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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: Hi,
My son is taking a break from active stock picking and has gone with this ETF model: VUS(15%), VBU(5%), VCN(22.5%), VAB(5%), VI(22.5%). His investing horizon is very long (10-20 years). Your thoughts on the individual ETFs? How about sector & geographic diversity? Any other concerns?
Thanks!
Read Answer Asked by Gordon on July 25, 2016
Q: XT-N
iShares Exponential Technologies

I am looking for an ETF that follows emerging new technologies. One that seems to fit the bill is iShares Exponential Technologies (XT-N). What do you think of it? Is there another you would like better? Are there any traded in Canada?
Read Answer Asked by David on July 25, 2016
Q: Can you please comment on VISA earnings. Can you please clarify when do I qualify for dividend.
I buy stock on ex-dividend date do i get dividend. If not how many days in advance i need to buy inorder to get dividend.

Thanks for the great service.
Read Answer Asked by Hector on July 22, 2016
Q: I would be thankful for your comment on the long-term growth prospects of PAR Technology symbol PAR.us (on NYSE). It looks to be a possibly good candidate for takeover by a better capitalized strategic buyer in the same industry . At its present size PAR would have difficulty combating competitive forces. Is management under pressure from cash-burn (that you can tell) such that they might be pushed to look for a buyer ?
Read Answer Asked by Adam on July 22, 2016
Q: I had purchased both Amazon and Netflix in equal weighting for my US holdings, at 2.5% each. I rode the wave of Netflix to top $130 only to see it tumbling down right to where I started. No harm, no foul. The question is, though, is the long-term growth of Netflix intact, notwithstanding its recent slowdown? I tend to have faith in these behemoths re-inventing themselves, but it doesn't always work out. Would it make sense to move this money to Amazon, or does it make good investment sense to hang on. (The other position I was thinking of adding to instead of Amazon is NVDA, now held at 2.5%, roughly.) Thanks, as ever, for your sound advice.
Read Answer Asked by Sylvia on July 22, 2016
Q: Could you provide your views on Cal-Maine Foods. What are its future growth prospects? Is it a hold or sell at this price? Could you recommend something else in the same sector.
Thanks
Read Answer Asked by satish on July 21, 2016
Q: In your recent update to your list of top ten USA stocks for an option writing strategy I notice that CALM ( Cal-Maine Foods), which was on your list from the beginning, was dropped. Was that intentional? And if so, could you please provide the rationale for this as well as your current thoughts on the company? Thanks.
Read Answer Asked by John on July 21, 2016
Q: I have owned these two companies for a couple of years as part of a well diversified portfolio - both geographic and by industry. Financials in the US have been relatively flat for nearly a decade and I am wondering if there is a case to be made for owning US financials when Canadian financials have done better and pay a nice dividend. I am comfortable that these two stocks are near the top of the class so it is not the companies that I question. Would you deem it reasonable to hold only Canadian financials at this time and to invest the US dollars in other areas?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on July 20, 2016
Q: Hi, I am considering replacing my IWo by IJR or SLY ( S&p 600 small cap growth). I was reading David Swensens book "unconventional success". Brilliant book. He talks about how Russell 2000 is not a well structured index as compared to S&P 600. Which has a better structure and therefore results in better performance. What are your thoughts on this. Also what portion of a portfolio would you suggest for small cap growth based ETF like this. This is for an otherwise diverse and aggressive portfolio. Your advice is most valuable. Cheers, Shyam
Read Answer Asked by Shyam on July 20, 2016
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