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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'd like to diversify my portfolio by adding some exposure to emerging markets without the inclusion China. Please suggest some ETFs that:
1. would give me exposure the equities of strong corporations
2. would enable me to own bonds of both corporations and countries.
Also, I would appreciate protection against currency fluctuations.
Read Answer Asked by Les on September 25, 2023
Q: I know you do not get involved with European companies to a great extent. Could you please have a look at Grenke AG, a German leasing company and provide me your opinion of their financials/profitability. Thank you

Mike
Read Answer Asked by Michael on September 11, 2023
Q: Could you please explain the difference between these two stocks that trade in the US. If interested in owning the company, which is the preferred vehicle for a Canadian investor?

LVMUY - Lvmh Moet Henn ADR

LVMHF - Lvmh Moet Henn L Vut ADR

I'd also appreciate any insight you may have into the trigger(s) for the sharp declines in both of these in recent days. Thanks very much.
Read Answer Asked by Dave on September 07, 2023
Q: Hi Peter & Ryan...May I have your thoughts on Schneider Electric? Are they well positioned to win loads of projects assisting homeowners to generate electricity? Is their valuation reasonable and are they on the growth side or more like a utility dividend stock?

I understand the logic of mining uranium to fuel nuclear reactors and CCO has done pretty darn well this year. I think they have doubled from the $40 stock price recommendation earlier this year. But reactors have long lead times, are expensive and come with their own set of problems (nuclear waste). CCO's valuation is pretty expensive too.

Cities are the demand load for electricity and locally produced supply from roof top solar panels should help fill the gap. At least the transmission losses will be minimized!

Is Schneider Electric part of any "Green" ETF?

Any comments you have would be appreciated.
Jim
Read Answer Asked by James on September 07, 2023
Q: " Australia is the world's biggest LNG exporter..." ( Globe and Mail ). What is the best way to invest in that?
Read Answer Asked by James on September 05, 2023
Q: I understand that you don't follow chinese companies, but I was hoping that you could help me understand the mechanics around the split of BABA into its 6 business units.

If one of the business units has a successful IPO, do BABA shareholders get stock dividends of the new publicly traded company? Or does it remain as a subsidiary with BABA as the majority shareholder?
Read Answer Asked by Gerald on August 28, 2023
Q: Big pullback in Adyen today. It has been a stellar company historically. Do you see this as a buying opportunity or the first of more red flags to come and more of a wait and see story? thx
Read Answer Asked by Adam on August 18, 2023
Q: I currently have little emerging market exposure and would like to move some surplus funds into that sector. The transaction would be in my USD non-registered account. I've been looking at a few ETFs and think that DEM:US would be a good pick as a start. Of course if you have other suggestions please include them with your response.

What should be the maximum allocation to an emerging market ETF given I am retired and this income stream would supplement my pension, LIF and RIF income.

Thank you.
Read Answer Asked by Ronald on August 16, 2023
Q: Hello,

In your response to the last question about Sea Limited, you mentioned that the next quarter would be telling as to its ability to grow profits. Can I get your assessment of this company now that it has reported?

The stock drop today has been brutal and I'm at a loss in a registered account, unfortunately. Can I ask what you would do with it? Thanks,
Read Answer Asked by Doris on August 16, 2023