Investment Q&A

Q: I have accounts with Wood Gundy and Investors Edge, so consequently had a mishmash of preferred share holdings. In an effort to build a better yielding, laddered, preferred share portion of my portfolio, I sold all current preferred positions and am planning a ladder with the above noted shares in a non-registered account. These will constitute about 20% of my total portfolio. Do you have any concerns with the choices, or rate resets in general ? I rate resets have not performed well, but the yields are quite attractive.

Q: My broker got me into Roots in the summer. I've got significant losses in taxable accounts. Is there any point in hanging on to this one or would it be better to take the loss and move on to something more promising?

Q: What am I missing here? KWH sold for $8.80 a unit. That has not settled yet. The dividend record date has passed. It is trading today 0.18 below buy price. Why so low to that unit value?

Q: Hi Team
I have a full position on the above, pays a small dividend
and I am about 5% below water

is it buy sell or hold ? I have a full position in ATD.b, ,could sell part of the above and move to Loblaw (partial position) ; thanks

Michael

Q: How do I invest in fewer ETF's and still get returns

Q: Good morning gang. NVDA is on the rise again. Assuming my weight is not too high would this be a good time to buy more? I'm hoping it will go to its highs within 6 months.
Much thanks

Q: With an cost base of around $15.00 I have a large tax bill if I sell my position in this company. However PBH seems to have lost momentum and has a low dividend now, so I would like to sell and move to something else. The tax bite means of course I have less to re-invest. To sell or not? Any advice ? Investor paralysis I guess. Thanks, Ron

Q: would you buy CSW for income only these days. Seems to be struggling a bit and yet i thought this would be more of a defensive name - certainly is a cash cow!!!

Q: Outside of the investing world, I very much believe in the ideas behind both of these ETF's, but would like to hear your evaluation of them as investments for a long-term hold. Thanks.

Q: what does 5i think of this company

Q: Good Morning: I asked this question a couple of days ago but perhaps it got lost somehow. I hold two different PPL preferred shares and rec'd a few days ago an invitation re both of these to vote on whether or not I am in favour of the decision to sell more shares in each. I have to assume the purpose is to raise more capital even though the original no. of shares was probably capped. I confess that I have no idea whether as a current holder this is a positive, negative or neutral prospect. I'm hoping you can shed some light on what's at stake here for me and how I should therefore vote. The prefs in question are ppl. pr. c and ppl. pr.e. Thanks, Don

Q: What Health Care sector Equites would you recommend, looking for dividend and growth.

Q: ZHY: high yield bond fund. Sitting on a fair bit of cash in RIF & RRSP from accumulated dividends. Don't want to deploy into buying more shares (dividend growers) as I think there may be a buying opportunity in the near future: uncertain economy and interest rate policy. Mild recession - rates the same or may go down, and if no recession rates may go up again at some point. Each scenario will have an opposite effect of the price of this ETF. Best case please.

Q: Can you please recommend your favorite global bond etfs? Thank you.

Q: Thoughts with this company?

Q: Question: How does issuing TCN shares significantly above market price to fund an acquisition work, if the TCN shares stay below the stated $13.10 issue price?

Thanks.

John

Q: Just a suggestion for Tom and his bond ladder - TD WebBroker has 5 featured ladders with 4 corporates and one provincial strip. Found under Research tab then Fixed Income.

Q: Good morning 5i Team

I've owned Artis REIT for many years and doing okay (not great) with it due to the accumulated dividends. With the dividend cut the current market yield is 4.86% today. I've continued holding it expecting the total return to be okay going forward anticipating that share buybacks will cause the share price to increase this year.

I like the reit because of it's focused on industry assets and not focused on retail. I also like that it is growing it's properties in the USA. I don't like the reit because of the dividend cut (even with the focus on share buybacks).

Being primarily interested in income, but also total return, I see other reits that are likely better quality and currently pay a higher yield. Can you recommend one to switch to that has a significant presence in USA and is focused on industrial properties?

Thanks
Peter

Q: Re Gary's question on fund sorting. I find fundlibrary.com useful. Click on funds, then on browse funds and then sort by fund name, category, or asset class. Then sort by time frame, short or long, and then drill down to specific time frames by clicking on the column year header to sort by 3, 5, 10 year performance etc.
Peter.

Q: What grade (A,B,C,D,E) would you give to each of the management teams at NFI and GEI. Is there a site that reports on or assesses management effectiveness, performance, track record etc? After all we're essentially investing our money with them when we purchase equities. Is this a feature you would consider adding to the 5i report card?