Q: what is your view on Lululemon Athletica? Is it a buy after going through its troubles last year?
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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: Is there a Canadian ETF that mirrors the Schwab US Broad Market ETF (SCHB,50)? It captures America's 2.500 largest stocks.
Thanks, Austin
Thanks, Austin
Q: i own anip a pharma in the usa i am ahead on this stock should i sall or do you see a future thanks bill
Q: Sorry my previous question referred to ZBK.US it should have been ZBK.
Thanks
Mike
Thanks
Mike
Q: Hi Guys,
Am I still fine holding these companies in my U.S. portfolio, DIS, SBUX, V, HD, BRK.B and eft's SPY, QQQ, and VIG (All have a 3% weighting). 5 year time frame and low/medium risk.
My concern is that most of the individual stocks are in the Consumer sectors and I am overweighted in my total portfolio (25%) in these sectors.
thanks,
Jim
Am I still fine holding these companies in my U.S. portfolio, DIS, SBUX, V, HD, BRK.B and eft's SPY, QQQ, and VIG (All have a 3% weighting). 5 year time frame and low/medium risk.
My concern is that most of the individual stocks are in the Consumer sectors and I am overweighted in my total portfolio (25%) in these sectors.
thanks,
Jim
Q: Hi there
I know you don't cover Foreign stocks but wonder about your thoughts on Teekay. Based out of Vancouver and owner of oil tankers. Seems to be trading well below book value with good dividend. I have followed this for a while and know it's volatility but seems like it has found a base?
Much thanks
I know you don't cover Foreign stocks but wonder about your thoughts on Teekay. Based out of Vancouver and owner of oil tankers. Seems to be trading well below book value with good dividend. I have followed this for a while and know it's volatility but seems like it has found a base?
Much thanks
Q: I realize that you do not specialize in US stocks, but the "generic" behavior of this stock over the past week puzzles me. On May 18, it was announced that LKQ Corp. would be included in the S&P 500 index. I expected that this would be very good for the share price and that it should rise immediately upon the news (as index funds would have to purchase it). However, following the announcement the share price actually declined by several percent over the rest of the week. Do you have any explanation for such behavior?
Thanks!
Thanks!
Q: Bonjour, do you still recommend this company? Valuation, future growth?
Merci
Ronald
Merci
Ronald
Q: I know your focus is not in the US but just wondering your thoughts on this one. I have positions in Wells Fargo and JP Morgan and was thinking of selling one of those to purchase Aegon. Thanks.
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iShares S&P/TSX Global Gold Index ETF (XGD $45.66)
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iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $62.30)
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BMO Equal Weight REITs Index ETF (ZRE $22.04)
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BMO Equal Weight Utilities Index ETF (ZUT $26.25)
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BMO Equal Weight Banks Index ETF (ZEB $51.92)
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BMO Equal Weight Oil & Gas Index ETF (ZEO $79.04)
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iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $66.36)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $60.00)
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iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $61.04)
Q: I read with interest your recent article in the Post and was intrigued by the comment that research shows 90% of portfolio returns come from sector allocation - if a person wanted to take advantage of that, in a simple, easy to manage and inexpensive way (ignoring taxes for the moment) what would be your view be on an approach where one's equity component of their portfolio consisted entirely of a number of ETF's with each one of the ETF's focused on a particular sector, with a periodic (say quarterly) rebalancing? What specific ETF's would you suggest for such a portfolio? Thank you.
Q: What do you think of FXL-US for the next few months?
Q: Could I please get your comments on MIC-N. What kinds of "infrastructure" do they own or manage? What do you think of their growth profile? What about the price/cash flow? What caused the steep price decline in 2015-16? If I buy it for my RRSP are there any withholding tax implications? Is there anything you prefer in the US in this area? Thanks for your feedback.
Q: If a Canadian based ETF (e.g. VUS) invests in a US company or ETF (e.g.VTI), isn't the dividend paid to the Cdn ETF subject to US withholding tax, regardless of whether it is held in a registered or taxable account ?
Thank you for your outstanding service to us !
Bob
Thank you for your outstanding service to us !
Bob
Q: Good Morning 5i.
I have some USD to invest so I'm looking for big Blue Chip dividend paying companies in the USA , 4 or 5 names would be greatly appreciated. I know the US market is not your specialty.
Thank-you
I have some USD to invest so I'm looking for big Blue Chip dividend paying companies in the USA , 4 or 5 names would be greatly appreciated. I know the US market is not your specialty.
Thank-you
Q: I have read a number of analyst reports on IEP-Q that indicate that they have established a large short position in a selection of US equities. Do you know what percentage of IEP is represented by that short position?
Q: FIT has been hammered down from 50 to to the mid teens. What are your thoughts on the company from here. Is it low enough for a small speculative position?
Q: One of the US companies you mentioned as suitable for an option writing strategy was Cal-Maine foods. Recent reports that I have seen are forecasting a substantial drop in revenues and EPS in 2017, yet I cannot find out the reason for the expected drop. Analyst ratings have also been lowered recently likely in response to this forecast. Also the share price has been falling in recent trading sessions. Are you able to shed any light on what is happening and why? Are there any fundamental changes that are affecting the company or the industry in which they operate? Where do you see the company going over the next 2-3 years?Thanks.
Q: What do you think of Cal-Maine at this time?
Q: Please share your overall evaluation of the management and business model, is current prices a good entry point? Thanks.
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $166.62)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $80.01)
Q: Hi Peter, I have 2 of your tech companies, but was thinking of adding some XIT to bring my IT up to 10% to 15%. Is there a better ETF?