Investment Q&A

Q: The currently hold - CIBC CAPITAL TRUST CALLABLE 06/30/2019 TIER 1 NTS SERIES A 06/30/08 9.9760. I'm down about ~8%, and dropping, but collect nice coupon. What to do? Hold or move to higher ground.

Many thx. Steve

Q: My question pertains to market history. Could you comment on market activity during times of major conflicts. For example were the markets operating on a "business as usual" mode during world war II or did the market display different characteristics such as lack of volume or liquidity? Thank You

Q: Hi Peter &Ryan Any thing new with crappy tire ?Share is under downward pressure.
Kind Regards
Stan

Q: Hello Team, Would you have the short interest share count for Kinaxis? Is there a US short interest?

David

Q: What is your opinion on Investors Business Daily? Can you add any tips or words of caution in relying on this source?

Thanks,

John

Q: Are dividends from income trusts protected from taxes if they are held in a tfsa.

Q: Good morning,

With sells as it was going up, I am still about breakeven on CRH but it has dropped to 1% of my portfolio. I have lost confidence such that I won't put more in. I am, however, looking for additional healthcare exposure. Right now I am also holding JNJ (3%) Danaher (DHR, 4%) which is mostly medical/dental since the spin-off of Fortive. I have been thinking of exiting JNJ due to the price that they paid for their latest acquisition. It seems a little inconsistent with their historically very conservative nature.

Would you think that adding a 2.5-3% SIS or GUD is a better approach, or should I keep CRH given its longer term potential? I prefer to not watch my investments every day and have a diversified portfolio across market cap and Canada/US with a lot of multinational companies (like CCL in Canada and UL in the US, for instance).

Do you have any perspective on the JNJ acquisition? If so, please feel free to deduct two questions.

Thanks!

Derek

Q: Despite beat of expected EpS & Rev.,DOO was hammered this morning to a $38.81 low though recovered some to $40.30(down 2.89%)IS it due to its lower guidance.Your take please.Is this an opportunity to buy.Thanks for u usual great services & advices

Q: Can you comment on this (HARC) ETF. Would this be like any other commodity speculating?

Q: If the Canadian economy is working on all cylinders WHY is the market not reflecting this. Markets should be a good indicator of the over all economy shouldn't it. Very frustrating!!

Q: Hi - I know you don't often comment on US stocks but was hoping you had a general opinion of the ongoing WDC situation with Toshiba. If they win the bidding, would this be looked at positively by the market or not? On the flip side, if they lose how do you expect the market to react? In other words, is it important that they win the bid? Thank you!

Q: 5i

I have held JNJ for a few years and it has grown to be 10% of my portfolio. Using your sage advice I need to reduce the shares in JNJ. I am retired, have JNJ in my RRIF and depend on dividends to enhance my retirement pension. Would like a suggestion as to any USA stocks you would recommend that is as safe as JNJ and pay a dividend of 3% or more with some growth I know you do not cover USA stocks but thought you might have a suggestion. If not is there an ETF with USA exposure that may accomplish these goals. I am currently 74% Canadian and 26% USA invested.Look forward to your thoughts and recommendations

Regards

w

Q: My understanding of options is not very good other than the basics. Is ZPW a bull play or bear play on the market ? Part of me thinks that a put means a bear play but if the market goes up the put expires worthless and the fund collects the premium. So could you explain what conditions favour this ETF over one like ZWH which uses a call strategy ? What is the difference between how a rising, flat, or falling market will effect these two ETF's ? I notice ZPW has a slightly higher yield. Thank you.

Q: The CAD is gaining value vs. USD lately.Where do you expect it to peak in the foreseeable future ?...say 6 months
Thanks,
Jerald

Q: I toured a robo advisor which recommnended my portfolio should consist of 30% ZCS and 15% ZFM. Given I have have been hearing of rising interest rates ad nauseum, what is the downside risk in these ETF's ?

Q: What is your opinion regarding FUT, First Asset US Tactical Sector Allocation Index ETF (hedged) as a core US position.

Q: As always, would appreciate your assessment of this ETF. Questrade lists HBF @ $8.81 and also HBF.U @ $9.......what is the difference?

Mant Thanks! Austin

Q: Hi Peter,

ZEB & ZBK were recommendatons in August to cover Banks.
1. Is this strategy valid today for an RRSP (1/2-full position) or would you opt for direct investment in TD/BNS instead of ZEB (based on concerns with BMO and Royal).
2. Is another option for US banks recommended?

Thank you
Jerry & Debbie

Q: You have added CGX to your income portfolio because you expect lower growth in the future. I see the earnings per share growth projection for CGX (webrokker) are expected to double in the next 4 years. Do you think these estimates are too high?

Q: Hi,

AltaGas shares are trading less than the Receipts. What gives? Is it still better to buy the Receipts or would you buy the shares in this instance? I own both now.

Thanks,
Robert