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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: I own RIT for exposure to the Canadian REIT market. Please rank these four holdings as a long term hold in a growth portfolio. Also, I am considering adding one (or two) individual REITs to add a bit of up side to the general REIT market exposure of RIT. Would you advise this and, if so, which of these three, or any other, would you recommend?
Read Answer Asked by Ross on January 24, 2019
Q: Good morning. I recently read a report that showed that, over the past 30 years, the Canadian banks ( as a group) have outperformed the TSX ( 10.5% vs. 5%). The report then went on to say the Canadian banks have been/are slow to respond to both new technologies and new market entrants/competitors so the past thirty years is not indicative of continued out performance. Rather, the banks will suffer. In your general view consistent with this? I have always been a fan of our banks but am wondering if my faith needs review.Thanks.
Read Answer Asked by alex on January 24, 2019
Q: FTB has a dividend yield of 3.56%, actual mgt fee of .50% and an MER of 1.09%. Could the difference be imbedded fees paid to the financial planner recommending the fund and biasing his judgement. How do imbedded fees impact the recommendation of the financial planner. Is he looking out for your best interests or his? He gets a 1%management fee regardless of performance, although he says if I do better he does better. Perhaps they should be paid on performance

By comparison CLF has a yield of 2.66% and an MER of .17, XSB has a yield of 2.38 and an MER of .17 and HFY has a yield of 4.98% and an MER of 1.03. Funds with a higher MER seems to have a larger yield. Is the yield stated after the MER?

Thank you.
Read Answer Asked by Donald on January 24, 2019
Q: How do Preferred shares typically respond to changes in interest rates?
Read Answer Asked by Gary on January 24, 2019
Q: I’m not sure if this is in your mandate, but here goes : If a Canadian retail investor ( accredited) is looking to invest in some ‘ alternative strategies’ , where would you point them? Thanks
Read Answer Asked by Frank on January 24, 2019
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