Q: Hi, what do you think of Sabra Healthcare REIT (SBRA) for aging US population? How does it compare to CSH and Sienna in Canada? Is timing OK with forecasted 3 rate changes in US this year? Other better suggestions for aging US population?
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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 Peter and Team,
I have some cash sitting in a US account that I want to leave on the sidelines for now. I was thinking I should put this in something that gives me a bit of return but won't crash with markets if they crash. Is there a good proxy for cash that provides some yield that you can suggest which would be US Dollar denominated?
Thanks,
Marc
I have some cash sitting in a US account that I want to leave on the sidelines for now. I was thinking I should put this in something that gives me a bit of return but won't crash with markets if they crash. Is there a good proxy for cash that provides some yield that you can suggest which would be US Dollar denominated?
Thanks,
Marc
Q: GM your view please. Do you agree with Morningstar as to $50 fair value.
44.22 NOW
50.51 FAIR VALUE
44.22 NOW
50.51 FAIR VALUE
Q: Facebook has had a good run in the past 12 months and there is a good mix of analysts who rate it as a buy. However Pivotal Research rates it as a sell and calls for a 24% drop in the current price. What is your opinion of FB? Is Googl a better stock at this juncture or would you recommend I look at another stock in this sector.
Q: Would you buy ford,
Thanks Phil
Thanks Phil
Q: I'm wondering whether your opinion of EVI has changed over the last few quarters?
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iShares US Dividend Growers Index ETF (CAD-Hedged) (CUD)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
Q: Would you pick CUD or VGG or is there another alternative that you prefer? Would you switch from one to the other?
Q: I currently hold Bank of America and would like to add a second US Bank. What would be your recommendations?
Q: Hi All at 5i! Could you tell me what the difference in holdings are in these broad ETF S ..which would be the better to hold for the best broad exposure ? And a second question ..could you suggest a Us Money Market ETF. Thanks, Tamara
Q: Happy New Year Peter and team.
I keep hearing that US Banks will do great in 2018 and am switching from ZWH to ZUB in my RIF where I have a 8.4% weighting. Is this a good strategy or do you have other ideas and why?
I keep hearing that US Banks will do great in 2018 and am switching from ZWH to ZUB in my RIF where I have a 8.4% weighting. Is this a good strategy or do you have other ideas and why?
Q: Constellation Brands released their 3rd quarter results today and stock dropped about 3%, as company moderated its full year expectations to the lower end of forecast. Overall profit was higher, though. What do you think of the results and the company for a small investment, as a part of sector allocation ( and US Equity exposure) for long term ? I have been thinking about it for a while, but never got an opportunity. Thanks
Q: At the beginning of each year I like to invest in my tfsa first as I feel its the best investment vehicle I have. But my portfolio is very Canada heavy due to some selling at the end of the year. So I have a bit of dilemma in that I have funded my tfsa but the stocks I'd like to buy are american for diversification reasons. I do have a few Canadian stocks I'd like to buy but it will only add to my lack of geographic diversification. But I know my tfsa is not the best location for US stocks from a tax efficiency point of view. So my question is, what do you think is more important? Adding geographic diversification right away (buy a US stock in my tfsa) or the tax efficiency of my portfolio (Buy Canadian Growth and buy US later in the year).
Q: A very hearty thanks to 5i. I am up a total of 16.3% in 2017, well above the TSX.
I hold all the equities in your model Balanced Equity portfolio (although not in the same weightings). I also have a 5% holding in ZLB which has done reasonably well for me (up 72% since Sept. 20, 2013) but since I already have most of my portfolio in Canada, I was thinking I should switch it to a foreign ETF. I am currently have small holding of ZUE at 3.5% of total, ZDM at3.2% and VEE at 2.9%, all three totaling just under 10%.
Would you agree with switching ZLB and into which ETF if so. Or would you have other suggestions. I am not particularly afraid of volatility as long as the investments are solid.
I hold all the equities in your model Balanced Equity portfolio (although not in the same weightings). I also have a 5% holding in ZLB which has done reasonably well for me (up 72% since Sept. 20, 2013) but since I already have most of my portfolio in Canada, I was thinking I should switch it to a foreign ETF. I am currently have small holding of ZUE at 3.5% of total, ZDM at3.2% and VEE at 2.9%, all three totaling just under 10%.
Would you agree with switching ZLB and into which ETF if so. Or would you have other suggestions. I am not particularly afraid of volatility as long as the investments are solid.
Q: HI team,
Could you tell me your opinion about NVTA.
Thanks
Could you tell me your opinion about NVTA.
Thanks
Q: I hold the above companies in my US portfolio. I would like your opinion on large cap US tech stocks in general.
Many thanks for your service!
Many thanks for your service!
Q: Thinking of getting into this one. Thoughts or suggested alternative for growth in TFSA. Thanks for all you do!
Q: Hi team,
I used to own MU about 10 years ago but never made any money on it. The stock was stuck in the doldrums for years. Back then it seems they had no pricing power, semiconductors were just a commodity and there were not as many uses for the product. Now there seems to be many more potential uses in future automotive design, the internet of things, artificial intelligence and many others. I missed the big run for MU the last 2 years or so (can’t be everywhere in the market). I am also following AMAT which also had a big run. What are the prospects of these two going forward in 2018 and would you buy either one today? Is there better pricing power in the industry or is it just sales volumes with the many new uses that is driving the huge price gains? Am I too late to the party?
I have some technology stocks (no semiconductors) but I am not too concerned with sectors or weightings at this time as I tend to let things run a bit until I cut back (or the market does it for me).
Thanks again,
dave
I used to own MU about 10 years ago but never made any money on it. The stock was stuck in the doldrums for years. Back then it seems they had no pricing power, semiconductors were just a commodity and there were not as many uses for the product. Now there seems to be many more potential uses in future automotive design, the internet of things, artificial intelligence and many others. I missed the big run for MU the last 2 years or so (can’t be everywhere in the market). I am also following AMAT which also had a big run. What are the prospects of these two going forward in 2018 and would you buy either one today? Is there better pricing power in the industry or is it just sales volumes with the many new uses that is driving the huge price gains? Am I too late to the party?
I have some technology stocks (no semiconductors) but I am not too concerned with sectors or weightings at this time as I tend to let things run a bit until I cut back (or the market does it for me).
Thanks again,
dave
Q: My question is on Sabine Royalty trust. Just curious if there are any risks to trust with in the next 5 years. I have held this for a while now collecting the dividend.
Thanks Jimmy
Thanks Jimmy
Q: Hello,
Could you please comments on TrueCar Inc valuation compare to its peers. Is its business model better than others? Is it a buy or hold if already owned.
Thanks
Victor
Could you please comments on TrueCar Inc valuation compare to its peers. Is its business model better than others? Is it a buy or hold if already owned.
Thanks
Victor
Q: I am thinking of adding to National Health Investors Inc NHI, its a REIT in the healthcare sector. Others I like are Ventas Inc VTR and Welltower Inc HCN. Which would be your favorite and is NHI a good buy.
Thanks
Thanks