Investment Q&A

• iShares Russell 2000 Growth ETF (IWO)
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• Global X S&P 500 Index Corporate Class ETF (HXS.U)
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• Vanguard S&P 500 ETF (VOO)
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• Amplify Digital Payments ETF (IPAY)
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Q: Hi 5i,

Knowing that the US is not your focus, I would still value your opinion.

I have 30% of my portfolio in cash sitting in a USD margin account and I would like to invest in etfs for the S&P 500 and Nasdaq 100; could you please suggest etfs that do not pay any yield? I am also looking at IPAY and IWO for some diversification, would you be okay with this? Would there be any significant overlap in all these etfs? What percentage weighting would you have for more growth, medium to high risk tolerance and long term hold ?

Thanks as always. Please deduct as many credits as you see fit.

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Read Answer Asked by K on November 12, 2018

• CenturyLink Inc. (CTL)
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Q: What do you think of CTL moving forward after recent earnings? Is the dividend reasonably safe?

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Read Answer Asked by Chris on November 12, 2018

• Spotify Technology S.A. (SPOT)
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Q: any thoughts on Spotify right now? Would you hold or sell now? Comments on their recent numbers - thanks - Karen

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Read Answer Asked by Karen on November 12, 2018

• Ventas Inc. (VTR)
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Q: I am interested in this healthcare REIT as it has 6% dividend and the company has never reduced their dividend, even during the 2008 mess. I realize you do not follow U.S. txt much, but your opinion of this company would be appreciated.
Many thanks,
Jen

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Read Answer Asked by Jennifer on November 12, 2018

• Lumentum Holdings Inc. (LITE)
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Q: Is the price movement excessive based on the news? It probably does not help the poor sector momentum.

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Read Answer Asked by fwb181 on November 12, 2018

• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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• iShares Core Dividend Growth ETF (DGRO)
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Q: For US dividends, why own VGG (MER = 0.30% , div. yield = 1.34%) vs. DGRO (0.08%, 2.44%)?

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Read Answer Asked by Patrik on November 12, 2018

• INVESCO QQQ Trust (QQQ)
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• First Trust ISE Cloud Computing Index Fund (SKYY)
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Q: Is there any Cloud ETF that trades in Canadian dollar hedge or Unhedged. Which Technology ETF would you recommend?

Thanks for the great service
Hector

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Read Answer Asked by Hector on November 12, 2018

• Pfizer Inc. (PFE)
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• Verizon Communications Inc. (VZ)
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• Vanguard Dividend Appreciation FTF (VIG)
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• Cencora Inc. (COR)
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• iShares Select Dividend ETF (DVY)
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Q: Hi there,

In the process of transitioning my US 401K from a balanced portfolio to an income portfolio as i get ready to transition to retirement. If you could recommend 5 US stocks or low cost ETFs for income what would they be.

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Read Answer Asked by kelly on November 12, 2018

• Twilio Inc. Class A (TWLO)
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Q: Hi Team, any thoughts on Twilio. After big pop, would you recommend stepping in?
Thank-you in advance! Sam

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Read Answer Asked by sam on November 09, 2018

Q: any thoughts on vanguards value etf in the US.
Thanks

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Read Answer Asked by Tom on November 09, 2018

• Activision Blizzard Inc (ATVI)
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Q: Could you please comment on their results and outlook.
Should I sell it?

Thanks,
Milan

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Read Answer Asked by Milan on November 09, 2018

• NXP Semiconductors N.V. (NXPI)
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Q: Hi,
Norman Levine picked NXP Semiconductor November 8 on Market Call. Are you able to provide an outlook on this company and the thesis that once arbitrage ends after the failed Qualcomm deal it is likely to increase in value? It seems very cheap right now. Many thanks.
Michael

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Read Answer Asked by Michael on November 09, 2018

• AbbVie Inc. (ABBV)
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Q: Hi,

I would like to get your opinion on the following healthcare and industrial stocks I am planning to buy in equal amounts. Would you recommend any other stocks for long term investments under my registered accounts.

Healthcare:- ABBV, MDT,PFE,GILD
Industrials:- HON,ITW, UTX

CELG is at a better value currently. Would you buy that instead of ABBV ?

Appreciate your service.

Thanks
Ninad

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Read Answer Asked by Ninad on November 08, 2018

• Gladstone Investment Corporation (GAIN)
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Q: Can I please get your opinion of Gladstone's latest results. Thank you !

Dave

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Read Answer Asked by David on November 08, 2018

• GE Aerospace (GE)
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Q: Good day, I know it has been like quicksand, but I'm already in (at slightly a higher price) and am wondering if there is some value in GE around this price? For short-term (tax-loss bounce) and longer-term. Your insights are much appreciated. Thanks.

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Read Answer Asked by Michael on November 08, 2018

• Biogen Inc. (BIIB)
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• Pfizer Inc. (PFE)
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• Omega Healthcare Investors Inc. (OHI)
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Q: I own OHI (2% weighting) in my RRSP and over the past year have seen a decent run up in the stock. The dividend is now 8%. Can I get your thoughts on the company, short position and if you feel a move out of OHI to either BIIB or PFE would be advisable. Or just add a 2% position in these other two companies? 15+ year investment horizon.

D

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Read Answer Asked by Don on November 08, 2018

• Constellation Brands Inc. (STZ)
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• Vanguard S&P 500 ETF (VOO)
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Q: salut 5i! I have just sold my WEED holdings (at a nice profit .. also own small amounts of APHA and HEXO) and am contemplating buying either STZ or VOO .. with the general objective of further diversifying an already quite well diversified portfolio (stocks and etfs) .. I also hold VGG, VDU, FDN, XHY, and ZUH .. your thoughts? thanks!

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Read Answer Asked by Patrik on November 08, 2018

• Block Inc. Class A (SQ)
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Q: What are your thoughts on square's recent earnings?

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Read Answer Asked by Michael on November 08, 2018

• Block Inc. Class A (SQ)
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• New Relic Inc. (NEWR)
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Q: Hi Everyone at 5i! I am looking to pick up a growth stock in my TFSA. Would SQ or NEWR be a good candidate? Thank you, Tamara

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Read Answer Asked by Tamara on November 08, 2018

• Zoetis Inc. Class A (ZTS)
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Q: Looking at adding Zoetis ( ZTS ) to my RRSP account mainly for it's growth and US exposure - have held it's former parent company Pfizer for many years. Your opinion please - seems to have been on quite a run since the spinoff.

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Read Answer Asked by JOHN on November 08, 2018