Q: Is now a good time to invest in REITs? As a Canadian, is it good to invest in US REIT? Is there any tax drawback investing in US REIT? Do you have any recommendations for REITs? Thank you for your great service.
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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: You have no doubt answered this question a few times but am not sure how to search for it. Could you provide your top picks for tax loss selling. Market cap and sector are not a factor. Thanks.
Q: Two questions: One, would you consider ZMI as "fixed income" for that part of my portfolio? Or is there too much of an equity component? Second, so many ETFs have a return of capital; when the fund reports a yield, does this include the roc? If so, isn't that reported yield misleading? Is there a way to learn what the actual yield ( ie without my own capital) being included? Thanks for your excellent service.
Q: Over the next five years, which of AQN and PPL would you prefer for growth in terms of stock-price, and which for growth in terms of dividend?
Thank you.
Howard
Thank you.
Howard
Q: HI
I am thinking of easing into VII. Should I begin or wait a little longer?
thanks
Joe
I am thinking of easing into VII. Should I begin or wait a little longer?
thanks
Joe
Q: are there any current energy [ oil & gas] companies with little or no debt that are making money ?
Q: There has been a lot of discussion in the financial press, including articles you quoted, on how value will overtake momentum strategies. However, when I check the holdings of US momentum ETFs, such as IVE, most of these holdings are juggernauts, some of whom have done very well. What am I missing in this interpretation of value stocks?
APPLE INC 9.24%
JPMORGAN CHASE & CO 3.38%
AT&T INC 2.35%
BANK OF AMERICA CORP 2.26%
UNITEDHEALTH GROUP INC 1.98%
CHEVRON CORP 1.91%
BERKSHIRE HATHAWAY INC CLASS B 1.84%
WELLS FARGO 1.76%
WALMART INC 1.41%
CITIGROUP INC 1.37%
APPLE INC 9.24%
JPMORGAN CHASE & CO 3.38%
AT&T INC 2.35%
BANK OF AMERICA CORP 2.26%
UNITEDHEALTH GROUP INC 1.98%
CHEVRON CORP 1.91%
BERKSHIRE HATHAWAY INC CLASS B 1.84%
WELLS FARGO 1.76%
WALMART INC 1.41%
CITIGROUP INC 1.37%
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iShares Core S&P U.S. Total Market Index ETF (XUU $65.82)
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Vanguard U.S. Total Market Index ETF (VUN $119.49)
Q: Dear 5i,
XUU has a reported MER of 0.07% and consists of 4 underlying US ETF holdings.
Is an investor paying two layers of MER's when owning XUU?
Vanguard has a competitive ETF called VUN which has a surprising higher MER
of 0.16%. Which ETF would you recommend and why?
thanks
XUU has a reported MER of 0.07% and consists of 4 underlying US ETF holdings.
Is an investor paying two layers of MER's when owning XUU?
Vanguard has a competitive ETF called VUN which has a surprising higher MER
of 0.16%. Which ETF would you recommend and why?
thanks
Q: United Airlines according to my calculations is up 13 fold over the last 10 years and has PE of 8 times which seems to good to be true. Is this a good buy at this time especially when the market is moving towards lower multiple value stocks or am I missing something. Please advise. Thanks
Q: I have the option to convert this to a floating rate? Do you think I should convert? Thanks.
Q: Hi,
Where do you see fair value for Xpel? Ive been holding since just under $5 so its been very good in only a few months. I took enough profits around $12 to remove my initial investment, so Im on house money now. I just dont want to watch it drop the way PHO, and NVDA did from their highs where I held on for too long.
Thanks
Where do you see fair value for Xpel? Ive been holding since just under $5 so its been very good in only a few months. I took enough profits around $12 to remove my initial investment, so Im on house money now. I just dont want to watch it drop the way PHO, and NVDA did from their highs where I held on for too long.
Thanks
Q: Hi: After viewing Peter's interview at the Moneyshow 2019 by SmallCap Power, I then followed up with the interview with Fundscraper; (https://www.fundscraper.com/) . Do you have an opinion on this company and on this type of investment in a Cdn portfolio?
Q: What are your thoughts on a pure indexing strategy? Jim collins suggests investing exclusively in VTI to build wealth and become financially independent. Thoughts?
Q: Can you comment on their latest quarter? Why did their debt increase with all the free cash flow? Thanks!
Q: Why is BNS reporting its Q4 results on Nov 26 so far ahead of the other big 5 banks on Dec 3,4 & 5? What are your expectations of BNS? Thanks for u usual great services & views
Q: Do has been doing very well since its last Q results on 8/29 What is U idea of its Q on Nov 27? Thanks for u usual great services & views
Q: May I get your current assessment of SOY. It has had a share price rebound in the last month. Is this a false dawn?
Thanks, Tim.
Thanks, Tim.
Q: I would like to know about your opinion on UI. A friend just switched to them from CSCO due to what he views as superior customer service.
Q: Hi team
do you think that the market is fully valued now ?
can you name 1-2 sectors that are under-valued that a value investor could keep an eye on ? many thanks
Michael
do you think that the market is fully valued now ?
can you name 1-2 sectors that are under-valued that a value investor could keep an eye on ? many thanks
Michael
Q: Could you please give me your thoughts on Stingray Group (DRA.A) and its potential growth over the next 3-5 years. I am impressed about their cash flow generation which should be used to reduce the debt and pay decent dividend. Do you recommend this stock with medium tolerance risk ? Am I missing something ? Thanks a lot.