Investment Q&A

• CDI Corporation (CDI)
  • View CDI Profile
  • View Questions on CDI

Q: Peter and His Wonder Team
I see that CDI is being bought out by AEI...a private company... for $8.25 per share. So please explain what this means for CDI. Will they keep there name and become an affiliate or just become AEI? I believe AEI is a private company...if so does that mean CDI will no longer be traded on the exchange? One last question...the board seems pleased with this merger...will CDI have any ability to move higher than $8.25 in the next year...time to sell or better hold for awhile? I am perplexed...
Thanks!
Dr.Ernest Rivait

Upvote 0

Read Answer Asked by Ernest on August 01, 2017

• Weyerhaeuser Company (WY)
  • View WY Profile
  • View Questions on WY

Q: I've held this stock for a couple of years, after it's q2 release,should I still hold? up about 12% and represents about 4% of portfolio. do not know if q2 results were good or bad. tkx pat

Upvote 0

Read Answer Asked by patrick on July 31, 2017

• Altria Group Inc. (MO)
  • View MO Profile
  • View Questions on MO

Q: Hi 5i,
My tobacco stocks are getting hit due to upcoming government regulation. In your opinion is it time to lighten up on these stocks? What are the long term implications.

Upvote 0

Read Answer Asked by Mark on July 31, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I am a young, long-term investor. With the recent strength in the Canadian Dollar, could you give me some recommendations for increasing my US and International equity exposure?

Upvote 0

Read Answer Asked by Jonathan on July 31, 2017

• iShares Core MSCI US Quality Dividend Index ETF (XDU)
  • View XDU Profile
  • View Questions on XDU

Q: I am considering purchasing units of XDU from iShares. It is a new fund, with just over $6 000 000 in net assets. Is it safe to buy now, or should I wait until it accumulates more net assets? If safe to buy now, am I okay purchasing in one lump sum (approximately $150 000 worth). Thank you.

Upvote 0

Read Answer Asked by Walter on July 31, 2017

• Altria Group Inc. (MO)
  • View MO Profile
  • View Questions on MO

Q: Hello Peter and Company,

Just wondering if you can comment on MO's latest earnings and what's your outlook on MO going forward? Would you please also shed some lights on the precipitous drop in its stock price today. Much appreciated.

Harry

Upvote 0

Read Answer Asked by Harry on July 31, 2017

• iShares U.S. Aerospace & Defense ETF (ITA)
  • View ITA Profile
  • View Questions on ITA
• SPDR S&P Aerospace & Defense ETF (XAR)
  • View XAR Profile
  • View Questions on XAR

Q: I am looking to invest in the American Defence-Military space. Do you have a favourite Company- ETF?

Thanks Valter

Upvote 0

Read Answer Asked by Valter on July 31, 2017

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH)
  • View ZUH Profile
  • View Questions on ZUH
• S&P 500 ETF TRUST ETF (SPY)
  • View SPY Profile
  • View Questions on SPY

Q: Your portfolio review was helpful and appreciated. Am gradually tweaking our savings re diversification. Presently no healthcare. Am mulling a 3 - 5% (of equity) stake. We can do this in either Cdn or US$. The US healthcare sector is our preference. If we use our Cdn$, it appears you favour ZUH? Can you recommend an equivalent etf if we use our US$? I'm also hoping for your thoughts on whether now even the time to take a position in healthcare (given the current confusion down south) or would we be better off just to add this cash to our SPY or XSP. Thanks for your help.

Upvote 0

Read Answer Asked by Bill on July 28, 2017

• Starbucks Corporation (SBUX)
  • View SBUX Profile
  • View Questions on SBUX

Q: I am wondering what your thoughts are on SBUX today....is the sell off overdone (Down over 7% at time of this question)? Would you see it as a good buying opportunity or a wait and see? Thank you.

