If one believes that the Canadian dollar is about to strengthen over the coming year, what are good ways to take advantage of that?
Am I correct in that my non-hedged ETFs such as VGRO and XAW would come under pressure? Are there any companies that would meaningfully benefit from a stronger Canadian dollar?
Q: Was just wondering if there might be a new report for QST and MCR. Last report on QST was back in Nov 2016 and was not too favourable. "simply too small and volatile to own at this stage." MCR no report.
Thanks Craig
Q: Hello: Wondering what the current payout ratio for this stock is based on both earnings and cash flow. I have read your recent responses re WEF and would just like to confirm that you do not plan to remove it from the portfolio in the next 6 months or less. As always, many thanks.
Q: Today Shopify made couple of announcements, one of them is all new platform of "shopify plus" which will be faster, more intuitive and more scalable point of sale (POS) software which is the main business for LSPD. Given the size of shopify, it seems this roll out will create heardwinds for LSPD. Your thoughts on this matter please. Thanks.
Under current market/economic conditions with interest rate background would you prefer short term or long term bonds and what is recommendation for CDN and US markets.
In response to Joseph's question on where investors can find some info on preferreds, here's a site I use for the prospectus of some pref securities.One of the banks also publish a monthly report which includes prices and features of each.
Q: I have a ? on ISHARES overall holdings approach. I am not a big ETF holder but own a 3% position in FIE. I am in the annual review process and was surprised to see the top two holdings of the fund are other ISHARE products, making up almost 30% of their holding. Is this typical with iShares investing so much with their own product. Its not giving me the level of bank and insurance company investment I would of thought. CPD makes up about 20% and I already hold a 2% holding in that fund. Your view please.
Q: Our holdings mix is off what many advisors would recommend, ie 30% equity, 40% GIC, 30% recall preferreds. Our pref market prices are way underwater but all blue-chip and long-term holds for us unless we both croak. Please mull my question below in the foregoing context: I was nervous about our prefs for some time until having drilled down to try and better understand them. I feel better now, understanding that those recalled will be for the full $25 and, if not recalled, the new return will reflect a $25 per share value which will almost surely be higher than GIC's especially from a tax efficiency perspective. I guess what I'm asking is for you to advise if my take on reset preferred is correct and if any other considerations. Thank you.
Q: Peter; My wife holds some of this ,(4%), in her non registered account. Just to be clear the group as a whole has been downgraded which will leave only retail buyers now ? Is it still a safe hold for income only? Thanks. Rod
Q: Peter please: I have owned a full position in JP Morgan since the lows of 2009 and have had a tremendous gain in this stock. I also purchased wells Fargo and Citigroup and some other top us financials around the same time and have held all this time. Recalling how US financial stocks plumetted in 2009 has lately given me pause. After ten years of building this wonderful gain, is it now time to sell (tax is a consideration here obviously) or hang in for the very long term in keeping with my usual long term strategy and risk my gains evaporating a la 2009. I gravitate to quality companies however I realize how poorly financial stocks can behave in a serious downturn and don't want to see my hard earned gains erode in jpm. Do you consider jpm a trade or a very long term hold. Side note I'm liking Facebook these days and considering ways to fund a FB purchase.
Q: Does Burton Malkiel’s blindfolded-monkeys-throwing-darts idea say that the portfolios of a group of perversely motivated investors trying to pick the worst stocks would be indistinguishable from the portfolios of investors trying to pick the best stocks?