Investment Q&A

• Wright Medical Group N.V. (WMGI)
  • View WMGI Profile
  • View Questions on WMGI

Q: This company appears to have stumbled after a recent purchase--should I hang on for a recovery or take a small loss ???

Upvote 0

Read Answer Asked by Terry on June 23, 2016

• BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ)
  • View ZEQ Profile
  • View Questions on ZEQ

Q: The ETF ZEQ has a yield of 2.09%. If I understand, there are withholding taxes of 15% on foreign dividends. Is this included in that yield of 2.09%? If not, then what I get in my account is 1.77%?

Upvote 0

Read Answer Asked by Matt on June 23, 2016

• Vanguard FTSE Developed Europe All Cap Index ETF (VE)
  • View VE Profile
  • View Questions on VE

Q: Hi- which CDN $ non hedged European equity ETF's would you recommend and what are there total expense rations and yields. Would you recommend buying before or after the Brexit vote?
Thanks.

Upvote 0

Read Answer Asked by Peter on June 21, 2016

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
  • View ZWE Profile
  • View Questions on ZWE
• BMO US High Dividend Covered Call ETF (ZWH)
  • View ZWH Profile
  • View Questions on ZWH
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
  • View CDZ Profile
  • View Questions on CDZ

Q: I've been considering a 3-ETF portfolio composed of the following.
35% CDZ
45% ZWH
25% ZWE
Comments please.

Upvote 0

Read Answer Asked by Tim on June 20, 2016

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
  • View ZWE Profile
  • View Questions on ZWE

Q: Hi Folks
With jitters in Europe regarding Brexit, would this be a good time to initiate a position in ZWE. Yield is close to 8%. How secure do you consider the dividend?
Thanks again
Guy R.

Upvote 0

Read Answer Asked by Guy R. on June 16, 2016

• Vanguard FTSE Developed Europe All Cap Index ETF (VE)
  • View VE Profile
  • View Questions on VE

Q: If Brexit happens, I suspect ETFs like FEZ and EZU will take quite a hit (they already are). If that happens do you think these 2 would be good to pick up at bargain rates? Are there other ones you would prefer?

thanks,
Paul

Upvote 0

Read Answer Asked by Paul on June 15, 2016

Q: Could you give me a break down on the recent filing. How will this impact the overall balance sheet? (Notification according to chapter 9, section 5 and 6 of the Securities Market Act: BlackRock Inc.'s holding in Metso.) Could you also comment on a fair entry point based on the total exposure of this investment. Last... Do you see this affecting the dividend at all? Thank you Jason

Upvote 0

Read Answer Asked by JASON on June 13, 2016

• iShares MSCI Mexico ETF (EWW)
  • View EWW Profile
  • View Questions on EWW

Q: Hola amigos. Is there an index fund, ETF or mutual fund that I can buy to invest in Mexico?

Upvote 0

Read Answer Asked by MATHEW on June 12, 2016

• Aegon Ltd. New York Registry Shares (AEG)
  • View AEG Profile
  • View Questions on AEG

Q: could i have your opinion, aegon on the newyork stock exchange

Upvote 0

Read Answer Asked by Pierre on June 12, 2016

Q: Can I have your thoughts on Frontline. It is on an upswing lately and shows a 15% dividend which is usually a red flag. In looking at the stock could you justify a "BUY"?

Thanks,

Upvote 0

Read Answer Asked by Donald on June 09, 2016

Q: I am still researching the US for additional opportunities & would like your advise on the 5 companies as listed. I am aware of certain similarities between SAP & KXS with respect to their Cloud collectivity modules & firmly believe this will become the wave of the future for thousands of large & diversified corporations in the foreseeable future. Recognizing however your sometime reluctance to comment on US entities, I would nevertheless appreciate your comments & guidance. Thank you.

