Q: Cramer had IAC on his show the other day and it appealed to me for a number of reasons (I met my spouse online and we have numerous friends who use Tinder). Upon a quick review it seemed that Match was a big reason for IAC's success (IAC owns 80% of MTCH) so I thought, perhaps I should just own MTCH.
Q: Can you explain to me how there is a 37% short position on MTCH (from RBC) when IAC owns 80% of the stock?
Q: Could you please advise what is happening with KWH.un - does the company have an offer to sell , if so at what price and when does this occur - should we hold or sell at this time? Is there a chance of better offer coming along?
Thanks for our reply
Hanna
Q: What are your feelings on the followings 2 investments and would you consider them good investments for a TFSA.
!. ZEB - BMO equal weight banks index ETF
2. Bank of Montreal Canadian Banks Auto Callable
Principal at Risk Notes Series 966 ( Cad ) ( F Class )
Thanks For your GREAT Service.
Q: This small bio pharmaceutical company is listed in the US. It is working on alternative to opioids drugs. Would appreciate your comments on the future of this company.
Thanks
Q: Which of these two funds would you prefer and why ? Please compare the managements, the fees, the yield, and the safety, origin , and selection of bond products . Thankyou
Q: I mainly follow the balanced portfolio I'm looking to add a industrial and a healthcare stock. I have a full position in NFI, CAE and MG. I have full positions in SIS(I have considered it a healthcare company rather than a industrial) and UNH(in the US). I also have a tiny position in COV and a small 2% position in GUD. Would you have more confidence in WSP or TFII? What other healthcare stock would you add? I'm not a high risk investor but understand all stocks have a risk. I have 10+ years. Thank you for your advice I have gained many investment insights.
Q: I currently have an RESP invested in the Mawer Balanced Fund (MAW104) which I've been pleased with performance (we'll be needing it in about 6-7 years). Considering switching this to either XBAL or VBAL to lower fees and hopefully improve returns accordingly.
I've read some of your answers to Mawer Balanced vs. the XBAL and VBAL ETF's. Would like your opinion on XBAL vs. VBAL for this account. The new XBAL mandate is pretty much the same as VBAL, but it's MER is slightly lower at 0.18% vs. 0.22%. XBAL is much smaller than VBAL currently, but I expect will catch up quickly, and they'll probably match MER's over time.
Do you recommend either of XBAL or VBAL over each other, and suggest even bothering switching from Mawer Balanced Fund in the first place? They all seem like good options!
Q: BBU.UN reported strong results today. They will close 2 large deals in 2019 that would require significant equity financing. I am considering adding to my position but I am concerned about the share dilution that would result from the equity financing. Should I add to my position today or wait for the equity financing to actually take place later on this year
Could you give me your current analysis of this company. They appear to be in the right space.
Looking at taking an initial position in my tfsa. Would you recommend at today's price.
Thanks for all your objective work!!
Q: Over the last decade, I have kept 50% of my portfolio in a US money market fund which now pays 2.27% (TDB166). It has paid as low as 0.05%.
The rest of the portfolio is in a US market index fund which tracks the S&P500 (SPY).
I am happy with the results that this effortless approach to investing produces but am concerned about the US money market fund since the US dollar is so high. Should I get into a Canadian dollar money market fund? Can you suggest any?
Q: I have held TOU for some time and am disappointed in the performance to date (and of late) and am in a tax loss position. Do you think it's time to sell and look for better opportunities? Do you think it's "necessary" to hold any energy stocks at all in an otherwise diversified portfolio?