Investment Q&A

Q: The MSCI announced today that it was quadrupling the proportion of mainland shares in its global benchmarks. Do you feel that now is a good time to invest in a China ETF? If yes, what ETF would you recommend for a TFSA, and for a non-registered account?

Thank you as always for your excellent advice.

Q: Any thoughts you can offer on this small but growing UK company?

Q: What's your assessment of Vodafone. It now trades below BV and has a dividend of >9%.

Q: There appears to be a real hype for 5G preparedness. According to a chart Bloomberg presented, Nokia seems to be 2nd in line (after Huawei) to be equipped and ready to fill the demand. Would you concur? And would you consider the stock investable?
Thanks, Team!

Q: Hello Team ,
what is your opinion on Vale SA for a 10 year hold, considering currency, litigation fallout ,security and growth?

Q: Please comment on their earning .Thanks.

Q: I would like your opinion on TME.
I have 2.5 % position, is it time to add more.

Thanks,
Milan

Q: Hi Peter
What do you think of the new equal weight European ETF ."EQE"
Looks like Europe's version of the U.S. S&P 500 ETF "SPY"
Best time to buy is when it's low.... Europe will eventually start growing again.

Q: I’d like to buy a Pharmaceutical company outside the USA.Would Novartis fit the bill or do you prefer another company?

Q: Would you consider this company to be a long term hold and if so would it be better held in a RIFF or a TFSA? I tend to be overweight in Cdn banks and utilities so looking to be more diversified. If NVZMY is a thumbs down I'd appreciate a couple of other suggestions, perhaps in Tech or Healthcare. Thanks.

Q: This Brazilian fintech company has come to my attention as Buffet has just purchased more shares after having bought shares in the IPO. What can you tell me about the fundamentals? What us your general opinion on this company?

Q: What is your opinion on Stone Co. at this time for a full position? Thank you!

Q: Any opinion on this and its sponsor - AQN?
Are its dividends treated like "normal" US dividends for tax purposes - that is I'm assuming NOT as an MLP with ~35% w/h tax for Canadians?

Q: While reviewing my investment in Labrador Iron, I came across APY, which holds a percentage of LIF and possibly other investments. There is not much information available, except for hardly any trading activity.
How would you rate this company?
Thank you!

Q: Down 11% today any reasons. Would you continue to hold or sell.
Thanks Chris

Q: An opinion please on this one after it's significant rise.

Q: Hi there, this is my first question to you. I have enjoyed reading other questions and your answers.

What is your take on Nokia? 5G is big in the news and are they a big player in the US on this? They seem have a good dividend yield. Does it look like a potential for a long term hold. Thank you!

Q: Can I have your opinion on BTI. It has always made a comeback in the past.
I think the dividend is reasonably safe. Good time to buy?
Thanks Gord

Q: Any thoughts on this company?

Q: I am thinking of shifting my portfolio to overweight Chinese equities such as Baidu, Ctrip, Iqiyi, NIO, JD.com, BABA, Tencent. I have a very high risk tolerance and these are all long term holds 10+ years if needed. Couple of questions, firstly any red flags in any of these names. Secondly, what do you think of Chinese equities in general? My thesis is that the Chinese market sold off aggressively last year and valuations look cheap. Trade wars seems to have been priced in and if we get some type of deal potential upside there. I know the economy is slowing, but I believe this is priced in also as thats all I hear almost on a daily basis from BNN, Bloomberg, CNBC, etc. Also, the possibility of stimulus and rate cuts seem bullish for the equities. Your thoughts? Thank you.