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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 have purchased the PHN Hi Yield Mutual Bond fund a couple of years ago and it has lost approximately 12% of its value. I noted that some of the top holdings are related to the energy sector such as Savanna, Gibson, Baytex, Trinidad Drilling etc.
Can you please comment whether I should hold or sell this mutual fund?
Can the value of this fund decline further if some of the companies included in the top holdings list like Baytex go bankrupt??
Is the ranking of 4 stars out of 5 by Morningstar for this mutual fund of any significance?
Thanks
Read Answer Asked by Terry on February 16, 2016
Q: I still hold the stock. I did not sell when you advised. They halted the trading last week. Is this company bankrupt? I had $10000 worth stock and it shows $950-ish on my trading account? Can I sell it somehow or does it have zero value?
Read Answer Asked by Sridip on February 16, 2016
Q: Not so much a question but an insight into how a Company should be run. Last dividend payout from Grenvillewas late in my I Trade account, I phoned ITrade, they had no idea why. I have my Grandsons' paper route money invested in GRC and they missed their payouts too so I contacted Genville's Customer Relations by email they responded immediately that they had paid CSD and that ITrade must be to blame. Another phone call to ITrade, still no idea. CSD contacted ITrade and dividends were paid. The surprising part was Bill Tharp the CEO phoned me at 7pm BC time to apologize for ITrade's problems He said he had personally looked into the problem and hoped I had not been inconvenienced and also that it would not happen again. It was NOT the Company's fault and I appreciated him going the extra mile to keep his investors happy.
I don't know if it is appropriate to publish this, I will leave it to your discretion but I was impressed and thought you would like to know.
Lynda
Read Answer Asked by Lynda on February 16, 2016
Q: Are there a couple of good articles about why market timing does work... or if not could you tell me briefly?

Thank you.
Read Answer Asked by Arthur on February 16, 2016
Q: Do you have any opinion on this ETF as a small part of FI portfolio? Thanks
Read Answer Asked by David on February 16, 2016
Q: After a $150. pullback, do you think it is a buy now.
Ken
Read Answer Asked by kenneth on February 16, 2016
Q: Can I please get your take on VNR's Q1 results. Market didn't seem to care for it.

Carl
Read Answer Asked by Carl on February 16, 2016
Q: The common stock has gone up slightly over the past 12 months whereas the pref. has gone from near par to ~$16. I am thinking of taking a position in the pref. (already have some of the common). Can't seem to find much info. - is it a perpetual? Am I missing something? Thanks.
Read Answer Asked by David on February 16, 2016
Q: Do you know BPY.UN took such a nose dive since January 2016 that saw its SP went from $32 to now $26 (almost 19% in about a month and a half)?

Earnings for the year came out on 2/05/2016 and it was solid though not outstanding, any speculations here?
Read Answer Asked by Victor on February 16, 2016
Q: I have decided to lower my exposure to the energy sector. I currently own both WCP and CJ in roughly equal amounts. If I want to sell only one, which would you keep and which would you let go.
Read Answer Asked by Paul on February 16, 2016
Q: This is a general question - What stocks would you suggest I consider adding to a RRIF today? Currently 50% is investment in the following positions - BCE BEP.un CGX CSH.un DH ENB MDA SJ SLF ZRE and ALT.b.....I follow for the most part income and balanced portfolios and I am keen to know what is best for a registered account......Tom
Read Answer Asked by Tom on February 16, 2016
Q: Peter, do you think MAL is a good long term holding? I bought my position a while ago, and it's now~ 15% of my holdings. I wouldn't sell any, but I really don't know. Do you think is risky to hold on? Thank you
Read Answer Asked by Calin on February 16, 2016
Q: Ventas just released earnings this morning - beat on Revenue and FFO and guidance seemed moderately positive. This stock has been getting hammered lately. Looking to enter a position. Thoughts?
Read Answer Asked by Brent on February 16, 2016
Q: I am baffled why this preferred is such a dog. I also own a preferred ETF (CPD) in my RRSP that is tanking.
Can you shed some light on why these are doing so badly? As well, how does the future regarding these holdings look to you?
Read Answer Asked by DAVE on February 16, 2016
Q: I purchased GC in 2015 and am currently down 27%. It's rated B in your rankings. The stock price is down to at best sideways, it does not pay a dividend. Not a lot of positives to say.

!)Would you hold it given where it is and the outlook.
2)If not, what would you replace it with that won't be 'dead' money?

I currently own all 3 of your portfolios.

Thanks

Sheldon
Read Answer Asked by Sheldon on February 16, 2016
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