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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: would it not be prudent to hold off on adding or initiating a position here considering they just announced a reduction in their fund fees? some of these fees have dropped by 30% or so. what % of their income actually comes from fund fees? this is definitely going to have at least some impact on earnings going forward.

thanks Tom
Read Answer Asked by Tom on February 14, 2017
Q: Good morning my question concerns cxi which I hold but in a 1.6% position compared to your 4.12% but in that sector I am looking at adding gsy as an alternative and to give diversity simply because you have recommended it as one of the top ten holds in one of the last questions. my concern with cxi is the volatility that it has had over the last two years. is there also another stock in your universe that could also be added to bring the total to the 4.12% position but with two to three stocks instead of one...thanks for the great service
Read Answer Asked by gene on February 13, 2017
Q: DXU is a new ETF and would appreciate your thoughts on it. Is this a good time to purchase or would it be best to do a "wait and see"? I currently hold ZUB and am wondering if it should be switched to an ETF that is not hedged. Which bank ETF would you consider for the unhedged or would you go with a single US bank. Thanks for your advice.
Read Answer Asked by diane joan on February 13, 2017
Q: Financials are currently at about 18% of my equity portfolio i.e., about 3% above target. I am thinking of trimming back on one of TD, RY or POW. Would you agree with a slight trim and which one would you suggest?
Thanks for your great service!
Read Answer Asked by Danny-boy on February 13, 2017
Q: Bought this company for the dividend and some growth, also company is trying to go private thus I believe creating quite the swing in s hare price. What is your opinion of the companies valuation,safety of dividend and how to deal with the prospect of the company going private? I know the company is buying shares on the open market so do you have a feeling for how long this process might take and if one day there may be a premium offer for the balance of the outstanding shares?

There are several questions here,please charge my account accordingly.

Keep up your great service and thanks for your answers
Read Answer Asked by James on February 08, 2017
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