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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: Can I have your opinion on this fund which focuses on increasing dividends of companies with solid balance sheets. Would this be appropriate for a registered account which I shall not need to touch for about 5 years?

Thanks
Read Answer Asked by Ronald on July 24, 2015
Q: I hold VIP.UN-T as well as AV.UN mainly for income Since 2008. I have small capital gains in each, however the income has been steady. I wonder if there should be any concern and should I continue to hold these investment in light of the fact that the manager is planning to convert VIP.UN from a closed end fund to a mutual fund and the manager itself is experiencing some issues which include recent losses of clients as well changes at the top.
Read Answer Asked by Joseph on July 23, 2015
Q: I have been retired for one year. My asset allocation is: 75% equity, 6% cash and 19% fixed income. My broker at FBN says that I need to increase the fixed income part of my portfolio (RSP) and suggests those notes or ETF from BMO to stabilize my portfolio:
ZUH
Bank of Montreal JHN 8901 or Bank of Montreal JHN 8902
JHN 8905
NBC 1780
What do you think of those choices?
Any other suggestions?
Thanks,
Serge
Read Answer Asked by Serge on July 20, 2015
Q: What is your opinion on this fund. This is a closed end investment fund; could you briefly elaborate what this means. Would an investor able to see the under lying assets of the funds like an ETF and MER?
Read Answer Asked by John on July 20, 2015
Q: WE OWN BLUE RIBBON INCOME FUND. THEY HAD A 20% EXPOSURE TO THE ENERGY SECTOR & BOUGHT MORE WHEN IT WAS DOWN. I THINK THEY ARE EXITING THE ENERGY SECTOR NOW BUT CAN NOT OBTAIN ANY DETAILS. WHAT DO YOU THINK OF THIS FUND GOING FORWARD AND IF IT IS WORTH HOLDING.
Read Answer Asked by judy on July 10, 2015
Q: Please comment on Healthcare Special Opportunities Fund spearheaded by Michael Dalsin of Patient Home Monitoring.

Thank You
Read Answer Asked by CONNIE on June 29, 2015
Q: Hi Peter and the 5i Team,

I presently hold 1000 shares of CVD in my RRIF and it's down about 5% (excluding the dividends, so it's down only marginally). I saw an ad in today's Globe describing Fiera's "Canadian Preferred Share Trust", where you can exchange shares in CVD for this new fund. Do you see any advantage in doing this? The Fiera offering is actively managed, but since it's essentially a closed-end mutual fund (am I correct?) wouldn't the fees be higher than CVD's? I know you like Fiera as an investment, but would this translate to liking this product? (Don't buy mutual funds; buy shares in mutual fund companies?) As always, I appreciate your advice and recommendations.
Read Answer Asked by Jerry on June 16, 2015
Q: I have a very small position in the BSO.UN:TSX for income -- presently it pays an 8.1% dividend yield and the beta seems to be very low. Just wanted your thoughts on this -- thanks.
Read Answer Asked by MARK on June 09, 2015
Q: What is your opinion of these stocks - Buy/Sell/Hold?

thx, Ross Siemms (New Subscriber)
Read Answer Asked by Ross on June 05, 2015
Q: What are your thoughts on LXF.I own some and has been less volatile than most and pays a 7.6% div.Thx
Read Answer Asked by gary on June 02, 2015
Q: Hello 5i Team,

I have had this fund for about a year now in a non-registered account. I bought it for world wide exposure and at present my exposure to this fund and world wide exposure is small. I'm wondering what your thoughts are on the fund and if it would be prudent for me, retired, to increase my exposure here? I like the monthly dividend.

I am slowly working toward more balance in my portfolio but am satisfied with my progress in that area. I review my allocations quarterly and ponder making allocation changes, but do not necessarily make any.

Thanks
Read Answer Asked by Ronald on June 01, 2015
Q: Hello.I would like to know your opinion on canoe eit income fund.With a 9.8 yield what is the risk.
Read Answer Asked by glenn on June 01, 2015
Q: My broker mentioned this to me today as another client asked him to purchase some. Looks to me like a closed end fund trading on the TSX. Thinly traded. Returns look interesting but I'm trying to get away from mutual fund fees by owning stocks directly. Do you have any comments on the name?
Read Answer Asked by Richard on May 28, 2015
Q: I am building an income portfolio to live fully off the dividends and therefore am mainly interested in yield in quality companies and not capital gains. What are your thoughts on investing 10% each into ETO.US (Y8.72%) and EOI.US(Y7.52%) to make up up 20% USD of my income portfolio?
Read Answer Asked by Curtis on May 22, 2015
Q: I have started building a position in this fund in my RIF-type account mainly for an income stream as I am retired. Although it is small, it has the major healthcare companies in its portfolio.

Is this the type of fund which you would add to, working toward a full allocation of +/- 5%?

Thanks...
Read Answer Asked by Ronald on May 01, 2015
Q: About a year ago your position on FAP was negative for several reasons (high management fee plus currency risk) and you suggested BCE, WCP, ENF, or COS would be suitable to replacements in one's portfolio. I do own the company and must admit the dividend is what's kept me invested. Do you still feel negatively towards FAP and it so, would you maintain your list of replacements or change/add to them in any way. As always, thanks for your guidance.
Read Answer Asked by Les on April 27, 2015
Q: On todays report you mentioned that you are discontinuing coverage on this fund. Why?

Also, does JTF strictly invest in canadian instruments?

Thanks
Read Answer Asked by Sheldon on April 22, 2015
Q: Peter, I require income, FGX has paid 0.48/mo. for past several years. Is this a good investment? is Yield-ROC, and if so will stocks be worthless in future.
Thanks
Cec
Read Answer Asked by Cecil on April 20, 2015
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