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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: Firstly, let me compliment your staff on the VERY quick response to my latest question!
Now, picking up on our changes to the Cash Acct, I have decided to move the bulk of our RIFF accounts to the US to counter the larger CDN investments in our Cash Acts.
I have picked only ETFS as I believe they best represent US national growth potential at this time.
I would appreciate your best advice & rationale on 4 or 5 of the following: UDOW, DDM, SPSM, XLE, DIA, VTI, XLF, SPY, IGM. Thank you.
Read Answer Asked by Robert on January 22, 2018
Q: Greetings 5i,

I am considering adding a long-term, full position (5%) in V. This addition is attractive to me based on its international brand presence, solid track record, and the rising interest rates that will likely help profits moving forward. I am not concerned about the short-term ramifications of the recent US tax reform on its long-term viability.

My current financial exposure consists of TD.TO and BNS.TO (roughly 3.5% each), as well as full positions in BRK.B and BAM.A (although, due to the breadth of their holdings, I look at BRK and BAM more like diversified "hybrids" than single financial positions).

I am 36 years old, debt-free, conservative (although not totally adverse to risk), and greatly prefer long-term holds that do not require constant monitoring. My investment portfolio is strictly for the purpose of expediting my retirement, and I have no need of its funds for the foreseeable future.

Does the addition of V sound like a reasonable course of action at this time?

Thank you.
Read Answer Asked by Lucas on January 22, 2018
Q: Good Morning. UTX is approaching 7% of my portfolio and I will soon need to sell some of it for portfolio allocation reasons. I would like to deploy the proceeds to a stock, either Canadian or US based, in the same sector. Do you have some suggestions? thx JR
Read Answer Asked by John on January 22, 2018
Q: What is the trend in the short position in GE shares over the past several months? What if anything does 5i "read into" the trend? Is it correct to think the short position in a stock reflects how "the big guys" (hedge funds, etc) are evaluating a stock?
Thank you. Edward
Read Answer Asked by Edward on January 22, 2018
Q: MU is down $1.24 to $42.75 as of Fri. Jan.19, 2018. It seems cheap at 6.5 times forward earnings & with a PEG of .34. I would like your opinion on buying a half position in this company. About an hour ago I asked another question re ORBK- Orbitech Ltd.& would appreciate comments on whether you would recommend either, both or neither of these companies as a half position?
Thanks, as always, for your great advice.
Read Answer Asked by Dave on January 22, 2018
Q: Hi there,

I currently have a blend of your Balanced and Growth portfolio - mostly switching out the large, higher yielding names with small to mid cap growth names (which were suggested to me by your team in an earlier question). It has performed well in 2017 and I am happy with the results - however, my entire portfolio is TSX based. I am looking for diversification but don't want to sacrifice the growth tilt, which sometimes ETFs tend to lead to. Based on my existing holdings, which ETFs would you recommend that would be more growth tilted and add a broader global exposure? Also, what weighting would you consider making these holdings?

Thanks for your great service!
Read Answer Asked by Michael on January 22, 2018
Q: Good day...I am in the process of moving money to the u.s as currency seems to be at the proper spot and also I have all of the balanced and income portfolio now, so my question is would I be better using etfs - MXI - SOXX - XLV and IYF or using ICHR - NVDA - ISRG - HD - JPM - V - HD AND DIS...my thoughts are this will give me diversification that I cannot achieve with 5i stocks...your direction has made a huge difference to my portfolio but I feel I need some geographic diversification ....I look forward to your answer and thanks...gene
Read Answer Asked by gene on January 21, 2018
Q: I have some U S Dollars to invest. What 5 U S Companies would you recommend for Capital Appreciation over next two years. ?
RAK
Read Answer Asked by bob on January 21, 2018
Q: Can I get your assessment of this company in light of cannacord's recent endorsement as a promising stock for this year (being mindful that it's price jump today has breached the analysts' target price for the year) . Financial Post also noted that iAnthus' inclusion on the upcoming mjna growers index etf may impact its performance to the upside. Your valued thoughts pls
Read Answer Asked by Vicki L on January 19, 2018
Q: Multiple questions:
According to my information 92 percent of Fortis’s revenue is from regulated sources. As such would increases in interest rates only effect the company in the short run as the increases in interest expense would eventually be passed on to the consumer when changes in the rate base are applied for by the company and granted by the regulators? This ignores the maturity date of the company’s debt and the fact that the rate base increase granted may be less than that applied for.
Not in your area of expertise but I would appreciate your opinion on state owned China Mobile (CHL: US) and Omega Healthcare (OHI: US) as to their suitability from a risk perspective for an income oriented retiree.
Thank you for considering these questions.
Read Answer Asked by Gail on January 18, 2018
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