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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: 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: 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
Q: Congrats for you terrific job!
I am often wondering when you recommend certain etf over some great money manager (like phn, egdepoint or mawer) for just half a point of management fees and on the other hand, you recommend full active management with your own model portfolio.
I think with all the money flowing into indexing and closet-indexer and quants, we are gonna see some benefits in years ahead for truly and talented active managers.
With respect, your model porfolio have proven their ability to beat the index as some greats money manager (as mentionned above).
Comments please
Read Answer Asked by BENOIT on December 13, 2017
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