Q: Pat, I am 75 years old and have a million-dollar-plus investment portfolio, mainly in blue chip, dividend-paying stocks. I recently bought some of the BMO International Dividend ETF. Could you give me your opinion on this ETF? Note—I’ve been an Inner Circle member for years.

A: BMO International Dividend ETF, $19.67, symbol ZDI on Toronto (Units outstanding: 22.2 million; Market cap: $440.6 million; www.bmo.com), offers exposure to a portfolio of high-yield dividend-paying companies in developed market. The fund excludes North American firms, but can include foreign ADRs trading on U.S…. Read More

They offer top stocks outside the U.S.

We still feel that virtually all Canadians should have, say, 20% to 30% of their portfolio in U.S. stocks, or in ETFs holding those stocks. In fact, for some investors, that’s all the foreign exposure their portfolios really need. Still, international markets can add further… Read More

Trimark Investments

Trimark Investments

One challenge with researching investments over time is that companies sometimes change names as they grow and mature. As you search through our archives, one such example of this you will find is Trimark investments.

Long known as Trimark Investments or AIM Trimark, the company changed… Read More

This pandemic star is still shining

Starbucks has rebounded strongly since the start of the COVID-19 pandemic thanks to its pickup-only and drive-thru locations.
The company now plans to concentrate on adding more of those outlets under a new growth plan. It expects to expand to that number to 55,000 stores by… Read More

Three ETFs offer international diversification

We think that most Canadian investors should have high-quality, dividend-paying Canadian stocks (or ETFs that hold those stocks) make up the bulk of their portfolios. We also feel that virtually all Canadian investors should have, say, 20% to 30% of their portfolios in U.S. stocks… Read More

Europe offers you a post-COVID-19 recovery

For the past decade or so, the European economy has lagged behind the faster-growing economies of the U.S. and China. The departure of the U.K. from the European Union also raised key questions about its overall stability.
However, the massive monetary and fiscal stimulus provided by… Read More

Q: I lack confidence in both the Canadian dollar and the American dollar; therefore, I am considering investing in Swiss stocks. What is your opinion of EWL—the iShares MSCI Switzerland Index ETF? Thank you in advance.

A: iShares MSCI Switzerland ETF, $39.99, symbol EWL on New York (Units outstanding: 38.8 million; Market cap: $1.6 billion; www.ishares.com/us), tracks an index composed of large and mid-sized Swiss equities.

The ETF’s biggest holdings are: Nestle SA, Roche Holding, Novartis, Zurich Insurance, UBS Group, Lonza Group,… Read More

They’re aiming to steady your returns

Traditionally, the price of most stocks, and the ETFs that hold them, drop during bear markets such as the one we’re now in. However, certain segments generally perform better than the overall market during extended downturns, including the 2000-2002 and 2008-2009 bear markets. Below, we… Read More