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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: Gentlemen,

I researched this etf, found it's returns to be very competitve, with a return of over 8% and a 5 star Morningstar rating.

Can you look at PTY and give me the strengths and weaknesses from your point of view and whether you would see this as a strong portfolio addition for income and growth.
If you think is is a worthwhile candidate which type of account would you put it in?

Thanks

Sheldon
Read Answer Asked by Sheldon on October 29, 2019
Q: Good morning team 5i
All of these stocks are down. Setting aside sector weights and realizing I am asking for a "crystal ball" answer, which of the above do you think has the quickest (6 months to a year) upside? I have a bit of cash for this specific exercise. Much thanks as usual for all you do!
Read Answer Asked by El-ann on October 28, 2019
Q: 5i Team,

Please provide your guidance on US based ETF's that you believe could be a buy now, and perhaps others that could be placed on a watch list pending a market adjustment or a new developing trend line. Goals would be moderate growth (lean towards safety) with a steady and growing dividend. I currently hold VIG and would want to expand my US based exposure. Position would be held in either a cash or rrsp account. Many thx. Steve.
Read Answer Asked by Stephen on October 28, 2019
Q: My question concerns my rif which has 50% cash right now with u.s. div. stocks representing that 50% invested. I am considering investing equally in usmv - aem and cwb (convertible bond etf) in this rif. Does this make sense in todays investment market with the u.s indexes at all time highs and trading sideways or should i hold that cash into year end . That cash in the rif represents about 23% of my overall cash position. We are 70 yoa with enough income from canadian dividend stocks to supply us with our living so look at this amount as next generation money...thanks for the great service...
Read Answer Asked by gene on October 28, 2019
Q: I am way down with team and gh. Please advise your outlook for them over the next 12 months (acknowledging and notwithstanding your standard 5 year time horizon). Also, what is your feeling today regarding the recent shift from growth to value, will it continue or does it seem like it has run its course?
Read Answer Asked by daniel on October 28, 2019
Q: Hello Peter, Ryan and others,
My wife bought SQ and MU when they were high. Now she has about 14% of MU and 29% of SQ of unrealized loss, and they are in her RIF. Could you give some suggestions what she should do in the current situation? Please also comment on TOY, BPY, GE, LIN, COST and NEE. We always appreciate your comments and suggestions. Many thanks! Jim
Read Answer Asked by James on October 28, 2019
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