Q: I was reading your answers with interest on ZWH. Since it is US High Dividend Covered Call ETF, I wonder if it is considered as foreign property or Canadian property in the portfolio. Thank you.
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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: Godd afternoon 5i,
Most of the advisors that I see on BNN are suggesting that the US Market is the place to be for 2015 espacially in the Finance area and the technology area. Do you agree with these suggestions? If you do would you recommend that I invest for My RRSP in XLF.US and XLK.US?
Thank you and happy new year.
Paul
Most of the advisors that I see on BNN are suggesting that the US Market is the place to be for 2015 espacially in the Finance area and the technology area. Do you agree with these suggestions? If you do would you recommend that I invest for My RRSP in XLF.US and XLK.US?
Thank you and happy new year.
Paul
Q: Hi 5i: I plan to buy some US transportation stocks, or ETFs. Re ETFs: which of XTN (spdr) and IYT (Ishares) do you prefer?
Thanks again, and have a great year. Roland
Thanks again, and have a great year. Roland
Q: I am interested in getting into the US market for this years TFSA investment and am thinking of a Canadian ETF which would give me US coverage - what would you recommend.
Q: Hello 5i Team, Wolfe Research in the US have recommended that Target shut down their Canadian operations and concentrate instead on the US market. Should Target leave Canada, which REIT's will be hit the hardest? Happy Holidays to all!
Q: Hello 5i team
I hold a 4% position and have done quite well seeing a 16% increase while collecting a very nice dividend.
A suit is being brought forward by Credit Unions that failed under the weight of Mortgage-backed Securities they bought from WFC prior to 2009. I have read one article stating WFC remains a buy recommendation with a ratings score of A, and 3 others (including Bernstein) downgrading the bank.
Can you please share any opinion you may have in this matter and what your advice for me moving forward might be - hold or sell.
Thanks for all you do
Gord
I hold a 4% position and have done quite well seeing a 16% increase while collecting a very nice dividend.
A suit is being brought forward by Credit Unions that failed under the weight of Mortgage-backed Securities they bought from WFC prior to 2009. I have read one article stating WFC remains a buy recommendation with a ratings score of A, and 3 others (including Bernstein) downgrading the bank.
Can you please share any opinion you may have in this matter and what your advice for me moving forward might be - hold or sell.
Thanks for all you do
Gord
Q: I am considering increasing my 1% ownership of Inogen inc---a small company that develops, manufactures and markets oxygen devices for people with chronic breathing problems. Can you comment on this industry/company/management.
thanks---joe
thanks---joe
Q: Hi Peter and team
What fallout do you see from Express Scripts' decision not to fund Gilead's Hep C drug, not just on Gilead, but on the U.S. biotech sector and healthcare sector? Do you see investors not willing to pay the same for biotech earnings as they have in the past? What stocks and ETFs do you currently recommend for exposure in this sector?
Thanks so much for a wonderful service and best of the season to all!
What fallout do you see from Express Scripts' decision not to fund Gilead's Hep C drug, not just on Gilead, but on the U.S. biotech sector and healthcare sector? Do you see investors not willing to pay the same for biotech earnings as they have in the past? What stocks and ETFs do you currently recommend for exposure in this sector?
Thanks so much for a wonderful service and best of the season to all!
Q: All the best of the holiday season to everyone at 5i Research.
I was wondering if you could give me any thoughts about Rocky Mountain Chocolate Company?
I was wondering if you could give me any thoughts about Rocky Mountain Chocolate Company?
Q: Hello
I noticed this new etf and would like your opinion going forward on this or other cyber security stocks.
I assume this would not discount my credit otherwise you do not need to publish
Thanks
I noticed this new etf and would like your opinion going forward on this or other cyber security stocks.
I assume this would not discount my credit otherwise you do not need to publish
Thanks
Q: May I please have your assessment of AmTrust for adding to my US finacial sector portfolio in a RRSP US$ account . I am looking for share price appreciation rather than income.
Thanks, Tim.
Thanks, Tim.
Q: Happy Holidays! All the best to you and your families! I currently have a 1.5% weighting in Catamaran and would like to slowly bring it to a full position in my portfolio. Do you feel today's price is a good time to start adding? Also, do you have any suggestions for a cyber security stock in Canada or the US, something like PANW? I have long time frame and high tolerance for risk.
Q: Merry Christmas to all.... And thank you for the great service.
I would appreciate your thoughts on MIC financials ,diversification of the business, and dividend looks ok. to me... but would like your thoughts.. Thanks
I would appreciate your thoughts on MIC financials ,diversification of the business, and dividend looks ok. to me... but would like your thoughts.. Thanks
Q: Hi team, Regarding Don's question on NOC....Something to consider is PPA (Aerospace and defense ETF). From Yahoo finance:
Top 10 Holdings (54.03% of Total Assets)
Company Symbol % Assets
Lockheed Martin Corporation Com LMT 6.47
General Dynamics Corporation Co GD 6.38
Honeywell International Inc. Co HON 6.36
Boeing Company (The) Common Sto BA 6.30
United Technologies Corporation UTX 6.25
Northrop Grumman Corporation Co NOC 4.64
Textron Inc. Common Stock TXT 4.53
Raytheon Company Common Stock RTN 4.51
Precision Castparts Corporation PCP 4.48
Rockwell Collins, Inc. Common S COL 4.11
Top 10 Holdings (54.03% of Total Assets)
Company Symbol % Assets
Lockheed Martin Corporation Com LMT 6.47
General Dynamics Corporation Co GD 6.38
Honeywell International Inc. Co HON 6.36
Boeing Company (The) Common Sto BA 6.30
United Technologies Corporation UTX 6.25
Northrop Grumman Corporation Co NOC 4.64
Textron Inc. Common Stock TXT 4.53
Raytheon Company Common Stock RTN 4.51
Precision Castparts Corporation PCP 4.48
Rockwell Collins, Inc. Common S COL 4.11
Q: The reaction of the market to Celgene and Gilead in the wake of ESRX withdrawing support for one of Gilead's products seems rather overdone. I have both of these stocks. is it an opportunity to add more?
Thanks and Merry Xmas
Thanks and Merry Xmas
Q: I pulled the trigger last week on LMT. Stock has been rock'n. How is the valuation on NOC? Do you have preferred stock in the sector? What would be an appropriate weighting for aerospace/defense in this part of the market cycle?
Q: FOX appears to be breaking out. How is the valuation? Do you like sector and/or the stock? Merry Christmas. Thanks for all your hard work, Don
Q: Hi I am a new member. Wow what a gold mine of information! Here is my first question. I am managing my wife’s LIF and I think it would be prudent to diversify some funds in the US market to capture expected growth and take advantage of the strong US dollar. I am looking at dividend ETF’s (it is a little overwhelming) and wonder which of the following would be my best option;
DVY.US, VIG.US, VYM.US, SDY.US and SCHD.US or will I better off buying individual stocks?
DVY.US, VIG.US, VYM.US, SDY.US and SCHD.US or will I better off buying individual stocks?
Q: Can you shed any light on todays precipitous (one third) drop in GILD? Reports only speak of competition,
Q: I would like your opinion on the fundamentals and whether you see this as a long term buy (5years) with steady stable growth? Potential downside here?