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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: The potential for an increased US protectionist stance has me thinking about the possible impact on Canadian companies (non-manufacturing) doing business in the US. Some of the big Canadian banks like TD have significant US exposure, as do some utilities like FTS or AQN. These companies are Canadian, but have US offices and presumably employ thousands of Americans. They do not really export any product into the US. Do you see any reason for concern for Canadian companies like these that have US offices and employees that provide a service (as opposed to selling a Canadian-made manufactured product into the US)?

Are Canadian banks, utilities or similar companies covered under any NAFTA provisions that could be re-negotiated? Do the profits on their US operations all come back to Canada?

Perhaps it is a little premature for these questions, but I hope 5i will be proactive in keeping its clients advised of any developments respecting Canadian companies operating in the US.

Thank-you
Read Answer Asked by grant on January 23, 2017
Q: Hello 5i team,
I am a value investor looking for dividend income. I would like to know if I should sell JNJ $3000 profit, M M M $4000 profit, T $5000 profit and others with $1000-$3000 profit. I do not need the money. I like to hold and sell only if there is a problem such as dividends disappearing.
If you write "sell" what do you think of "Old Republic", and "BB&T"? If you suggest "sell all with profits $1000-$4000" could you suggest replacements for dividends with a 10 year outlook?

thank you
Stanley
Read Answer Asked by STANLEY on January 23, 2017
Q: Would you be an investor in CSX based on Hunter Harrison taking the helm? It has popped almost 20% today on that rumour. Would you wait until it becomes official? I missed out on the CP run while he was in charge and am interested in your opinion if he can replicate his success once again.
Thank you
Read Answer Asked by Marty on January 19, 2017
Q: Shipping companies seem to be on a tear today. They've been in the dumps for years and supply has been cut, is it finally time for a rebound as commodities may finally get a re-run and the inflation trade plays out? I've been looking at a few US listings SBLK, GNK, DSX as examples - wondering if you had an opinion on the sector and any recommendations? thanks
Read Answer Asked by petra on January 19, 2017
Q: We I currently own vfv in my husbands Rrsp account and have done quite well. Since he has now retired we are slowly repositioning his portfolio from income / growth to more income with safety we are thinking of selling vfv and purchasing a covered call etf that would still provide exposure to the us market. Do you think this is a wise decision,and if so what do you think of the Bmo Zwh? And which one would you purchase at this time-ZWH or ZWH.u? Are there other consideration we should be thinking about? Thank you
Maggie
Read Answer Asked by Maggie on January 18, 2017
Q: Still hunting for income without taking on too much risk.

Both BIF.UN and PEG have yields in the 8% range.

I would appreciate your comments regarding adding these to a portfolio that contains most of all three of the 5i Portfolios, and is reasonably well balanced despite being underweight in utilities.

Thank you.
Read Answer Asked by Donald on January 18, 2017
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