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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: Question about INSR- BMO Global Insurance ETF.
Surprised no one has asked out this one, I do not hold any Canadian Insurers directly but good exposure to Canadian and US banks.

This ETF has 10% exposure to Berkshire/ Buffett who has proven the long term benefits of owning insurance companies. What do you think about owning a product like this for long term growth is it worth it or better to put capital elsewhere-add to ZUB?

My main concerns with the space are: interest rates- how long/ high will they go, geography of the fund is it really better to have exposure to some of these countries, over complicating things in the portfolio- too many ETFs overlapping exposures, over exposure to 'financials' already etc...

Thank you!
Read Answer Asked by Kyle on March 05, 2018
Q: Hi, I would appreciate if you can rate these 3 energy names in terms of upside potential. Would your decision be different considering SPE does not pay dividend while other two does.
Also, any Balance sheet concerns.
Thanks,
Read Answer Asked by Harpinder on March 05, 2018
Q: I have a long held but small position in Sprott Canadian Equity, Energy and Precious Metals . What would you recommend as replacements for these three ? I am looking for growth . Thanx Robbie
Read Answer Asked by Robert on March 02, 2018
Q: Good morning 5i,
Just a comment / follow-up to Irshad's question re the price of oil and CDN producers today ... I think it's prudent, for those that may be unaware, to point out that while WTI may be priced in the $60's, this is not the price that many CDN producers receive for their oil. We are exporting (95% to USA, who don't need it, but will buy it way cheaper) a bitumen blend called Western Canadian Select, and it's price is way lower, almost as low as his "$29 comment" ... the "differential spread" has never been greater.
Regards, Rod C.
Read Answer Asked by Rod on March 01, 2018
Q: Looks like institutions are pulling funds out of the energy sector. Is this mainly due to the federal budget or are the millenials the new porfolio managers and do not care about investing in the energy sector.
Oil is still at $62 yet these company stock's are acting like oil is at $29
What is your opinion going forward?
Read Answer Asked by Irshad on March 01, 2018