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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: I'm looking for an income component to my portfolio. i already have decent exposure to large dividend paying companies (cdn banks, BCE, Telus, ENB, TRP, BEP, BIP, CU, VZ, MO). i have a small amount in bonds but i am hesitant putting more money towards bonds at this point. where else would you go to for income for a total return of 4%-5%? Riets (XRE)? Preferred shares? This will probably be a 3%-5% weighting in my portfolio and a long term holding. Thanks
Read Answer Asked by Richard on September 14, 2016
Q: I am holding TIP in the US as inflation protection, however I am having doubts regarding this strategy. For real return type bond ETFs, an increase in the relevant CPI increases income, yet rising inflation will be met with rising interest rates on nominal bonds that will drive the price of inflation-protected bonds down as well, negating the benefit of the increased income on a total return basis. It would seem to me that real return bonds are only protection from a central bank that has lost control over inflation; orderly inflation not so much. Is this an accurate assessment?
Read Answer Asked by Benjamin on September 14, 2016
Q: Good Morning: A two part question about CBO. First, what is the difference between CBO and CBO.A, and is one preferable to the other for retail investors? Second, and more importantly, I notice that the stated yield (on my BMO Investorline fact sheet) for CBO is currently 3.3%. In your opinion, would an increase in interest rates in the US be likely to affect this rate in a significantly negative fashion?
Read Answer Asked by Donald on September 14, 2016
Q: I have watched this company, without actually buying any of its penny stock, for a few years now, fully expecting it to go under. (Initially its fortunes were closely tied to the mining industry.) However, to my surprise it has found other niches for its technology and trades fairly actively, settling down at around 4 cents. It seems to regularly get "rescued" by private placements, who in turn get warrants with a strike price a few cents higher than the share price. I presume that these private investors would not be putting their money into ADK if they didn't see some promise.

What is your opinion of the viability of this company? Is it a speculative buy?

Thanks!
Read Answer Asked by Gregory on September 14, 2016
Q: Good morning Team
What do you think of Birkshire Hathaway? It is about $148.97 as of end of day Monday.I do need some Financial and I have some U.S.$ to deploy. I cannot find much on 5i site. Sorry for yet another US question
Thanks for your guidance on this
Read Answer Asked by El-ann on September 14, 2016
Q: I have a question about 552
Hi Peter,
Can shareholders of the cheaper B stock attend the annual general meeting and if yes do you need to own a minimum number of shares. Given the pullback today would it makes sense to buy? Thanks as always.
Looking forward to seeing you and the team at the money show this week in Toronto.
Maggie
Read Answer Asked by Maggie on September 14, 2016
Q: SYZ and TNC both started to rollover weeks before this downturn. Now they are down considerably along with NYX and IRD. From reading all of the questions and answers pretty well everyday I have never heard anything negative about any of these, so do you think they are all good companies that will have good upside potential. Is there any preference for growth over the next six months? Thanks for your good service. Dennis
Read Answer Asked by Dennis on September 14, 2016
Q: I am looking to crystallize gains in PPL, and seeking an alternative in the pipeline/utility sector. I currently own ENB and TRP as well as FTS. What do you recommend for diversification in combination with those three?
Read Answer Asked by Benjamin on September 14, 2016
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