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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 5i Team,

Recently you recommended VGG ETF for US exposure as a portion of an RESP portfolio. I see Vanguard also has VIG. Both ETFs have the exact same top 10 holdings. Vanguard has a third ETF in VGH which is the hedged version of VGG. All three ETFs are called US Dividend Appreciation. My question is should I be purchasing VGG (sold in Canadian dollars -but not hedged (?))or VIG (sold in US dollars). It seems that VIG has a MER of 0.10% while VGG has an MER of 0.29%.
Thanks,
Richard
Read Answer Asked by Richard on May 12, 2015
Q: 5i
Could you rate the following 4stocks in terms of expected earnings growth rates over the next 1-2 years , lmp , peo , pur , and tc .
Thanks
Bill C.
Read Answer Asked by Bill on May 12, 2015
Q: What are your thoughts on these three? How would you rank them for a buy at this time?
Many thanks,
Paul
Read Answer Asked by Paul on May 12, 2015
Q: What do you make of the present market price being below the take over price of $6.50? Is this the market saying that it is uncertain the take over will proceed never mind receive any competing bids? What are your thoughts on the take over?
Read Answer Asked by Robert on May 12, 2015
Q: Hi Peter and Staff
You have McCoy in one of your portfolios for a decent dividend and some exposure to oil/gas sector. I am considering adding CEU instead as dividend is slightly higher but analysts seem to be targeting a great pop on this one while not so much on McCoy. Scotia seems to emphasize that their target is not solely based on a big recovery in oil prices. How do you compare the two for dividend safety/growth and capital apprecation?'
Thanks for all you do
Dennis
Read Answer Asked by Dennis on May 12, 2015
Q: Hi Peter,
you list like 20 companies in your April 2015 growth Portfolio. Before I decide which stock to buy, could you please tell me what is your opinion about their management team?
Read Answer Asked by Yingzi on May 12, 2015
Q: Hi Peter I am now coming to the realization that I must move off this stock because of its change to the div being paid in us funds I will not play the exchange game and my cash flow is dependened on the exchange rate .I have done well on this stock but it is time to move on.My thouhts are to take a position in FRC with the proceds can I have your opinion on this switch .
Kind Regards
Stan
Read Answer Asked by Stan on May 12, 2015
Q: Would you offer an opinion on this huge move of $10. in 2 days?
Read Answer Asked by Joseph on May 12, 2015
Q: If you were me and owned a small position (0.5% of my portfolio) in Penny Mac would you sell? The recent earnings and stock performance has been awful.
Read Answer Asked by Andrew on May 11, 2015
Q: On May 8th I asked a question regarding trimming my Total portfolio of about 80 positions. I asked for your favourite 10 companies in the 5i Balanced Equity Portfolio. I see from your response, I should have been much more specific in my question.

The 80 positions I now have are broken into 6 accounts depending on Tax laws, retirement regulations and foreign diversification. 3 of these accounts are based on the 5i Income, Balanced Equity and Growth portfolios. Another account mirrors the BTSX and the other 2 are foreign and deep value. I merge any duplicate positions into one.

I would never place all my equity assets into 10 positions nor would I advocate that. However I would like to get to a smaller, but still diversified total portfolio.
How would you approach this trimming process?

Thank You

Read Answer Asked by Frank on May 11, 2015
Q: Good morning:
You recommended this morning DEM for an emerging markets dividend ETF. I have been holding EDIV for this purpose. I would appreciate your comparison.
Thank you.
Read Answer Asked by Peter on May 11, 2015
Q: can I get your opinion on twin butte at this time. Thanks
Read Answer Asked by Paul on May 11, 2015
Q: I am looking at adding to ATD.B. LTD seems to have come down nicely over the past year and the number of shares outstanding seems fairly stable. I am wondering about growth. Morningstar shows $1.89 for 2016 up 8 cents from 2015. What kind of growth does your analysis show? As an NR stock do you have plans to do a report at sometime or is $26b market cap too large?
Many thanks
Mike
Read Answer Asked by michael on May 11, 2015
Q: I am looking for a few income picks to add to my portfolio. However I am concerned about the eventual hike in interest rates and a certain amount of capital flight from income stocks that would ensue. Would you agree that financials generally and insurance companies in particular would do well in a rising rate environment? Any more specific thoughts are appreciated. Thanks again for your great service.
Read Answer Asked by Alex on May 11, 2015