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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 there,

I am seeing an increasing number of questions from people looking to exit their technology holdings and wonder (as I read your banner at the top of the page about doing nothing) if now is perhaps too late to be exiting. I understand that people may look for safer havens but I would like your opinion on whether or not people with a 5-10 year horizon and an appetite for risk should be scaling into many of the higher quality names rather than selling at what appears to be nearing a bottom. I can't help but think of so many who bailed out of oil stocks when things appeared dire and then didn't get back in for the massive rise.
Read Answer Asked by Tim on January 25, 2022
Q: On 5 Jan you responded to James that you had the view that AFRM was still fundamentally strong and was setting up for a potential rebound. Do you still feel this way? I see there are some legal issues surrounding this company now as well. I have a half position in this company, am normally a long term investor, but is it time to sell this and put that money into another company which has better bounce potential? Thanks again, Dan
Read Answer Asked by Dan on January 25, 2022
Q: Hi, Interested in your take on why BRP Inc trades at such a low valuation. They have great brands, seem to have the ability to innovate, and it looks like they can continue to grow (10% for the next several years seems reasonable). What am I missing? I am a long term investor (investing for 10+ years out) and I don't mind volatility so would you recommend I look for more aggressive growth?
Thanks
Read Answer Asked by Alex on January 25, 2022
Q: What do you think will happen to the Canadian dollar vs the US dollar when the Bank of Canada eventually raises interest rates?

Do you think there are any other short-term factors that might significantly affect the Canadian dollar vs the US dollar?
Read Answer Asked by Doug on January 25, 2022
Q: Peter,

When I do a data dump I see there are some errors on yield in the system. Analytics shows the following yields on Mawer mutual funds.

MAW 104 - 10.56%
150- 12.39%

The following seem reasonable
102- 2.64%
120- 1.87%.

Thanks

Paul
Read Answer Asked by paul on January 25, 2022
Q: Hi Peter and Staff
I had asked about TECH as a way for a smaller portfolio like an RESP to participate in AMZN, GOOG etc. I think I understand it only holds 6 companies being AMZN,GOOG,MSFT,NFLX.FB and APPL and obviously % change as prices of those stocks move around. IF I were to suggest that for an RESP , which TECH one would you suggest, symbol wise as far as hedged , not hedged and what is the MER

I think I notice that you suggest GGG instead of TECH. Is that correct? Do you suggest the TECH.US one ? Am I correct that it has 100 holdings including the six that are in TECH. What % of the fund is those 6 that are in TECH? IS there a rough sector allocation available?

Please deduct multiple credits if needed to give the whole answer

Thanks for all you do
Dennis
Read Answer Asked by Dennis on January 25, 2022
Q: Hello,
I will be switching to an indexing strategy in the near future and have a few ETFs that I would like your comparisons/advice/opinions. All ETFs will be held in TFSAs or RRSPs over a long term.

1)S&P/TSX: XIU, XIC, HXT*

2)S&P 500: ZSP, HXS*

3)Emerging Markets: ZEM, XEC*

*denotes commission free trades.

4) In registered accounts, is there a long term advantage to having capital gains vs dividends distributions as is the case for HXT and HXS? I would reinvest any potential dividends in other ETFs.

Thank you.

Read Answer Asked by Dave on January 25, 2022
Q: How does one buy mortgage backed securities? And what kind of risks do they have? In what environments do they tend to do well? Are they best held in registered or non registered accounts?
Read Answer Asked by Carla on January 25, 2022
Q: I agree with and often quote you, " often nothing is the right thing to do". That, and learning the importance of managing position size are very possibly the two main reasons my portfolio has grown to the size it is. It wasnt all luck that I trimmed a few stocks that had grown to oversize positions early last Nov. My biggest winners are mostly my biggest decliners in this down draft, the recent trimming eased the pain somewhat. It's not just your stock picks making people $ , thanks for that!
Read Answer Asked by Charles on January 25, 2022
Q: I have enough exposure to the Canadian market but I need additional global equity exposure for the next 10 years.

Would you please recommend an ETF for each of the following categories:
US
International
Emerging markets

Thanks
Read Answer Asked by Don on January 25, 2022
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