Investment Q&A

• Financial 15 Split Corp. Class A Shares (FTN)
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Q: Hi 5i!

Love your insights provided across your site. Keep it up!

I know you’re not fans of split corps, but I have to ask (as an observer of this stock), what is happening the past week to FTN?

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Read Answer Asked by Scott on September 07, 2023

• BMO Covered Call Utilities ETF (ZWU)
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• DNP Select Income Fund Inc. (DNP)
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Q: In terms of safety and long term income in a fairly well diversified portfolio which of the 2 qualify I am 80.
Thanks
Dan

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Read Answer Asked by DANIEL on September 07, 2023

• Dividend 15 Split Corp. Class A Shares (DFN)
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Q: Would you suggest this for a cash parking spot at this price?

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Read Answer Asked by Vern on August 22, 2023

• iShares S&P/TSX Global Base Metals Index ETF (XBM)
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• Sentry Select Primary Metals Corp. Class A Shares (PME)
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Q: Have a -36% small position in an RRSP. Thoughts on possible replacement.
Thank you.

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Read Answer Asked by Carlos on August 22, 2023

• Eaton Vance Enhance Equity Income Fund II (EOS)
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Q: Your opinion on Eos as far as risk, stable dividend, possible appreciation is appreciated.
Thanks James

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Read Answer Asked by JAMES on August 21, 2023

• Cymbria Corporation (CYB)
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Q: Can I please get your opinion on CYB? It’s been a long term hold in an RRSP and has done well. Do you see it as a continuing long term hold in an RRSP or maybe sell half and put into something else? It is over 10% now.

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Read Answer Asked by Lois on August 16, 2023

• TDb Split Corp. Class A Shares (XTD)
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Q: XTD is a split share corp that invests in shares of TD bank. TD has had some issues but is now seen as somewhat undervalued, with good potential upside. XTD, currently at $4.00, pays a 15% dividend, monthly, as long at the net asset value is above $12.50. It is currently at 12.95. The risk would seem to be the risk that the TD stock underperforms. Would appreciate your thoughts.
GUY

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Read Answer Asked by Guy R. on August 03, 2023

• Canoe EIT Income Fund (EIT.UN)
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Q: What are your thoughts on this fund?
Long term performance and yield are both very strong, in excess of 9%. No covered calls but does have some leverage. Not sure how they achieve 9%+ yield without covered calls but the yield seems consistent and large portion of distribution is capital gains, eligible dividends and ROC.
Never invested in a closed end fund before. What is the difference between this and an ETF?

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Read Answer Asked by Bruce on July 31, 2023

• PIMCO Dynamic Income Fund (PDI)
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Q: I own PDI and am underwater on it (down about 20%) but hoping for a recovery. (1) What are the likely catalysts to see price improvement, (2) Do you feel the dividend is safe?, (3) What are your overall thoughts on PDI?

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Read Answer Asked by Randy on July 21, 2023

• Brookfield Global Infrastructure Securities Income Fund (BGI.UN)
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Q: Is BGI.un a good buy currently?

Brookfield recently closed down a fund, how much of a loss would the holders of the fund take?

Thank you

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Read Answer Asked by Mark on July 17, 2023

• Dividend 15 Split Corp. Class A Shares (DFN)
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Q: Is there any news about DFN? Huge volume increases the last two days and the share price has dropped significantly. Dividend was paid out on the 10th. Today is the 11th. Thank you.

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Read Answer Asked by Toge on July 12, 2023

• MFS Charter Income Trust (MCR)
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Q: What is your current opinion of the MFS Charter Income Trust as a defensive and income instrument?

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Read Answer Asked by David on July 07, 2023

• Northview Fund (NHF.UN)
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Q: Why are they consolidating the shares? They are nowhere near a delisting price.
Why do you think the market is unphased by the yield reduction. Even an anticipated cut almost always creates a drop. Occasionally a boost of course.

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Read Answer Asked by David on June 21, 2023

• Duff & Phelps Utility and Infrastructure Fund Inc. (DPG)
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Q: DPG dropped 20% on june 16th,probably since it cut its usualy stable dividend, for first time since 2016..I own it since a few years in my RRSP : is it still an "acceptable" investment for revenue,or is it too risky to be kept any longer?

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Read Answer Asked by Jean-Yves on June 19, 2023

• Northview Fund (NHF.UN)
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Q: I would appreciate an update regarding the payout ratio for this company, and your assessment of both the likelihood of a dividend cut and the relative safety of the dividend after, say, a 50% trim (which today would still leave about 6.5% payout).
Thanks!
Paul K

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Read Answer Asked by Paul on June 08, 2023

• Amplify High Income ETF (YYY)
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Q: I have some reservations about buying individual closed-ended funds, in general; however, YYY is interesting due to its ETF Index approach. Is this a valid income instrument from the perspective of ensuring continued payouts and reasonable share price maintenance?

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Read Answer Asked by David on June 07, 2023

• Highland Opportunities and Income Fund of Beneficial Interest (HFRO)
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Q: Given the discount to NAV, what would you consider to be the downside risk to this fund? What about upside potential?

Thank you!

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Read Answer Asked by Jim on June 07, 2023

• Tesla Inc. (TSLA)
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• Moderna Inc. (MRNA)
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Q: Barron’s Andrew Bary wrote a very interesting commentary on this Baillie Gifford fund this weekend. What are your thoughts on its value, low cost, and investment diversification?

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Read Answer Asked by David on May 23, 2023

• goeasy Ltd. (GSY)
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Q: Did GSY ever make more info available regards the $41mil. lent to a bankrupt car finance Co.?
In their last qtr. statement was that name included in mark to mkt. group of 3?
Thanks

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Read Answer Asked by Joseph on May 16, 2023

• Canadian Banc Corp. Class A Shares (BK)
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• Hamilton Canadian Financials Yield Maximizer ETF (HMAX)
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Q: Can you give me the risk level of investing in either of these 2 financial products? Should the yields scare me or is this an opportunity? Looking to put in my income portfolio.

TY.

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Read Answer Asked by Gerald on April 24, 2023