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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: I previously asked why ZPR has decreased lately with the trend for interest rates declining. ZHP the identical fund of US preferred shares is increasing with an increased trend of lower interest rates. Decreasing interest rate trends should increase bond and preferred shares yet the CDN version has not acted liked the US version. I can see no logical reason for these different trends?
Read Answer Asked by Edward on July 23, 2019
Q: FYI. MX was downgraded by RY to US$65 TP(from $70) & CM to US$46($53).In my humble opinion,I cannot understand management's decision to go ahead with the project in this uncertain time(slowing global growth & possibility of recession) & after the price has recently declined some 50%(1yr H $107.07 to $53.09 today)
Read Answer Asked by Peter on July 23, 2019
Q: A comment on your recent blog...You say the TSX is up 14% year to date and yes, we should be happy with that. But a little context here; for those of us who are in for the long term, that is following a dismal quarter. If we go back to the end of September, the 9 month return is an anemic 1.95%.
Read Answer Asked by Fred on July 23, 2019
Q: I have been looking to add some funds to this ETF- I like the strategy, active management, sector/ smaller number of holdings. Would you still recommend it for a bit of global diversification?
I notice it is called a dividend fund however do not see a distribution from 2018 and the 12 month trailing yield of 0% with an annual payout listed- is this a concern? (the focus really doesn't seem dividend focused) Are there any other actively managed cad$ ETFs with a similar strategy you can recommend
Read Answer Asked by Kyle on July 22, 2019
Q: Pason Systems has been currently trading below $18 mark and its close to hitting its year low. Do you think it is a good value buying opportunity?
What are the risks you foresee for this company?
I recently read form company website and that they are also exploring new sectors (non-oil) such as power, etc. Whats your view on that and how significant are they or how capital intensive are they. Will these new business lines change the revenue mix (away from oil) significantly ? If you can throw more light on these new initiatives it would be helpful. Thanks.
Read Answer Asked by Sridhar on July 22, 2019
Q: I recently read your article "Cap-Weight vs Equal
Weighted Indices" in etf-mutual fund letter which generally concluded that equal weighted etf's out performed cap weighted etf's. However, I'm wondering if this is still true if higher MRE's and higher taxes (due to higher turnover) are taken into account. In other words what's the after tax comparison, say if you were in the 40-50% tax bracket? Do you have some idea or do you know some studies on this?

Thanks
Read Answer Asked by Steven on July 22, 2019
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