Q: Recent article in Barron's suggested the DOW Jones industrial index will outperform relative to other indexes due to beneficial effects of Trump policies. Can you suggest an ETF that captures the DOW index and its companies.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Holding modest amount of funds in trust for kids w/5 year time frame. What do you think of Bayer today as lynchpin holding for US funds? Is there a difference tax wise for dividends vs US company like PFE? Thanks as always for the great service!
Q: interesting blog on p/bvps and p/tbvps, what do you think of citi using these metrics as a value play? seems to me it might be a good investment. tkx pat
Q: Could you give any reason for the down day for Duluth
Q: I have good gains in two US positions. One is GSE systems (GVP) (3.7% of total portfolio)and the other is Flextronics (5%).
Both up over 100%. Is it time to trim these, sell, or wait till January for tax purposes.
I appreciate your guidance.
Both up over 100%. Is it time to trim these, sell, or wait till January for tax purposes.
I appreciate your guidance.
Q: I've seen an article recently that speculates that the next paradigm shift will be a faster expansion of the "Internet of Things", especially by large industrial companies that over the next 30-40 years will automate more processes using equipment and sensors provided and monitored by outside companies. Names mentioned that are expected to benefit most were GE, Honeywell, Rockwell, Cisco and IBM. I'd appreciate your opinion on whether this seems like a good idea for long-term investment.
Q: Hi,
I know US holdings aren't your main focus. I'm currently about 20% down on CALM. Do you think they're worth holding onto or do you think there's a different US company in the same sector that I would be better off owning? My time frame is very long on this one.
Thanks!
I know US holdings aren't your main focus. I'm currently about 20% down on CALM. Do you think they're worth holding onto or do you think there's a different US company in the same sector that I would be better off owning? My time frame is very long on this one.
Thanks!
Q: Looking at building my USD assets and then investing it in Vanguard ETFs. Would you invest in the S&P500 or maybe the specific sectors such as consumer staples? If so, what percentage would you put in each sector? Ultimately I would like to invest in specific companies but there is no 5i US equivalent so this would seem like the next best alternative.
Q: Not your bailiwick but could you give me your assessment of Mohawk Industries and it's prospects under a Trump administration?
TIA
TIA
-
BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH)
-
iShares U.S. Medical Devices ETF (IHI)
Q: Large-cap healthcare ETFs are giving-up their post-election bump, in some cases (for example, HHL) approaching nine-month lows. Are there any that are becoming interesting, or is this sector just too instrinsically volatile? In the past, 5i has spoken well of IHI (NYSE), do you still like it?
Q: Hi Peter
I am looking to switch my Giliad for JNJ or Celgene in a retirement portfolio. Please advise THank you
Hamish
I am looking to switch my Giliad for JNJ or Celgene in a retirement portfolio. Please advise THank you
Hamish
Q: Do you have an opinion on this U.S. Financial stock?
Q: Hi there
What would be a good compliment etf to VIG for us growth exposure
In u.s. Dollars
Thanks for the help
Sam
What would be a good compliment etf to VIG for us growth exposure
In u.s. Dollars
Thanks for the help
Sam
Q: Great Run for US Banks since President Elect Trump is in.
Between Citigroup and Bank of America which is a Better Long Term Growth Investment in this field.
Between Citigroup and Bank of America which is a Better Long Term Growth Investment in this field.
Q: How do capital gains work with US stocks? In addition to the gain, do you have to factor in the exchange differential rate from purchase to sale. If the US dollar increased in value during this period, does that increase the gain to be declared and the other way around? Thank you for the great service.
Q: I am currently trying to diversify my portfolio with US and international exposure.I know you or i do not like fees but i have no experience in this area and you do not provide a US model so i am asking your opinion on investing in a hedge fund or looking at funds like Cambridge in particular provides but at a 2.45 mer.Please help me in my goal to diversify my RRSP
Q: Two part question:
1. Do the large US banks have more room to run or is the expected rate increase pretty much baked in?
2. To buy BAC and C I have to move $Cdn cash to my US$ accnt. Currency conversion can impact outcome. At 75c the $Cdn is up a bit. Should I buy now before the likely US interest rate increase? Or(2A) wait for a possible softening in the market around year end/ new year? Thanks for answering - but more importantly for your integrity, which was on display recently in your answer to the Forge First question.
1. Do the large US banks have more room to run or is the expected rate increase pretty much baked in?
2. To buy BAC and C I have to move $Cdn cash to my US$ accnt. Currency conversion can impact outcome. At 75c the $Cdn is up a bit. Should I buy now before the likely US interest rate increase? Or(2A) wait for a possible softening in the market around year end/ new year? Thanks for answering - but more importantly for your integrity, which was on display recently in your answer to the Forge First question.
Q: Could you recommend a U>S> bank stock ETF, preferably one that trades on the TSX?
Raymond
Raymond
Q: Any suggestions for investing in US Stocks for long term period. Good safe investment with yield and growth potential.
Thanks so much.
Thanks so much.
Q: Would please comment on Urban Outfitters