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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: I would like to diversify a little more internationally in the coming year. I was looking at these two ETFs EZA and ZWP for a combination of yield from ZWP, and growth and yield with EZA. Naspers, I believe has a large interest in Tencent and has not followed the SP growth to the same extent so I am thinking this might be a good way to play this within an ETF. Could I please have your thoughts or other recommendations to expand internationally?
Thank you
J
Read Answer Asked by Jeremy on December 18, 2020
Q: In a previous question I asked the following:

I am looking to purchase both XEF and ZEM to increase my international exposure. Any recommendations of percentage allocations to each? Thank You
Answer:
We can't personalize allocations, but if we owned these we would look to 10% XEF and 5% ZEF.

In relationship to your answer, Portfolio Analytics suggests I have 35% in foreign market exposure and the answer given would make up 15% of the 35%. Are there any other ETF's you would suggest to make up the remaining 20%? I realize you don't give personized advise, however I'm looking for a generalization to increase my international exposure?
Thank You
Read Answer Asked by Kevin on December 18, 2020
Q: I have a full position in MX in my TFSA. Even after the recent rally, I'm still down about 15%. It seems to be having good momentum, so I'm a bit hesitant to sell, especially when I can't claim the tax loss. But a part of me just wants to just get out and buy something like WELL, XBC, or STC.

Any thoughts, or advice? Thank you for all that you do.
Read Answer Asked by Ed on December 18, 2020
Q: BEP's recent share split announcement indicated, if I read it correctly, that any fractional shares resulting from the split would be rounded up to the nearest whole share. I owned, pre-split, an odd number of shares. My broker rounded down, and I think I've been cheated out of a share. Is my understanding correct and do I have grounds to go after the broker? Not a huge amount on an individual basis, but if a broker does it to hundreds or even thousands of investors . . .
Read Answer Asked by Lotar on December 18, 2020
Q: Hi Folks,
I currently have the above companies in my Non-Registered account. I am looking to add some money - can you tell me what company you would add to OR can you recommend another that I can take a look at. Appreciate your comments.
Thanks
Read Answer Asked by JOHN on December 18, 2020
Q: I note that Covid has ignited a lot of demand in modular construction throughout the world. Today's New York Times has a nice article spotlighting the increasing usage and it appears this is a long term upward trend. Dexterra is about the only pure play stock in Canada and it also pays a nice dividend. Fairfax is the largest holder. I think a long term holder will be amply rewarded.
Read Answer Asked by Murray on December 18, 2020
Q: Could you tell me when they report next and do you think they could possibly be a take over target with their new technology illumin is as great as they say it could be appreciate any other comments i am long on this stock with a price average of 5.20
thanks
Read Answer Asked by Greg on December 18, 2020
Q: Hi,
I have some questions about investing in a taxable account (non-registered) vs a registered account?
1) when to use registered vs non-registered accounts assuming money is borrowed (LOC or HELOC) where the interest can be deducted in personal income tax (high bracket)?
2) what is preferred (to lower tax) to use in case of non-registered account investment assuming one spouse (X) is in the top income tax bracket and the other spouse (Y) is low tax bracket? X and Y joint account or Y only account or X only? Again investment money is borrowed under HELOC (joint).
Thanks,
Read Answer Asked by Kapil on December 18, 2020
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