Q: Hi Peter your thoughts? Amphastar Pharmaceuticals (AMPH) It seems to be the maker of narcan for fentanyl overdoses - big problem these days. How's the company itself? Other suggestions due to generics now? Thanks.
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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.
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iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN)
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Vanguard FTSE Canada All Cap Index ETF (VCN)
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Vanguard U.S. Total Market Index ETF (VUN)
Q: Hi 5i!
New member and I have found your wealth of knowledge very helpful in providing guidance for a relatively new do-it-myself “Core & Explore investor” and have prompted me to make some changes to my investment strategies and portfolio. My question is “Core Portfolio” management based and specifically regarding switching to Index ETFs from Index Mutual funds. I’ve been a regular monthly contributor to my RRSP built up and directing most of my funds towards a TD Canadian Index Fund TDB900 – e series and a lesser amount to the same e series TD International Index Fund TDB911 as they have very low MERs of 0.31% and 0.51% approximately. My strategy, since I dollar cost average into the indexes, is to continue to contribute to these TD mutual funds monthly but then funnel from them to ETF index funds so I can take advantage of the lower MERs of the ETF. Could you recommend ETFs to replace my current TD mutual funds? Would you also recommend adding a DOW Jones Index or another US index? What ratios would you consider appropriate for a portfolio? Any other thoughts are welcome and I’ll save my “Explore portfolio” questions for a later date.
Cheers!
New member and I have found your wealth of knowledge very helpful in providing guidance for a relatively new do-it-myself “Core & Explore investor” and have prompted me to make some changes to my investment strategies and portfolio. My question is “Core Portfolio” management based and specifically regarding switching to Index ETFs from Index Mutual funds. I’ve been a regular monthly contributor to my RRSP built up and directing most of my funds towards a TD Canadian Index Fund TDB900 – e series and a lesser amount to the same e series TD International Index Fund TDB911 as they have very low MERs of 0.31% and 0.51% approximately. My strategy, since I dollar cost average into the indexes, is to continue to contribute to these TD mutual funds monthly but then funnel from them to ETF index funds so I can take advantage of the lower MERs of the ETF. Could you recommend ETFs to replace my current TD mutual funds? Would you also recommend adding a DOW Jones Index or another US index? What ratios would you consider appropriate for a portfolio? Any other thoughts are welcome and I’ll save my “Explore portfolio” questions for a later date.
Cheers!
Q: Do you feel that JC Penny is a buy ? ( seems cheap but.... ) The retail sector seems to be struggling with JCP and Macy's trying to find a bottom :
Yet Smart-REIT and Simon Properties are chugging along fine .
This doesn't make sense to me .
Yet Smart-REIT and Simon Properties are chugging along fine .
This doesn't make sense to me .
Q: August 22/16 ? asked by Rino
The answer noted that TSLA will either work out or not. The why not case is presented in the link below:
http://jeffcnyc.tumblr.com/post/149083643277/ducks
Consider sending this to Rino given the parallels with Northern Telecom.
Publish at your discretion.
The answer noted that TSLA will either work out or not. The why not case is presented in the link below:
http://jeffcnyc.tumblr.com/post/149083643277/ducks
Consider sending this to Rino given the parallels with Northern Telecom.
Publish at your discretion.
Q: Would you kindly share your analysis of Lumentum (LITE) and Viavi (VIAV)? Also, would you own them long term?
Q: Could you please provide your opinion of AMD ( Advanced Micro Devices )Thanx Robbie
Q: Cambrex had good momentum and did very well for a while. Any idea why it turned negative ? Should I hold or sell ?
Thank you very much,
Jacques
Thank you very much,
Jacques
Q: Peter and Ryan,
I read recently that you feel the consumer discretionary and consumer staples sectors should be top priorities in a conservative income investor's portfolio. Would you please suggest 3-4 companies in each sector that you currently think would provide well balanced sector representation. Understanding your focus is Canadian companies, if possible, I would appreciate 1-2 American companies be included as well. As always, thanks for your most appreciated guidance.
I read recently that you feel the consumer discretionary and consumer staples sectors should be top priorities in a conservative income investor's portfolio. Would you please suggest 3-4 companies in each sector that you currently think would provide well balanced sector representation. Understanding your focus is Canadian companies, if possible, I would appreciate 1-2 American companies be included as well. As always, thanks for your most appreciated guidance.
Q: Hi Team, hope all is good!!
