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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: Could you please share your opinions of closed end funds? For example, I own both NXC and PCF.UN from Purpose Investments in my registered account, as I found them to be interesting contrasts to how I invest as an individual investor. I greatly respect your opinion, and appreciate your 5i approach.
Many thanks,
Mary
Read Answer Asked by Mary on January 14, 2016
Q: I would like to buy some canoe EIT the shares went down big time and it pays 10 cents dividend each month
Do you think it's a good investment?
Also I have 100 k to invest in the bond market short term
Do you have any suggestions?
Thanks for your help
Ben
Read Answer Asked by Benjamin on January 13, 2016
Q: Can u give an opinion on the Norrep funds run by Craig millar in terms of past and expected future performance, management, fees etc. I am particularly interested in Norrep fund and Norrep income and growth. thank u for your advice
Read Answer Asked by Indra on January 11, 2016
Q: Hi Peter/Team Happy New Year. What is your opinion about FTN. Thanks, Jim!
Read Answer Asked by Dimitrios on January 06, 2016
Q: what is your evaluation of this company?
are their distributions dividends?
what does 2016 look like?
alp
jacques
Read Answer Asked by jacques on January 04, 2016
Q: Any thoughts on Dream Alternatives? I am finding it difficult to determine what the management fee and profit split to the manager is. I did like that in December investor update Micahel Cooper says buying units, but are you able to confirm this and fees with your Bloomberg? The assets kind of seen a real mix of quality but is trading at a good discount to book currently.
Read Answer Asked by John on December 30, 2015
Q: What is your opinion of this fund. It has been declining sharply of late. Would you consider this to be a sell or a hold? In the past it has been a steady 5% income.

Thank you for your insight.
Read Answer Asked by Eugene on December 22, 2015
Q: What do you think of this closed end US fund? I am told it will be protected if rates rise, and it is trading at a discount to NAV.
Read Answer Asked by Donald on December 01, 2015
Q: Any thoughts on tty.un, great yield.

Thanks
Read Answer Asked by thomas p on November 30, 2015
Q: Having a hard time understanding why Brookfield management remains inactive relative to this truly horrible closed end fund it launched at $10. The value has subsequently drifted down in terms of price and net asset value to the $5 range. Incredibly, the same manager has remained in place since the outset. Very little change in their published holdings although AGF was finally disposed of after substantial capital loss. I bought this partly because of the Brookfield sponsorship. It seems this was totally misguided. In your opinion is there any hope for a restructuring or corporate intervention of some kind. Despite the original 6% yield, now 8%, what would you do with it.
Read Answer Asked by Sue on November 25, 2015
Q: peter;
had this issue since new at $10.00. Original plan was for it to
have modest growth. Hasn't happened. could you please review and comment? hold or sell.
Read Answer Asked by jim on November 24, 2015
Q: HI guys
Could you comment on this capital share, when I bought it a few months ago I thought that any increase in the dividends in the underlying stocks would be reflected in the split shares, but this does not seen to be the case, is some of the yield a "return of capital? What do you think about this product?. I feel that I bought it for the wrong reasons and am thinking about selling it. I have owned plit capital shares in the td and ry and have done very well with them. Can you any ideas of a split capital share that follows the life-co's. Sorry that this is so long.
thank-you for your time and have a nice day
Read Answer Asked by auftar on November 24, 2015
Q: Hi
Is there a Canadian small cap fund your team likes?
I tried purchasing the Mawer New Canada Fund, but it's now closed and unavailable to the public.
Any favourites you can suggest?

Thanks
Read Answer Asked by Carlo on November 23, 2015
Q: Been awhile since last comment on this,could you provide any further update or opinion.
Read Answer Asked by terrance on November 20, 2015
Q: Please help me understand the massive increase in the "Short" position in EITun stock as reported in the Globe and Mail
I assume this change has to do with the Voluntary Redemption offer that is currently being offered.
If so, would you please advise the reasoning behind shorting the stock at this time.
Thanks
Read Answer Asked by Dave on November 19, 2015
Q: Just my thoughts on the Cho 100 fund question. Post at your discretion:

Although I'm not a holder of this fund and do also strongly recommend Mawer, from a management perspective, I believe Chou is one of the best in the industry:

http://www.theglobeandmail.com/globe-investor/investment-ideas/strategy-lab/value-investing/a-fund-manager-who-refunds-fees-meet-francis-chou/article18405672/?service=mobile

Francis Chou has even refunded fees in the past for poor performing funds, and his value strategies usually take many years to pan out. A large cash balance is likely due to not finding many value stocks in current market conditions. This also provides the ability for the fund to 'pounce' when opportunities do come up.
Read Answer Asked by Arneh on November 14, 2015
Q: DRA.UN reported Q3 results yesterday. they seemed pretty good to me but I am having a little difficulty interpreting their statements. For companies like this what should an investor concentrate on when reviewing results? And what do you think of the results?

As always, thank you in advance for your thoughtful analysis.

Don
Read Answer Asked by Donald on November 11, 2015
Q: I am down somewhat on this Bond fund ... should I bail and try to recover some losses on a forecasted year end surge.Thanks as always.
Read Answer Asked by Alan on November 03, 2015
Q: After this VRX/CXR fiasco, I'm thinking of adding FAP to my portfolio, with a Yield of 11%. At age 62+, I think I need a little less risk, although I did jump in and BUY (VRX/CXR). Is FAPs' Yield safe?

Thanks ! Austin
Read Answer Asked by Austin on October 26, 2015
Q: Any thoughts on LOW VOLATILITY CANADIAN EQUITIES INCOME FUND?
Read Answer Asked by Jacques on October 12, 2015
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