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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: Last year I took a sizeable position in VEE as one of the main parts of my foreign diversification. It has, like so much else, dropped a lot. I am wondering if the prospects for recovery in the emerging markets are not as favourable as the potential in the US or Canada, where economic resources (or the ability to backstop printed money) are stronger. As such, I am inclined to sell this position (and as you point out, harvest a tax loss) and migrate to some North America holding(s). Your comments, pls. Thanks for your excellent service.
Read Answer Asked by Leonard on March 27, 2020
Q: I understand that a covered call investment is not the holding to have during a market rebound.

Instead of ZWE, which ETF would be appropriate holding to capitalize on a rebound.
Read Answer Asked by Peter on March 23, 2020
Q: What are your thought on prospects for IMPUY from here?
Read Answer Asked by Rick on March 20, 2020
Q: Thank You for continuing to be the voice of reason for the amateur like me!!

What ETF's are best for 5-10 year hold for the following markets
US S&P, UK, Germany, China, Russia, Asia (general), South America (general), Africa (general). Looking to take advantage of weakness and average in.
Read Answer Asked by Lorne on March 19, 2020
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
Read Answer Asked by Jacques on March 12, 2020
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
Read Answer Asked by Wes on March 11, 2020
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.
Read Answer Asked by david on March 09, 2020
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.
Read Answer Asked by Fred on March 03, 2020
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
Read Answer Asked by Greg on February 27, 2020
Q: Can I please get your opinion of this ETF. Thanks

Dave
Read Answer Asked by David on February 19, 2020
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.
Read Answer Asked by Edgar on February 14, 2020
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