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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: 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
Q: I sometimes like to be a bottom feeder, the above list of companies are all from the growth portfolio and are under water. Do you still have conviction on any of these names for a recovery? Could you please rank the strongest.
Read Answer Asked by Leo on February 21, 2017
Q: I am intending to use DLR & DLR.U for Norbert's Gambit to acquire USD in my account in order to fund the purchase of US equities & avoid the currency exchange fees, which even at Questrade are about 2%. With the anticipated increase in US interest rates in 2017 the USD is expected to increase in relation to the CDN$ so I am considering acquiring a larger amount of USD now which I could use later for either US or CDN equity purchases. Aside from the risk associated with the uncertainty of the relative value of the USD vs CDN$, do you see any negatives with this strategy?
Read Answer Asked by Brian on February 21, 2017
Q: My RIF contains FTS, AQN, EIF, KXS, ENGH, IPL as well as XLF, VWO, & KRE US ETFs. I have held ENGH since 2012 & IPL since 2009 for a large CG of nearly $400K. With the somewhat flattening of these 2 over the past 2yrs. I was thinking of selling at least 50% of each. I have somewhat resisted this move over the past year simply based on overall excellent results as well as the high quality of each company. However, it may or may not be time to lighten up & add some new diversity. If you agree with this change, I would have approx. $200K to invest in at least 6 new equities & would appreciate your recommendations. Thank you.
Read Answer Asked by Robert on February 21, 2017
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