Investment Q&A

Q: Is Alibaba a buy at the current market price?

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,

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

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

Q: Can you explain the difference in the A and B shares.
Thanks for all your help
Garry

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!

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.

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.

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

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.

Q: Hi, Sanofi is down 10% today. Is there bad news or is this a buying opportunity?
Jeff

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

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

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

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

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.

Q: Hello 5i,
I’m in effect building my own mutual fund and have been studying portfolio asset allocation recently. My portfolio is evolving over time and looks like it will contain approximately 80 to 90 stocks upon completion, which is 10 years away. The covariance between the different asset classes and beta of the individual stocks is currently where I want it to be. My concern is the original set up of 50% Canadian stocks and 50% world; I also have a break down within ‘world’. I’m happy with the way the overall portfolio is taking the current pull back and would like to make it even better.
The question is:
To reach the optimum setting at the higher level (world), what should I be allocating percentage wise?
Your help is appreciated,

Q: Good morning everybody at 5i .I am fully invested in the model portfolio and would like to use ETFs to invest outside of Canada.what market conditions would allow you to buy into the Russell 2000 ,S&p 500,Europe and Asia.everybody excepting the North American pullback but not so positive on Europe or Asia.thank you for your response and enjoy your Thanksgiving long weekend.

Q: Hi Team: any comments on ORAN- the yield and PE look very attractive here. As the former France Tel, are they not in a strong defensive position as well? thanks

Q: Hello,
Just wondering of your thoughts on an investment in Europe and Emerging Markets/Asia and what %'s in a aggressive portfolio. Thanks Again!