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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: Currently have 25% of my portfolio in XUU. I am interested in increasing my US exposure up to 30% though. My question is do you have any problem with 30% XUU or would you possibly split it in to two? Eg ZSP and something else? Note - I would prefer a Canadian listed ETF but if you think there is a better American option I'm willing to listen.....
Read Answer Asked by Jeff on August 04, 2020
Q: What is the long term risk of the massive antitrust investigation by the US states on GOOG. I know this game has been played several times and had no significanct effect on tech companies, but this time seems different as all US states are involved. I have only 2% position but wondering if I should add on pull back.
Read Answer Asked by Rajendra on August 04, 2020
Q: Good morning
we currently own the US listed stocks above and are wondering what your thoughts would be to add VEEV or would you suggest another US stock??

Thks
Marse
Read Answer Asked by Marcel on August 04, 2020
Q: I own a lot of ER stock in a non-registered account. Even with the run up in price with the announced takeover bid by AUG, I have a considerable Capital Loss. I would like to capture that loss but remain exposed to any further upside that this deal MAY unlock if it comes to fruition. 1) Does it make sense to sell my ER shares now and immediately purchase AUG with the proceeds......this should keep my exposure 100% intact would it not? 2) I assume that because the deal is not done and the two stocks are completely different entities that this would NOT be deemed a superficial loss......is that correct? 3) is it very likely that ER may receive a better bid from someone else and I would lose out by switching the shares to AUG? 4) What would you do in my situation?

Many Thanks
Scott
Read Answer Asked by Scott on August 04, 2020
Q: I have some cash to deploy in RRSP and wonder if now would be a good time to go a little overweight on these banks. The prices look good to me but are they really being undervalued or is the real impact of the pandemic on banks going to be bad.
Read Answer Asked by David on August 04, 2020
Q: Hello, in the company profile of PHY and CEF, it says that their Industry Classifications - Sector is Financial Services. I was a bit surprised to see that. Could you explain why these ETFs are classified under Financial Services rather than Basic Materials? Thanks, Gervais
Read Answer Asked by Gervais on August 04, 2020
Q: Hi, I was wondering why BAM.A suddenly dropped 4% on Friday? Thanks.
Read Answer Asked by Esther on August 04, 2020
Q: I cannot fathom why investors would buy rate reset preferreds when the resets will virtually all significantly lower their current dividend. The MINIMUM rate resets, to my mind, are the only preferreds to buy and there are many good companies paying between 5 3/4% and 7% and this rate will not drop. Additionally, if and when rates increase they could be paying an even higher dividend. No one seems to ask about minimum rate resets! Am I missing something?
Thanks
Phillip
Read Answer Asked by Philip on August 04, 2020
Q: What are your top picks for growth names in Canada? Looking for ideas for TFSA.

Thanks.
Read Answer Asked by Hua on August 04, 2020
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