Q: I own HEWJ and ZDM as my International exposure (5% of my portolio). Neither are doing well, especially after the Brexit vote and I'd like to replace them with ETFs with a more positive outlook for the next 2-3 years. Your thoughts and recommendations please!
I am looking for diversification by including some chinese growth stocks. Any you consider particularly interesting ? What about Alibaba (baba) Baidu (bidu) or Netease (ntes) ?
Many thanks for your great work,
Q: I have a few shares in Lloyds Bank and would like your analysis of this company (sell/hold/buy) and if Brexit will have any impact on its future earnings potential.
Q: Given yesterday’s UK referendum result, I expect there will be widespread panic and big declines on markets worldwide on Friday. I’m guessing your immediate advice will likely be “don’t panic, do nothing, wait and see how events unfold, etc”. In my specific case however, while I was expecting the “remain” side to win, I was also fearful and preparing for the worst just the same to the point that I am now 50% in cash. That is a lot of dry powder and I plan to start buying first thing Friday morning and into the coming days. What advice would you give someone who has been “doing nothing” for a while and is now looking to put sidelined cash to good use. Where do you think the best opportunities will be (both Foreign and domestic) to pick up specific names (or ETFs) that will get beaten up in the coming days worse than they likely deserve. Please provide a few names or ETFs for someone looking to be opportunistic on this occasion.
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%?
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.
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.
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?
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