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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 am looking to add some diversity to my rrsp holdings and value your opinion. I would like to add a position in xmm,emerging markets,low volatility and one of xmw or xmy,which is $Canadian hedged. What would be the reason for the discrepancy in nav between xmw and xmy(hedged)? I realize that the latter are newer etf,but which might be the better choice for a 2 to 4 year hold? Also,Vanguard just initiated vvo,another global etf. Have you had a chance to view and could you give your opinion? Thank you for your great service.
Read Answer Asked by Steve on July 18, 2016
Q: I realize that Oi (the Brasilian telecom) is far outside your area of specialisation, but wonder if you can explain how a company that has commenced bankruptcy proceedings can show an aggressively-rising stock price. Is it even conceivable that, post-proceedings, shareholders could come out ahead? If so, in what sense could this be true of bankruptcies in general?
Read Answer Asked by John on July 15, 2016
Q: Should I continue holding Harmony Gold Mining or take my profit and run? I know that it has more risk the AEG or GLD, but it has a good trend right now.

Should I let it run, or take some profits? You have said before that Gold is insurance, and now that insurance is paying off. When is the right time to cash in, and should profits be put back into gold?

HMY is currently 4.5% of my overall portfolio, and that and Alacer (1%) are my only two gold holdings.
Read Answer Asked by Colin on July 11, 2016
Q: I own HEWJ and ZDM as my International exposure (5% of my portolio). Neither are doing well, especially after the Brexit vote and I'd like to replace them with ETFs with a more positive outlook for the next 2-3 years. Your thoughts and recommendations please!
Read Answer Asked by Michael on July 08, 2016
Q: Given yesterday’s UK referendum result, I expect there will be widespread panic and big declines on markets worldwide on Friday. I’m guessing your immediate advice will likely be “don’t panic, do nothing, wait and see how events unfold, etc”. In my specific case however, while I was expecting the “remain” side to win, I was also fearful and preparing for the worst just the same to the point that I am now 50% in cash. That is a lot of dry powder and I plan to start buying first thing Friday morning and into the coming days. What advice would you give someone who has been “doing nothing” for a while and is now looking to put sidelined cash to good use. Where do you think the best opportunities will be (both Foreign and domestic) to pick up specific names (or ETFs) that will get beaten up in the coming days worse than they likely deserve. Please provide a few names or ETFs for someone looking to be opportunistic on this occasion.
Read Answer Asked by Steven on June 24, 2016
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