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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, would you still consider Cdz to be your favourite Canadian ETF for a person seeking a 4% dividend and a little stability, for the next 5+ years. I got full positions in financial,Heath and Tech. stock. The rest of the sectors about 1/2 to 3/4 position.
Or would you consider a different ETF. Would like to stay in Canada
Thanks,Brad
Read Answer Asked by Brad on February 22, 2017
Q: Athabasca Notes are due Nov.19, 2017, which could be option no. three (3). Also, which tender offer is BEST one or two?
Option 1:To receive the total consideration of $1,004.25 CAD, which includes an early tender payment of $30.00 CAD,for each $1,000.00 CAD principal amount of Athabasca Oil Corp. 7.50% Senior Secured Second Lien Notes due Nov. 19, 2017 tendered.
Option 2: To receive the tender offer consideration of $974.25 CAD for each $1000.00 CAD principal amount of Athabasca Oil Corp. 7.50% Senior Secured Second Lienh Notes due Nov.19,2017 tendered. Again, which option is the best and why?
Read Answer Asked by Herbert on February 22, 2017
Q: Just read the answer to the Nov 2017 notes offering. Just want to make sure I'm doing the math correctly. I read they are paying 1004.25/1000 which is only 100.425/100, so basically no premium. If I hold to maturity in 9 months it's 7.5% - 0.425 = 7.06% return. If I tender the offer it's 3 months interest of about 1.88% + 0.425 = 2.3% + interest made on a new investment. I would need to make 4.76% in 9 months (so a bond paying 6.3% annualy) to break even. I understand the risk and that the fixed income part is supposed to be the safe part of the portfolio, but is it really that big of a risk that Athabasca Oil will be bankrupt in 9 months and not be able to pay the principal back?
Read Answer Asked by Ian on February 22, 2017
Q: My daughter would like to invest in something Robotics related in her RRSP...thinking long term. Would ATA be a good offering even though it is near a high?
Any other ideas? Would XIT be too broad?
Much appreciated, Paul
Read Answer Asked by Paul on February 21, 2017
Q: I AM PRESENTLY BREAKING EVEN WITH AD. I HAVE SOME RESERVATIONS ABOUT ITS FUTURE PERFORMANCE. THEREFORE, I THOUGHT IT WOULD BE A GOOD IDEA TO SWITCH IT FOR ZCL. I HAVE AD IN MY TFSA AND THIS WOULD BE A LONG TERM HOLD. WOULD THIS BE A GOOD IDEA?
THANKS
JANE
Read Answer Asked by Jane on February 21, 2017
Q: For industrials I have CP CNR WSP and MG. I would like to add one more to this sector. Do you have a favourite pick for medium and/or long term hold?
Read Answer Asked by Terry on February 21, 2017
Q: Good morning,
I would like to invest in a Mortgage Investment Corporation (MIC)for my TFSA or RESP but do not know whether it would be preferable to invest in a publicly traded MIC such as Atrium Mortgage Investment Corp(AI), Timbercreek(TMC), TREZ (TZZ) or in a non publicly traded MIC such as Magenta, etc where the $$$ are pooled invested in different types of mortgages and where the interest collected is 100% distributed as interest to the investors after management fee? Thank you
Read Answer Asked by Francesco on February 21, 2017
Q: I'm trying to tidy up my wife's RRSP small holdings, of the currently 26 in total.
ECM @ .65% [of the total portfolio] up 14.65%
EFX @ 1.26% " up 43.66%
SIS @ 1.49% " up 2.65%
TIO @ 1.35 " up 44% [taken out by PP,decision made]
I was considering consolidating these 4 to just one or two names.
Your thoughts on this action and or alternate suggestions?

Cheers and thx for your fine service!
Read Answer Asked by Henry on February 21, 2017
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