Q: Am looking into investing in ETFs that are exposed to China given things are returning to normal, new incidents of COVID-19 are down, Apple stores are reopening etc. Does this make sense? If so what ETFs would you look at?
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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 day,
This stock seems to be holding quite well in the .present debacle. What is your analyse of it ? Would you buy it now ? And could you explain me, in simple terms, what they do ?
By the way, your report of March 19 on special opportunities was nothing but "WOW" ! Most appreciated !
Thank you for your outstanding service,
Jacques ids
This stock seems to be holding quite well in the .present debacle. What is your analyse of it ? Would you buy it now ? And could you explain me, in simple terms, what they do ?
By the way, your report of March 19 on special opportunities was nothing but "WOW" ! Most appreciated !
Thank you for your outstanding service,
Jacques ids
Q: Hello Peter and Team,
If the long term thesis is that after this latest crises, companies will diversify outside of China for manufacturing, countries like India should do well. What other countries would do well for long term in your opinion due to this and how would you invest in this thesis? How would you invest in India?
Thanks,
Wes
If the long term thesis is that after this latest crises, companies will diversify outside of China for manufacturing, countries like India should do well. What other countries would do well for long term in your opinion due to this and how would you invest in this thesis? How would you invest in India?
Thanks,
Wes
Q: Do you have recommendations on how to possible play the OPEC announcement regarding not cutting production? Is it good for Saudi companies since their per barrel production costs are quite a bit lower than the western world's? Do you see something like KSA being a good buy (its off quite a bit from only 1 year ago)? It seems between OPEC and the Canadian governments apparent intent on crippling the Canadian energy industry, that there's likely no point in buying Canadian energy companies for a while. I do still own ENB for some degree of north American exposure.
- BMO International Dividend ETF (ZDI)
- BMO MSCI EAFE Hedged to CAD Index ETF (ZDM)
- BMO MSCI EAFE Index ETF (ZEA)
- iShares Core MSCI EAFE IMI Index ETF (XEF)
Q: My current portfolio is somewhat similar to your BE portfolio but with a small (15%) portion of foreign holdings (more if you consider BEP which I also hold, as foreign since it has a lot of foreign investments). Foreign is far too small in my estimation. I have some cash to deploy which would bring it up to about 30%.
I currently hold VEE, DXG and DXU, an awful lot of US. Do you have any suggestions of ETFs I could or should add? I have held ZDM in the past.
I currently hold VEE, DXG and DXU, an awful lot of US. Do you have any suggestions of ETFs I could or should add? I have held ZDM in the past.
Q: I am buying European exposure via one of 2 ETF's, either XEH or XEU. As a CDN resident, how might the Cdn Hedged ETF ( XEH) help or hinder my future ROR ?
- BMO International Dividend ETF (ZDI)
- BMO US Dividend ETF (ZDY)
- Vanguard Dividend Appreciation FTF (VIG)
- iShares International Select Dividend ETF (IDV)
- Vanguard International Dividend Appreciation ETF (VIGI)
- Vanguard High Dividend Yield Indx ETF (VYM)
- Vanguard International High Dividend Yield ETF (VYMI)
Q: I'm going to retire next year and have recently received a inheritance. I have this money in a non registered account. PA is telling me that I need more US and international exposure. I'm looking at ETF's with dividends but being non Canadian holding I will not get the tax credit. Should I still look at dividend ETF's and not worry about the tax? I have a low to median risk for these non Canadian ETF's. I have a diversified group of large cap Canadian stocks to take advantage of the dividend tax credit. Can you give me some names to look at buying?
Thanks Greg
Thanks Greg
Q: Can I please get your opinion of this ETF. Thanks
Dave
Dave
Q: Obviously you would not be very familiar with this company. I'm interested in your opinion on their prospects given the space they operate in. Trades in London.
Q: would appreciate your comments on Taiwan Semi for a long term purchase.
ed in Montreal
ed in Montreal
Q: Hello. Wondering what you view as the best way to play the overall market in Japan as it appears cheap on valuation? ETF or other investment vehicle recommendations for Japan?
Q: Hello,
My value screen surfaced Israel Chemicals Ltd. recently. It has quite decent fundamentals.
So how does an NYSE-traded company with $6B (2018) in revenue and a market cap of $18B that is a significant miner of bromine and potash and exporter of fertilizers ... not have any North American analysts following it as far as I can tell, and seemingly low trading volumes? Is it because it is based in Israel and also trades there?
I'd appreciate hearing your perspective. Thanks as always!
My value screen surfaced Israel Chemicals Ltd. recently. It has quite decent fundamentals.
So how does an NYSE-traded company with $6B (2018) in revenue and a market cap of $18B that is a significant miner of bromine and potash and exporter of fertilizers ... not have any North American analysts following it as far as I can tell, and seemingly low trading volumes? Is it because it is based in Israel and also trades there?
I'd appreciate hearing your perspective. Thanks as always!
Q: Lufthansa looks incredibly undervalued.
What can you tell me about it - pros and cons as a buy and hold investment?
What can you tell me about it - pros and cons as a buy and hold investment?
Q: Could you please give your buy/sell/hold recommendation on Baidu and Gamesys GYS and your overall opinion on these companies for a 2 to 3 year investment. Are these companies undervalued at this time. Thanks
Q: Intertain Group. How do I check on my shares of this investment? Thx James
- iShares International Select Dividend ETF (IDV)
- Vanguard FTSE Developed Markets ETF (VEA)
- Vanguard International High Dividend Yield ETF (VYMI)
- Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY)
Q: Hello,
I recently asked a question regarding a substitution for vea. You mentionned that a high dividend might be a good approach currently, and you suggested vidy.ca. I was wnting to do this in US dollars, however, and i cannot seem to find the US vanguard equivalent of this etf? Is there one?
Thanks
I recently asked a question regarding a substitution for vea. You mentionned that a high dividend might be a good approach currently, and you suggested vidy.ca. I was wnting to do this in US dollars, however, and i cannot seem to find the US vanguard equivalent of this etf? Is there one?
Thanks
Q: Can I get more info on BYD? Is it Chinese start up.......apparently the stock market in China is not very friendly to investors except when they are trying to raise cash?
Q: In a response to a question you talk about a company in which Warren Buffett has a stake in has byddf, what is the full name of the company?
Q: Hello Team 5i I am underweight asian holdings and the current corona virus event may present buying opportunity. I hold VIGI but I am looking to track some ETF's that might be worth picking up(or perhaps just adding to VIGI ?)...Best Regards. Gary
Q: Hello. What ETFs focus 100% on China stocks. Which would you recommend? Thank you.