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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: WHich of these three etf ZUD, PUD or ZDY is better US diversification?

Thanks

Paul
Read Answer Asked by Paul on January 25, 2016
Q: Hi guys,

I just read news today that a security I own (JST) entered a merger agreement with FNOF E&M Investment Limited and that they will acquire JST for US$6.00 per common share. On the news JST is up 25% today and still trading. My questions are:
1. What is the best thing to do in theses situations?
2. Do I sell the security or wait?
3. Why is the security still trading at $5.27 if the agreement is for $6.00? Why wouldn't someone just buy JST today at $5.27, if the shares will be bought at $6.00?

Thanks so much.
Read Answer Asked by Paul on January 25, 2016
Q: I am looking at CAT in US which is down but always seems to come back strong. I have bought and sold it a few times for decent profit. Do you think the wait will be extra long this time or have other concerns? An alternative could be CBI which took a beating lately but seems very strong with a pipeline of orders. Do you think the worst is over and it has much upside?
Read Answer Asked by Ed on January 25, 2016
Q: Do you have any information on this company, prospects, value, risk, potential. Thanks
Read Answer Asked by Michael on January 25, 2016
Q: Hi Team,
Thanks for all your patience and hard work dealing with us retail investors during these challenging market times. Your transparency, calm and reason are most impressive.

I am thinking much longer term (beyond this current market choppiness) and was wondering if you can point me to an ETF(s) that is focussed on disruptive technologies. I found ARKK which is what I had in mind (different disruptive technologies in different sectors) but it is tiny at reportedly $6.82M market cap and virtually not trading volume.

Do you know of anything similar that is bigger and more liquid (presumably in the US)?

Many thanks for any suggestions.
Michael
Read Answer Asked by Michael on January 22, 2016
Q: Hello, I am trying to find a safe U.S. utility with low coal exposure and a decent dividend; coal seems prevalent though, could you help please? Thank you as always
Read Answer Asked by Valerie on January 22, 2016
Q: Hi,
What do you think about the above us stock?
Good to buy ?
Thanks
Read Answer Asked by Adam on January 22, 2016
Q: For a young couple just starting TFSA with $5,500.00 each
I was thinking for the total $11,000
20% xbb
30% xic
40% xsp
10% vee
Please advise if there is a possible better alternate
For a smaller portfolio should one consider individual stocks
Read Answer Asked by Peter on January 22, 2016
Q: I hold a position in General Motors (GMM.U) that trades on the TSX in US funds. I have been thinking of selling my holdings and I'm wondering if it is a good time or if I should hold on? I bought the stock in early 2014 and since then the price has dropped from $36 to $29.5. Due to the exchange rate I am still ahead.
What are your thoughts on GMM.U?
Read Answer Asked by Giovanni on January 21, 2016
Q: Can you explain how this company makes money, and if its yield is sustainable? Thanks Cameron.
Read Answer Asked by CAMERON on January 21, 2016
Q: What are your thoughts about BAC's current valuation and why it is underperforming on a day when the market is moving up?
Thanks for all your work.
Read Answer Asked by Rudy on January 21, 2016
Q: Hello Team,
Of the big major oil companies, Exxon, Chevon, Royal Dutch Shell and Total, which has the best balance sheet in the event oil gets into the sub $20.00. Would Suncor be in this league as well.
Thank You,
Barry
Read Answer Asked by Barry on January 21, 2016
Q: With all this volatility in the market affect WFC's bottom line in more ways than are immediately apparent to the unschooled investor? Will revenue be affected by declining commissions significantly as some analysts have been hinting? What else could slice into its profits, in this market (leaving aside volatility)? I would appreciate some fundamental analysis on whether to hang on for the ride -- or just bail. I've lost 10% on my initial investment, but I'm not so much concerned about its past, as its future.
Read Answer Asked by Sylvia on January 21, 2016
Q: I have taken a good look at the financials and balance sheet. This seems to have a clean balance sheet with a great R.O.E with low costs. It has also indicated that much of the loan book has provisions for rate increases and decreases. So I look to you for a more in-depth look.
What are your thoughts of the balance sheet and income statement. Going forward what are your thoughts on this company continuing to take share from the larger banks and maintain the growth and free cash flow? Thank you for your perspective.
Read Answer Asked by JASON on January 20, 2016
Q: Hi Guys
Did my question re Valero get through to you?
Thxs
Wayne
Read Answer Asked by wayne on January 19, 2016
Q: I am looking to re-deploy some US$ and would like some recommendations. Looking for reasonable risk level, decent growth potential and some dividend.
Read Answer Asked on January 19, 2016
Q: Please provide recommendations in Canada & US for the following sectors to properly diversify a long term income portfolio :

Consumer Staple
Material
Consumer discretionary
Industrial
Utilities

Thanks
Read Answer Asked by Steve on January 19, 2016
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