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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: Hi Peter and team,
My US investment portfolio is 20% of my combined portfolios. In my Canadian (registered and non) I mostly have stocks from the 5i growth portfolio.
My US investments are full positions in VIG, BRK.B, IWO, QQQ, SLW & INTC and half position in FEZ. I also hold CRUS, VOD, VZ and GT.
I would like to get your thoughts(outlook) for the next 2 to 3 years considering the interest rates may be going(US) up and QE in Europe.
I am thinking of increasing my FEZ to full position but I have to sell something. In your opinion how should I rebalance my portfolio?

I value your opinion and really appreciate what you all do for retail investors like us.

Thanks

Read Answer Asked by Irshad on November 24, 2014
Q: Hi all. I purchased shares in the above a few months ago and it has been doing nicely. However, I note that you are recommending EPI. Can you please tell me the main differences. Would you Recommending making a switch?
Thanks.
Read Answer Asked by Janice on November 19, 2014
Q: Hello Peter & Team,

Have you come across these foreign companies in the tech sector and, if so, is there any opinion you could offer on their current financials and future prospects as they are expanding globally, although they are still relatively small. Any information you have would be relevant and a good starting point for further investigation, or not, depending on your answer!.

Thank you.
Read Answer Asked by mike on November 16, 2014
Q: Despite being out of your focus area I was very impressed by the complete answer you gave to Gordon on WM Morrison supermarkets UK on November 5. I currently hold both J Sainsbury and Tesco in this space. What do you think is the best of these three UK supermarkets and why?
Read Answer Asked by Andrew on November 14, 2014
Q: Is Alibaba a buy at the current market price?
Read Answer Asked by Dwight on November 14, 2014
Q: Pl advise if SNY is good buy at current prices. What are the reasons for the recent drop in price and how it compares with its competitors.
Regards,
Read Answer Asked by inderjit on November 12, 2014
Q: Hi Peter and team. I am wondering if it is time to pick up some European ETF's. What are your thoughts on IEV AND VGK,which one is better and is this a good time to buy or should I wait.
Thanks
Read Answer Asked by Nancy on November 12, 2014
Q: Hi. Have you folks looked at ICIC bank. Do you have any suggestions on how to participate in India's possible future growth especially in the financial or technology sectors?

Thank You
Clarence
Read Answer Asked by Clarence on November 11, 2014
Q: Can you explain the difference in the A and B shares.
Thanks for all your help
Garry
Read Answer Asked by garry on November 10, 2014
Q: Would you have a recommendation for an ETF (preferably in US$) for China or Asia that would include majors like Alibaba. China appears to become interesting with international accessibility to the Shanghai Exchange in the near future.
Thank you!
Read Answer Asked by Sigrid on November 10, 2014
Q: Royal Dutch Shell (RDS.A) was highly recommended on BNN last night. What is the difference between RDS.A and RDS.B? Is this a safe long term bet and which one, if any, would you buy?
Thanks.
Read Answer Asked by Steven on November 06, 2014
Q: We currently hold Vale and are down substantially. We are wondering if we should sell Vale (and take the tax loss this year) and buy Altagas and Whitecap with these funds. We are currently about 14% in energy and 34% in financials with the balance over utilities, telecoms and reits. Would appreciate your thoughts on this transaction or a better recommendation.
Read Answer Asked by Vicki on November 05, 2014
Q: Hi Guys

Took over a 50% Haircut on Morrison Supermarkets in the U.K. Sold it in early October, with the idea I would use it for a tax loss and then re-purchase it after 30 days.
My feelings are mixed now that the position has been sold for close to a month, I know the competition is fierce with the arrival of the discounters, you only have to look at Tesco.Do you see value in Morrison at these levels considering they could monetize some of the real estate value of their grocery stores.
Thanks Gord
Read Answer Asked by Gordon on November 05, 2014
Q: What are your current thoughts on IBN (ICICI) in a fully topped up TFSA? It seems to me that India is showing significant potential with the new government and new CEO at the bank.
Read Answer Asked by Danny-boy on November 03, 2014
Q: Hi, Sanofi is down 10% today. Is there bad news or is this a buying opportunity?
Jeff
Read Answer Asked by Jeff on October 29, 2014
Q: Hi Peter and team,

What is your opinion on Veolia Environnement (VE.US)? I am thinking about a two to three years investment.

Thanks in advance for your answer.

Michel
Read Answer Asked by Michel L on October 25, 2014
Q: Hi Peter,

I am thinking of buy European Banks. I looked at Barclays, Deutsche and ING Group. Would you please comment on those three banks? If you buy three European banks, are those three will you choice.

Thanks,
Deming
Read Answer Asked by Deming on October 23, 2014
Q: 5I Team,

I would appreciate getting your view on North Atlantic Drilling Ltd (NADL). The share price has really been hammered in the recent correction and I'm wondering if now is a good entry point and whether the yield is too high to be sustainable.

Thanks,
Scott
Read Answer Asked by Scott on October 20, 2014
Q: Hello 5i team,
I hold the model portfolio plus about another 10 stocks. In regards to Ambev which is trading near it 52 week low. Do you see much growth in Ambev over the next 2 years? I am down about 12%. I am debating on on averaging down OR selling it and adding that $US money to my Unilever holding and VXUS holding which have both been hit hard recently. Or I have the cash and can add to all 3 of those $US holdings (in-addition to other holdings in the model portfolio). Thank you for your advice.
Kerri
Read Answer Asked by KERRI on October 17, 2014
Q: I noticed Statoil is still declining while other oil majors are flat or bouncing today. What is your opinion on this company? I have a small position less than 1% of my portfolio. Should I hang on or cut losses? Is the dividend safe? It seems like its not afforded out of free cash flow.
Read Answer Asked by Andrew on October 17, 2014
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