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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 bought some stock in Luxottica a few years ago and I want to get your advice on whether I should sell or continue to hold.
Read Answer Asked by Vic on October 30, 2015
Q: I am considering stepping into a small position in Tata Motors - do you have any negative (or positive) thoughts on it?
Thanks so much. Your opinion is much appreciated!
Susan
Read Answer Asked by Susan on October 29, 2015
Q: Could I please have your opinion on what to expect from this ETF over next six months to two years?
Thanks again
Larry
Read Answer Asked by Larry on October 26, 2015
Q: Having sold my US financials six months ago, I am now looking at re-entering with Lloyds Bank and KKR. The latter pays a very hefty dividend so I will purchase it in my RRSP. What is your impression of these companies and, in particular, the fact that the UK government is or has disposed of their Lloyds stock.
Thank you.
Read Answer Asked by Steven on October 23, 2015
Q: Hello 5i Can I get your thoughts on this French company Total S.a. I thought this would be good for some international diversification seeing as it seems to have operations worldwide. It seems to have a low cost of operation and low cost of acquisition, but I am not sure how to read it's debt levels. It's had a nice little bump up since end of Aug. Your views are greatly appreciated.
Read Answer Asked by pietro on October 23, 2015
Q: My advisor recommended Fidelity Northstar Fund for some international exposure in my RSP account. Although it does not distribute a dividend, it has shown good growth for 5 (17.19%) and 10 (8.55%) years. I am not sure if you have to hold it for a minimum period of time. Your thoughts please. I am not sure if the net costs to me are worthy of holding this fund in my RSP and I also wonder if you advise foreign content in a CDN RSP
Read Answer Asked by Sharon on October 22, 2015
Q: I have heard the suggestion that KEP tends to be a bit of a bellwether for the Asian Market. What is your opinion of this firm and this notion?
Best regards,
David
Read Answer Asked by David on October 19, 2015
Q: The security is WisdTr Europe Hedged Equity Fd

Your thoughts on this security please.
Read Answer Asked by Burt on September 21, 2015
Q: What's your opinion of Harmony Gold and of gold stock in general?
Thanks - Richard
Read Answer Asked by RICHARD on September 16, 2015
Q: I had this for some time in an unregistered account, it represents about 1% of a well diversified portfolio but it is down about 40%. Is it worth hanging on or better to take the losse and invest in something more productive?
Thank you.
Read Answer Asked by Carlos on September 15, 2015
Q: I have a position in FEZ but it doesn't include Great Britain which appears to be the strongest economy in Europe. Would you add an equal position in EWU? Alternatively, if one doesn't wish to buy US$ at this time, what about a position in XUS which appears to cover Great Britain and the developed countries of Europe and is available in C$? Is there a US$ equivalent to XUS? Thanks for your advice.
Read Answer Asked by Ken on September 14, 2015
Q: I hold a small position in Gruma SAB de C.V.(GMK:US), the Mexican food supplier. It appears trading has been halted and I can't get any information from Yahoo or Bloomberg or any of my usual sources. Do you have any idea what is happening?
Read Answer Asked by ROB on September 10, 2015
Q: For diversification, would you invest in all three, or would a combination of LYB with CE be preferable, provided these investments would have growth potential given current volatile markets and uncertain oil pricing.
Thanks for your insights!
Read Answer Asked by Sigrid on September 09, 2015
Q: I hold almost all of the stocks in the 5i Model Portfolio, 10 stocks in the Growth Portfolio and 7 stocks in the Income Portfolio. I also have VUN for some US companies.
I believe I could add some international exposure and I have no bonds.
What would you suggest for an international ETF and bonds? Is this a good time to purchase bonds?
This would be a long term hold, about 10 years in my LIRA account.

Thank you for your great service! Colette
Read Answer Asked by Colette on September 08, 2015
Q: Hello 5i Team,

What do you know about this security? It is listed in Tsx but in US dollars! My discount broker told me I can buy the shares on line but I can't sell them myself. I have to go through the broker because of the U.S. pricing. Will it be a good diversification in a portfolio and what is the growth prospect? Thanks as always. Rossana.
Read Answer Asked by Rossana on September 04, 2015
Q: Hi,

I have some First Quantum (FM) in my portfolio that is down significantly. I am thinking about selling it for the tax loss and replacing with Glencore.

What are your thoughts on Glencore? What is the difference between GLNCY and GLCNF?

Thanks,
Michael.
Read Answer Asked by Michael on September 03, 2015
Q: Dear Agent. I am thinking of purchasing shares of BLX. Would that be a good in my Portfolio. Eddie.
Read Answer Asked by Eddie on August 31, 2015
Q: Hello, could you please recommend a couple of etfs for european or global dividends - diversified or healthcare specific - which are relatively safe and reliable. thank you very much
Read Answer Asked by Valerie on August 27, 2015
Q: Looking for income and some future growth, would either of these qualify?
BP dividend the other day when I checked was 7.2%; HSBC 6%.
One anayst opined that oil would have to go to $25 before the BP dividend would be impacted. Thanks for your guidance here.
Read Answer Asked by Donald on August 26, 2015
Q: What opinion would you have on this Latin American bank?
Thanks
Read Answer Asked by Sigrid on August 21, 2015
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