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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: Retired dividend-income investor. Your answer today about an ETF with a focus on renewables hit all of my markers. I've been struggling how to address the renewables latest trend and your answer solves my dilemma (already own AQN, FTS, TRP).

Q#1 = So, if XUT has roughly 45% renewables, what % renewables does ZUT have?

Also, it appears that ZUT outperforms XUT over multiple time periods and has a slightly larger dividend. ZUT is also equal weighted while XUT is not.

Q#2 = Which would you choose, XUT vs ZUT and why? I'm leaning towards ZUT.

Q#3 = Now, throw in where we are in the market cycle. Assume you chose ZUT in question #2, what would you think of ZWU? ZWU has a covered call overlay that helps to deliver a 7.9% dividend vs ZUT of 3.5%. I know you are not keen on CC ETF's in an expanding market as they limit the upside.

Thanks for your guidance...much appreciated...Steve
Read Answer Asked by Stephen on December 04, 2020
Q: On BNN this evening David Burrows was recommending increasing exposure to the commodities sector... so which commodities / stocks would you suggest?
Many thanks.
Read Answer Asked by Mary on December 04, 2020
Q: I have noticed that you have started to recommend TT in the last month or so and it has also appeared on your disclosure list when asked about US stocks. Can you tell me what about this company makes you recommend it when it is at close to a 40xp/e in the industrial sector. I am thinking of replacing SIS with it as I am overweight Canadian stocks and underweight US stocks according to portfolio analytics.
Read Answer Asked by Paul on December 04, 2020
Q: I am deploying a lump sum and I had an initial 1% position if LSPD bought at $56 in middle of November. I am up close to 40%. I know they signed a new deal in the U.S. yesterday and there's good momentum. Should I take my quick profits or let the value of the stock build. I originally was planning to build a 3% in LSPD over time. Its tough given the valuation is so high, but may go higher or may be much lower in a correction.

Thanks,
Jason
Read Answer Asked by Jason on December 04, 2020
Q: Hi group am getting interested in marijuana again can you tell me which ETF is you favorite (CAD or US) also what would be your top 3 individual stocks. What are your views in general on the sector Thanks for you help on this
Read Answer Asked by Terence on December 04, 2020
Q: On Yahoo Finance, the earnings per share of su and su.to are +2.27 and -4.24 respectively. the earnings per share of cnq and cnq.to are +2.31 and -.50.
Witch is the correct one and why this discrepancy?
Peter, CONGRATS on your new job and bless you for telling your public instead of just pulling out and say nothing.. Merry Christmas to your staff.


Read Answer Asked by Rene on December 04, 2020
Q: Just wondering about your opinion of the Globe and Mail 2020 ranking of Board of Directors.
https://www.theglobeandmail.com/business/careers/management/board-games/article-board-games-2020-how-we-ranked-canadas-corporate-boards/
Would appreciate your suggestions on where to look for information or ranking of the best lead companies in the Canadian markets
Read Answer Asked by Paul on December 04, 2020
Q: What is your opinion on scotia resource fund, what would be better.

tia pat
Read Answer Asked by Pat on December 04, 2020
Q: Hello Peter and Team,

Looking to for an inflation hedge for my Son's mother in law. She just sold her house and has all her money in cash. She isn't very comfortable with investing so gold won't work. We are slowly putting her TSFA contribution in VBAL as we need some growth for the future (approx. 25% of the cash), but that is all she is comfortable with investing. What are your thoughts on ZRR? Is there any other product you would recommend as an inflation hedge?
Read Answer Asked by Wes on December 04, 2020