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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: Peter, in the past you've indicated that you want to like this stock more. It's finally moved over this past half year, or so, as it's finally getting noticed again.

Can you get past the fees, etc., which you've objected to previously? To me, the fees are relatively modest, considering the discount to NAV, private holdings, astute management, overall long term decisions made by the company, etc.

They have a good sized stake in Real Matters, which will have its IPO in early May.

And, would you consider it ever for a spot in one of your coveted portfolios?

Thanks,
David
Read Answer Asked by David on April 24, 2017
Q: Hello,

In the real estate sector, I have a position of 7% in D.UN, and 2.5% in CUF.UN. Both positions are respectively held in my TFSA and RRSP. I would book a 15% profit over the past year if I were to sell. How important is it to be exposed directly to real estate?

What's your thought on selling to buy more growth oriented stocks since I am a young investor and don't really need the income. What would be your company suggestions? I am currently underweight in consumer defensive (3% ATD.B), industrials (3% SNC, 3% WJA) or/and could also add another position in technology (2%BB, 2%PHO, 5% OTEX, 6% KXS).

Thank you,
Read Answer Asked by Julien on April 24, 2017
Q: With BMO and RY recently announcing they will securitize and sell uninsured Canadian Alt A mortgages, does this indicate that Cdn banks are following in the same foot steps of US financials leading up to 2008 financial crisis? What is your view on what this portends for Cdn financials and the Cdn housing market?

Thanks

(http://www.wealthprofessional.ca/business-news/big-six-bank-to-enter-fray-with-new-product-224397.aspx)
Read Answer Asked by Scott on April 24, 2017
Q: I own three reset preferreds that were purchased at the issue price. All are underwater by large amounts. AIM.PR.C is trading at $17.52 yielding 8.8%, AZP.PR.B is trading at $19.20 yielding 7.2%, and DC. PR. B is trading at $16.20 yielding 8.8%. With the dividend tax credit the yield averages is well over 10%. How financial stable are those three companies? Are the yields adequate for the risk being taken? Are those shares sells or holds for income?
Read Answer Asked by George on April 24, 2017
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