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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 Team,
This question is about investing in a gold ETF. Sprott Physical Gold Trust (PHYS) I believe is a closed-end fund. I read this affects its ability to issue new shares so it cannot effectively track the price of gold. This means shares could trade at a premium to net asset value and not truly track the price of gold. Is that true and if so, is it a concern? Thank you. Michael
Read Answer Asked by Michael on March 08, 2017
Q: I am considering adding pure play "Industrial" REITs to my REIT allocation. I currently have sufficient representation in the apartment and office/commercial sectors of the Canadian REITs

Please rank in order of preference the 5 pure play industrial REITs on the TSX. Am I missing any other names?

The market capitalization of the REITS are: Pure Industrial ($1.42B); Dream Industrial ($499M); WPT Industrial ($436M);Summit Industrial ($101M); and Edgefront ($68M).

Is Edgefront REIT too small to invest in?

Given Pure Industrial has Canadian and US holdings is it better than a 50/50 split of Dream (or Summit) and WPT which would give the same proportion of Canadian and US real estate holdings.

Please confirm whether WPT is traded in US dollars on the TSX.

Thanks for the excellent service.
Read Answer Asked by Stephen on March 08, 2017
Q: Good Morning. Would like your assessment of Gibson's recent earnings report along with your current opinion of this company and the "safety" of its dividend. Also, any comments you might have in regard to the oil space in general in light of recent reports about the drastically improving metrics for solar energy, and therefore long term pressure on fossil fuels as the primary energy source. Thank you.
Read Answer Asked by Donald on March 08, 2017
Q: The children and I have been debating what a reasonable long-term rate of return is if an investor held a prudently diversified portfolio and was looking at total returns with dividends reinvested, annualized over a period of 20-30 years.

My suggestion was that 10% net of fees would be exceptional and worth every rain dance.


What say you wise sages on this matter?

Thank you
Read Answer Asked by malcolm on March 08, 2017
Q: Could you help me analyse/dissect Brookfield's investment in Terra Form Power and Terra Form Global. The press release indicates a 1.4 billion $ investment by Bam.a and about 500 M $ commitment by BEP.un . Is the Bep.un portion part of the 1.4 Billion or in addition to it? Do the acquired solar and wind assets become part of the BEP.un portfolio complementing their predominately hydro-electric assets?
BAM.a is one of my largest , longest term holdings and I would like to continue to benefit from their expertise. That said, I would like to focus any additional investment on the renewable energy segment so which entity is likely to benefit most directly from this acquisition - recognizing that Bam is a growth vehicle and Bep largely an income one with some growth?
Thank-you
Read Answer Asked by William on March 08, 2017
Q: I have added these 3 companies to my TFSA because I believe they are all capable of a double in the next year. They are not part of your growth portfolio. Can you a) rank their potential, b) general comments on them and c) what would make them eligible for a small position in your growth portfolio? Thanks, love your service and just added the ETF Newsletter to my reading.
Read Answer Asked by Earl on March 08, 2017
Q: SVI is currently at $1.69 on the TSX Venture Exchange. Analysts high target price is $1.70. Current average buy recommendation is 1.25. However, the Parabolic SAR is at 1.74 and falling; MACD (0.04) is at the same level as the Signal and falling; the Histogram is at -0.003 and falling; the Price ROC is at 2.42% and falling; and the RSI is at 60.30 and holding. It made a profit of +0.01 in its last quater' it pays a dividend of 0.592%. Market Cap is $493.286 million. What is meant by a negative Beta (i.e. -0.415242?)
What has been driving the stock up since March of 2016 (i.e. 0.78 cents to $1.69; x2.2 approx.)?
Is this stock worth buying in a pull back?
Many thanks for this.
Read Answer Asked by Elmer on March 08, 2017
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