Investment Q&A

Q: Hello 5i. I'm overweight in CBI and have taken a big hit (35%). Stock sits in my Lira account which I'm unable to touch for 10 yrs. Would you recommend I sit on this and hope for bounce back with possible infrastructure bill to be passed or take my hit now and move on? if so, what would you recommend to replace stock with in U.S. or Can? Please offer 1 stock on each side of the border.

Thx Rob

Q: I purchase some Chicago Bridged & Iron @ $16.00 and did an open covered call at $17.00 and got $1.75. I thought this was a good trade until the share price fell off a cliff lately. What do you think about CBI .... medium & longer term

Thanks DAN

Q: When would be a good time to make these acquistions?

Q: Hello, I'm looking for broad market exposure to emerging market equities and emerging market debt. Can you recommend any ETFs that are unhedged? so far I came across LEBM on the debt side and XEC on the equity side that seem ok. thanks for your time. Matt

Q: DO you know any reason for the daily downturn of the last few weeks and the big drop today.
how would you rate this stock for investing purposes?

Q: Hi Peter: I have VXC in my portfolio for international exposure. I want to add to it for rebalancing. Now that the Canadian dollar has recovered to the $0.80 range should I add to this or to an unhedged ETF. If so which would you recommend? It will be in a RRSP account. Thanks.

Q: do you recommend reducing exsposure from USA and Canadian stocks and add a bit of European and Emerging market and if so what mutual funds or stocks would you recommend that are available on the Canadian or usa markets that would accomplish this

Q: Hi, 5i!
Which European etfs appeal to you now? I have been considering iefa (as opposed to efa) and eufn.
Have a great day!

Q: I am a young, long-term investor. With the recent strength in the Canadian Dollar, could you give me some recommendations for increasing my US and International equity exposure?

Q: What is 5I's current position on hedging the C$ when buying/holding Int'l ETFs. Do you suspect that this is a short-lived situation?

Carl

Q: Hello 5i
Our foreign equity holdings are CBQ at 5% and VEF at 4% both held in rsp's. (also have US holdings of 12%) Blackrock has sent out notification that CBQ will be terminated on Sept.27 this year. Would you please suggest a replacement.
Thank you
Les

Q: Good Morning.

Could I get your opinion of Geely (HKG 0175)? It is up substantially since 2016. Is there an etf or fund that would hold stocks exposed to electric vehicles, etc.? Thank you.

Q: I hold small weightings in cdz,zwc,zwh,zwe as well as holdings in Canadian utilities. I am thinking of replacing cdz with either zdh or cyh to increase my international holdings. Would you please look under the hood of zdh and cyh and would you recommend this move or do you have another recommendation?. Thanx. Great service.

Q: Was interested in this mainly for the dividend at 6% could be nice for a 2-3 year hold as well as 4-6% growth possibly what do you think of this company(brexit concerns)and how safe is the dividend thanks a bunch

Q: Hi, with CAD$ almost at $0.80 are there any US or Global stocks that make sense to buy at this time.

Please provide your favourites regardless of sector.

Q: This company looks like a Chinese Shopify. Can you take a look for me please.

Q: Can you please give me your current thoughts on LYG.
Regards,

Q: Is Broadcom (AVGO) considered to be a Singaporean company or an American company? If the company domiciles in the US, it would be considered as US Situs property. As such it may have implications for Canadians on US estate taxes. If it is considered to be a Singaporean company, then there is no issue with respect to US Estate Taxes. I was unable to get an answer from the Investor Relations of Broadcom. Thanks.

Q: Hello 5i,
I am looking to increase my U.S. and International exposure. I currently hold VIG-N, JNJ-N and a number of Canadian ETF's which also hold U.S. equities. I am open to either USD or hedged products and would like a yield in excess of 2.25% if practical. Since I look to yield for income I was considering ZWA. Would you have any other options you would prefer over ZWA?
On the Int'l. side I hold CYH and ZDI and am happy with both; I held VEE at one time, but the yield is on the lower side for my needs. Should I just increase my holdings in these two or, again, do you see a better option? I could move out of one or both of those if you think there is a more compelling option I'm missing.
As always .... thanks so much for all of your help - very much appreciated!!!
Have a great summer!!
Cheers,
Mike

Q: Realizing you don't cover US funds that much, but can I get a quick opinion on VIGI? Looking for a long term hold with decent dividend. Any risks you see?