Q: can you provide any outlook for this name -seems to be somewhat similiar to Brookfield infastructure -
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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 5i team,
XLU (SPDR-Utilities) has fallen by 9.6% since it peaked on Jan 29, 2015. Please comment...is this the canary? Thanks
XLU (SPDR-Utilities) has fallen by 9.6% since it peaked on Jan 29, 2015. Please comment...is this the canary? Thanks
Q: Hello 5i:
Our total portfolio holdings consist of 66% CDN and 26% US. No international holdings.
I am thinking of selling all or part of our CDN ETFs, XIU and XIC to increase our US allocation. We hold 82% of our CDN portfolio in 24 individual stocks, mostly covered by 5i. XIU and XIC are 7%; and the balance is held in bond and preferred ETFs.
I would like to increase our allocation in XSP and ZSP, by selling part or all of XIU and XIC. ($60K)
Not sure if our short time horizon is a factor in this change, but I am 66 and my husband will be 71 this year. He is still working but would like to retire in a year.
Your opinion would be greatly appreciated.
Looking forward to meeting you next Saturday.
Our total portfolio holdings consist of 66% CDN and 26% US. No international holdings.
I am thinking of selling all or part of our CDN ETFs, XIU and XIC to increase our US allocation. We hold 82% of our CDN portfolio in 24 individual stocks, mostly covered by 5i. XIU and XIC are 7%; and the balance is held in bond and preferred ETFs.
I would like to increase our allocation in XSP and ZSP, by selling part or all of XIU and XIC. ($60K)
Not sure if our short time horizon is a factor in this change, but I am 66 and my husband will be 71 this year. He is still working but would like to retire in a year.
Your opinion would be greatly appreciated.
Looking forward to meeting you next Saturday.
Q: I bought this stock 6 months ago and it just bumps along while the general market advances. I am essentially flat. Would you keep it or move on?
Thanks Jim
Thanks Jim
Q: Hello Peter
I'd like to invest in Horizons Betapro S&P 500 Bull plus ETF which is trading on TSX .My question to you is: is this ETF hinged or unhinged and what is advantage and disadvantage on hinged and unhinged ETFs and because the fund is exposed to U.S equity indices will it fall under the US $100,000 reporting rules (Form 1135).
Regards Andrew B.
I'd like to invest in Horizons Betapro S&P 500 Bull plus ETF which is trading on TSX .My question to you is: is this ETF hinged or unhinged and what is advantage and disadvantage on hinged and unhinged ETFs and because the fund is exposed to U.S equity indices will it fall under the US $100,000 reporting rules (Form 1135).
Regards Andrew B.
Q: Not sure whether this is a fair question or not. I have been trying to find out which companies may best profit from a couple of new technologies being driverless automobiles and 3D printing. Would you have any insight into this? Thanks in advance.
Q: Commenting on options. I found when I wanted to sell a call on one of my stocks the fees were so high that it wouldn't be worthwhile unless you had a substantial sum to invest.
These stocks are doing quite well lately CYBR, TRN, SKX and PTX - All U.S. Do they look like they will keep going up in this manner? If any look shakey - please let me know.
Dennis
These stocks are doing quite well lately CYBR, TRN, SKX and PTX - All U.S. Do they look like they will keep going up in this manner? If any look shakey - please let me know.
Dennis
Q: Hello 5i
most of our portfolio is comprised of stodgy, stocks such as consumer staples. They are good but i have too many of them. and so i was thinking of buying something that is, I don't know how you would call it, say modern (?).
I have been looking at Google, Apple and Symantec. And was wondering if you thought one might be preferable to another these days.? Apple seems to be very popular and so i thought i might shy away from it. Although from what i gather, even with all of the recent growth, it is still reasonably priced. Google is everywhere! And Symantec may prosper from the rise in cyber crime and hacks.
thanks for any help
most of our portfolio is comprised of stodgy, stocks such as consumer staples. They are good but i have too many of them. and so i was thinking of buying something that is, I don't know how you would call it, say modern (?).
I have been looking at Google, Apple and Symantec. And was wondering if you thought one might be preferable to another these days.? Apple seems to be very popular and so i thought i might shy away from it. Although from what i gather, even with all of the recent growth, it is still reasonably priced. Google is everywhere! And Symantec may prosper from the rise in cyber crime and hacks.
thanks for any help
Q: Hi Everyone!! I am rounding out my portfolio. I have my bond and stock allocations and even though I hold 12 US dividend aristocrats, I would like to add a good broad US stock ETF and a world ETF which excludes North America. I would like to use Canadian currency to invest. Could you suggest a few? Thank you for your excellent work. Cheers, Tamara
Q: What do you think about this company?
