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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: Hi,

I'm looking for an ETF that holds a small number of high quality Canadian stocks - say about 25 holdings. A yield similar to XIC or XIU would be nice but not critical.

HBF and DXG are a couple of ETF examples that I use for US and international companies. So something similar to these but holding Canadian companies. I don't mind paying a slightly higher MER for a somewhat more active portfolio management style.

Thanks,

Gord
Read Answer Asked by Gordon on January 27, 2021
Q: Would you please advise the approximate amount of excess capital (or equivalent) each of these five Banks are holding based on their year end results.

Thanks
Read Answer Asked by Robert on January 27, 2021
Q: I have too much exposure to the CAD market and too less internationally.

Could you provide me with 2 etfs that have caught your attention the past 12-24 months. One which is A growth oriented etf with more risk as well as another which is a slow boring low MER etf with a 2-3% yield which less risk.

Thanks for the recommendations in advance.
Read Answer Asked by Patrick on January 27, 2021
Q: I would very much appreciate explaining the difference between ARK and Evolve Etf's. Are ARKs actively managed while Evolves are passively managed? Would you please choose two or three of each that have a balance between better growth and lower risk and provide good diversification.
Thanks.
.
Read Answer Asked by Saad on January 27, 2021
Q: Can you please explain this notice, the dates are confusing:
Annual Redemption Valuation Date: June 15, 2021

Annual Redemption Payment Date: On or before the 15th business day following the Annual Redemption Date.
BMO InvestorLine has been advised of an Annual Redemption Privilege for THE BITCOIN FUND CLASS A UNITS.
Terms:
Option 1: Cash - (USD) Annual Redemption Privilege
To receive a redemption price per Unit equal to 100% of the Net Asset Value per Unit determined on the Annual Redemption Date, less any costs and expenses associated with the redemption, including commissions incurred by the Fund to fund such redemptions.
Important Notes:
As per the Prospectus dated March 31, 2020:
Units may be redeemed at the option of Unitholders on the first business day following the 15th day of June in each year commencing on June 16, 2021, subject to the Fund's right to suspend redemptions in certain circumstances. Units so redeemed will be redeemed at a redemption price equal to the Net Asset Value per Unit on the Annual Redemption Date, less any costs and expenses associated with the redemption, including commissions incurred by the Fund to fund such redemptions. Units must be surrendered for redemption on or before the last business day of the month of May preceding the applicable Annual Redemption Date. Payment of the proceeds of redemption will be made in U.S. dollars on or before the 15th business day following the Annual Redemption Date
Read Answer Asked by Cheryl on January 27, 2021
Q: What do you see hapening to engh in the next 3-6 months. I sold it for a good gain in my unregistered account at the recent highs. I bought back in ( in a registered acccount) after the pullback and when I started seeing what I thought was a bottom earlier this month. However the slow decline seems to be continuing...Have I missed something driving the price down? You seem to be favouring other tech names these days which is partially why I sold it. The plan was to buy back in, havest the yield from the special and feb div and hopefully get a small price gain as well in the next few month then swicth to one of your recent more favoured tech stocks ( likely lspd). If you see no strong reason for the recent pullback I will hold ( my feeling) , if you think the decline is cause for concern ( I've missed some news or issue) I woull likely sell and move another name now.
Read Answer Asked by Tom on January 27, 2021
Q: I have $50,000 to invest, a 15-20 year time horizon and I pretty much have the financials, the utilities and anything Brookfield covered in my portfolio. I was looking at PBH and CP as two potential investments, comments and other recommendations appreciated. Thanks.
Read Answer Asked by Cam on January 27, 2021
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