I have been interested in this company for awhile but haven't bought any yet. If you had to buy some stocks at which entry point would you feel comfortable buying?
Thanks. keep up the awesome work!!
I have been interested in this company for awhile but haven't bought any yet. If you had to buy some stocks at which entry point would you feel comfortable buying?
Thanks. keep up the awesome work!!
Q: Good afternoon
I read an article this morning regarding the continued demand for warehouse space as the growth of ecommerce continues.Can you recommend a few of your best investment ideas right now in how best to play this secular trend in Canada either REIT or non-REIT.I am looking at initiating a position.
Thanks for the outstanding service!!
I read an article this morning regarding the continued demand for warehouse space as the growth of ecommerce continues.Can you recommend a few of your best investment ideas right now in how best to play this secular trend in Canada either REIT or non-REIT.I am looking at initiating a position.
Thanks for the outstanding service!!
Q: I hold CEVA with a positive return so far and would like your opinion - should I continue to hold or sell? IDTI hasn't changed much since purchasing it. Hold or sell?
Q: I bought a small position in this company (Twilio - TWLO) a few day ago. Do you have an opinion on it since it started trading?
Thank you.
Thank you.
Q: I am well diversified. I plan to buy either NDAQ,EBIX,or add to the NVDA I already own.I also came across PRTS which looks interesting. Would you please give me your reasons for buying or ignoring these stocks. Many thanks.
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Cineplex Inc. (CGX)
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Premium Brands Holdings Corporation (PBH)
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A&W Revenue Royalties Income Fund (AW.UN)
Q: In a recent member's question regarding a conservative portfolio construction you said that there are good consumer discretionary companies that are growing income and dividends. Which ones in Canada and the US would you recommend other than the auto related ones? Many thanks for the great service.
Q: It seems that in my question asking you to rank DH, Disney and Cal-Maine, CALM was somehow dropped from what you received. In any event, if you could kindly address CALM in your response. Thank you!
Q: May I please have your current views re Sapiens Int'l. Thank you.
Q: Hello Team, I realize these three are very different companies. But could you please rank these in order for a conservative investor with at least a 5-year time frame to hold the chosen stock? No need to hit homers. A longer-term 5-7% annual return would be just fine! Thank you.
Q: Terraform Power
Q: With the devastating losses I’ve suffered on CXR (-85%) and PHM (-80%) my holdings in the healthcare sector are down to 5%. I was considering purchasing some IBB to bring it up a bit. After my experience with CXR and PHM I’ve become a bit worried about owning individual healthcare names and am now feeling more inclined to want the safety and diversification of an ETF. How do you feel about IBB or do you have any other suggestions? I already own GUD, SIS, and XLV.
Q: Hello 5i,
I try to heed the advice to diversify into U.S. stocks because they have stocks which we just don't have here in Canada. I have been wondering what some of these stocks might be for a fairly conservative, retired investor?
Right now I have the following companies:
3M
Apple
Calmaine foods
Goodyear Tire and Rubber
Conagra Foods
IBM
Pepsico
Proctor and Gamble
Bank of America
I have Calmaine for selling options on and it may go some day. I know that no one likes IBM but i believe it will turn around and pays a good dividend in the mean time.
But, I was wondering what to add or subtract from this list in order to have a well balanced, U.S. portfolio?
I have thought of adding Disney and Johnson and Johnson. I have looked at your suggestions, such as EBIX, NOC, LLL, JPM, GILD and ITRI and they look very interesting but maybe not for a person in my position.
I would certainly appreciate your thoughts on this process.
thanks
I try to heed the advice to diversify into U.S. stocks because they have stocks which we just don't have here in Canada. I have been wondering what some of these stocks might be for a fairly conservative, retired investor?
Right now I have the following companies:
3M
Apple
Calmaine foods
Goodyear Tire and Rubber
Conagra Foods
IBM
Pepsico
Proctor and Gamble
Bank of America
I have Calmaine for selling options on and it may go some day. I know that no one likes IBM but i believe it will turn around and pays a good dividend in the mean time.
But, I was wondering what to add or subtract from this list in order to have a well balanced, U.S. portfolio?
I have thought of adding Disney and Johnson and Johnson. I have looked at your suggestions, such as EBIX, NOC, LLL, JPM, GILD and ITRI and they look very interesting but maybe not for a person in my position.
I would certainly appreciate your thoughts on this process.
thanks