30/share rather than the current $17.28. Please help me understand, would you think its a screaming buy ?

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Read Answer Asked by Ed on June 19, 2017

• Miscellaneous (MISC)
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Q: Any info about this new fund IPO LS.UN would be appreciated - what companies would be in the fund. Looks like the dividend will be around 5% and settlement is July 15

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Read Answer Asked by Luca on June 19, 2017

• Brookfield Global Infrastructure Securities Income Fund (BGI.UN $6.10)
  • $6.10 P/E (TTM): 27.54X Cap: $107M
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• Manulife Floating Rate Senior Loan Fund Class A Units (MFR.UN $5.92)
  • $5.92 Cap: $59M
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• Flaherty & Crumrine Investment Grade Preferred Income Fund (FFI.UN)
  • Cap: $73M
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Q: Good morning 5i
Please advise on the above and similar income related funds. I am trying to set up a retirement income. At 76 yrs old and I have about $100,000.00 to invest. Safety is important as well as income. Your previous advice has been taken.
Thank you
Terry

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Read Answer Asked by TERRY on June 09, 2017

• Nuveen Preferred & Income Opportunities Fund (JPC $8.07)
  • $8.07 P/E (TTM): 6.58X Cap: $2.57B
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• Duff & Phelps Utility and Infrastructure Fund Inc. (DPG $12.78)
  • $12.78 P/E (TTM): 68.14X Cap: $487M
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Q: I am curious your opinion on DPG and JPC to generate income from USD. Thanks.

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Read Answer Asked by Peter on June 09, 2017

• Miscellaneous (MISC)
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Q: hello,

I have a relatively large portfolio with Funds, REITS, FNB, with high distribution (dividend, capital gains, return of capital) and will ad to some.
What's your position for these three funds, and perhaps for HPF too.
Thanks.
Francois

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Read Answer Asked by FRANCOIS on May 23, 2017

• OCP Credit Strategy Fund (OCS.UN $5.34)
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Q: This is a high yield fund with not a lot of information on it out there. Is the dividend sustainable? How do the financials look? What are they mostly invested in at this stage? Thanks.

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Read Answer Asked by Michael on May 19, 2017

• Miscellaneous (MISC)
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Q: SBC is going through some moves - issues preferred shares, giving holders of capital shares more shares, etc. Could you explain what is going on? I own 500 A-shares. Thank you!

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Read Answer Asked by Kurt W on April 26, 2017

• Miscellaneous (MISC)
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Q: CAN YOU PLEASE PROVIDE SOME INFORMATION ON THE ABOVE NOTED SECURITY?
The yield exceeds 7%.
Is it suitable for a conservative income investor?
Thanks

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Read Answer Asked by Terry on April 13, 2017

• Harvest Healthcare Leaders Income ETF (HHL $7.37)
  • $7.37 P/E (TTM): 71.28X Cap: $1.44B
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Q: hi, what do you think of HHL at this price? we are retiring next year and looking for income , do you like HHL or is there something you prefer thx Jack.

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Read Answer Asked by Jack on April 11, 2017

• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR $10.12)
  • $10.12 Cap: $467M
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• June 2020 Corporate Bond Trust Class T units (CBT.UN $9.16)
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Q: You were not enthused with this issue when it did an IPO on November 1,2016. Have you changed you view? If not what would you recommend as a good place to park cash.
The cash balance usually $100K would fluctuate; but would never go to Zero.

Thanks Team

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Read Answer Asked by Warren on March 30, 2017

• Miscellaneous (MISC)
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Q: hello 5i:
2 questions.

I am interested in the fund above, and the question asked by Robert yesterday. One thing I can't quite understand: how is the fund generating a (greater than) 6% return. How is the fund able to do this with present interest rates? Through leverage?

Could you give me your opinion on the CEF WEC (Western Asset Premier Bond Fund), and would you consider this a viable holding in a TFSA?
thanks
Paul

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Read Answer Asked by Paul on March 30, 2017