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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: Peter and His Wonder Team
I am working on the assumption that issuing more shares is usually not good for the share price. TDG will reduce debt and upgrade equipment...etc. So in this case does it have more positive merits than negative? Please give your thoughts on this "bought deal financing". I am also wondering if the mere fact that there are investors at all is a positive sign in going forward!?
Thank you!
Dr.Ernest Rivait
Read Answer Asked by Ernest on January 20, 2017
Q: In a reply to Elizabeth about suggested well diversified ETFs in a non-taxable account question, (posted morning of Jan 20th), you mention that HXT avoids a dividend tax liability by increasing its NAV rather than distributing dividends to shareholders. Wouldn't the Dividend Tax Credit look after the issue - or is there something about ETFs that doesn't make dividends eligible for the credit ?
Read Answer Asked by Alexandra on January 20, 2017
Q: Great BNN show yesterday Peter! With equity markets near all time highs, how do you think one should protect against downside risk for their portfolio (if at all)? Holding gold companies in January/February 2016 proved to be a bit of a hedge against the overall market decline and I continue to do so for this reason (amongst others). Curious to hear your view on inverse ETFs as well.
Read Answer Asked by Patrick on January 20, 2017
Q: Hello Peter, I know you like all three of these companies. My RRSP and TFSA are already well-diversified. On top of that, I'm now trying to build a non-registered account for long-term holdings (mostly solid, 'steady Eddy's' such as ATD, ENB, T, FTS). I'd like to add 2 full positions to the account. Which two of CSU, WSP and CGX would you suggest adding at this point for long-term gains, factoring in a 'sleep at night' element. (No concern over dividend rates.) Thanks for the continually excellent service! James
Read Answer Asked by James on January 20, 2017
Q: I am interested in beefing up the fixed income portion of my portfolio. My adviser recommends PMO005. I see a MER of 1.39%. What do you think of this mutual fund? Are there similar ETF's at a lower MER. I know you don't usually like Mutual funds but your commentary in the questions and answers seems good on Pimco. Should I diversify fixed income into several bond funds? If so could recommend a few of your favourites please. Thank you for your great service.
Read Answer Asked by Brian on January 20, 2017
Q: Hello. Had an earlier question on gold bullion ETFs but think I may have timed out or something as didn't get a message saying you received it. So trying again.

Looking to buy some gold bullion ETF units as insurance for both my own portfolio and my wife's portfolio. Central Fund seems like the best bet for a Canadian ETF. Three questions:

1. Am considering splitting unit purchases between my RRSP and non-registered accounts. Any issues here?
2. Can you advise the Canadian tax treatment for capital gains in my taxable account?
3. Could you please help me understand the 'premium/discount to NAV'? Today it's -8.79% for CEF.A.

Thanks as always for your great service.
Read Answer Asked by Thomas on January 20, 2017
Q: What etf (or more than one) do you like to cover the broad Canadian market? There are so many, and they are so overweight in financials and resources. I would be most interested in one that has a lot of holdings, but welcome your opinion/advice if you think a smaller holding is more appropriate. This is for a non-registered account, so tax-deductible investment ideas are welcome.
Read Answer Asked by Elizabeth on January 20, 2017
Q: Hello Peter, Should have sold DH Corp sooner but will take a loss and deploy the cash to these three companies also some to TIO networks. Do these choices sound suitable to you? Herb
Read Answer Asked by Herbert on January 20, 2017
Q: Good Afternoon,

I had a full position in Milestone and today it is being sold. What are your thoughts on BPY.UN for replacement or would you have other names in the multi family residential properties? I know that BPY.un is not in the muti family residential property.

Thanks

Paul
Read Answer Asked by Paul on January 20, 2017
Q: Could I get your thoughts on the Canadian SaaS space please. I currently hold SHOP & a small position in AT, are there any others that you could recommend or are currently on your watch list?

Thanks for your excellent service and guidance in 2016, I have no hesitations in renewing this year!
Read Answer Asked by dan on January 20, 2017
Q: I read your summary back in December on MSL. It was not flattering. As you expected the stock continues to languish. Are there other Companies in this space you would prefer and would you sell MSL (small holding) to buy it?
Read Answer Asked by Greg on January 20, 2017
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