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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: Hello 5i, could I please have your opinion on RDS's update yesterday and do you think the dividend is fairly safe for income? Thank you
Read Answer Asked by Alayne on January 22, 2016
Q: For a young couple just starting TFSA with $5,500.00 each
I was thinking for the total $11,000
20% xbb
30% xic
40% xsp
10% vee
Please advise if there is a possible better alternate
For a smaller portfolio should one consider individual stocks
Read Answer Asked by Peter on January 22, 2016
Q: Hi
I like to transfer NVS into my TSFA account.I own it since 2003 have a nice cg and would like your opinion on NVS for the transfer
thank you
Read Answer Asked by margit on January 18, 2016
Q: Good afternoon:
You answered a question about MELI two years ago and stated that you viewed it as "quite risky". Would your view be the same at the current time and current price?
Thank you.
Read Answer Asked by Peter on January 18, 2016
Q: I am interested in some balancing to my overwhelming Canadian holdings.
1. Can you suggest some low MER ETFs to provide US and World (excluding North America)?
2. What do you think of 'fundamental' ETFs compared to those based on 'market cap'? Any suggested names for further research?
The complexity of the expanding ETF field seems self defeating to their intended purpose. Thank you for your guidance.
Read Answer Asked by Richard on January 15, 2016
Q: hello 5i team,
I have about 30 percent of my portfolio in U.S. stocks, which i thankfully bought when the Canadian dollar was high. At the risk of being called the odius name of 'market Timer' i am now considering converting about ten percent of these U. S. dollars into Canadian, hoping to ride up the other side. One candidate that i have looked at cashing in is VWO.US. I have heldthis for quite awhile and am just breaking even. I recently read an article by a resected analyist saying that his company is not betting on emerging markets for awhile yet. Heput forward a pretty reasonable case for this thesis. What do you think about using this etf for this strategy, or at least some of it?
with thanks as always
Read Answer Asked by joseph on January 15, 2016
Q: ZWE
YOUR EVALUATION AS AN INCOME, CAPITAL PRESEVATION ANS EUROPEAN EXPOSURE PLAY ???( NO CAPITAL GAIN EXPECTED AN VERY LITTLE EU EXPOSURE )
THANKS
YOSSI
Read Answer Asked by JOSEPH on January 14, 2016
Q: What European ETF's do you like that are denominated in U.S. dollars.

Many thanks

Paul
Read Answer Asked by paul on January 11, 2016
Q: I have investments in the US and Europe and have started to think that India might be a good place to enter into the emerging markets as part of my Global diversification. Would you agree?
What are the options for investing in India and can you make any recommendations?
Read Answer Asked by David on January 08, 2016
Q: I have owned for two years, ICICI Bank for international exposure to the Indian market. It has not performed well. Should I sell and move on or hold for now?

Thanks
Read Answer Asked by kim on January 07, 2016
Q: Hello I am interested in how I could get some exposure to Samsung; perhaps through an ETF here or one in the US. A top ten holding would be preferred, but not necessary. Is the Mawer 102 or 150 likely places to start? Thanks in advance.
Read Answer Asked by Michael on January 06, 2016
Q: I'm underwater on a position in XBZ. Wondering what your thoughts are on the Brazilian economy?
Read Answer Asked by Brian on January 05, 2016
Q: Since the US is allowed to ship oil by tankers starting on JAN 1-2016.Would you invest in shipping oil companies,and which ones would you choose?Thank-you for your excellent service and HAPPY NEW YEAR.DOM.
Read Answer Asked by domenico on January 04, 2016
Q: For 2015 it was most beneficial to be invested outside Canada. I calculate the cost of the Euro rose 6%, the Pound 12% and the U.S. dollar 13%.These are major changes. There seems to be a rush for investors to invest even more outside of Canada. In my mind if I look at a U.S. non hedged etf or mutual fund I would need to subtract 13% fx change off the posted return to get a pure equity, apples to apples comparison. Keeping in mind trying to play the fx guessing game is pointless, do you see a real danger in loading up on foreign equities after such quick and substantial devaluation of the Canadian dollar. When the Canadian dollar does turn around there will be significant drag on the non hedged returns.

Paul
Read Answer Asked by paul on January 04, 2016
Q: Recently, Vanguard introduced a new etf that tracks international equities ex North America, VIU. I would appreciate your thoughts on this one and also, since it is new and small would you be comfortable holding it now, or suggest another that is similar.

Thank you
Read Answer Asked by Rose on December 30, 2015
Q: Peter and team,

Merry Christmas! I've been thinking of some stocks outside Canada and the Louis Vuitton Moet Hennessy group is on my radar. Their long term chart and divide look good. What are your thoughts on this one?

PS. The rest of my equity portfolio (80% of total)is similar to the 5i model balanced equity portfolio and I have 20 percent of my total invested in short term bonds (cbo and clf) and floating rated HFR.

To fund this purchase, I was thinking of taking down my 5% weighting in HFR.

Thanks!
Read Answer Asked by Marc on December 24, 2015
Q: Hello Team. I would like to start investing more in Europe and am looking at a few ETFs. Zeq, Ve and Xeu but leaning towards the Zeq as it seems a bit bigger. What is your opinion on this? Do you have another you would recommend instead and would you get a an etf that is hedge to the Cdn $ or non hedged and why?

Thank you and Merry Christmas everyone
Read Answer Asked by pietro on December 24, 2015
Q: I want to diversify out of Canada. I'm thinking of an ETF for Europe. Do you have any suggestions?
Read Answer Asked by christianne on December 21, 2015
Q: Hi Peter and team,

I'm looking to add a balanced core of ETF's in my portfolio for everything outside of Canada, what ETF's would you suggest? Some income would be preferable.
Read Answer Asked by Robert on December 17, 2015
Q: Hi,
Why does this one drop a lot today comparing to FXI:us?
Thanks
Jim
Read Answer Asked by Jim on December 16, 2015