Investment Q&A

Q: Good morning from the West Coast. I would like your opinion of COR please; I believe you discussed it at one time and would like your opinion of it now . Thanks very much, Rick

Q: On July 7 you answered a question about this ETF and stated it had a yield of 2.3% and a MER of 1.58%. Gordon Pape has issued a buy recommendation and indicated a yield of 7.4% and a mgt. fee of 0.75%. Could you please clarify this discrepancy and your own current view for this security.
Thank you.

Q: HD's price has been weak lately, is this due to slow housing ? What are your thoughts for HD long term?

Q: What short-term US bond ETFs would you recommend for a 1 -3 year holding period for
a US dollar rrsp?

Q: Hi, I would like to initiate an investment in Facebook, expect a "large degree of volatility and...have a long time horizon" (from the preface to your growth portfolio). What percentage of my portfolio would you suggest I allocate to FB? Thanks, Rod.

Q: What do you think of FIZZ (National Beverage)? It looks like the stock has been growing wildly for the past five years.

Q: Although recognizing the potential of Envidia I have chosen to take profits and move on. I don't wish to Abandon the semiconductor space and as a result am looking at ON. Recognizing this is a US company I would appreciate your thoughts.
Thanks

Q: Do you have any insights into Smart Sand versus Fairmont Santrol.
The price has dropped significantly and usage of sand within the industry is falling at this point in time. Is Smart Sand highly leveraged or do they have a good balance sheet and will survive ...... maybe it's time to add to my position.
Thanks DAN

Q: Hi Team,
Following a question about Canadian and US health care sector opportunities, I am trying compare and contrast IBB (iShares Nasdaq Biotechnology ETF) with XBI (SPDR S&P Biotech ETF). I realize the former focuses on large companies and has more concentrated positions in top holdings while the latter focuses on small companies with a more even distribution of holdings. What are your thoughts about a risk/return trade off between the two ETFs and what timeframe would you be considering to hold either one for an investment thesis to pan out? If you had to pick one, which would it be and why?
Many thanks, Michael

Q: Hello Peter and team, two questions:
1. I already own VIG. Can you suggest another unhedged US ETF for US holdings in an RRSP but with a focus on higher dividends. (I'm somewhat partial to Vanguard, but flexible.) A low fee is much preferred.
2. For an already diversified portfolio, and for a 5 - 10 year timeframe, would you kindly rank your choices for 'geographies' for new money - as between the Canadian market, the US, Europe, Emerging Markets or 'International' (i.e., excluding North America). If you have another category you would insert, please do. Also, if you like the long-term prospects for a particular country ETF, that would be appreciated as well.
Thank you@

Q: I've noted in the Q&A section you continue to support both CSU AND CGNX. I already own CSU and note that with all the 'noise' these days it seems to go about its business and is much more stable than some of the other tech. companies. Would you consider CGNX to be the same kind of company and do you think it would be a top American company to complement CSU? Are there 1 or 2 other tech. companies (Canadian or American) you could recommend that you favour that would help me to gain good diversification to the technology sector. As further guidance, I appreciated Mike's caution about the importance of being patient, but I must admit, I personally find it easier to maintain my patience when I'm invested in less volatile companies. As always, I appreciate your guidance.

Q: There are currently no obvious cyber security etfs listed in Canada. Do you have a short list of Canadian-listed cyber security stocks that I can make up my own pseudo-etf. As a long-time subscriber, thank you for your service.

Q: what do you think of etsy?seems to be growing in the right direction.
Would you buy it here or do you have any other options.
Thanks

Q: Hello 5i. I'm overweight in CBI and have taken a big hit (35%). Stock sits in my Lira account which I'm unable to touch for 10 yrs. Would you recommend I sit on this and hope for bounce back with possible infrastructure bill to be passed or take my hit now and move on? if so, what would you recommend to replace stock with in U.S. or Can? Please offer 1 stock on each side of the border.

Thx Rob

Q: I receive email alerts for the stocks I own or are thinking of buying through Seeking Alpha. Harned Khorstand put out a sell on AAOI saying the stock was going to $25.00 and he gave the reasons why. What do you make of this? Thanks Dennis

Q: I have room in my TFSA to add one or 2 growth stock in U.S healthcare sector. Are there any names that stand out to you?

Q: I hold a half position in each of ABC and CAH, am underwater on both, moreso on CAH. Please summarize your view on the US drug wholesale business going forward, and, provide the decision metrics for dropping one and increasing the position size on the other.

Q: Peter and His Wonder Team
Recently CDI was bought for $8.25 by a private company to close this quarter. For several weeks it has been trading between $8.20 and occasionally touching $8.25. Today on heavy volume of 837K it traded as high as $8.32. I did not think it would go above the purchase price of $8.25. What do you think is happening here?
Thanks for your speedy reply and great service!
Dr.Ernest Rivait

Q: Good Morning: I am thinking of increasing my position in ZWH and have been reading your responses to past questions on this etf. You note that approx. 50% of the dividend is in US dollars and therefore is susceptible to the US govt. withholding tax (in a non-registered account which is where I would be buying it). However, I assume that this amount would be recovered at tax time since that is the normal process for withholding tax on US dividends. I want to buy this fund with Cdn. dollars because the Cdn. dolar is up recently and it seems to be like buying US equities at a reduced rate. Am I correct in both these regards?
In the same vein, do most brokers automatically exchange the dividend payouts into Canadian dollars (no doubt charging their clients an exchange fee) and is this negotiable with your broker? Many thanks for your help.

Q: When would be a good time to make these acquistions?