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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: Hello. My question is about the market value of ETF's. How does the market value relate to the NAV? Does the M.V. get adjusted to the total NAV of the underlying stocks? And if yes, how often does the revaluation happen. Basically, when I purchase an ETF, am I paying an amount (MV) that that might be higher than the underlying NAV of the ETF?

Thank you.
Read Answer Asked by Alex on April 10, 2019
Q: InPortfolio analytics, with the addition of the value of a defined benefit pension(roughly $80,000/yr becomes $2,000,000 in value), you add this value to the fixed income part of the portfolio. I know it's a difficult thing to calculate, but these pensions all invest in various forms of investments including equity, so some of your fixed income is already ion equity but not shown in your analysis.
Cheers, and thanks for every thing you provide us in a difficult investment world.

Slainte. Chris
Read Answer Asked by Christopher on April 10, 2019
Q: I'm overweight financials and thinking of selling my US holding BAC and ORI and switching to a US dividend ETF such as DGRO. Any other suggestions?
Read Answer Asked by Stephen on April 10, 2019
Q: Hi Team
I am looking for oil companies to invest in, I would like a mid to small cap, company with reasonable debt and fairly decent cash flow. I don't mind taken higher risk with small caps, I just feel that it gives me a better upside, and like I say I don't mind the risk. Would like a little in the oil sands as I see the wti discount is a lot lower than before and have read that the world refineries are short of the heavy oil, not sure if this is true or not. Lastly what gas producers will benefit from the new pipe line and refinery, assuming that the darn thing gets build. I know I have asked a few questions so please take as many credits as you like
Thank-you
Auftar
Read Answer Asked by auftar on April 10, 2019
Q: I don't have any communication stocks and It was suggested to increase by 8.3% by Portfolio analysis. These will have to be held in a RRSP. Would you be able to give me your top picks? Thank you so much. Love your new service.
Read Answer Asked by Louise on April 10, 2019
Q: In mid Feb, IRTC reported another strong quarter and issued a better than expected 2019 guidance. However, about a month later a (short?) report stated that the main IRTC product could face a Medicare reimbursement cut of 45-65%, possibly by the latter half of 2021. Do you know if IRTC has publicly addressed this issue? Whether IRTC has or has not done so, is it wise to simply exit the position and move on to another health care stock? Thanks in advance for your input. James.
Read Answer Asked by James on April 10, 2019
Q: I’m considering Brookfield Infrastructure Partners (BIP.UN) for my TFSA as a means of diversifying from common shares while maintaining a return above current fixed income rates. Would you recommend the current price of $54.92 as a reasonable entry point or is there a valuation point that you would be more suitable considering that I would also like to ensure potential growth? Alternatively, is there another security you would consider in order to achieve my goals.
Read Answer Asked by Rossana on April 10, 2019
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