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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: What Canadian Banks are exposed to the decline in the Russian Ruble in order of worst to to least
Read Answer Asked by Barrie on March 01, 2022
Q: KEN is a holding company that has had quite a rise in share price over the last two years .....It has a 59% position in OPC Energy ...... A 26% interest in the shipping company ZIM and 12% in QOROS a Chinese auto company ..... Could you give me some details on these three companies ? And growth going forward ? At first blush it looks like a conservative company with a juicy dividend and a rising share price .... Also in your last question on the company you mention a 9.6% yield ..... My TD Waterhouse account shows 7.6% and Yahoo Finance shows 12.9% ..... Could you confirm your 9.6% number .....Thanks Garth ......
Read Answer Asked by Garth on March 01, 2022
Q: Are you aware if there are mounting pressures on ETF providers (Vanguard, Black Rock, etc...) to exit the Russian equity markets? I own VEE, VXC and VEQT for my international exposure, and realized I own about 1500$ worth of Russian stocks. I am not morally confortable anymore with that exposure even though it's a very small weighting. I would gladly write it off of my portfolio... I know this is personal to every investor and that's OK, but some principles come before returns for me...
If it's unlikely Vanguard would make any move towards ETF ex-Russia, I am seriously thinking of selling all (fortunately my exposure is mostly in registered accounts) and buying international alternatives.

What ETFs would you then suggest to get similar international exposure ex-Russia?

Thank you
Read Answer Asked by Julien on March 01, 2022
Q: Notice this is trading approximately 3% higher than its 52 week low. Pays a healthy dividend over 6%. Given the situation in the Ukraine, think now is a good time to jump in for the dividend (I am mostly interested in income) or is it possible the dividend may be cut ? If not, what would you see as an attractive entry point and do you feel the dividend should be safe longer term (and I assume you agree this situation with Russia will get fixed in the next 60-90 days).
Read Answer Asked by Randy on February 28, 2022
Q: I hold two major mining companies based on inflation expectations and yield.

With the current conflict in Europe came a surge in commodity prices and the threat of sanctions against the major Russian production of such strategic metals as aluminum.

I looked at the operations of both companies and didn't see anything significant in Russia that might suffer from sanctions or even expropriation. I would have expected both to move sharply higher.

They both dropped with the invasion of Ukraine. I'm missing something. What is it?
Read Answer Asked by Larry on February 25, 2022
Q: Regarding Brad's question about RIO's dividend: according to its report, RIO is paying out on April 10 its final semi-annual dividend of 306.72 pence ($4.17US) and a special dividend of 45.60 pence ($0.62US). The $10.40 that Brad mentioned is the total annual 2021 dividend which includes the interim and special dividend that was paid out last summer.
Read Answer Asked by chris on February 24, 2022
Q: I am looking to diversify to more reasonably valued markets. I already own North American and European stocks / ETF's. So I want to increase my Emerging markets portfolio weighting. I own VWO (heavy Chinese component) and also ZID, so I would like even more diversification in S.E. Asia.

You've recently answered a question about EWY and mentioned how reasonably priced it was. Would EWS also be good value right now (i.e. P/E, P/S) ? Is 6% the correct dividend yield for that ETF, and are there any taxes withheld if it is part of one's RRSP ?
Read Answer Asked by James on February 08, 2022
Q: You answered my question on EWY:us on August 13, 2021. I believe your answer needs to be revised as your observations on South Korea do not reflect economic reality. I recently returned from a business trip to South Korea and found the economy vibrant and its people remarkably hardworking. I still own EWY:us and since your response to my question, EWY has only been going down. Korean industry, especially semis, medical equipment, heavy industries are all humming. Yet EWY including flagships like Samsung, Hyundai &c. are all down. I am reluctant to sell after what I saw there, but ask you : (Diversification is not a sufficient enough reason for me to hold).
Would *YOU* continue to hold? Thank you.

Read Answer Asked by Adam on February 04, 2022
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