Investment Q&A

Q: Could I have your assessment of Aercap Holdings for growth in the medium term (1 - 2 years)

Thanks

Q: What are your thoughts on HBG ETF(Hamilton Capital Global Bank ETF). Do you recommend any other similar ETF since this is new ETF.

Q: Thoughts on British Petroleum USD ADR @ this time please? Thank you.

Q: Hi you recommended VGK as part of our portfolio review. What is you opinion now with regard to the results of Brexit vote.

Q: Does the decline in LYG appear over done due to brexit issues? What is your take on the firm

Q: With the sharp drop in many European banks , are there any you would recommend at this point?

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.

Q: This company appears to have stumbled after a recent purchase--should I hang on for a recovery or take a small loss ???

Q: The ETF ZEQ has a yield of 2.09%. If I understand, there are withholding taxes of 15% on foreign dividends. Is this included in that yield of 2.09%? If not, then what I get in my account is 1.77%?

Q: Hi- which CDN $ non hedged European equity ETF's would you recommend and what are there total expense rations and yields. Would you recommend buying before or after the Brexit vote?
Thanks.

Q: I've been considering a 3-ETF portfolio composed of the following.
35% CDZ
45% ZWH
25% ZWE
Comments please.

Q: Hi Folks
With jitters in Europe regarding Brexit, would this be a good time to initiate a position in ZWE. Yield is close to 8%. How secure do you consider the dividend?
Thanks again
Guy R.

Q: If Brexit happens, I suspect ETFs like FEZ and EZU will take quite a hit (they already are). If that happens do you think these 2 would be good to pick up at bargain rates? Are there other ones you would prefer?

thanks,
Paul

Q: Could you give me a break down on the recent filing. How will this impact the overall balance sheet? (Notification according to chapter 9, section 5 and 6 of the Securities Market Act: BlackRock Inc.'s holding in Metso.) Could you also comment on a fair entry point based on the total exposure of this investment. Last... Do you see this affecting the dividend at all? Thank you Jason

Q: Hola amigos. Is there an index fund, ETF or mutual fund that I can buy to invest in Mexico?

Q: could i have your opinion, aegon on the newyork stock exchange

Q: Can I have your thoughts on Frontline. It is on an upswing lately and shows a 15% dividend which is usually a red flag. In looking at the stock could you justify a "BUY"?

Thanks,

Q: I am still researching the US for additional opportunities & would like your advise on the 5 companies as listed. I am aware of certain similarities between SAP & KXS with respect to their Cloud collectivity modules & firmly believe this will become the wave of the future for thousands of large & diversified corporations in the foreseeable future. Recognizing however your sometime reluctance to comment on US entities, I would nevertheless appreciate your comments & guidance. Thank you.

Q: I know this is way out of your field of expertise, Singapore no less, but I'm trying to diversify internationally and it's very hard to find info on Jardine Matheson (JMHLY for the ADR). Do you have any info about the company on your Bloomberg terminal? Thanks for whatever assistance you can provide.
Robert

Q: I am currently moving some of my portfolio from stocks to ETF's. I want only a plain vanilla flavoured portfolio. I have been going through your questions and answers regarding ETF's, and given the diversity of situations and dates, I am getting a little confused. i wonder if you could suggest the best for broad canada, broad U.S., and international?
thanks