Upvote 0

Read Answer Asked by Josette on July 28, 2017

• Genuine Parts Company (GPC)
  • View GPC Profile
  • View Questions on GPC

Q: Good morning from the West Coast.
May I have your view for the long term for GPC Thanks

Upvote 0

Read Answer Asked by Richard on July 28, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I have seen my investments total value in US stocks and non hedged ETFs going down lately, although individual stock price are doing OK.
I know it is very difficult to predict currency fluctuations, I would like your view and recommendation on how to protect my portfolio. Is buying hedged ETFs is the solution and what about your view on the Canadian dollar against the US $ and the Euro.
I value your opinion
Raouf

Upvote 0

Read Answer Asked by Raoul on July 28, 2017

• SPDR S&P Regional Banking ETF (KRE)
  • View KRE Profile
  • View Questions on KRE
• Manulife U.S. Regional Bank Trust Class A Units (MBK.UN)
  • View MBK.UN Profile
  • View Questions on MBK.UN

Q: I am thinking of getting exposure to the US regional Banks by way of MBK.UN. I could do the same thru an ETF, what would be your recommendation?
Thanks

Upvote 0

Read Answer Asked by John on July 28, 2017

• Cardinal Health Inc. (CAH)
  • View CAH Profile
  • View Questions on CAH
• Dave & Buster's Entertainment Inc. (PLAY)
  • View PLAY Profile
  • View Questions on PLAY
• Ambarella Inc. (AMBA)
  • View AMBA Profile
  • View Questions on AMBA

Q: Could you provide some comments on CAH, PLAY, and AMBA?

Thanks

Upvote 0

Read Answer Asked by Adam on July 28, 2017

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
  • View ZWE Profile
  • View Questions on ZWE
• BMO US High Dividend Covered Call ETF (ZWH)
  • View ZWH Profile
  • View Questions on ZWH

Q: What is 5I's current position on hedging the C$ when buying/holding Int'l ETFs. Do you suspect that this is a short-lived situation?

Carl

Upvote 0

Read Answer Asked by Carl on July 28, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi,

I've just converted a significant amount of cad to USD. This is cash I plan on deploying in the event of a market correction. In the mean time, I am looking for a usd vehicle to park my cash, with the primary goal being capital preservation. Do you have any suggestions? I was thinking something like horizon's HFR etf-does something équivalent exist for USD? Please advise if such an etf exists, and what your preferred vehicle would be.

Thank you
Karim

Upvote 0

Read Answer Asked by Karim on July 28, 2017

• EnteroMedics Inc. (ETRM)
  • View ETRM Profile
  • View Questions on ETRM

Q: Greetings 5i,

Enteromedics Inc - NASDAQ. Implanted pacemaker-like device that inhibits the nerve pathway from stomach to brain reducing sensations of hunger thus resulting in weight loss. With implants currently underway in many patients, can a case be made for taking a small Speculative position?

Cheers!

Upvote 0

Read Answer Asked by Duane on July 27, 2017

• The Boeing Company (BA)
  • View BA Profile
  • View Questions on BA
• Brinks Company (The) (BCO)
  • View BCO Profile
  • View Questions on BCO

Q: Could I get your take on the earnings reports for Boeing and Brinks. I gather from today's market reaction they were considered quite good. I was wondering if I should add to them at this point.

Upvote 0

Read Answer Asked by John on July 27, 2017

• Royal Bank of Canada (RY)
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD)
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS)
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: Hi Peter and Company,

I currently have a position on RY, TD and BNS and I am thinking of moving some money from Canadian banks to US banks. So of the three aforementioned banks that I currently hold, which one would you take off the table and is there a U.S. bank that you can recommend?
Cheers,
Harry

Upvote 0

Read Answer Asked by Harry on July 27, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Good Morning.

Could I get your opinion of Geely (HKG 0175)? It is up substantially since 2016. Is there an etf or fund that would hold stocks exposed to electric vehicles, etc.? Thank you.

Upvote 0

Read Answer Asked by Catherine on July 26, 2017

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
  • View ZWE Profile
  • View Questions on ZWE
• BMO International Dividend Hedged to CAD ETF (ZDH)
  • View ZDH Profile
  • View Questions on ZDH
• BMO US High Dividend Covered Call ETF (ZWH)
  • View ZWH Profile
  • View Questions on ZWH
• iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH)
  • View CYH Profile
  • View Questions on CYH
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
  • View CDZ Profile
  • View Questions on CDZ
• BMO Canadian High Dividend Covered Call ETF (ZWC)
  • View ZWC Profile
  • View Questions on ZWC

Q: I hold small weightings in cdz,zwc,zwh,zwe as well as holdings in Canadian utilities. I am thinking of replacing cdz with either zdh or cyh to increase my international holdings. Would you please look under the hood of zdh and cyh and would you recommend this move or do you have another recommendation?. Thanx. Great service.

Upvote 0

Read Answer Asked by Steve on July 26, 2017