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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: Hi team,

Several years ago, I started moving money to the U.S. side for greater growth opportunities. I am now at 80% U.S. and with the weak Canadian dollar outlook, I won’t be going back soon. So, I appreciate your advice on the U.S. side, which I find to be very insightful, even though it is not your primary focus area.

To offset my tech risks, I like big cap and/or Dow stocks. DIS intrigues me for their many growth arms. I was not following closely all the wheeling and dealing among DIS, Comcast and others last year for Fox and other companies. DIS bought FOX and/or its entertainment assets and the deal closes early Wednesday morning. DIS was the worst Dow performer today (aside from BA). Did DIS overpay for FOX or is this just arbitrage on the stock before deal closes? DIS has a ton of content already so what does Fox add? I believe DIS now gets a bigger share of Hulu. Will Hulu become their primary streaming service or is something else planned by DIS to compete with NFLX?

I am just trying to better understand the outlook for DIS once the FOX deal closes.
Thanks for the insight.

Dave
Read Answer Asked by Dave on March 19, 2019
Q: Hello, I have a chunk of American money recently deposited in my non registered account. I hold some money in FLOT, and SHY . Could you make some suggestions for the cash. It should be fairly conservative . You could suggest stocks as well as fixed income.
Read Answer Asked by Deborah on March 19, 2019
Q: Could I get your thoughts on how HHL might behave in a recession. I understand Healthcare as a sector would be a Defensive sector however I also understand 5i is not to crazy about the cover call aspect, believing it would not protect again the down side. So how would HHL behave? Would the price fall greater than the average defensive share price, or would investors still consider it a defensive play and hold steady the price. Or would the cover call aspect cease to work and the dividends reduce? If it's more an impact on the dividends, is there a way of telling how much the
cover calling is adding to the dividends and therefore what dividends could be expected in times of a recession. Thanks
Read Answer Asked by Phil on March 19, 2019
Q: People of 5i I am seeking your expert opinion on IAC including a summary of positives, negatives, whether you would recommend it at this time and of course any other info you'd care to provide. Is this a risky buy at these levels? Many thanks for your guidance - Ken from Naples/Toronto
Read Answer Asked by Ken on March 18, 2019
Q: Other than VFV , can you please recommend a US etf that you like ,that sells in Canada
What are your thoughts on XUS.
Thank you
Read Answer Asked by Michael on March 18, 2019
Q: Hi,
I already own some MA but I want to add more exposure to this sector. Which of these companies would you suggest for a long term hold with minimal volatility? (I'm not sure why why my TD webroker trading platform lumps CRM into the same category as the others but it does?)
Is there a credit card ETF you like?
Also, are there any equivalent Canadian stocks?
Read Answer Asked by Graeme on March 18, 2019
Q: I hold the following technology companies for a 31.66% weighting in my portfolio. I need to reduce this to a maximum weighting of 20%. Given the holdings are long term, and I wish a balance between stability and aggressive growth in this sector, which of the above companies would you cut down or eliminate to achieve this goal? Current individual weights are; CSU 4.88%, GOOGL 4.94%, AAPL 4.8%,GIB.A 3.2%, SHOP 2.57%, PHO 2.56%,MU 3.27%, NVDA 3.22%, KXS 2.21%.
Read Answer Asked by Terry on March 18, 2019
Q: PLC is of interest to me but it seems to trade at a premium multiple - wondering whether there is a US listed company that would be an alternative...preferably with a dividend? Thanks as always.
Read Answer Asked by Michael on March 18, 2019
Q: In response to a question about a subscriber's portfolio you said “KO and JNJ we would consider less attractive for various reasons. We might add VZ and PFE instead.”. I am holding JNJ in a non-registered account with a cost base of $58.36/share. JNJ is 2.5% of a diversified portfolio. Is it still worth making the switch for PFE? Over the years, JNJ seemed to be a much better managed company than PFE. What has changed?
Read Answer Asked by David on March 15, 2019
Q: Hello Peter, Ryan and 5i Team:
Would you recommend to hang on to my half position in AAPL OR switch to one of the following: NVDA, XLNX or OLED for a 6-12 month hold? If the latter which one is your favourite given current market place environment and cap appreciation prospects?

Thank you kindly,
Romeo
Read Answer Asked by Romeo on March 15, 2019
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