Investment Q&A

Q: I would like your recommendation on ETFs for the US and Int'l portion of my portfolio. First a little background. My wife and I are both retired and in our late 50's with company pensions and CPP and OAS available when we reach age 60 and 65. Given that these income streams are secure and cover living expenses I have structured my Investment portfolio with 10% Fixed Income (CBO) and 90% equities of primarily dividend paying Canadian companies. I would now like to increase my US to 10%, Int'l exposure to 7% and Emerging Markets to 3% and want to continue to earn a good dividend yield. I would like to keep all my holdings in Cdn $ and am considering the following ETFs. The stock selection methodology of these ETFs should provide less volatility with a good and growing dividend. These would be for a long term hold.
U.S. - ZDY - 3.0%
Int'l - ZDI - 4.0%.
Emerging - RXD - 2.7%
Your thoughts on these choices or alternatives would be appreciated.

Q: Hello, Peter
I am holding prw for a while, but I am seeing this one dropping ever day, should I hold or sell?
Thank you
Yingzi

Q: New to 5i and very good information.

Please could you give opinion on Nwh.un Northwest healthcare properties.
I have a position and was wondering if it's worth holding or sell and invest elsewhere.

Thanks

Q: Hi Guys, TDG has just announced a "strategic business combination" with CanElson although it appears more of a take-over. What do you think of this transaction.
Mike

Q: Teck is about 1.1% of my portfolio now. I am losing about 50%. If I sold to take advantage of capital loss Which other name could I buy to participate in a recovery, Or should I just forget about the sector? I also own VAlE Same situation .05% of portfolio, should I switch to rio tionto or BHP.

Q: Your take on ET's results today especially as to Revenue & Eps vs estimates,& effect on its price.Thanks a lot for your usual great services & views

Q: I have owned byd.un for several years and I love the stock action, reasonably low volatility with nice steady growth, and not talked about to much. Can you give me 3 or 4 other companies within your coverage group that you think will have the same stock action over the next 4 to 5 years?

Thanks as always for a great service, Darcy

Q: Hey Guys,

Thanks for the great service. Rising bond yields have recently put pressure on BREP. I agree with your assessment. Just wondering what your thoughts are on the company in a sustained higher rate environment? Would you think the cmpd 12% to 15% targeted return from them is feasible?

Trevor

Q: Hi 5i:
I'm seeking your advice on my health care /biotech holdings, and I'd like to know if I should shorten the list (I tend to hold too many stocks), make any substitutions, or change relative weightings. I hold five: IBB (full position); CRH (2/3 position), and CXR, GUD and PHM, all 1/3 positions, approximately. They together comprise 11% of the stock holdings in my actively managed portfolio. Also, do you think this is a reasonable total weight for the present market? Thanks for your valuable advice.

Q: Are you aware of what proportion of the share price of FSV before the spin-off have been or will be awarded to CIG and the new FSV as the cost price for each.Thanks for your past and continuing assistance. Don.

Q: Hello Team
Is there any red flags with the options the management keep issuing to themselves.
Thank You

Q: Counsel has shown another good quarter and shows good promise, yet, although they report positive results, the share price slips. Can I have your assessment? Thank you

Q: Hello Peter & Team,

I would be interested in your thoughts on the recent PHM acquisition?

Thank you for the great service.
Tim

Q: Sorry, already own stock and want to add to position, however can you please what is expected vs .33 estimated.
Thanks

Q: Peter, Aecon seems to be behaving better as of late, and has won a new contract. I'm about 20% under water on this position, but as I'm looking for a 5 plus year hold I'm considering adding to my current half position. Your thoughts appreciated. Also, might this be a stock you might commence coverage on?

Q: Given sector uncertainty, no dividend, and what looks to the naive eye as an overbought share price, is there still meaningful upside to AAV?

Q: your opinion on buying this before earnings announcement tomorrow.
Thanks

Q: I submitted a similar question last night but it seems to have been missed.

I am looking at managing the portfolios for a couple of family members and I have some questions as to the basic construction of these portfolios. Each of the portfolios is valued in the mid 6 figure range.

First, I am considering using a Canadian broad market ETF for perhaps 15% of the funds and then spreading the remaining money among 25 fully diversified stocks. I am thinking of the ETF as a way of providing a foundation but am I really only diluting the effects of the growth of the other investments?

Secondly, I would put 25% of the money into US dollar investments. When doing this, is it best to treat that as a "separate" portfolio, meaning that it should be fully diversified in its own right or are the Canada and US markets similar enough that I can ignore the border when diversifying?

Finally, do you treat spouse's investments as two separate portfolios or as one, meaning theoretically should two spouses have identical holdings?

Thanks for the insight.

Paul F.

Q: Re: Brian's question today about NXPI...just got this news (seems good news) about NXP:

-Switzerland's Finanz und Wirtschaft has reported local firm AMS (OTC:AUKUF) has lost deals to supply NFC signal-boosting ICs for future iPhone and Apple Watch models. Going forward, Apple will reportedly rely exclusively on NXP (NXPI +2.2%) to supply NFC parts.

-AMS fell 21.1% in Zurich on the news. NXP is joining tech and chip peers in rallying. Various teardowns have uncovered NXP NFC controllers and AMS signal-boosting chips in the iPhone 6 and Apple Watch. NXP also supplies NFC controllers for Chinese Galaxy S6 models; Samsung NFC controllers have been found in international models.

Q: Hi Peter and Team, My wife's TFSA is doing very nicely, thanks in large part to 5i's suggestions. (Allied Properties REIT is the only stock she owned prior to joining 5i). At present, the holdings are:
AP.UN 25.4%
CXI 15%
DH 13.2%
XHC 3.2% (a place to put distributions with no fee)
KBL 43.2%

She just deposited $4500 to get to the $10K allotment for this year's contribution. Where would you suggest putting the $4500, either in something new to improve diversification? We also expect that some re-balancing may be necessary. Thanks as always for your great service and advice.