Q: Some recent news about the concentration of top five companies holdings on the S&P500. I hold VSP looking for inexpensive, easy, and broad diversification. I've looked at VUN in the past for same and not a big difference in relative concentration. Do you have any particular concerns in general for the concentration and secondly, any thoughts on VUN vs VSP over a 10+ year horizon. Welcome your thoughts on any alternatives that might come to mind as well. Thank you.
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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 have had a 1% portfolio exposure to OSB and SJ for several years and they are finally moving in the right direction. I noticed that you have rated SJ as A-. Would you recommend selling OSB and purchasing SJ at this time or is their a better buy in the material area currently?
Q: Hello, what is your opinion on NTAR? From what I read, they have a very attractive AR software and they also have obtained contracts from other businesses, some big names too. Also contract with Dallas District School Board. Thank you!
Q: I have a loss on CGX sell or hold?
Q: $70mBB(up from $60m) at $2.30,a large discount of 13.2% from $2.65 (july 22 c). Now price at $2.34.Please comment Txs for u usual great services & advices
Q: your thoughts on the 30 million STC share offering at $2.30
thanks
Don
thanks
Don
Q: Just a small correction to your July 23 response on SIL, National Bank Financial noted this week in a report that the company has $165M USD in cash, approximately 12% of the company's market cap.
Q: Do you consider their high P/E and low profits an issue or is this common for a company who is cery active in acquisitions? Thanks
Q: For international/global investments, Mawer appears to have performed well.
Would you consider either of these mutual funds adequate exposure or would there be also ETFs that would cover similar holdings, which I would prefer.
Thank you!
Would you consider either of these mutual funds adequate exposure or would there be also ETFs that would cover similar holdings, which I would prefer.
Thank you!
Q: With professional sports starting in the next few weeks do you see this as a stock that can profit from the increase in business?
thanks, Jean
thanks, Jean
Q: Three questions.Your assessment please of Silvercrest which has popped recently,Maritime Resources and Ascendant Resources.Thanks.
Q: Can you weigh in about US pre-election jitters and what might happen in the stock market this go around?
Q: What do you think of their latest quarter.
Q: Modern Monetary Theory appears to be gaining increasing acceptance. If Western governments were to adopt this Theory, what do you believe the impact would be to investment portfolios? What investment classes do you believe would do well, and what investment classes would do poorly? Do you see this Theory as causing a change to portfolio allocations amongst investment classes?
Thank you for your wonderful and thoughtful insights.
Thank you for your wonderful and thoughtful insights.
Q: Feasibility study is in progress for this palladium project.
It has the potential to be very robust given the large land package.
Generation Mining acquired a 51% interest in the Marathon Property from Sibanye Stillwater on July 10, 2019 and can increase its interest to 80 per cent by spending $10 million over a period of four years. As of Q1, 2020, approximately $4 million of the $10 million has been spent.
What are your views of this project.
It has the potential to be very robust given the large land package.
Generation Mining acquired a 51% interest in the Marathon Property from Sibanye Stillwater on July 10, 2019 and can increase its interest to 80 per cent by spending $10 million over a period of four years. As of Q1, 2020, approximately $4 million of the $10 million has been spent.
What are your views of this project.
Q: Can you please give me the bull and bear case for cpx
Q: Hi 5i!
What can you tell me about a company called Avangrid (AGR:US).
Any company info would be great along with their fundamentals.
How would it compare to BEP, AQN, BLX, INE etc.?
Would it be something to invest in for 3 to 5 years at this time?
Or would you prefer the other companies named above?
Thanks.
What can you tell me about a company called Avangrid (AGR:US).
Any company info would be great along with their fundamentals.
How would it compare to BEP, AQN, BLX, INE etc.?
Would it be something to invest in for 3 to 5 years at this time?
Or would you prefer the other companies named above?
Thanks.
Q: please comment on TSLA earnings (when they come out tommorow)
thank you for your great service.
thank you for your great service.
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BMO S&P 500 Index ETF (ZSP)
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iShares MSCI Emerging Markets Index ETF (XEM)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard S&P 500 Index ETF (CAD-hedged) (VSP)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
Q: I have 4 questions:
1. I have not diversified my assets outside the TSX and would like to do so. Between a TFSA, an RRSP, and non-registered account, which is best to purchase US stocks (for tax purposes)?
2. If I wanted to buy an ETF on the TSX for US exposure, what would be a good one?
3. If I wanted to buy an ETF (also on the TSX) for exposure to emerging markets, what would be a good one?
4. Would you buy an emerging markets ETF in your TFSA, RRSP, or non-registered account?
Thank you for answering my questions. The information you provide is very valuable.
Best wishes,
Terri
1. I have not diversified my assets outside the TSX and would like to do so. Between a TFSA, an RRSP, and non-registered account, which is best to purchase US stocks (for tax purposes)?
2. If I wanted to buy an ETF on the TSX for US exposure, what would be a good one?
3. If I wanted to buy an ETF (also on the TSX) for exposure to emerging markets, what would be a good one?
4. Would you buy an emerging markets ETF in your TFSA, RRSP, or non-registered account?
Thank you for answering my questions. The information you provide is very valuable.
Best wishes,
Terri
Q: My question is about utilities but we could extend it to any enterprise - it really deals with governments not letting the (often painful) market forces of capitalism take over. I'm not some kind of anti-government fanatic but I know true (unfortunately painful-now) market forces are being and will be suppressed more by cash-strapped governments facing a popular backlash.
I've come across a story where the British government may turn to forcing regulated utilities to accept lower profitability and thus lower dividend payouts to help keep utility bills down for the consumer.
Utilities may argue they can't provide reliable services without higher rates but it seems any company delivering 4-8%+ dividends wouldn't get much sympathy from cash-starved governments in a sub 1% interest rate environment.
With rising political pressure from financially strapped consumers would governments view regulating profits of utilities, banks and others as a great way to boost their popularity?
I've come across a story where the British government may turn to forcing regulated utilities to accept lower profitability and thus lower dividend payouts to help keep utility bills down for the consumer.
Utilities may argue they can't provide reliable services without higher rates but it seems any company delivering 4-8%+ dividends wouldn't get much sympathy from cash-starved governments in a sub 1% interest rate environment.
With rising political pressure from financially strapped consumers would governments view regulating profits of utilities, banks and others as a great way to boost their popularity?