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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: If the CAD keeps dropping as Mr. Rosenberg thinks it will, would unhedged positions be better than the hedged cdrs
Read Answer Asked by peter on November 06, 2024
Q: With the CAD likely to drop, is it more efficient to invest in hedged or unhedged ETFs?
Thanks
Read Answer Asked by Catherine Ann on November 06, 2024
Q: In response to Alex's question on Nov. 6, 5i responded in part "(the) confluence from today's US sector performances (financials up 4.6%, industrials up 2.8%, energy and communications up 2.1%, and tech up 1.8%), we feel that the financials and industrials sectors are other areas that can benefit." Would you please advise me where to find this data, and if possible for Canadian market sectors as well. BNN used to supply this data for the latter but no longer. Your service is sincerely appreciated.

Rob

Read Answer Asked by Rob on November 06, 2024
Q: What is the relationship between BN and BAM? I read that BAM just sold several different major assets at attractive prices, bur did not hear anything about whether BN would benefit from these sales. Does BN own a piece of BAM, or vice versa? Which is a better buy if i already own BIPC and BEPC?
Read Answer Asked by arnold on November 06, 2024
Q: We are seeing the beginnings of a Trump bounce. If you had money on the sidelines would you put it to work ASAP or wait a bit now, having missed this initial move I mean. Secondly, aside from defense, oil and gas and orange make-up manufacturers, what sectors would you target, if any for the near term. Finally how does that translate into specific ETFs that might outperform over the next couple of years. Thankyou.
Read Answer Asked by Alex on November 06, 2024
Q: Hi, I am new (about 1 year) to investing. After being approached from the branch level financial advisor, I figured it might be best at the time. He put all my funds into two items namely:

BMO Covered Call Canadian Banks ETF Fund
and
BMO U.S. Equity ETF Fund. This one had the most funds.

Since that time I have redeemed some funds and opened BMO Investorline account and purchased about 10 different stocks/etf's. The branch level financial advisor never calls or emails any advice period other than to say I am making about 18% and should be happy with that. Really??

2 days ago a lady from BMO investment center calls me and tells me I am paying 1% in management fees and can save ~ 0.66% by purchasing BMO95722 which shows up as BMO U.S. Equity ETF Fund. Yesterday I put in a redemption request for the balance of the BMO U.S. Equity ETF Fund (on my bank account page that name doesn't have any stock symbol) and the funds will be in my bank later this morning.

What I am trying to accomplish right now is to just make enough via investments to pay for living where I am. And hopefully some growth in the value of the investments.

The question I have is, would buying BMO95722 be the right or best choice of investments.

Thank you for any assistance with this.
Read Answer Asked by Eli on November 06, 2024
Q: Looking to move some money into the bond section of my portfolio. On the more risky side looking at XHY and USHY. How would you rate these for safety going forward on the the capital gain/loss side. Also I may sell some stocks like Magna that don't appear to be doing much.

I've been listening to Howard Marks and he thinks now is the time to be leaning towards bonds and Warren Buffet has been raising cash.
Read Answer Asked by Mark on November 06, 2024
Q: Your thoughts on latest quarter for MRG.UN please. I have owned it for about a dozen years and like the higher yield I get than from other residential reits I own, which seems based not on risk but perhaps on large ownership position by morguard corp - do you agree? Can you explain how they can have a payout ratio below 50% when we are told that reits must payout the bulk of their cash flows or risk paying corporate taxes. And with their payout ratio having been much lower than most other reits for years can you further explain what they have been doing with these funds that they haven’t been forwarding on to shareholders. The dividend growth has been modest and sporadic and I don’t recall that many acquisitions or significant buybacks. Thanks.
Read Answer Asked by Geoff on November 06, 2024