Q: I have owned this stock for some time. Is there some light at the end of the tunnel?
Q: Hi Peter
what is your thoughts on Wal-Mart stores report Today and their outlook going forward. Is it worth a 1 to 2 years hold.
Is WFM-whole food better than WMT? thanks a lot
what is your thoughts on Wal-Mart stores report Today and their outlook going forward. Is it worth a 1 to 2 years hold.
Is WFM-whole food better than WMT? thanks a lot
Q: ARII reported last night and the only negative seems to be lower revenue due to more rentals than sales. Although this shows up as a one time negative, it strikes me as a longer term positive overall. Your thoughts are appreciated, suggesting that the sell-off is short cited. Thanks.
Q: hello team- iam 60 years of age and presently have 3 percent usa cash available in my rsp-presently equally invested in all sectors) please recommend something you feel has a potential upside, a dividend would be awesome too. could be etfs,stocks, bonds whatever.thx ja
Q: If you had a choice today between these two companies, which would you buy for a 2 year hold, with growth being the major intent? I know I keep asking these apples and oranges comparisons, but somehow they make sense in my mind, even if in no one else's. Thank your for your patience -- and as always, for your help.
Q: Hello 5 I Team,
Could you give me your thoughts on this small company and its environmental application.
Could you suggest a Titanium stock connected to medical applications re implants and knee/shoulder replacements.
Thank you so much
Susan
Thank you.
Susan
Could you give me your thoughts on this small company and its environmental application.
Could you suggest a Titanium stock connected to medical applications re implants and knee/shoulder replacements.
Thank you so much
Susan
Thank you.
Susan
Q: I have only a small percentage of US securities in my portfolio: MS, CSX, WMB and DFS. I've just heard about ENTG and am considering buying. I know you don't specialize in US stocks, but I'd sure appreciate an opinion if you know the company.Many thanks.
Q: Hi Peter and Team,
What are your thoughts on Valmont Industries. Would you purchase at this level with a one to two years time frame?
Many thanks!
Michel
What are your thoughts on Valmont Industries. Would you purchase at this level with a one to two years time frame?
Many thanks!
Michel
Q: Hi Peter & team
I am trying my best to makes heads OR tails out of the ComCast TWX merger, whether it will or will not receive approval from federal regulators, and what each outcome will mean moving forward.
Presently, I am up over 34% not including an OK dividend. And I think I have an idea what to expect if the merger proceeds... as per one article I read "As part of the deal, Time Warner Cable investors will receive 2.875 of Comcast stock for each of their shares." A nice windfall for sure.
Today one analyst reported the merger has only a 60% chance of approval, and another lowered the odds of the deals approval to 70% from 80%. And ComCast is down 1.53% today on the news.
To be honest I don't think I have a choice but to hang in there as an positive decision (expected summer 2015) is far to juicy if approval is received.
My questions... with your resources what are you hearing and what are your thoughts about this merger' chance of going ahead?
And if it doesn't what do you think that will do to the share price for TWX?
And finally, what would you do in my situation?
As always after renewing my subscription for the first time... thanking you for all you do
Gord
I am trying my best to makes heads OR tails out of the ComCast TWX merger, whether it will or will not receive approval from federal regulators, and what each outcome will mean moving forward.
Presently, I am up over 34% not including an OK dividend. And I think I have an idea what to expect if the merger proceeds... as per one article I read "As part of the deal, Time Warner Cable investors will receive 2.875 of Comcast stock for each of their shares." A nice windfall for sure.
Today one analyst reported the merger has only a 60% chance of approval, and another lowered the odds of the deals approval to 70% from 80%. And ComCast is down 1.53% today on the news.
To be honest I don't think I have a choice but to hang in there as an positive decision (expected summer 2015) is far to juicy if approval is received.
My questions... with your resources what are you hearing and what are your thoughts about this merger' chance of going ahead?
And if it doesn't what do you think that will do to the share price for TWX?
And finally, what would you do in my situation?
As always after renewing my subscription for the first time... thanking you for all you do
Gord
Q: Would FTR be a stock to buy to help build a portfolio. Eddie.