Investment Q&A

Q: Vermillion seemed to withstand sector weakness until it didn't. Your thoughts on VET going forward.

Q: I own a 2 percent position in each of the above at higher levels. Do you recommend adding at these lower levels.

Thanks

Q: This American driller HP.N was recommended recently on BNN. It sounds good - more cash than debt - best in class rigs, etc. Might I have your assessment?

Q: I bought Sept 2016 and now has a 25% gain. What I have read is that on the balance of probability there is more risk than reward even though the chance the deal won't go through is less than before. What is your view on this? Again, many thanks for your opinion.

Q: Hi,

Of GWO, MFC & SLF, which do you prefer for total returns over the next couple of years & why?

Thanks,

Gord

Q: I do options in U.S. markets, but find low volume and low open interest in Canada. Do you or members know of liquid Canadian stocks suitable for covered write. Thanks.

Q: Note high yield -- It is mentioned in Trumps trip to Saudi Arabia

What is your outlook for stk for next 12 mo. & outlook for high dividend

Thanks ---Don

Q: Could we please have an update on BEE.
Thank you,
Bob

Q: What do you think of Encana right now?

Q: Might I get your opinion re whether this may be a solid longterm buy and hold for a small position in an otherwise well balanced portfolio or would you not favour buying this equity. Thank you - Ken

Q: Update

Q: Both these companies report in USD. They are listed in NY and Toronto. Is the Toronto price basically a function of the rate of exchange?

Do these companies have a hedging strategy to protect the Canadian shareholders?

I suppose that an investor concerned about foreign exchange losses should examine the hedging strategy of any company holding assets outside Canada.

Q: What do you mean when you refer to a stock as a good/not-good "trading" stock (as for instance in your reply to Robert's May 19 question about CHE.UN)? Thank you.

Q: As always, thank you for the great service you provide.

Could you provide a few potential high flyers for a speculative position in a balanced portfolio?

Thanks!

Q: Good afternoon,

Can you please comment on DRM, today's news and its implications?

Thanks and have a great long weekend

Q: Hello 5i;
There are several ways to buy bond etf`s that are better during possible rising interest rate environments .
Those being;
1- Laddered maturity schedules
2-Floating rate bond etf`s
3-Preferred shares with a minimum reset provision .
Which of the 3 would you consider best , 2nd best etc .and what would be your top 2-3 choices for each .
Thanks
Bill C.

Q: Would you swap BAM for BEP ? Why, why not? Thank you.

Q: Now that Europe's economic ship appears to be turing around, ( Do you agree with this thesis?) can you suggest a few ways to play Europe? ---I recognize this isn't your bailiwick, but respect an light you can bring to the subject. Thank you.

Q: I note that I can buy an ETF that is in Canadian funds but that holds exclusively, for example, the US$ ETF as it's only asset. In this case am I paying the MER for both the Canadian ETF AND the US$ ETF?

Q: I would like to ask a question about mutual funds that take a global approach. (Sorry I am a ETF Newsletter subscriber and I do not know where to post a question there so I did it here). According to the high-profile consulting firm, McKinsey & Co., the expected return on NA and western EU will be far worse than 30 years ago. See the link for detail.
(https://www.bloomberg.com/news/videos/2016-05-12/millennials-don-t-worry-you-ll-be-able-to-retire).
If it is for the long term, I personally agree with the global approach combined with active management, what do you guys think?
I would like to also ask you for a list of global-approach funds. I remembered you mentioned "Trimark Global Endeavour Fund" in the newsletter. Can you give some more names here or please do it on the next issue? Thanks, Tony.