Investment Q&A

Q: In the past I owned ZUB or ZBK for exposure to the US Banks. I would like to go back to these ETF. But when I look at the top 10 holdings I see JPM and BAC, but not MS or GS . Are MS/GS not considered as banks for these Etf or are just a smaller percentage? Would you have another suggestion for this specific sector?

Would regional banking KRE be a better choice at the moment.
Or something like IYG, even if I would prefer a canadian Etf.
Thanks again.

Q: HI!
In an income seeking portfolio, if one has a portfolio that is overweight financials, do you think it makes sense in the current environment to lighten up and add to pipelines and utilities due to the geopolitical events and risk of recession down the road. Thought in rate rising environment assets that benefit from rising rates were in favour but it seems telcos, utilities, and pipelines are moving more now. Obviously with price of oil, increase in pipelines is understandable and clearly yield curve is playing a role. What are your thoughts on whether increasing rates will eventually hurt utilities/pipelines. Thank you!

Q: Hi Peter and staff, Happy Holidays.

These are my holdings in TFSA account. Can you please suggest two more names, Canadian or US to add for the 2022 contribution.

Thank you.

Joe

Q: Hi Peter and staff,
Thanks for the great information that you guys provide.
These are the holdings in my wife's TFSA account. I have owned CNR since March of 2020 and have done quite well but I'm wondering if this stock has reached the top of the price range and it's time to move on. The average Price Target is $165. Do you think that CNR still has upside or can you name two stocks to replace it.

Thanks and have a great day
Joe

Q: Good Morning
A report issued today by the Bank of America is bullish on Canadian banks. Can you say the same for the American banks?
I own ZUB and I will appreciate your views on this ETF going forward. Do you advise, at this stage, to switch to the unhedged version which is ZBK ?
Thank you for your insight.
Terry

Q: Hi,
Would you recommend ZUB and can you offer an alternative(s)
Thanks,
Morris

Q: I own many POW shares, some as the result of PWF merger. I would like to sell some of the POW, incur the loss and buy something else in the financials stocks. I already have SLF, MFC, FSZ and banks (BNS, TD, CM). And some preferred shares, mostly PWF/POW/ RY in this sector. I am reluctant to replace POW by GWO. Would IAG be a good candidate at the moment? Or take a risk in Us banks thru ZUB for example?.

I might sell FSZ because my expectation for a takeover or merger seems to diminish. Or would you keep it after their recent changes, since I don’t need more losses at the moment.

Thanks a lot.

Q: Hi,

What is your outlook on US banks for the next 3-5 years?

Thanks,

Craig

Q: Hi,

Would you be in favour of Canadian Banks or US Banks at the moment at their current trading prices given this environment and interest rates?

Thanks,

Craig

Q: Of these 9 equities + ETFS, which would you see as reasonable to hold on to if one believes there is a prospect of recovering from the current economic storm from the virus? Some have been held for a long time are still positive, most are down; TOU is the worst (85% drop) and is now very small. They are held in a registered account, so tax loss selling is not an issue. Thanks for your excellent service.

Q: Would it be a good time to invest in American banks and financial institutions for a 2 to 3 year hold? If so,can you recommend a Canadian etf that you like and hedged or unhedged? Thank you.

Q: Hello,could you recommend some ETFs that hold US financials(banks) ?
Thanks

Q: I am retired and hold the above ETFs in my RIF, TFSA accounts. Please advise which ETFs you would hold in this environment and which are duplicated. I am looking for stability and safe dividends. Thanks for your input.

Q: Hello, question about ZBK’s portfolio holding, Equally weight 5.5 percent for each of 19 banks, in the case of BBT and STI merger was completely, what would happen to ZBK’s portfolio? Thanks

Q: Hello, what do you think about the US banks. I have held this for about two years. Thanks, Bill

Q: Can you suggest a couple of low cost, US financial ETFs in CAD for me to follow up on? Thank-you.

Q: do you like this ETF and would you recommend investing at this time

Q: Raising cash and moving it into PSA. So far 10%.
Sold Zub.un into strength today . This gives a further 2% to add to current position in PSA.
Considering selling KWH.UN . Another 1% to add to PSA. Your thoughts please.
How will Kwh.un fare under recessionary pressure?

Q: What is your opinion on this? would you prefer a specific bank?

Q: Hello, thinking of adding ZUB, or ZBK, as just made decent windfall short term gains on energy stocks in days , for the trade. Redeploy cash , Against social media’s commentary worked out many times perfectly so far. Before last Friday banks earnings, the media were full of ” earnings will be huge” then the very next day we’re like “reversals because fully priced in “...” growth concerns “ . . “ yield curve.....” and so on...
so what’s your take? Is it noise or seasonality trading or real concerns , so called smart money moves?
Thanks