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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,
There's something I just don't get.

If banks make their money by borrowing short term money (e.g. at .25%) and lending at long term rates (e.g. at 1.75%), then if the short term rates are raised (as is so often spoken about when discussing the FED), and long term rates cannot be controlled by the FED, then why do I constantly hear analysts say that when the FED raises rates it's going to be good for the banks? esp. since I believe such a move would curtail inflation and inflation is not a big threat anyway and as I understand it, long term rates mainly go up in conjunction with the expectation of inflation?
Read Answer Asked by John on May 31, 2016
Q: Hi Peter,
I have a precious metals portfolio of streamers and producers as follows (in descending market value):
FNV, NMI, AEM, KDX, MND, FR, PG, SLW (note: PG is a near producer)
Since I am not a geologist, I have tried to discipline myself to investing in only streamers/producers that I perceive as having quality management. I believe in Pareto's principle aka the 80:20 rule regarding management. In fact, for the PM sector, it is probably more like the 96:4 rule - ie. Pareto's x 2. My question to you is this: if you were in my shoes, how would you do research on finding the top 4% management ?
Read Answer Asked by Ralph on May 31, 2016
Q: This ETF in your Income P/F has been pretty flat since 5i started it, I think in 2014, and do you think it will remain a long term hold? How much of a hit would you expect it to take with a quarter point rise in the Fed rate and what is its duration? Thanks, J.
Read Answer Asked by Jeff on May 31, 2016
Q: I know you do not cover US stocks, but do you have any comments on the payout ratio of Royal Dutch Shell, and is it sustainable. At 7.5% Dividend, it looks attractive in an income portfolio.
Read Answer Asked by Darcy on May 31, 2016
Q: I am surprised that the Intact share price has been going up, despite the (presumably) large claims it will have to pay due to the Alberta fires. In fact, it is now at the same level as it was before the fire broke out.

Any idea as to why the fire does not seem to have had any significant effect on the (current) share price? Thanks!
Read Answer Asked by Gregory on May 31, 2016
Q: Comments on Photon Control's Q1 results please.

I really like this small unique company. No debt and tons of cash which it seems to add to every quarter. I'm thinking about adding to it some more at these levels. One thing that has frustrated me; however, is the cash stock pile not doing much... just sitting there on their balance sheet.
Thanks
Read Answer Asked by Scott on May 31, 2016
Q: Hi Peter & Co.

I currently own ZDJ, ZSP & ZQQ. Should I replace these with VUN?

Thanks,

Henry
Read Answer Asked by Henry on May 31, 2016
Q: For an ETF investor with a small portfolio do you see any compelling reason to hold BOTH XIC and CDZ for the Canadian component? Or would one suffice? If so which would you prefer?
Read Answer Asked by Josh on May 31, 2016
Q: I'm holding Allied Properties and RioCan REITs and they make up about 8% of my portfolio. I like the income but I'd also like some growth. Are there better alternatives in this space? What are your thoughts on the relative amount I've allocated to REITs?
Read Answer Asked by Gordon on May 31, 2016
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