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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: Hello

In support of Carl’s inquiry re zwb vs zeb performance similarity......I was watching the same positive correlation despite so many being negative on covered calls in up market.

Firstly, Carl should go to BMO etf website where they have an excellent webinar explanation of how the cc etf zwb, ZWC have been managed to benefit investors during the up side of the market.
Secondly, as it was explained......the simple answer to positive upside correlation (may not be permanent)..... It was achieved through extending out the option strike price to avoid shares being taken away, while at the same time experiencing the same or higher option premiums. The option premiums expanded and they played it well.
Active management in volatile market paid off in this case.
Dave
Read Answer Asked by David on April 29, 2020
Q: Just a fyi: In your answer to Camille yesterday I believe you overlooked the 3 for 2 split which took place April 1. This may be why she thinks BAM is down 50%.
Read Answer Asked by David on April 29, 2020
Q: This is a wild market which has rebounded well beyond my expectations since the March 23rd lows. Do you subscribe to this resurgence which seems at odds with reality? I know the market looks forward but, geez this is really optimistic...
What do you think?
Thank you.
Read Answer Asked by Steven on April 29, 2020
Q: Revamping my 70 year old partner’s portfolio, looking for income and modest growth.

Being quite overweight in financials, wanting to exchange some or all of these positions: MKP, AI, TF, ZWB. Add to my BNS (currently 2%), and diversify into other sectors.
Is it worth keeping any of the Mortgage related MKP, AI, TF? Is FSZ lower risk? US banks/ETF?

I expected the upside of ZWB to be significantly less than ZEB, but when I compared the charts they seem like two dogs chasing the same ball, never far apart. Very similar up and downside, is that your view also?

Carl van Rossum
Read Answer Asked by Carl on April 29, 2020
Q: I noticed that Trisura has a potential run up in the bid / ask (~$6) compared to last night's closing price ($38.02 - 38.50 range). Over the past 4 - 5 months there has been insider buying yet, I cannot find news short of calling them directly. They seem to be immune from work stoppages unless a contractor goes bankrupt. In the Corporate Insurance, segment, there could be a slowdown in top-line growth though they have a good renewal business. Their policies do not cover business interruptions from the pandemic. Also, given that they are a wholly owned sub of Brookfield Asset Mgmnt., I have a good comfort level and am considering moving to a full position. May I have your thoughts?
Thank you
Read Answer Asked by Martin on April 29, 2020
Q: For diversifying shareholdings, would any of these companies be appropriate?
LYB, for instance, appears to be on an upward trend. Your assessment and preferred choice is appreciated.
Thank you, Team!
Read Answer Asked by Sigrid on April 29, 2020
Q: Hello,
How have mutual funds performed during the corona virus sell off. Can you name some mutual funds stand out in its solid performance in the fixed income side and equity side. Which have outperformed due to active investing by smart mangers at reasonable MERs? I currently do not own any mutual fund but I am willing to consider a good bond fund and a good international equity fund. Thanks.

Regards,

Shyam
Read Answer Asked by Shyam on April 29, 2020
Q: I'd like your opinion on the Canadian residential housing market, with respect to REITs. I invest in some REITs and I heard that the share prices of REITs have fallen far more than the underlying value of the houses or apartments that they own. But, there aren't very many sales going on right now in the real estate market, and this has me wondering if we're going to see a lot of properties hit the market (when things get back to "normal") because owners may now be strapped for cash.
Read Answer Asked by Ed on April 29, 2020
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