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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: Interested in a large cap US financial stock. Which would you prefer, BAC or C or JPM or MS, or do you have another option.

Many thanks.

Clayton
Read Answer Asked by Clayton on January 15, 2018
Q: I'm contemplating replacing my WPC.N with IRM.N. Could you please give me your view on which you feel would be the better choice going forward for a dividend growth investor. IRM has had better growth than WPC but their debt is higher. Would this make them a greater risk in the rising interest rate environment?
Read Answer Asked by Bernie on January 15, 2018
Q: Hi 5i,
Looking to increase US exposure to healthcare stocks and narrowed down to EXAS, , NVRO, NUVA and ABAX. In your opinion which companies offer healthy growth in short to long term and given a choice which 2 companies would you pick based on forward P/E, PEG and price momentum? Thanks so much.
Read Answer Asked by Sean on January 15, 2018
Q: ZBK- BAC,JPM,WFC,C, =20% of holdings, rest are midsized banks, 2017 return 10% TER 0.74%
ZUB 2017 return 17% TER 0.80 %
XLF- BAC,JPM,WFC,C, = 32% of holdings + Berkshire H at 11%,rest are regional banks, insurance, financial services, 2017 return 22% TER 0.14%

Is this accurate?
I am 50% non reg., 45% RSP, 5% TFSA, retired living comfortably
Looking at 3% position
Your choice (or choices i.e. split) and why
What account
Thanks
Derek



Thanks

Read Answer Asked by Derek on January 15, 2018
Q: I have a position in my US dollar rrsp account in HACK and read of the management issues currently in litigation. What would you suggest regarding this holding - is it a buy sell or hold and what are your views concerning this issue. Is this likely to adversely affect this ETF longer term. I appreciate your thoughts on whether I ought to hang in or otherwise. Thanks so much.
Read Answer Asked by Ken on January 15, 2018
Q: What percentage would you put into each of ZWA (hedged) and ZWH (unhedged), for long term, as a rule of thumb, without knowing the rest of one's portfolio, but figure it's a reasonable percentage of one's U.S. component. Thanks for your advice.
Read Answer Asked by Jerry on January 15, 2018
Q: My daughter-in-law has asked me to opine on these 4 holdings (DDD (3D Systems Corp),JCI (Johnson Controls),Adient PLC F and CNDT Conduent Incorporated) she has.She works in tech in San Francisco. I value greatly your views and though you may not cover these equities if you have any insights for her to either buy sell or hold each of these and any other comments regarding these I would greatly appreciate hearing them. Secondly she has a substantial holding of shares in Cisco acquired through employee stock option. What is your view on Cisco regarding buy sell or hold and whether her capital could be better deployed in other tech names. Thank you sincerely.
Read Answer Asked by Ken on January 12, 2018
Q: Hi !
Any suggestion for a US growth stock with a good dividend to put in my RRIF ?
I am looking at Royal Dutch Shell (rds), Chevron (cvx), LyondellBasell (lyb), Diageo (deo), Global X NASDAQ China Technology (qqqc); any views on theses ? Please deduct the number of questions you deemed appropriate.
Thankfully yours,

Jacques
Read Answer Asked by Jacques on January 12, 2018
Q: With JP Morgan giving their earnings report tomorrow, do you think the tax changes in the United States are reflected in the current pricing? Also do you think at current pricing that it is a good entry point (new record high)? Would you recommend starting a position today before the report or waiting? Would you recommend this being added to an RRSP (no-withholding tax)?

Finally, I have tried to find that blog post that was written a while ago about what account is best to put certain securities (CDN vs. US vs. Dividend (CDN/US)) but I cannot seem to find it. If you would be so kind to provide a link to it I would greatly appreciate it as I find its a great guide for new investors like myself.

Thanks so much for all your advice and great service! I cannot say how much I learn on a daily basis thanks to you and your team!
Read Answer Asked by Justin on January 12, 2018
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