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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: Peter - I like the Technology and healthcare sectors in 2014 and long term (+5 Years). Rather than selecting stocks in these sectors, I am looking at IYW (US Technology) and IYH (US Healthcare), however I am concerned at the low daily volumes. Can you provide your thoughts on these two ETF's and can you recommend any alternative ETF's in these two sectors? Thank You and Best Wishes in 2014!! Thank You for providing us with an excellent service.
Read Answer Asked by Luigi on January 02, 2014
Q: Hi Peter and Team, Happy new year. For my TFSA account I was going to buy Horizon ETF. Trades on the S & P 500 symbol HXS. Is this a good idea? What are your thoughts or recommendations. Thanks. Ed
Read Answer Asked by Ed on December 31, 2013
Q: What are your thoughts on the etf "uxm" by Morningstar for US exposure.

Thanks, and all the best in the new year to you and your staff.

David
Read Answer Asked by david on December 31, 2013
Q: I have invested in your model portfolio. I am now looking for the following US mid caps: pharmaceutical company; and tech company, and request your advice. I am looking for growth, and risk is not a significant concern.
Thank you for your continued concern and guidance.
All the best in 2014.
Read Answer Asked by Peter on December 30, 2013
Q: Hello, Peter @ Co.
I am looking at World Point Terminals, a Limited Partnership in the USA. The infrastructure for light crude appears to be a decent sector within the energy investment space. Although your focus is Canada I was hoping you might have some insight into this company and US LP's in general.
Thanks,
Ed
Read Answer Asked by Ed on December 26, 2013
Q: Hello,

I know your focus is on Canadian companies, but if you could only buy one U.S.Growth stock right now, what would it be?

Thanks,

Carla
Read Answer Asked by Carla on December 24, 2013
Q: I realize 5i's primary focus is Canadian stocks but, are you able to recommend a US Small Cap ETF? Thanks so much for all your help this year.
Read Answer Asked by Helen on December 23, 2013
Q: Peter, I have added 17% cash to my non registered portfolio that holds 25 stocks recommended by 5i. I have let some stocks run but with the cash injection I no longer have any stock above 7%. I do not have any US exposure and was looking at adding SPY, VIG, IWO and QQQ. However, I would prefer hedging and am considering replacing SPY with HXS; I am aware the fees are higher but I do not have to deal with US withholding taxes. Are you aware of any similar ETF's that would offer hedging for VIG, IWO, QQQ? The reason why I want to hedge is that no one can rightfully predict what the exchange rate will be and all of my current and future expenses are in CDN dollars. I have had a fun and very profitable first year with 5i, many thanks! Stephen
Read Answer Asked by stephen on December 23, 2013
Q: Could I please have your view of the ETF Powershares Global Private Equity,PSP, as a way of tapping into private equity companies? Do you see the 13% dividend as sustainable?
Read Answer Asked by Alan on December 23, 2013
Q: I know that while you don't generally cover US stocks I thought you might have a comment on the following as it pertains to dividends and dividend payers. You noted in one of your blogs that companies that start paying dividends should be watched because they often exhibit greater growth. Goodyear Tire (GT) stopped paying a dividend many years ago and after much restructuring, have just re-started their dividend. The stock has increased quite dramatically over the year (even thought the dividend was only payable this month)so I am wondering if the new dividend has already been priced into the stock and if a company that re-starts a dividend is any different than one that initiates one for the first time.

Thanks as always.

Paul
Read Answer Asked by Paul on December 22, 2013
Q: i live in sarnia and have been following methes.com (MEIL)at their sombra plant just south me. its Canada's biggest bio-diesel converter with plants in Mississauga and here in sarnia....and they have made some recent and significant moves. has CMS ever reviewed them or do they have an opinion??
Read Answer Asked by Ted on December 22, 2013
Q: what would be the best way to invest in crude by rail? i have a small position in sj (rail ties )which i will increase . also looking at cn . do you know of any canadian co's that make crude rail cars or the train rails that would be a reasonable investment?
thanks
ed
merry xmas
Read Answer Asked by ED on December 20, 2013
Q: Hi Peter
After listen to the news about the breach in Target's credit card ,my question is . Can you recommend in Canada or the US. A company that is in internet security . I think we desperately need more of that .

All the best in health and happiness to you and yours .
Candi
Read Answer Asked by Candi on December 20, 2013
Q: Dear 5i
I noticed that Moody s gave EndoHealth , the buyers of Paladin Labs , a bit of a downgrade and ultimately a negative outlook today .
Any significance to this ?
Thanks
Bill
Read Answer Asked by Bill on December 19, 2013