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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: Can you please explain the difference between UL and UN (seemingly the same stock), and which one a Canadian retail investor should prefer and why. Also, given the large drop it has suffered in the past month, what do you think the reason is, and do you see it as a good long-term investment. Thank you!
Read Answer Asked by James on November 22, 2016
Q: I have owned STZ (constellation brands) for quite some time and have been very happy with it.
It has fallen significantly since the Trump win and I am somewhat concerned trying to figure out if tariffs will be imposed on Mexican imports Should I take any action
at this time. Any insight you may be would be appreciated. Suggestions for replacement if you deemed that prudent would be appreciatd.
Read Answer Asked by Maureen on November 22, 2016
Q: I have about 20% of my total portfolio in U.S. equities. Do you see that amount as reasonable or in lieu of stronger growth predicted in the US should I consider putting any new money into the US instead of Canada.
Would you have any favourite ways to play, for example much is being said about regional us banks, have things gone too far too fast to get in now. Your valuable opinion would be much appreciated.
Read Answer Asked by Maureen on November 21, 2016
Q: I would like about 3 ETF's to cover my fixed income and 4 or 5 to cover your best idea sectors. Thanks Al
Read Answer Asked by Allan on November 21, 2016
Q: Hi, the US portion of my portfolio is composed of about 15 stocks, mostly dividend paying. Because the dollar is fairly high, I am reluctant to buy US stocks at the present time. Therefore, I am looking to add to my US exposure through a dividend paying ETF. I think ZUD (which is hedged to CAN dollar) is a good choice (do you agree?), but I was wondering whether you would have other suggestions for an ETF or even a mutual fund that would pay a dividend. Thanks again for your service.
Read Answer Asked by Bernard on November 21, 2016
Q: Hi Team, In my RRSP, I'm Currently holding 30% weight in U.S.market with 20% in VUN (Vanguard Total U.S. Market ETF.) and 10% ZDY (BMO U.S. Dividend ETF) given the potential of rising rates, would I need to get rid of ZDY which has performed well and replace it with VGG.Is there something else you would recommend. Thanks-you! Sam
Read Answer Asked by sam on November 21, 2016
Q: I know technology and TWLO has a very good tech story. I have noticed although the stock is significantly lower from the highs, institutional ownership went up from 6% to 11%. is there any insights you can provide at this time?

Side note:
This happened to me twice now: I asked a question using my cell phone and in both cases although the Give permission button was selected 5i answer was private which I did not request. I think there is bug in your mobile version. You can contact me via email if you need more info.
Read Answer Asked by JR on November 21, 2016
Q: I know it's not your primary focus but I am wondering if you could provide some basic information on the above company. An article in Seeking Alpha suggested this US REIT is undervalued because it invests primarily in B Class shopping centres which may be out of favour because of concerns over the growth of e-commerce and how that change of shopping habits will kill these types of properties. If you accept the premise that these smaller plazas are not going to disappear, does this company represent a good value play? It pays a 9.5% (US) dividend and I don't to be in it just to chase a dividend.

Paul F.
Read Answer Asked by Paul on November 21, 2016
Q: Hi,
Ive own a few etfs (vgg and vfv). I have some other individual stocks as well, but the majority of my portfolio is in the etfs looking for long term growth. I have been thinking about adding emerging markets but am having a hard time rationalizing it. I saw that a few days ago you recommended VEE. Can you explain the value of this etf, or is there a better way to get some emerging markets exposure? VEE opened at 24.65 4 years ago and has been up and down a little, but is only at 28.84 today. Is 4 years not thinking long enough for this? Im just having a hard time seeing the value of adding it to my account since VFV has doubled and VFV is up 65% in less time.

Thanks!
Read Answer Asked by david on November 18, 2016
Q: Hi Peter and Team

What Canadian listed ETF would you recommend today for US market exposure for the TFSA of a thirty year old with a long term time horizon? Would your answer be any different if it was for an RRSP where the 15% US withholding tax was not an issue? There seem to be hedged and nonhedged versions of all of them so would you recommend a hedged version now with the USD so strong?

Thank you!
Read Answer Asked by Mary on November 18, 2016
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