Investment Q&A

Q: How do capital gains work with US stocks? In addition to the gain, do you have to factor in the exchange differential rate from purchase to sale. If the US dollar increased in value during this period, does that increase the gain to be declared and the other way around? Thank you for the great service.

Q: I am currently trying to diversify my portfolio with US and international exposure.I know you or i do not like fees but i have no experience in this area and you do not provide a US model so i am asking your opinion on investing in a hedge fund or looking at funds like Cambridge in particular provides but at a 2.45 mer.Please help me in my goal to diversify my RRSP

Q: Two part question:
1. Do the large US banks have more room to run or is the expected rate increase pretty much baked in?
2. To buy BAC and C I have to move $Cdn cash to my US$ accnt. Currency conversion can impact outcome. At 75c the $Cdn is up a bit. Should I buy now before the likely US interest rate increase? Or(2A) wait for a possible softening in the market around year end/ new year? Thanks for answering - but more importantly for your integrity, which was on display recently in your answer to the Forge First question.

Q: Could you recommend a U>S> bank stock ETF, preferably one that trades on the TSX?

Raymond

Q: Any suggestions for investing in US Stocks for long term period. Good safe investment with yield and growth potential.
Thanks so much.

Q: Would please comment on Urban Outfitters

Q: thoughts on fcx

Q: Would you please give me your thoughts on Masco

Q: Hi guys,

Just wondering if you could do a little research on this U.S. company (Bluebird Bio - blue) and let me know how their books look and how close are they to bringing something to market.

Thanks,

Jim

Q: Would xsu and zub be ok in a resp regarding with the holding tax. thanks

Q: Walmart is the only retailer in my diversified stock portfolio and is part of my Consumer Staples sector allocation. Much of my portfolio is invested in dividend aristocrats like Walmart, as I am retired and need the dividends. However, the media has done a pretty good job of scaring the heck out of me by saying that Amazon will out-compete Walmart (and everyone else in retail for that matter). I am concerned that future profit growth will be a challenge as WMT is investing heavily in e-commerce. However, WMT is ranked 5 stars by CFRA (formerly S&P) and should benefit from US economic growth under the new administration, so should I stick with it? Or should I switch to a more technology-proof consumer staples company like Colgate Palmolive?

Q: TD Bank lists these 11 sectors - going forward and post Trump what would 5is's top picks be for these 11 sectors:
1)in Canada?
2)in the US?
Consumer Discretionary
Consumer Staples
Metals & Mining Index
Financials
Health Care
Industrials
Information Technology
Materials
Capped Real Estate
Telecommunication
Utilities
Thanks kindly.

Q: Re HY bonds referenced in Friday articles by Michael:
Does this apply to XHY and if so is the article in line with your current thinking on XHY, and what percentage of a reasonably diversified portfolio should be held? Current holding is one percent of my portfolio.

Thank you for considering my question.

Q: A few years ago you recommended to me the Powershares ETF QQQ for the IT portion of my holdings. It has been a very good performer, thanks. I also own CSU, MDA & ENGH.

Do you still recommend QQQ as your top ETF pick? Are there any other items you would recommend looking at. It can be a stock, mutual fund or etf.

Thanks

Paul

Q: Hi Team.
In view of the current market rotation, cyclical stocks are performing better. Could you identify three US and three cyclical Canadian stocks that could still outperform in the new environment. What sectors other than finance will benefit from the new administration in the US.
I value your opinion.
Thank you
Raouf

Q: Mp portfolio closely mirrors you balanced equity portfolio (about 3 exceptions). I have been happy with its performance but note some analysts indicate a that the US economy will out[perform the Canadian economy over the next year. Do you think it is a good idea to pick up some U.S.stocks? What do you think. I favor ETS's at would make up about 20%of my portfolio.

Would you recommend such a move? If so, what ETF's would you prefer?

Raymond

Q: I have very little US exposure in my portfolio. What would be a good Canadian US equity growth fund or ETF that would allow me to participate in the New America under the Trump regime?

Thanks

Peter

Q: Concussions have been a major topic in sports and would like to know if there any companies that have developed/developing a product or service for the treatment of brain injuries.

Q: What do you think of the wisdom of buying PXMV to add to my US exposure? Esp its steadiness in a Trump universe, and fees?

Q: I currently hold OTC and KXS but am considering switching to EBIX, for two reasons. One is that I like the EBIX model, everything is in the insurance industry, any acquisitions can be integrated into improving existing products unlike say CSU where everything remains independent. The second, is that insurance will benefit from rising rates. I figure that rates will rise significantly in the next five years as a result of a shrinking labour force, aging population, resulting in wage inflation. The only negative is that EBIX is expensive following a stellar year. What are your thoughts.