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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: I am a senior and a long time dividend investor. I have found that patience and having some cash on hand to buy bargains have paid off handsomely over the years. When stocks go down, dividends go up and I simply buy more. Eg. BMO@ 56.00, Sunlife@19.00, Fortis@29.00 etc. Except in rare instances (Manulife) the dividends just keep coming. I mostly agree with everything John Heintzl says in his G&M columns. Recently he wrote "I supplement my dividend holdings with diversified ETF holdings". Can you suggest some specific ETFs to balance & diversify my Canadian large cap dividend stocks?
Read Answer Asked by wayne on December 19, 2016
Q: There is currently a plethora of ways to invest in the US Market without touching sector funds. Would you use any of the above ETFs and if so in what proportion or would you suggest using any other US ETFs as well. High conviction US Mutual funds are also an option; but the fees are somewhat higher. I currently have no US coverage and am looking at establishing a 15-20% position. I know timing is a bit of a quess; but with the recent run up would you please suggest a strategy?

Thanks and
A very Merry Christmas to all
Read Answer Asked by Warren on December 19, 2016
Q: I follow Contra the Heard along with your service to help me identify potential opportunities. Combined I have had some nice returns. This weekend Contra recommended GES. I wasn't able to find any previous questions on this retail chain. I also know being US is not your primary focus. However if you have any thoughts it would be appreciated.

Merry Christmas to you and yours.
Read Answer Asked by Mike on December 19, 2016
Q: Honeywell spun off ASIX to owners of their stock. I expanded my position to 1/3 and the stock has shown strength in recent weeks. i am debating whether to buy, sell or just continue to hold ASIX. Honeywell has been a good holding. Will ASIX perform well going ahead? Do you have any insight on the company?
Read Answer Asked by Greg on December 16, 2016
Q: Hi 5I team
My question is on a US stock. I've been holding Biogen BIIB for nearly two years and I'm down 32%. It does not look very promising under trump. I'm thinking of selling and moving the rest of the money in finacials like JPM or Bank of America. Could I get your insite. Thanks Maurice
Read Answer Asked by Maurice on December 16, 2016
Q: I assume hedging is a two way street - you get protection back to Can$ if the US $ falls but lose the gain associated with a US$ rise, and there is a cost to provide this?? So if the US$ looks strong going forward relative to the Looney is this the best strategy and are there other US banking sector ETF choices. What do you think?
Read Answer Asked by Mike on December 16, 2016
Q: I am thinking of investing in U.S. large cap companies more specifically an ETF. Are you better off to invest in a fund like SPY (U.S. dollars) or in the other canadian fund base companies like HXS,VUN or XUS. I noticed that the ytd. return is approx. 14% for SPY versus the others at %7% for this current year.
Read Answer Asked by serge on December 15, 2016
Q: Hello 5i
I am looking to find an individual investment or etf offering cloud storage securities. I prefer to invest with c$ due to currency exchange fees but if the best companies at good valuation are in US$, then so be it.

Would you please suggest a few options and comment on valuation or other significant indicator to consider before entry today?

Thank you
Dave
Read Answer Asked by David on December 14, 2016
Q: I have to raise some cash in my non registered account. Please rank (with some reasoning) the named companies from most desirable to least desirable . I will likely have to sell 2 of them.
Thanks once again RAM
Read Answer Asked by Ray on December 14, 2016
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