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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: Hello again gurus!

I am interested in increasing my US holdings.

I presently hold the Vanguard Total Market and like its very low MER. I intend to add to my US holdings. What is your opinion of the BMO's ZWH?

Would you suggest that I simply add to my Vanguard Total Market Fund or put my new money into something like ZWH which, while it has a higher MER, also has a higher dividend?

Either way, I intend to buy and hold the ETF's.

Thanks.
Read Answer Asked by Peter on December 04, 2015
Q: Greetings all. I'm looking to add some U.S. Growth stocks to take advantage of their recovering economy and to diversify against possible continued weakness in our own over the next few years. I understand you don't cover the U.S. here, but are there any companies that your team is excited about in terms of growth stocks in a couple of the higher weight sectors? Thanks very much.
Read Answer Asked by Rick on December 03, 2015
Q: Bonjour, please comment on the future of this company.
Merci
Ronald
Read Answer Asked by Ronald on December 03, 2015
Q: Hello team, Any reason you know why the stock has been dropping for over a week? Is it still good to hold/buy?
Thank you!
Read Answer Asked by Silvia on December 03, 2015
Q: You have XHY in the Income Portfolio. It has not performed well overall. I did a graphical comparison with ZWH and ZWH looks far superior. ZWH has increased in the last year whereas XHY has gone south.

I'm thinking of selling XHY and buying ZWH. May I have your thoughts on this move?

Thanks ... Ron
Read Answer Asked by Ronald on December 03, 2015
Q: Hi Peter and team
Could I get your opinion on Lululemon. I've held it for quite some time, and seems in the last year or so as it gets going another negative report comes out. Is it worth holding or just move on. Thanks.
Read Answer Asked by Maurice on December 03, 2015
Q: Hi Team,
Could you give me your view on Netflix? Can you also explain how an investor can expect to profit given the astronomical PE, other than a pyramid structure or some other similar scam?
As always, your advice is most appreciated.
Read Answer Asked by Marco on December 03, 2015
Q: Hello Peter and the 5I team
I am wondering what your opinion is on this stock? Can this extreme decline in share price be solely because of the potential interest rate hike or is there more to this story? To me the company seems to be run by good management the P/E ratio seems a little high but historically seems in line. What surprised me was that this company raises it's dividend (which is at 9.85%) almost quarterly, that does not seem like the characteristics of a business that has had its share price cut in half in the last 8 months. Would this stock be a good buy for income?? Would you start a position in this company today or wait and if you would wait at what point should a person initiate a position. I am interested in your opinion on this one.

Thanks
Read Answer Asked by Darren on December 03, 2015
Q: I would like your thoughts on Kinder Morgan's business risk?
Read Answer Asked by Stephan on December 03, 2015
Q: Would you please give me your thoughts on this company
Read Answer Asked by Ron on December 03, 2015
Q: I just bought an opening position in Disney. I wanted your opinion on cord-cutting in the industry. We've in the past year how cord-cutting and regulatory changes in Canada have impact Corus' anticipated revenues.

With half of Disney's revenue and profits coming from ESPN and other TV franchises, is the current negative sentiment (e.g. subscribers to TV declining) warranted even though there are more high profile near-term catalysts like Star Wars, Marvel etc that will continue to contribute to top and bottom lines for many years to come?
Read Answer Asked by Eugene on December 03, 2015
Q: Hi ...can you comment on the current apparent disconnect between the AIG stock price and the company's warrants . The stock is currently trading close to it's year high ...yet the warrants are off over 4$ . Seems too rapid in terms of time erosion on these warrants as they don't expire till 2021 ....lots of time left .. they trade over 29$ in August . ...an opportunity?
Read Answer Asked by Kim on December 02, 2015
Q: What do you think about buying some David's Tea at this price leve? I really like the brand and I'm a regular customer but didn't want that to skew an investment decision.

Thank you
Read Answer Asked by Douglas on December 02, 2015
Q: What is your favourite defence sector stock ? Thanks.
Read Answer Asked by Norman on December 02, 2015
Q: Hi there,
Could I please get a brief analysis and your opinion on Canadian Solar. It is trading at a low p/e and is approx 40-45% down from it's high. With all the recent talk about clean energy is this stock a buy? It appears to be under valued, contracts world wide and has a decent insider ownership? Why is is down so much? What is the risk level and growth outlook over the next couple years. Thanks, Kerri
Read Answer Asked by KERRI on December 02, 2015
Q: Hi Team

I noted your comment to Shyam on Dec 1st regarding Google. In the tech sector would you see Google or our own CSU as being the preferred choice for a long term hold?

Thanks.
Read Answer Asked by Peter on December 02, 2015
Q: the last question on this stock was in 2013 what do you think of it today
Read Answer Asked by Pierre on December 02, 2015
Q: Would appreciate your current outlook for General Electric, GE.US. Thanks
Read Answer Asked by ken on December 01, 2015