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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: Hi,

I am considering buying a FFH bond. I do have some bond ETF's but I like the certainty of a known maturity date when I get my original investment back and the ability to select the company. I have never owned a bond directly and would like your advice. Two concerns: 1) trading fees from BMO investorline seem quite high at 1% plus there is no bid/offer spread so they probably gouge me on that too. 2) Specific to FFH the +3% yield seems high compared to other names which I presume implies it is riskier. I understand FFH have a lot of equity hedges to protect against deflation so wouldn't that mitigate risk? Am I crazy to start down this path and am I missing something wrt to FFH in particular?
Read Answer Asked by Morgan on April 01, 2016
Q: Some pundits seems to push BNS and TD as the 2 best banks. But, when I checked this morning, I found BNS had dropped much more than the others. BNS-1.14, BMO-.17, CM-.09, RY-.28, TD-.10.
I just do not understand the enthusiasm for BNS when so many of its branches are in very unstable countries; Mexico, Central and South America. The thought would bother me if I had a position in it. Comment?
Read Answer Asked by Edward on April 01, 2016
Q: I last wrote to you about OZM.us on October 1 2014. After reviewing your input, I held on to my shares. Unfortunately, OZM is down another 60% since that date. I would be thankful for your comment on OZM’s prospects. I cannot use the tax loss. Nevertheless is it better to sell and move on? OZM.us looks like great value. But then many companies do, just before heading into bankruptcy.
Read Answer Asked by Adam on April 01, 2016
Q: Could you please give your opinion on TMC for 5% of an income portfolio. Seems that it is trading well below it's peers
Read Answer Asked by Rudy on March 31, 2016
Q: Which is better, FIE vs ZEB?

Thanks as always for your informative answers! Austin
Read Answer Asked by Austin on March 30, 2016
Q: Could you please recommend 3 names of companies/ETFs/ that would produce monthly income, to be added to an otherwise reasonably balanced portfolio for a long term hold.
Thank you for the great service.
Read Answer Asked by Carlos on March 30, 2016
Q: Your thoughts on this one for income. These are all high quality companies and the common stock version has payed a nice dividend for a long time.
Read Answer Asked by MARK on March 28, 2016
Q: I just saw an article probably announced by the Feds in the latest budget that there will be new legislation on "Bail-In" for banks. I don't know too much about the details, but from my understanding the current framework is that the gov't will step in if the economy is bad enough to help support the banks from collapsing or failing.

The latest change will make it that the creditors of the banks will be on the hook and will have an option to swap their bonds to equity?
Is that correct and what is your take on how this will affect the risk of Canadian Banks?
Read Answer Asked by Eugene on March 28, 2016
Q: Recently read an article in Globeinvestor entitled "It's time to check out the dazzling yields of Canada's big bank preferred shares" a recent offering from them pays a dividend of 5.5% and after 5 years is reset to 4.8% over the 5 year Canadian bond rate. My question is what would the symbol be or how could I purchase this,I trade online and that's the vehicle I would like to purchase them through,appreciate your answer ..thanks
Read Answer Asked by Greg on March 24, 2016
Q: Wandering if you could help me out,these preferred shares are advertised as 5.5% dividend,but when I go to my BMO Investorline account or Globeinvestor it shows 0% for dividend and no ex date.any help on how often the dividend is paid and why it shows zero.This is a new offering in early March has had respectable volume and done well appreciate your information thanks
Read Answer Asked by Greg on March 24, 2016
Q: How does the valuation of Fairfax compare to other insurance companies such as Sun Life and Manulife? And how does the future earnings growth rate in the next 5 years compare to these two companies? Thanks.
Read Answer Asked by Michael on March 22, 2016
Q: Could you have a look at this and offer a comment on the merger price of $13.00 and the current share price of $11.71. With an April 1 closing seems like quick 10% upside.
Read Answer Asked by Lloyd on March 22, 2016
Q: Hello Team,

If you could only pick one of these two companies for an investment, what are the pros and cons of each and which would you choose? Please assume an already well-diversified portfolio and a long-term horizon (e.g., 10 years).

Many thanks.

Michael
Read Answer Asked by Michael on March 21, 2016
Q: Could you please comment on GMP's results.
Thanks.
Read Answer Asked by Anne on March 17, 2016
Q: Appreciate your thoghts on recent results.
Thanks
john
Read Answer Asked by John on March 17, 2016
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