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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: Hi.

Currently moving my portfolio from mostly stocks to mostly ETFs. Was reading your latest ETF & Mutual Fund Update newsletter (February 10 2019 I Volume 25 I Issue 2) where I read this under 'Exchange-Traded Funds For Your RRSP':

'When it comes to Canadian-listed funds that hold U.S. equities or hold U.S.-listed ETFs it is best to avoid them because U.S. dividend income is taxed on your behalf.'

I also see XHC (CAN), listed in your Growth ETF Portfolio (Oct/11/2018), has only one holding: IXJ ETF (USA). Based on above, would it then not be better to hold IXJ directly in a USA $ RRSP account), if one is not concerned about CAN/USA $ hedging?

Thank you.
Read Answer Asked by Paul on February 13, 2019
Q: Hi 5iR TEam, I am struggling a bit with the concept of having a diversified portfolio, versus holding the highest quality stocks regardless of their sector. Ok, as a practical example I already own GIB and KXS and would like to add ENGH. The result for my portfolio would mean I'm overweight in the Technology sector. I have been overweight the Financial Services (Banks) for years and never regretted it. Is there an argument to be made for over weighting a sector when you can select high quality stocks and can't find that same quality stock by diversifying?
Lastly, am I correct in assuming that ENGH, GIB, and KXS are some of the best IT companies trading on the TSX.
Thanks Team. Cheers, Chris


Read Answer Asked by Chris on February 13, 2019
Q: Hi Team,
I have been averaging up on Google since 2013 and I am currently up 90% and it now accounts for about 8% (in C dollar) of my total portfolio. I am just wondering if I should take some money of the table (my risk tolerance level is above average). Your thoughts on this would be much appreciated.
Cheers,
Read Answer Asked by Harry on February 13, 2019
Q: Has there been insiders buying lately?
The results have been excellent the last 4 quarters. Where do you see the sp in a couple of years if this hasn't been taken out.
How is the recent large contract gonna affect the bottom line?
Would you start a 1% position?
Read Answer Asked by Josh on February 13, 2019
Q: Trying to get a bit more geographic diversification in a TFSA account that is, at present, all Canadian equities. Would you suggest something like HXS for US diversification with the swap arrangement to limit tax implications? Or would something like VGRO make more sense with greater geographic diversification and a little fixed income?

Thanks for the great service,

Doug
Read Answer Asked by Doug on February 13, 2019
Q: FNV, KL and AEM appear to be your current favorites in the gold sector based on recent responses. (Feel free to correct this.)
I have AEM and am trying to decide whether to add a bit more or sell it and get something else. The risk-reward calculus of FNV as a royalty co looks pretty attractive. Would you switch? Which of the three is your favourite overall?
Thanks!
Read Answer Asked by Chris on February 13, 2019
Q: Back in the glory days of PHM, CXR, VRX etc I feel like everyone was looking for "doubles". Expectations seem more modest (pot stocks excepted) these days but I am wondering if 5i could highlight 3 stocks in Canada and 3 in the US that have the fundamentals to suggest a possible double in 2019/2020? If you have time, a few words on the expected catalyst for each as to why the runway is long? Deduct credits as required to provide a full reply please.
Read Answer Asked by Tim on February 13, 2019
Q: Hi 5i,
looking for health care related stocks (other than Drug companies) that pay a dividend and are good for a 10 yr hold. Please rank them in order of reference.
Thanks,
Earl
Read Answer Asked by earl on February 13, 2019
Q: In response to Dave and his question regarding The Stars Group you used a phrase that you have sometimes used before; i.e. "The relentless selling may indicate something more". Perhaps you could elaborate. On the face of it you seem to suggest some investors have information not generally available to the rest of us and I'm not sure that's what you meant.
Thanks
Mike
Read Answer Asked by michael on February 13, 2019
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