Investment Q&A

Q: I have a position in Visa. Analyzing the historical chart I can see that this stock just doesn't seem to go down. The only extended pull back since 2009 that I can see was in 2014 and it basically went sideways for about 10 months. Since than it has grown at least 25%/year. The yield is small, but with this kind of growth it doesn't really matter. Also, the use of Visa will only expand as tech companies fight for transaction fees, and with inflation their revenues can only go up. It seems to me only an extended recession can effect their growth. For these reasons wouldn't Visa be a good place to go "overweight"?

Q: YIKES..need I say more? What should one do with this great company who's shares are being devastated through no fault of their own? I bought at $285.11 US$. Should I hang in? Buy more???

Thanks again as always

Q: Hi !

Looking for a growth company relatively safe, with a good dividend to put in my RRIF. What do you think of Triton (trtn-n)? Any other suggestion ?

Q: Hi 5i: I've been holding Amazon for a while and have done quite well, but I'm getting nervous. I am thinking of selling and switching into Microsoft. This way I still have some "cloud" exposure and lower risk. What do you think of this move?

Q: If I wanted to buy some Amazon stock, in which account should I purchase it ?

Q: As a new member of 5i Research, I first want to thank you for the service you provide. Fantastic.

I am reviewing the Canadian portion of my RRSP, sector by sector. I have a balanced approach and 15+ years ahead of me before transferring to a RRIF.

I find myself a bit underweight and concentrated in Healthcare, owing only NHW.UN (4% of Canadian portfolio). I was thinking of switching half into CSH.UN for diversification within the Real Estate/Healthcare space, then add a 3% position in GUD for more growth. What are your thoughts?

Note: The US portion of my RRSP, which is half the size of my Canadian portfolio, is invested in Mutual funds with Healthcare/Big Pharma representing about 16% of my US holdings. So my strategy would bring Healthcare to 10% overall in my RRSP.

Thx.

Q: For diversification of U.S. blue chips I have been looking at a combination of HBF and ZWH. There is about a five company overlap in holdings, HBF is not as liquid or as diversified in its holdings, is smaller in size but pays a higher dividend. Income and reduced risk are my primary objectives. What are your thoughts on HBF, would it be desirable to hold both and if you were to consider a combination what percentage would you consider?
Thank you for considering my questions

Q: My portfolio is in need of US and global exposure. Currently I only own two US stocks FB(3%) and BAC (2.8%) I also own VEE(2.4%). Can you recommend how I can add to my US and Global exposure. Also what percentage of a portfolio would you make them? I'm 38 and a rather aggressive investor.

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.