Investment Q&A

Q: With Japanese Yen is at 20 years low. I am interested to buy Japanese ETFs. Do you have any recommendations and should I hedged or not hedged?

Q: Could you please suggest one or two Japanese's ETF's to buy?

Warren just bought 4 company's in Japan.

Thank you.

Q: You have previously answered my question on Japan ETFs (large cap; small-mid cap). I own EWJ:us and FLJP:us , an ETF you recommended to me when I asked you about EWJ. (FLJP:us is still not in your data base). Japan has me more puzzled now than ever. Several financial commentators insist that Japan is good value; that many small-mid caps trade below the cash values on their balance sheets. I stayed with my Japan ETFs because of such comments and blurbs in financial media. I now have doubts about Japan and certainly no longer trust the “trade below cash value” comments. I recently visited medical equipment companies in Tokyo and Osaka, but one trip is no basis to judge if an economy— or even just one sector— is on an upswing. Additionally, Japan’s stock markets have had false starts since the 1990s.

Would *YOU* keep holding Japan ETFs, and why please? (Diversification would not be sufficient reason to hold, in my case).

Q: Hello!
Wanting to increase foreign exposure and wondering if now would still be a good time to enter any of these names. Since China appears to have Covid more under control is this a good place to invest especially in consumer discretionary. If entering these names does one wait for pullback or enter now. As well, is it better to go with a mutual fund as opposed to ETFs for international/emerging market exposure?

Q: You proposed that Warren Buffet's investment in five Japanese commodities traders is motivated by their commodities exposure, rather than by growth and/or multiple expansion prospects for Japan as a region. Okay, but suppose we ignore Buffet's specific interest; is it plausible that Japan's markets have priced-in its disadvantages (such as age-related lower productivity) to the degree that its country-specific ETFs (for example, BBJP) are now 'interesting'? Or should the apparent permanence of such structural constraints drive us away, indefinitely?

Q: Hi Guys
I just use these 2 ETFS to cover the World it keeps it simple, I was told Canada only represents 3% of the World so that is the weighting i use, would you find that an acceptable weighting. Also. VXC has Japan at 8% and China at 4.5% would this be acceptable or would you add another ETF to compliment the 2 listed above, to get a higher exposure to China and other countries, and if so at what percentage weighting.
Thanks Gord

Q: Hello Peter,
If you owned these as full-positioned laggards in your portfolio, but were also a patient, long-term investor and appreciated the dividends, which of the following would you currently hold, sell or add to at this time? FSZ, AW.UN, CSH.UN, T, EWJ, HCG, MX, KBL, APR.UN, ZPR, NTR, TECK.B and CN?

Q: I am looking for a Japanese equity etf, preferably Canadian but could be US. Any recomendations? Thanks

Q: Hello. Wondering what you view as the best way to play the overall market in Japan as it appears cheap on valuation? ETF or other investment vehicle recommendations for Japan?

Q: Is there an etf you can suggest for exposure to the Japanese market.

Q: Has the time come to get back into Japan? If so can you recommend a mutual fund or ETF as a vehicle? I'm looking for a reasonable yield, blue chip quality, with Yen and/or US exposure.

Q: Can you please suggest an ETF. Looking for Japan equity exposure, mid-large cap with a decent yield and good liquidity?

Thanks.

Q: I enrolled in Portfolio analytics and found that your system does not recognize several of my holdings:
ishares msci switzerland etf
ishares msci netherlands etf
ishares msci japan etf
MAWER INTERNATIONAL EQUITY FUND 102 NL
MD BOND FUND MDM010
MD DIVIDEND GROWTH FUND MDM400
How can I include these holdings in my portfolio Analytics and do you have any comments on them. My inclination is to get rid of the fee based mutual funds and find something cheaper and with a better record
Thanks

Q: good morning, 5I
Can you recommand an ETF for each of those 3 markets:
1 China
2 Japan
3 Asia without China and Japan
Thanks

Q: I have been looking at investing a small amount of US funds in a non-registered account in Japan.
I was all set to invest in EWJ, when I noticed a newer ETF, with a much lower MER of .15%. It is ishares EWJV, a Japan value ETF.
Would you have a preference between these two ETFS?

Thanks for all you do!

Q: I purchased these ETF's a little over a year ago as my first outside of North America holdings. Just wondering what your thoughts are about these. I do have a long time frame.

Q: Is it a good time to add exposure to Japan through an ETF? Wisdom Tree has two JAPN and JAPN.B, what is their reputation and the liquidity? Does the currency (Yen) have upside? I am thinking of the unhedged version. Your thoughts on Japan and the preferred ETF. THX

Q: for growth intl, could you rate these three. Thanks.

Q: seems that my first question got lost. could you give your current recommendations on a Japan Etf, and a emerging market etf. I have a balanced portfolio with Canada and the U.S.

Q: please recommend the best Japan, emerging market ETF at this time for capital gain.