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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: Morning Team,
I am interest in Fintech (Financial/Technology) public companies. Would you happen to know some of them is investable ?
Thank you for your great service.
Tak
Read Answer Asked by Tak on April 27, 2016
Q: DH just released its 2016 Q1 results. It looks good to me but nowadays companies are evaluated on a quarter by quarter basis against the mysterious "expectations" by the market, which seldom care about anything long term. Good results are not necessarily rewarded with pops in share price, but bad results will definitely be punished.

With that said, how do you interpret the DH first quarter? I'm somewhat disappointed that there is no dividend increase since it's been set at $0.32 for a long time. Thanks.
Read Answer Asked by Victor on April 27, 2016
Q: To clarify an answer to an earlier question re: tax treatment of the distribution. You mentioned that distributions are not eligible for the dividend tax credit - which is not entirely correct. I have held a large position in BEP.UN for a few years. In 2015 58% of the distribution were eligible for the dividend tax credit. Another 28% of the distribution was a return of capital and only 14% of the distribution will be subject to the full tax rate. In 2014 29% of the distribution was taxed at the full rate. This of course will change from year to year. For historical taxation - have a look at their website which has a good breakdown of the tax treatment of all distributions. Hope this is helpful.
Read Answer Asked by Gary on April 26, 2016
Q: Just curious, on 21 Apr, I asked if this is a good time to add to ALA on a 3% position and your answer was "Not weak enough to sell, not strong enough to add to an already 3% position"

Since then, it dropped ~2% before the rise today, your answer to Jim's question this morning is fine to add. Wondering if something changed or just a difference between our portfolio weighting.

Thanks
Read Answer Asked by Steve on April 26, 2016
Q: Hello Peter.

I am a income investor with a high concentration in blue chip preferred shares...both reset and perpetual. The later being the larger holding. In theory, when interest rates move the two asset classes...Reset/Perpetual should move in opposite directions. This is not the case. In fact I see them moving in tandem.
I'm looking for an alternative to hedge out my income portfolio. I was thinking an inverse long bond ETF (HTD) might be a good investment to protect my overall balance should there be another rate scare like we saw in January.
Your thoughts?
Read Answer Asked by nicholas on April 26, 2016
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