Investment Q&A

Q: I have a large investment in VFV and would appreciate your opinion if I should sell my position in favor of VSP S&P 500 hedged? With thanks, Bill

Q: Hi Team Fab. I'm interested in US financials because of Trumps plans. How would you rank these.
Thanks.

Q: Hi there,

I have owned this stock for some time and recently it has been correcting even though they posted decent results. Anything that you know of that is driving this correction in the stock price.

Q: Hello. My 31 year-old son has been diligently saving for his future retirement, and has a combined portfolio of $80,000 (TFSA & RRSP). The money is mostly divided between Canada (45%) and USA (44%), with a small bit in the International market (11%). Under your advice last year, he sold his Canadian ETFs and bought some individual stocks. The result is amazingly better than the index, so THANK YOU!

Now, I'm wondering about his US portfolio. In the US part of the portfolio, he has several ETFs: VFV, VGG, ZLU, XSP - 42%, ZQQ- 18%, Health - XLV - 12%, and a remaining $10084 CAD cash (28%) that can be dedicated to US equities. What should he do with the money?

Alternatives: 1) increase his US ETFs. 2) buy individual stocks. 3) wait until the dip...
What should be the strategy for this portfolio? I'm interested in buying GOOG for him for a long term hold, but the price is too high for such a small portfolio. Any thoughts or suggestions? Thank you!

Q: Any idea why the recent price weakness in ULTA and would you advise initiating a position or waiting.
Thanks.

Q: I would like to invest n the US healthcare and have been recommended to invest in TMO but since this Would be the only stock in the healthcare that I would invest in I think it might be better to invest in a healthcare ETF and have found IXJ and IHI and wonder if better to invest in an ETF or ok just to invest in one US healthcare stock? If an ETF which one would you prefer?

Thanks

Q: Since you mentioned this company before, what is moving the stock price down? I don't own it but have been keeping an eye on the stock. Are you still positive about the long term company prospects?

Q: Hi, what do think of SWKS as a long term investment? To me, the numbers look very good: no debt; paying a dividend (+ increasing it); lots of cash; seems to be in a growth sector; and reasonable p/e ratio. Seems somewhat volatile though. Am I missing something? Thanks!

Q: What are your thoughts on holding this etf as a long term hold?
Thanks again.

Q: Long time DRIP investor in GIS and have well over a double on this stock. The chart over the last year is very troubling. Should I just keep DRIPing for another 10+ years or time to get out? This is in an RSP account. Your advice please. Ron

Q: Could you please give me your opinion about Paycom. Thanks

Q: Would you prefer the hedged or unhedged versions of these ETFs for a RRIF?

Q: looking to build a 5% weighting in consumer discretionary. hard sector to buy into given the Amazon effect. Had my eye on ULTA and SBUX for a while and they have pulled back to what looks like decent entry points. SBUX has an iconic brand and always seems to be able to grow the business. ULTA has done really well, seems to have good financials (very low debt) and good same store sales growth. how would you view these names in the cons disc space? would you have any better suggestions?

Q: My portfolio is somewhat light on consumer discretionary companies and I see that you favour this sector at the present time. Could you please explain your current support for the sector and suggest a few Canadian and American companies that you believe are fair value with solid growth prospects for the future. As always, I thank you for your appreciated opinions.

Q: I am up $2000 on ABBV. Its p/b is 24. I am holding for the dividend. Is it time to replace this with MRK?

Q: These 3 companies represent 5% of my portfolia. I was thinking of adding more BEAT. Can you give me your thoughts on BEAT? I could not find any reference to it under member questions.

Q: Hello to all of you at 5i,
I'm debating whether to buy shares of Borg Warner so as to diversify outside of North America or make a move on Magna for almost the same reason given it does a lot of business in Europe. Which one do you see as having the better prospects? Thanks in advance.
Robert

Q: Would you please compare the newer ishares etf XFA to the older claymore CLU?
Thank you.

Q: Please review Supernus Pharmaceuticals Inc. - SUPN Is this stock suitable for a buy and hold investor? Thanks

Q: Good morning,
I am considering an investment in the US bank and insurance sector.

What are your thoughts on the merits of investing in a US Bank and insurance ETF and of those available in Canadian $$$, is there one or two that you would recommend?

Thank you