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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 bought Citigroup 3 months ago for exposure to US financials and it's been a dog (flat) compared to its peers and the XLF in general (5-15% higher). I knew it was the most international compared to some of the others and thus less exposed to higher net interest margins but I felt like this was priced in given its discount to peers and thought that it might benefit most from deregulation and a tax holiday on repatriated funds. It has yet to really even break out of it's longer term trend as opposed to a Bank of America or JP morgan. Is my thesis bust? Should I switch into BAC or just continue to hold C and allow this to play out?
Read Answer Asked by Scott on March 07, 2017
Q: Having worked in the USA for a while, I have some investments in 401K Mutual funds. The performance is substandard at best, compared to following 5i advice and my Cdn portfolio.

Unfortunately liquidation and transfer of the funds north would initiate huge tax consequences. Could you recommend some US equivalents to the conservative mix you have in the Income portfolio.

Thank you


Steve
Read Answer Asked by Stephen on March 06, 2017
Q: Hi folks, I hold few speculative shares of Twitter at $27sh and been holding long time. After last Q and another misfire by Dorsey, analysts have ratings from sell to buy, with Targets ranging from $9 to $25. Can I get your opinion on the company & stock going forward,and,whether it is still worth holding (probably looking for buyout), or take my loss and move on, thanks as always, jb
Read Answer Asked by John on March 06, 2017
Q: Hello,i'am really concerned that the media and Democrates in the states are going to try and shut Trump down, or impeach him,with all they got to throw at him, real or not.
If they are to succeed, i'am thinking the market will take a big hit.
I was thinking of liquidating up to 40% of my portfolio and ride this circus out.
What would be the best way to do this GIC,Bonds,ETF or something else
Thanks
Read Answer Asked by Brad on March 06, 2017
Q: I was asked to review my sons portfolio and he is a ETF investor mainly. I have a concern with the very high MER of 3.76% current for healthcare Leader income ETF It has a high yield (8.4%) that I think is tempting him but Brand leader fund by the same firm has a mer of 1.44 %. Why the big difference. I see the hhl is advertised and promoted heavily on BNN. Are they charging fund holders for their promo on a under preforming fund? I found a great site The Wealth Game (wealthgame.ca) that lets you calculate the true cost over time of fees. It can be an eye opener for younger people with longer time horizons that are sucked into what they may think are low fees such as 2 or 3 percent. Your views please.
Read Answer Asked by James on March 03, 2017
Q: Holy Insanity! Who are the crazy gamblers (not investors) buying SNAP Inc at a price/sales ratio of 71 times! A valuation like that makes companies like Shopify and Nvidia seem like a bargain! I don't see anything that resembles a "moat" with this company, especially since Facebook has duplicated all the cool features of Snapchat onto Instagram? Am I missing something here 5i, or is this going to be the easiest SHORT for the next 2 years?
Read Answer Asked by SHANE on March 03, 2017
Q: Company beat on earnings by .01, but revenue was down. The Market has really punished the stock this am, and I am questioning whether it is as bad as it really looks. As a shareholder should, I wait for a further quarter to assess.
Going forward, just wondering what your take is on the company, it is a buy, hold or sell at this point.
Thanks and look forward to your reply.
Read Answer Asked by Rick on March 02, 2017
Q: Hi 5i,
The after hours trading (Feb 28th) on SRPT was ugly following their report. A big miss on expectations but they were expected to lose money and I can’t tell what the expectations themselves might have been based on. I know you may not be overly familiar, as it is a US stock, but can you help size it up? I'm wondering if it is real trouble or maybe an over-reaction opportunity once things settle down a bit. Thanks!
Read Answer Asked by Lance on March 01, 2017
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