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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: You've recently mentioned the potential effect of activities of money managers on this market, specifically buying and selling to make targets to ensure their best bonus and keeping up with their competitors.

When does this sort of "bonus securing" activity occur-now near the end of the year? Every quarter?

I suppose I'm hoping to know when large institutional buying and selling are at their highest and lowest, over the course of a year.

Cam
Read Answer Asked by Cameron on November 01, 2018
Q: My question relates to the latest type of prefs , the minimum rate test preferred. As a broker who has been retired some time.i am knowable about the rise and fall of prefs as they relate to rising or falling interest rates. But I struggle with understanding the minimum rate reset prefs. For example ECN.PR.A pays a 6.50 % div based on issue price. Given the current 5 yr rate the reset would be above the minimum rate. No matter what you would get 6.5%.
I know that other factors influence the trading price eg quality and the market itself etc.
Is this type of investment , all other things being equal that you would buy for the short as well as long term. I’m a very senior senior.
Read Answer Asked by Roy on October 31, 2018
Q: Spruce Point has written some quite negative things about Dollarama such as saturation of the market, more competition than expected or mentioned, buying back stock at inflated prices to line the pockets of upper management & buying the distribution centre in the east of Canada rather than building one in the west to enrich the family that began the business in 1992.I'm down a ton on this stock so I'd appreciate your comments on the above accusations. They value the stock at $25 with hopes at best of it going to $43.00. Thanks as always for your valued insights.
Read Answer Asked by Dave on October 31, 2018
Q: Hi 5i team,

I am 65 and want to invest my TFSA money into 3 equity ETFs, one for US, one for Int’l and one for emerging markets. I am prudent investor that prefer companies with some growth but decent valuation, strong balance sheets and stable business. Nothing too aggressive. Could you please suggest ETFs for TFSA that suit my needs and are traded in C$ and hedged? Thanks.
Read Answer Asked by Willie on October 31, 2018
Q: Hi,

I heard a term this morning, "accidental high yielders" which was used to describe companies whose stock price had come down so much that their yield (presumed very safe) was "accidentally" high. The example was British Petroleum who apparently yields 6%.

Gluskin Sheff now yields a whopping 9% which doesn't even include their special dividends. You've said before that they have a good cash position, and that their dividend is safely covered, thus I might argue they are an "accidental high yielder".

Do any others come to your mind that might yield 5%+ after the recent sell off and have very good balance sheets and cash flows?

Cam
Read Answer Asked by Cameron on October 31, 2018
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