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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: Hi,

Does JPM, BLK offer better value as compared to BNS, TD. Do we need to diversify in to US Banks or Canadian banks and insurance companies are a good diversification for the Financials sector allocation.

Thanks
Ninad
Read Answer Asked by Ninad on November 02, 2018
Q: Good morning...we own gs and are down but this had a good dividend and we are long term investors but are looking to add fsz for both dividend appreciation and larger company. Would you have an equal allocation to these two or move out of gs which we are down on in a cash account and move that money into fsz...thanks for the great service...Gene
Read Answer Asked by gene on November 02, 2018
Q: In your answer to Dennis you indicated cash flow was 33 cents were 44 was expected. However normalized cash flow rose from 24 cents to 44. What is "normalized" and is that the 44 cents that was expected? Sounds like one of those "alternate truths" we hear about these days.
The sale of $1b in assets seems to have rattled stock holders however isn't that Brookfield's forte; sell fully valued assets and use the funds to buy the bargains they see in emerging markets and US public equity markets.
In summary I am wondering if I should buy shares at the current price to return the holding to 5%.
Your assistance is, as always , appreciated.
Mike
Read Answer Asked by michael on November 02, 2018
Q: Hi 5i,
The majority of my portfolio (70% - i.e. everything non-Canadian) is invested in XAW & XUU, which I add my savings to regularly to keep my geographic allocations where I want them.

I will shortly be receiving a sizable (to me) lump sum from the sale of a small business and will be putting most if not all of it into my portfolio. My question is about currency hedging on ETFs like the ones I use. I don't have any hedged investments now. I've read everything I can find on the subject and it seems smarter money, especially with long term investment horizons, stays away from these hedged options.

I know that fact alone probably answers my own question. But, with a sizeable one-time contribution, I cant help wondering if our current 75/76/77 cent dollar might be hovering at its lows, and maybe hedging should be considered? Looking for your opinion on that subject, and also how you feel in general about the two ETFs noted above. Any better suggestions?

Thanks so much!
Read Answer Asked by Ryan on November 02, 2018
Q: So, this is a what am I missing question, and I have missed a lot over 30 plus years of investing. I have held this for INCOME for over 2 years and at a 2.5% weighting and a cost base of $8.25. An average yld of 8% more then suits my requirements for income. A part of my thoughts were this fund should actually do OK in a raising interest rate situation, however it seems to be dropping recently. Is this a simple market reaction, a negative view on Manulife as a parent, or am I wrong on my views for stable value here? I am thinking of adding to 3% and seek your views. Again this is for a Yield play and stable cost base. Thanks
Read Answer Asked by James on November 02, 2018
Q: Hi,

In energy and power utility sector which companies do you recommend at current valuation. Is XOM a good buy or it is better to invest in ENB or PXT in current market and future growth perspective.

Appreciate the great service

Thanks
Ninad
Read Answer Asked by Ninad on November 02, 2018
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