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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 would like to deploy cash held in my Canadian $ brokerage account on the basis that the Canadian dollar will decline in value in relation to the US dollar. I am considering the purchase of ZTS BMO Short Term US Treasury Bond Index. My premise is that this ETF should be very stable in the value of its holdings but will directly reflect changes in the CDN/US $ ratio. Is this correct?

Other than paying the high bank exchange spread or deploying a Norbert’s Gambit transaction, is there a better way to institute this idea? Is ZTS a suitable ETF for this purpose?
Thanks
David
Read Answer Asked by David on September 20, 2017
Q: Hello 5i team,
In a recent response to Stanley you said you would consider a pension as fixed income. Tha is not new. But, i was wondering whether you could give a rough approximation of the value of a pension, say arbitrarily, a pension of $30,000 per year, in terms of a percentage of fixed income. Say in a portfolio of one million, if that helps to clarify my question.
All the best
Read Answer Asked by joseph on September 19, 2017
Q: Peter and His Wonder Team
I am trying to get a better understanding idea of "normal-average market fluctuations".
So for example...Lets say your portfolio hits a high for the year in April and a low in September with just normal conditions and no catastrophic events. So here is the question...What might the percentage difference be...10% 15% or 20%? Please give a number for a momentum-FANG portfolio vs a conservative VALUE portfolio vs a small cap CONTRARIAN portfolio. I think knowing what is normal may reduce the anxiety for us retail investors.
Thanks as usual...
Dr.Ernest Rivait
Read Answer Asked by Ernest on September 18, 2017
Q: Hi the great team, short term volatility seems to related to actual quarterly earning vs its estimated. In your portfolios, which stocks have good record of beating estimates most of the time and which stocks don't. thanks.
Read Answer Asked by victor on September 18, 2017
Q: I've been unsuccessful picking my own stocks thus far but have roughly 15k sitting in cash (afraid to lose it). What/How would you suggest investing this amount to return consistently over a long period.

Thank you
Read Answer Asked by Kevin on September 18, 2017
Q: Please advise on methodology for new members entering into 5I research model portfolios. Do you ease in with multiple steps based on 5I recommendations of new positions or jump into the entire portfolio? Presently the TSX is in a downtrend and I would probably wait for 10 period exponential crossover of a 50 period simple moving average prior to entry.
Thank You,
George
Read Answer Asked by George on September 18, 2017
Q: Trading in BEP.UN and BIP.UN Friday from 3:30 to 4:00 was frenzied with big price swings which I presume was connected to indexers acquiring BIP and dumping BEP, though I don't understand the thesis, any insight? Since we knew that BIP was going into the TSX 60 well in advance is there an opportunity that we could have taken advantage of, knowing that ETFs would have to be buying shares by a deadline? Thanks, J.
Read Answer Asked by Jeff on September 18, 2017
Q: Could AMZN prior to buying Whole Foods short stocks like Kroger, Costco, Target and Wal Mart and use the money made on the short to buy Whole Foods for the win?
Most companies use cash to buy equities. Or would this be totally offside?
Read Answer Asked by Terry on September 15, 2017
Q: Hi 5i

I own most of BE along with AAPL,GOOGL,DIS, TD, BEP.UN and a few others. Want to add 2 of the above soon. Which 2 would you recommend now?

Also, I would like to know your thoughts on PEG/PEGY ratios. Do you use them and if so, how?

Thanks, Greg
Read Answer Asked by Greg on September 15, 2017
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