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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: BANK OF MONTREAL 1.81% NON CUM 5YR RT RST CL B PFD SER 25
BMO.PR.Q
How do rate reset like THIS horrible thing work? How does value react to interest rate changes? Specifically, is the above security, which is down substantially, worth keeping now that it has already lost much value? OR are the funds better deployed elsewhere if one is conservative and looking for Canadian dollar income, preferably dividend?

Read Answer Asked by Adam on March 09, 2018
Q: My portfolio is weak in the medical/healthcare space. I have CSH/SIA (full position when combined), NVO (US, 1/2 position), SIS ( 1/2 position) and GUD (1/4 position). I would like to increase exposure in the sector by the equivalent of about 2 positions. Would you recommend I add to existing stocks or are there others you think I should consider (either Cdn or US is fine for this sector)?

My situation: Retiring in about 2 years and living off investment income. Fortunately we have enough savings that unless I am either foolish or really unlucky, I expect to be "OK".

Thanks for your help. I am doing much better with returns since I started my subscription to your service.
Read Answer Asked by David on March 09, 2018
Q: A guest on BNN said he hedged his equity positions by index hedges.What are they and could you give me an example. thanks James
Read Answer Asked by JAMES on March 09, 2018
Q: Greetings. Latest results look improved. Is the worst behind them and do you think this is a reasonable investment at this stage. I currently own WSP global but am looking to add another position. With the questionable action on Aecon and Stantec's results, SNC seems to be a better option with more global exposure.
Your thoughts.
Read Answer Asked by kelly on March 09, 2018
Q: If I wanted to invest in a theme where the real US economy begins to see robust growth from the benefit of the Trump admin's policies that benefit the working class and domestic economic activity, are there any US stocks that you could suggest that may benefit from such a scenario?
Read Answer Asked by Rick on March 09, 2018
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