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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: Good morning:
You recommended this morning DEM for an emerging markets dividend ETF. I have been holding EDIV for this purpose. I would appreciate your comparison.
Thank you.
Read Answer Asked by Peter on May 11, 2015
Q: Can you please recommend a couple of good global dividend paying (no USD exposure) ETF's for an older person 5 years from retirement--we already have canadian and USD dividend ETF exposure and wish to balance equity exposure globally.

Thanks for your help.
Read Answer Asked by joanne on May 10, 2015
Q: Understanding that you focus on CDN stocks, I would value your opinion on Banco Santander SAN.US.
Do you see some upside at current valuations, the dividend sustainability, and ability to increase dividends.
Read Answer Asked by Zen on May 01, 2015
Q: Hi Peter and Team
Could I get your opinion of a relatively new ETF RHP on European dividend payers. I believe it adjusts holdings quarterly and the mer. is 0.49%.
Thanks for all your help.
Gary
Read Answer Asked by Gary on April 30, 2015
Q: I currently have a small position in STO and was thinking of adding more.
Do you have any comments about this company? Many thanx.
Read Answer Asked by Robert on April 27, 2015
Q: could I get your opinion on emerging markets and the effect of the higher U.S. Dollar and debt. I own some emerging market etfs and was wondering if I should reduce my position which sits at %5 and if I reduce where should I place the funds.
Read Answer Asked by Paul on April 23, 2015
Q: To Denis' message about the Verizon spin-off from Vodaphone, I am in the same situation. He would have received a T5 covering the dividend 'amount' as I did.
The same thing happened the year before with my Abbott shares when the company spun off Abbvie. In that case, Abbott actually offered shareholders the Election option to defer the dividend but I got a T5 anyway and the CRA taxed me accordingly. I'm still trying to contact them about that since I submitted all the relevant paperwork with my return.
Perhaps another member with accounting expertise would care to comment?

Sorry I didn't post this sooner.

Molly
Read Answer Asked by Molly on April 21, 2015
Q: I noticed that this UK bank sells at a discount to the tangible book value. Is there a reason that I should avoid buying this stock?
Read Answer Asked by george on April 17, 2015
Q: I have owned these two equities for several years. Both are down 80+%. I know, I know, I should have bailed a long time ago. Your advise please, should I sell and move on or continue holding. Thanks so much.
Read Answer Asked by michael on April 17, 2015
Q: Hello 5i,

Looking to buy PCCW Ltd (PCCWY) and would like your comments. Also, my brokerage resource shows a big difference in company size (10X) between ticker symbol PCCWY and PCWLF. Why would that be?

Thanks,

Mark
Read Answer Asked by Mark on April 15, 2015
Q: If I understand correctly, the Chinese government lifted some restrictions, and due to it, a lot of money from China has been moving into the Hong Kong market. This might explain why the chinese market has gone up 40% in 1 year. TD Waterhouse tells me that the PE ratio on ZCH is 11.5. That's 60% cheaper than the TSX. (a) Do you think this move by the government will be transformational for that market is could bring their valuations close to the north-american markets? (b) with canadian dollars, would you buy XCH? CHI.A seems to be the only other option but it's 8x smaller in size.
Read Answer Asked by Matt on April 14, 2015
Q: Hi There
I wonder if you can briefly explain the structure of this group of companies, which includes MGU-N, MQU.un-T and MQI.un-T, with a view to potentially choosing one for rising income. It seems shades of Brookfield (Brascan) - never really sure where the meat is.

Thanks
David
Read Answer Asked by David on April 13, 2015
Q: Hi team;
due to the QE in Europe and the low Euro vs the US currency, some analysts on BNN suggest putting money in Europe
The above XEU and XEH, one is hedged and one is not
I would need your expertise to decide which one is the preferred one
looking at the lower loonie, many thanks,
Read Answer Asked by Michael on April 13, 2015
Q: Hi Peter and Team

What do you think of Constellation Brands now that it has initiated a dividend? It has risen quite a bit over that past few months but the chart still looks pretty good. Is the valuation reasonable?

Thank you!
Read Answer Asked by Mary on April 11, 2015
Q: Dear Peter,do you see merit in taking money off the table when the market has had a good run and waiting for a downturn to reinvest? Thank you for your much appreciated help!
Read Answer Asked by M Anne on April 10, 2015
Q: UBS is a Swiss based international bank that I'm interested in purchasing as a stock. Would you recommend it or, if not, could you suggest a European based etf as a better choice ? Thanks, as always.
Dave
Read Answer Asked by Dave on April 10, 2015
Q: Hi,

I read your response about Rio Tinto. I'm currently deciding between Rio and BHP for exposure to the materials sector. I currently have a small 2% position in Western Forest Products, but no base metal exposure. Which do you prefer between BHP and Rio and do you prefer the super majors vs canadian companies like First Quantum and Lundin?
Read Answer Asked by Jason on April 09, 2015
Q: I have held RIO for some time hoping that it would recover. I realize it is cyclical but would like your opinion on whether it is worth holding or whether there is a better place for my money.

Really appreciate this service. Thanks, as always,

Joanne
Read Answer Asked by Joanne on April 08, 2015
Q: The corruption scandal that is hitting Brazil's Petrobras, a number of high ranking government officials and several CEO's of oïl service companies has sent the country's economy into tailspin. It wouldn't be an exageration to say that there's blood in the streets of Brazil right now, which means that many otherwise profitable companies are selling at a deep discount. Companhia Brasileira de Distribuicao seems to be one of them. Based on what your Bloomberg terminal says about the company, would this be a good time to buy CBD or would you prefer to wait until the dust settles?
Robert
Read Answer Asked by Robert on April 08, 2015
Q: I'm thinking of buying a European large cap ETF like FEZ or ZEQ. What do you think of European equity prospects for the next year? I'm trying to understand the impact of the ECB QE policy, the strong US dollar/weak Euro and a possible Greece-exit factors into Euro equity prospects for the rest of the year
thanks
Read Answer Asked by George on April 06, 2015
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