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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 am becoming aware of the investment potential in ETFs and that BMO has a number of highly rated ones. When I go onto their site, there is a bewildering array of ETFs and I would just like to ask if there is some sort of preference that you have identified for income generation. Secondly, in respect to the BMO ETFs that are in $US, do they all generate withholding tax? None of them? Some of them and one has to investigate each one to determine if they do or not? Thank you for any suggestions you can make that would point me in a direction for further research.
Read Answer Asked by Gregory on February 12, 2018
Q: The 5i Income portfolio could be categorized as an equity income portfolio and I'm wondering how you would quantify the risk of the portfolio relative to the S&P/TSX or other appropriate benchmarks.
Read Answer Asked by Ian on February 12, 2018
Q: Although experts appear to need to constantly leave some measures of doubt, there are overwhelming signs a lot of these massive swings are electronically induced and some forms of ETFs the catalysts with the wishing hour all too predictable. I also find indigenous how clear calculations are presented to how each 1/4% rise means important profits to some industries but when it comes to those which are hurt, no hard numbers only a herd response of bad and avoid! Are not rising rates a sign of a better economy? Consider the avoid list: Electricity and heating, rents, telco bills they do not rise? Fundamentally, is not the formula I/R =V? So only the" R" is going up and the "I" at banks? Are analysts raising/ reducing their target prices on interest sensitive stocks while their prices are falling precipitously and yields rise close to typical average market returns over an extended period? It may be coming but any recent published downgrades I have access to are not sounding loud alarm bells or screaming "FIRE"!

Odd, overtime US TV specials on what is occurring and one of the how to protect yourself go toes is to consider the fundamentals of the stocks you own? It sounds good but to be polite very misguided momentum thinking stills seems to override any sense of good basic underwriting principles. How surprising, currently at the top of the BUY list by the experts putting their two cents in: Invest in companies that benefit from high volume trades! Well that is where the momentum is clearly positive!

Do I have a question? Actually yes, are there ways or signals to indicate the factors which are causing such volatility have burned themselves out and the shakeout over? Values which actually represent investing opportunities? It may be sound cynical but is there any hope of getting back to some resemblance of investing where fundamentals rather than financially engineered products are the real catalysts ruling markets or should we expect one calamity to the next ? Clearly no person can compete with AI programmed responses that override all else!

It would seem due diligence by doing your homework is no longer at the top of making a decent return and more importantly keeping it. Things do not only go in one direction, that is understandable but, what is currently going on, certainly cannot enhance the US system or its markets which again seems at the root of the problem impacting many, if not all markets!

Any insights you wish to make would be gratefully appreciated. Thank you.

Mike

Read Answer Asked by Michael on February 12, 2018
Q: HI Team,
Just wanted to put ESP on the radar once again.. on Feb 7 they announced a deal with a television provider that has a million+ subscribers. This new contract along with EastLink and the other smaller contract wins, have not yet been adequately reflected in the share price. Penderfund owns 15% of the company. Year end numbers could still be weak, but I think the Outlook is fairly positive given the recent wins. Your updated comments are appreciated.
Cheers,
Read Answer Asked by Ryan on February 12, 2018
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