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?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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
Best Regards
Harold
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.
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
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
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 ?
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
-
Brookfield Global Infrastructure Securities Income Fund (BGI.UN $7.23)
-
Manulife Floating Rate Senior Loan Fund Class A Units (MFR.UN $5.92)
-
Flaherty & Crumrine Investment Grade Preferred Income Fund (FFI.UN)
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
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
-
Nuveen Preferred & Income Opportunities Fund (JPC $7.81)
-
Duff & Phelps Utility and Infrastructure Fund Inc. (DPG $14.29)
Q: I am curious your opinion on DPG and JPC to generate income from USD. Thanks.
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
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
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.
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!
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
The yield exceeds 7%.
Is it suitable for a conservative income investor?
Thanks
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.
-
Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR $10.07)
-
June 2020 Corporate Bond Trust Class T units (CBT.UN $9.16)
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
The cash balance usually $100K would fluctuate; but would never go to Zero.
Thanks Team
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
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
Q: You stated recently: (the investment strategy of DFN) "and the strategy could be quite easily duplicated." Holding the banks in a self-constructed portfolio would indeed be easy, but it would produce a 4% yield, similar to ZEB. How would you construct the portfolio, as you suggested.
Thank you for your services, esp of stocks not usually covered by analysts.
Thank you for your services, esp of stocks not usually covered by analysts.
Q: New fund,believe IPO was $10.00 in December. why would anyone now be selling below $7.50 in only short time. Is it good long term hold if the price of oil is going up? What would be MER. (including expenses) Is Mr. Nuttall's (P.M.) track record worth the investment (high fees). Risk/reward.....Cec
Q: Is the takeover of CEF.A sure to happen?
If so what is the last date to sell CEF.A?
Also, is there some similar alternative to own that will have any payouts in the form of dividends rather than distributions?
If so what is the last date to sell CEF.A?
Also, is there some similar alternative to own that will have any payouts in the form of dividends rather than distributions?
Q: Peter, Ryan gIven the high percentage of private holdings in this fund how are the investments valued for purposes of the NAV? And does the market price get reset occasionally like an ETF?
Q: Can you comment on the prospects for ptf-v