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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: Although securities are " held in segregation ", what specifically ensures that beneficial shareholders (non-registered ) are protected from a legal( registered) holder's liquidity issue ? My question relates to the possibility, not the probability of a liquidity issue . The question relates to large portfolios which are well beyond the scope of the CIPF protection . As an aside , I would note that , contrary to conventional wisdom , Canadian banks , although much stronger than many others around the world, are not really " well capitalized " . They meet and exceed very weak regulatory standards and regularly pass related stress tests . Over leveraging produces very good returns on too little capital . An informed analysis of all of our major banks balance sheets should raise the issue of possible risk associated with weak regulatory standards regarding capitalization .
Read Answer Asked by michael on March 15, 2019
Q: Hi, 60 year old investor. Wanted to get your thoughts on a portfolio consisting of about 11% each of zlb, xiu, wxm, zqq, zsp, zlu and ~ 33% zag. Won’t need the money for about 5 years. Thanks, Mike
Read Answer Asked by Michael on March 15, 2019
Q: Good Morning,
Can you please provide analysis on both companies. What is your outlook on both. CIBC analyst this morning said GWO is a buy vs. SLF (sell). Would you sell SLF and buy GWO? I would greatly appreciate your view.
Read Answer Asked by Linda on March 15, 2019
Q: Are you aware of a mutual fund or ETF that's main focus is to screen for high roe stocks?
Thanks
Read Answer Asked by Curtis on March 15, 2019
Q: This new Horizons Industry 4.0 Index ETF addresses a sub-sector that intersects manufacturing and technology. While the MER is high and it is new ETF, the AUM is impressive over a short period. Would you advise for a long-term hold for growth?. Or, alternatives?
Read Answer Asked by sam on March 15, 2019
Q: Hi Team,
Any concerns about the recent headlines that Toronto-based Brookfield faces scrutiny from Democrats (in the US) over its deal with Kushner company for 666 5th Ave. in New York. It involves (minimally, reportedly) the Qatari investment fund.
Thanks very much, Michael
Read Answer Asked by Michael on March 15, 2019
Q: What do you think of this company - just recently IPO'd. in Canada. Don't normally jump right in after an IPO - usually wait until it settles down - worked well for me on Shopify - I know these companies start trading on "potential" and not on "fundamentals" but just would like your opinion - you have given me a lot of good ideas over the years and I know that no one has a crystal ball but appreciate your expertise on smaller cap companies.
Read Answer Asked by Karen on March 15, 2019
Q: Looking to purchase a position in something (sector or weight not important) with good growth potential over 2-5 years looking for both US and CDN opportunities. Two names popped up recently on my radar TRQ and Chemtrade . Realize that both are completely different and would like your opinion on both and recommendations of 3-4 alternatives. Feel free to deduct credits as required.
Cheers
Alex
Read Answer Asked by Alex on March 15, 2019
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