Q: You often recommend FNV as a favorite gold streamer, but MMX is in your Growth Portfolio. Can you please give a brief overview of the relative merits of the two companies? What is the investment thesis behind including MMX in the Growth Portfolio?
Q: Hello, what is your opinion of Quaterhill in today's market? I have owned this for sometime in a TFSA and have been in a losing position for a long time just collecting the div. Would you sell this take the loss and move the money into something with a potential better return like ATD.B, NTR or PLC these are also owned in the same account. Or would you wait another quarter or two? The virtual AGM is on April 15th. Thanks
Q: I currently have a 45% equity, 35% bond, 10% preferred and 10% cash portfolio. Was waiting to allocate the cash the market when the virus issue clears. Corporate bond spreads are insufficient to cover the inherent risk. Should I consider the alternative income fund arena as a place to invest? I have noticed even pension plans are moving into this space.
Q: First Trust NASDAQ Technology Dividend Index Fund tdiv
Vanguard Div Appreciation vig
Are there any significant differences ?
Do you prefer one over the other?
Thankyou
Q: Good day team, with current environment for context, and looking at tech/big data companies: Are there etfs (Canadian but with CDN/US/Global exposure) that cater to broad based tech. I feel once we are out of this, technology will play an even greater role in our lives and in industry, healthcare, security etc etc
Q: TFII: a lot of debt., low PR @ 25%, excellent ROE of approx. 22%, diversified company. I own nothing in this space. Everything is up a lot this week - who would have figured with all the negative media news (what's new)? They report later this month. I do not know a lot about this company? I assume transportation of goods, courier services etc.? Low fuel prices is certainly helping their bottom line as this would be a huge expense. 1000 shs would be a full position for me - maybe buy 500 now? Is the dividend safe (high debt.)?
Q: Good afternoon - i was reading a Globe piece this morning about the attractiveness of investment grade bonds and it made me wonder if this is a good time to get out of pref shares and into such bonds. Can you comment on this please and which, if any, bonds would you currently suggest. Many thanks.
Q: ENB vs PPL.....which would you prefer for a 3 - 5 year hold? Or half a position in each? Are the dividends safe? I'm looking for the dividend plus modest share price appreciation. Any other recommendations in this space?
Thanks for your help.
Q: Happy Easter 5i Top Team:
Does SmartCentres have Walmart in their properties? What is your opinion of this equity for a small position in a TFSA? Thanks.
Lorraine
Q: I managed to miss the recent recovery as I was expecting the market to go lower. I'm now considering gold given the high amounts of government spending and possible inflationary pressures. May I have your thoughts on gold as an investment right now? In particular, the GLD etf? Thanks,