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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: I currently hold VTWV, and notice that you recommend IWO generally when picking a Russell 2000 ETF. Should I sell VTWV, which hasn't done very well, and replace it with IWO, and if so, why? It seems that IWO is doing better but I don't understand why, as I would think the two are comparable.

Thank you for this wonderful service. The new design is super.
Elizabeth
Read Answer Asked by Elizabeth on December 14, 2017
Q: Most of my international (non-USA) holdings are ETFs that trade in US dollars on US exchanges. This adds a layer of FX (US dollar) into the equation when considering the performance of these holdings. With the quick and drastic FX moves that are becoming more common, I’m starting to loathe the FX volatility and believe that my other US equity holdings already provide sufficient (US) currency diversification. What advantage/disadvantage is there in holding international equities in US dollars, and if I wanted to replace each of the above ETFs with a Canadian dollar equivalent what ETFs would you recommend?
Read Answer Asked by Steven on December 14, 2017
Q: Yesterday you answered a question about the quarterly results of NWC quoting EPS at 42 cents and expected EPS of 48 cents. My data feed from Waterhouse quotes expected EPS of 47 cents and actually EPS at 45 cents. Do have suggestions as to what is adjusted in these numbers or is it a random adjustment unique to each report? Thanks
Read Answer Asked by Terry on December 14, 2017
Q: Hi,
I would like to acquire a good cover in US financials. I am looking in particular at iai (iShares U.S. Broker-Dealers & Securities Exchanges ETF), zub (BMO Equal Weight US Banks Hedged to CAD Index ETF), zbk (BMO Equal Weight US Banks Index ETF). Can you explain the difference between zbu and zbk and what would you suggest for a good coverage of US financials with a solid growth prospect ?
Thanks in advance for your valuable assistance,
Jacques
Read Answer Asked by Jacques on December 14, 2017
Q: Asked by Peter, Dec.13 about Badger: "Just a comment to Q today.Bad was a TP of Takacsy on MC on Dec 11"
It would be appreciated if abbreviations are not used. For example, I am a member since inception and an investor for over 10 years - I have no idea (after consideration) what TP, Takacsy, and MC mean.
It only takes an extra few seconds!
Thanks.
Peter
Read Answer Asked by Peter on December 13, 2017
Q: Will we get your mid month report prior to Peter's appearance on MC on Dec 15.Looking forward
Read Answer Asked by Peter on December 13, 2017
Q: Hi 5i.
Great job on the new website!

My question is whats waking up SRU.UN today?
Should I keep holding for income or should I sell?
Could you also suggest 3 best buys from your income portfolio at this time?

I look forward to your answer.



Read Answer Asked by Stephen on December 13, 2017
Q: I guess I'll hold on until the dividend date. But PUR was one of my largest positions even before the takeover offer. As such it is now about 10% of my portfolio. My question is how long do you think the takeover will take and in my position, would you just err on the side of safety and take the considerable money and run. Also, although I have held PUR for a long time, your continued endorsement of the company made it easier to continue to hold through the recent drop and I thank-you for that.
Read Answer Asked by Alex on December 13, 2017
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