Upvote 0

Read Answer Asked by Robert on June 09, 2016

• Jardine Matheson Holdings (JMHLY)
  • View JMHLY Profile
  • View Questions on JMHLY

Q: I know this is way out of your field of expertise, Singapore no less, but I'm trying to diversify internationally and it's very hard to find info on Jardine Matheson (JMHLY for the ADR). Do you have any info about the company on your Bloomberg terminal? Thanks for whatever assistance you can provide.
Robert

Upvote 0

Read Answer Asked by Robert on June 08, 2016

• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN)
  • View XIN Profile
  • View Questions on XIN
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard FTSE Canada All Cap Index ETF (VCN)
  • View VCN Profile
  • View Questions on VCN
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
  • View VEE Profile
  • View Questions on VEE
• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
  • View VGG Profile
  • View Questions on VGG
• Vanguard U.S. Total Market Index ETF (VUN)
  • View VUN Profile
  • View Questions on VUN
• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
  • View VGH Profile
  • View Questions on VGH

Q: I am currently moving some of my portfolio from stocks to ETF's. I want only a plain vanilla flavoured portfolio. I have been going through your questions and answers regarding ETF's, and given the diversity of situations and dates, I am getting a little confused. i wonder if you could suggest the best for broad canada, broad U.S., and international?
thanks

Upvote 0

Read Answer Asked by joseph on June 07, 2016

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
  • View VEE Profile
  • View Questions on VEE

Q: I hold ETFs that track the S&P500, TSX and the All Cap Ex NA index, both hedged and non-hedged. I'm considering adding an emerging market ETF but I'm concerned about the heavy China weighted that most such ETFs have. Your advice would be appreciated. In particular, can you suggest one that has a lower China weighting?

Upvote 0

Read Answer Asked by Roland on June 03, 2016

• iShares Global Water Index ETF (CWW)
  • View CWW Profile
  • View Questions on CWW

Q: Could you please comment on this ETF. I have held CWW for about 5 years and done well but am wondering what, if any, other approach you would take to replacing this investment in the water related sector? Many thanks.

Upvote 0

Read Answer Asked by Alexandra on May 26, 2016

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
  • View BABA Profile
  • View Questions on BABA

Q: Baba dropped 7% yesterday b/c of sec investigation for accounting questions.
Should I hang in or is this a buying opportunity?
Is this a stock you would buy.?

Upvote 0

Read Answer Asked by tom on May 26, 2016

Q: Hi Peter and Ryan
I have held HSBC for several years and am down about 40%. It is in a registered account and provides a good dividend. I have some US cash in the account and am considering adding to it. Do you think the dividend is sustainable?Do you think this is a worthwhile move? I realize you don't cover ADRs but your opinion would be greatly appreciated. Thanks for all you do.
Gary

Upvote 0

Read Answer Asked by Gary on May 24, 2016

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
  • View ZWE Profile
  • View Questions on ZWE
• BMO International Dividend ETF (ZDI)
  • View ZDI Profile
  • View Questions on ZDI

Q: good morning , if you had to pick one or two european ETFs that pays a dividend , what would it be? thanks.

Upvote 0

Read Answer Asked by jim on May 24, 2016

• iShares S&P/TSX Global Gold Index ETF (XGD)
  • View XGD Profile
  • View Questions on XGD
• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD)
  • View XCD Profile
  • View Questions on XCD
• BMO Equal Weight REITs Index ETF (ZRE)
  • View ZRE Profile
  • View Questions on ZRE
• BMO Equal Weight Utilities Index ETF (ZUT)
  • View ZUT Profile
  • View Questions on ZUT
• BMO Equal Weight Banks Index ETF (ZEB)
  • View ZEB Profile
  • View Questions on ZEB
• BMO Equal Weight Oil & Gas Index ETF (ZEO)
  • View ZEO Profile
  • View Questions on ZEO
• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
  • View XHC Profile
  • View Questions on XHC
• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
  • View XQQ Profile
  • View Questions on XQQ
• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI)
  • View XGI Profile
  • View Questions on XGI

Q: I read with interest your recent article in the Post and was intrigued by the comment that research shows 90% of portfolio returns come from sector allocation - if a person wanted to take advantage of that, in a simple, easy to manage and inexpensive way (ignoring taxes for the moment) what would be your view be on an approach where one's equity component of their portfolio consisted entirely of a number of ETF's with each one of the ETF's focused on a particular sector, with a periodic (say quarterly) rebalancing? What specific ETF's would you suggest for such a portfolio? Thank you.

Upvote 0

Read Answer Asked by RICHARD on May 20, 2016

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
  • View ZWE Profile
  • View Questions on ZWE

Q: Hello Peter and Team, What are thoughts about this ETF for a 3 year hold ? Thank you.

Upvote 0

Read Answer Asked by Norman on May 18, 2016