Investment Q&A

Q: Is it a good/bad time to buy and hold this etf for the long term?

Q: So I planned to add to my positions after the election but things went up, not down. Should I do it now or wait until end of November? When does tax loss selling start?

Q: Peter; Do you know of a US ETF that would reflect the hoped for infrastructure spending ? Thanks. Rod

Q: Dear Peter

On October 17th.I cash out all my power balanced portfolio (13 stocks total 400 k.) to avoid stock crash if Trump wins US election.
Now US election is over ,Trump won and stock market did not crush on contrary it looks like stock is going up and up.

Because I want to replace my previously sold portfolio positions please tell me if you would do it now or would you wait for another month or two to buy previously sold portfolio positions.

I was happy with my portfolio which was pretty close to 5i Balance Portfolio and I'm not planning to change any thing in it.

AndrewB.

Q: With the market looking at the Trump victory positively.
Is there still a bullish case for gold and metals considering That US $ looks bullish as well.

Q: Looking towards an isolationist, anti-trade Trump presidency, which sectors in Canada do you think would suffer most? I'm thinking of autos and lumber, as a start. Are there any names on the balanced portfolio which would be particularly hard hit if NAFTA disappeared and their US exports were threatened? Ie, Magna, SJ.

Q: If the S&P 500 tanks tomorrow morning, would you consider it a buying opportunity? Thanks, Bill

Q: The theme of this questions is the potential for rising coffee prices and how it may affect the companies I have listed.

I have been watching the iPath Bloomberg Coffee Subindex (JO) and it has me concerned enough to trim some of my position in SBUX and I am also curious to know if you think this is something investors in PHB and TPK need to worry about. Thanks.

Q: Some believe dividend growth per one year and 5 year is very more important criteria to select a stock.I appreciate your response..Thank you.ebrahim

Q: Regarding the recent conclusion to the CETA negotiations, which industries/companies would you consider could be negatively affected, i.e. would a company such as Andrew Peller be adversely affected given the removal of tariffs on european wines. Thank you.

David

Q: During the process of analyzing a companies quality the management team is often referred to as an important factor by many analysts. During your many years in the industry who would rank on your top 5 all time list of CEO+company combos for creating investor satisfaction. Or in other words, if someone started a brand new company today who would you invest in on day 1 based solely on their reputation?

Q: I am wondering what benefit it would be to the U. S. to raise rates. On one hand is their economy that "hot" that it needs to be controlled ? They seem to be a consumer driven society so a strong dollar makes imported goods cheaper for the U.S. consumer. More consumerism makes their economy hotter. Was that not the scenario some years back culminating in a housing bubble? Also raising rates makes their goods more expensive for other countries. Some large U.S. corporations have experienced a drag on earnings with the dollar at its current levels relative to other currencies. How can the U.S. be an island of a strong currency when many other countries are weakening their currencies to promote growth? These are simple views but your thoughts on the effect assuming an interest rate hike in Dec.

Q: Every year there is a number of stocks that are sold to crystallize capital losses in that year. Can you suggest 5 stocks, mid to large caps, that will be sold because of tax loss selling but could have a big potential to bounce higher after the selling has stopped.

Many thanks!

Q: Would you favour CLF or VAB for government bond exposure?

Thanks,
Jason

Q: Hey folks
With it looking more possible that a Trump win is in the future, and the predictions of how the markets are going to fall ( which we may have seen the start of today), would it be prudent to take some gains off the table now and reinvest when/if the markets drop, knowing fully that they will recover in a short time, or should a person stand pat and ride it out? I am thinking there may be some gains to be realized by playing the over reaction that is sure to come if Mr. Trump wins.

Q: Hi 5i Team,

Is FEZ a keep for the next 3 years? I have a full 5% position and down 28% since 2014 in my RRIF. What is a good ETF replacement for stable income?
Thanks

Q: Could you suggest some candidates to buy during year-end tax loss selling, either from the 5i universe or more generally? I am considering BOX, DHX.B, VCM, KBL, DH. Your views on these five would be appreciated.

Q: The best investment I made this year was joining your service.
I was just chasing stocks.
What sector should I be looking at first.
Could you recommend any to get started.
Thanks.

Q: When buying American stocks how would you factor in the exchange rate?

When I bought google in Feb it was at 700. Now it is at 778, but because the $CAN has strengthened I only see 6% of that gain. Appreciate your thoughts.

Q: SYZ, ZZZ, CZO, TNC, NFI, PBH and ITC These are all stocks that have been down considerably over the last month. They are stocks that 5i customers have or did have. Meanwhile, the TSX 60 has been flat for the last month. So I am wondering if the members are selling out on these stocks and possibly putting the money into oil which has been up for the last month or so. Should I have been getting out of some of these stocks over the last while and putting my money into oil which is one sector that is doing quite well and probably the reason the TSX is not losing ground this month. Thank you. Dennis