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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,

CXR having a bit of an off day today. I wonder if you think the recent strength has been based on business fundamentals or speculation of a deal?

Assuming that there is no deal to be found, I think you might still find it a worthy hold as it was recently a 5i top pick on BNN. Is that still the case? What would be the argument in favour of buying more?

If a deal were to occur, within what time frame might it be reasonable to expect?
Read Answer Asked by Tim on May 31, 2016
Q: Good Morning: My question is about the Horizons ETF listed as TXF. (It did not show up in the drop down menu.) The full name is First Asset Tech Giants Covered Call or something like that. I know it is Cdn. hedged which I am fine with and it uses a covered call strategy to optimize returns. Do you have an opinion on this ETF in regard to management fees (they do not seem excessive to me for an actively managed fund), performance, sector and weighting within a portfolio. I don't own a lot of big tech names directly (small holdings in Alphabet, Corning, Intel, Qualcomm and Apple,all of which are in this fund) and wanted some additional exposure in this sector. I already have a small position in this ETF (less than 1%) and would like to double it. Thanks for your input. don
Read Answer Asked by Donald on May 31, 2016
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
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