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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: Your last market update contained the following noteworthy statement:

“For investors with a long-term horizon, small-caps and mid-caps are presenting investors with a roughly once-in-a-decade opportunity.”

Can you recommend a few US ETFs that fit into this thesis?
Read Answer Asked by Steven on November 24, 2022
Q: I own LUN and LGO as my way to play the electric car advance. However, they are also down considerably. Would you continue to hold for this exposure, or do you have better choices. Also, would you sell these for tax loss harvesting and re buying in 30 days. If so would you suggest an alternative proxy? Perhaps an ETF?
Read Answer Asked by Steven on November 24, 2022
Q: Hello Folks:
The oil and gas sector has provided good upside compared to tech and other segments.
Consequently we now have oversize exposure to this sector 20-25% weighting.
In your opinion have we seen most of the upside from this sector and perhaps should move some money elsewhere; particularly CVX, WCP, ARX and Hess? What is your opinion and also of which sectors have most upside?
Thanks for your great service!!!!
brian
Read Answer Asked by Brian on November 24, 2022
Q: Above are three dogs I dumped at a loss in the last two months. I think there could be value in each of them when markets turn. Do you agree? Is there another small cap or two that you prefer over these three?
Read Answer Asked by Andre on November 24, 2022
Q: Bond ETFs like ZAG and XBB look to be off 20% or more from highs 2 years ago. Do you see a path back to those highs? And over what period of time? The possibility of capital appreciation while collecting 3% interest has some appeal. Would interest rates actually have to decline, or could merely levelling off cause a bond ETF to rise? If you thought the stars might align say in the next 2 years, what ETF might you choose to play a capital appreciation theme (and maybe state a couple of the assumptions you are making)? Thanks,
Read Answer Asked by Stephen R. on November 23, 2022
Q: Good Morning
I woud appreciate it if you could provide me with Credit Ratings for the following companies as I have been unable to find the information. Maybe your Bloomberg will help me.
EIF, NWC, TPZ, FRU, PKI.
Do you consider the credit Rating to be a very important metric by which one can judge the safety of a company and of it's dividend?
Thank you............ Paul W. K.
Read Answer Asked by Paul on November 23, 2022
Q: This is a question further to what has already been recently answered. I also own BIP.UN and BEP.UN. As we know, post spin-off there will be the new BAM, and BN. Which one of these two would best compliment my existing BIP.UN and BEP.UN positions as an add-on ?

Is it best to buy the current BAM.A now and sell the one unit, or does it make more sense to wait after the spin-off......or is too hard to call ?
Read Answer Asked by James on November 23, 2022
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