Investment Q&A

Q: I know in the past you have tried to keep your cash allocation down to a minimum. The Income portfolio is now at 10.9%. Any plans to top up current holdings or to add new positions? Or is the current cash allocation being created on purpose?

Thanks...Steve

Q: The switch in telecom providers to Verison from T-mobile is creating quite the impact this morning on the share price. However, is this not a good thing? Management appeared upset about the relationship with T Mobile. I assume there will be costs in generating the switch to the new telecom provider, but I can’t seem to quantify a 14% move to the downside as justifiable when Ting is only a small part of the business...

Q: Thinking of purchasing for a long term hold. Would this be a wise move or is there another company you would prefer? Thanks as always.

Q: Any significance to today's press release?

Q: I signed up for yesterday's webinar but was unable to participate live. Where may I access the webinar now? I am enjoying Portfolio Analytics, and like the new updates to the service. Thank you, Jane N.

Q: Greetings 5i team,
I hold these three securities (one mutual fund and two ETFs) in my RSP for global (non-Canadian) equity exposure, total 17% (approx 150k) of overall portfolio and am looking for 5i analysis and possible replacement recommendations. Among the three I have some active management which has been successful, but expensive (EDG), some div income incl 50% US (CYH), some global non-NA exposure (XIN). I primarily invest in international securities for the diversification and growth and not nec income.
I would like to:
- possibly trade off the div income (CYH) for greater international growth
- understand if the active management component is worth the squeeze (cost) for this particular and only MF I own (EDG)
- reconsider the mix of international exposure among the three securities

What combination of ETF(s) would 5i recommend as potential replacement (or sustain as is) for these three securities that meet my goals?
TY for your work

P.S. Good webinar today on Portfolio Analytics.

Q: Hi 5i team,

I am wondering if you can compare VUN to VTI. Which is better to add to my portfolio? Since the holding of VUN is VTI, are they the same ? Are them both tax efficient in RRSP and TFSA accounts?

Thanks,
Alice Liu

Q: Hi 5i team,
I am wondering if you can compare VOO to SPY. Which is better to add to my portfolio? Are them similar? Are them both tax efficient in RRSP and TFSA accounts?

Thanks,
Alice Liu

Q: What are your thoughts on TWTR at this level as a buy & hold?

Q: I'd like to thank you for the Analytics walk through presentation yesterday and for answering my questions related thereto. I am in the process of downsizing from a house to a condo and have every intention of purchasing your portfolio management service as soon as my move is completed. Mike

Q: Peter; I’m aware of the Chinese ban on our pork but with the swine flu spreading across Asia and parts of Europe is it possible that China will have to reverse this ban, somehow saving face, and if so which Canadian public companies would benefit ? Thanks.
Rod

Q: How would you proportion a long term investment of $20,000. Among the above 3

Q: In your opinion how many years is short ,medium,long term for investment purposes?

Q: I know you have suggested growth stocks in tfsa,however if seniors who have their oas clawed back,would it not be better to have their growth stocks in their non registered accounts and their high income stocks in their tfsa?

Q: NFI seems to have a good backlog of orders; why is it still struggling? Still a good hold?

Q: What is with the 100% rebound in IFOS in the last six weeks or so?

Q: Stock Alerts....I would like your take on how to set Stock Alerts.
I have Income, Balanced and US Portfolios and I cast an eye on the stock prices generally on a daily basis, aka at the end of the day. But with this and that, and especially in the outdoor summer months, I thought it would be worthwhile, prudent to have stock alerts set to give me a heads up when a stock is hitting a new high or a 52 week one....and that's easy to do. But on the downside, what should I do to be aware if a stock is breaking down or taking a noise dive? Like what parameters or percentages or is there something else I should consider in setting downside Stock Alerts? ...........Tom

Q: I hold some ZHP. It 's going sideways since I bought it. I want to get your outlook over time on this ETF. Should I hold to it? It's down 5% since I bought it

I bought some VMO and it is down 3%. I read it is active ETF but I do not see any movement with the stock. What's your insight?

I have some US dollar and am thinking either of investing in ZTS or CSX .
Which one would you go with specially if there is an economic downturn?

Thank you

Q: Hi there,

I am always interested as much in which stocks do not make your income portfolio as which ones do. Is there a reason Corby has never made it - seems less volatile, good income , cash cow - on the other side very slow if any growth and low trading volumes. Just curious?

Q: Any idea why this is up over 40% on huge volume? I dont see any news. Thank you.