Investment Q&A

Q: echelon wealth has pivot as one of is 5 top small cap picks for 2018 with a 5.50 target and a huge dividend that seems very safe.
you guys dropped pivot
saying you were concerned about mgmt.
what do you think of pivot now, would you buy it, would you recommend it and is the divvy safe. dave

Q: Hello Peter and Ryan,
Australia's filed a complaint with WTO on Canada regarding Canada's rules on selling wine. How will this affect Andrew Peller in the long run? I currently have close to 5 percent weighting on ADW.A and have done well. Any comments.

Q: I've held this stock through two seemingly disappointing quarters , and am now down 13%. Do you still have faith in this company? It's lagging the sector big time. Was thinking of putting the money into Facebook on the dip with the proceeds. Please advise
Thank you
Karim

Q: hi can you tell me why tradeing is halted on S this morning? sell or hold. Thanx ryan Cliff

Q: Good Morning! There is a big drop in the price of BABA depository notes in the last 2 days. Is there any news that I have missed?

Q: When are the results expected and could you post street estimates, please ? Also, how much is the insiders ownership in the company ? Thanks

Q: Just curious why this is being called Element Financial rather than Element Fleet? It took me a while to realize that this must be same company.
Thanks.

Q: CRIUS ANNOUNCES 2% DISTRIBUTION INCREASE AND CONFIRMS FIRST

As a div, addict is the above increase an indication that cash flow can reasonably cover the div. or is it a div. trap.
All I want from them is the div. but would like to know if you think their business model can sustain it,
thanks
Yossi

Q: The Q & A is now saturated with ETF related queries. There has to be a macro message here. I am assuming this is a major contributor to the overvaluations in all markets. Your comments please.

Q: I am 70 years old, retired, with a small company pension (not indexed), and rely on investment income for expenses. I am also a conservative investor with 85% of my portfolio in laddered GIC's. For the remaining 15%, I would like a balance of income and growth, combined with maximum geographic diversification. What do you think of this remaining 15% being divided into 30% FIE (which I already hold), 30% XIN, and 40% XAW? I have been with 5i since your inception and greatly appreciate the advice you offer. Thank you.

Paul W

Q: Iteq- israel tech etf
Hi,

Israel has a lot going on for it on the tech front. A lot of interesting start ups as well. Would ITEQ be a good way to invest in this growth? Would you suggest other etfs or individual stocks? Thanks.

Shyam

Q: Two ETF questions:
1. I invested in ZPW primarily for income and it has been fulfilling this purpose. However its price performance has been less than stellar and I am wondering whether you can suggest an alternative that would provide excellent income but offer some possible small market upside as well;
2. Is there a Canadian dollar equivalent to VOE?
Thank you for your assistance.

Q: I am having a hard time deciding if I should add to my financials with individual stocks or buy an ETF. XLF and MTUM have holdings that I already own and am ok with adding to these via the ETF and they also hold BAC and JPM which I do not own. Can you please give me your opinion. Sectors and weightings are fine. Thank you.

Q: Which mutual funds would you recommend today for non US / non Canada exposure. Large cap or smaller cap focus? Any specific geographic areas ? Thank you

Q: Hello Peter and team,
I want to pick a manageable number of fixed income ETFs that will mke up 25% of my portfolio in the fixed income portion. I note that Ishares has many bond etfs, many of them designed for a rising interest rate environment, but I am not clear on the differences between the products.

What ETFs would you recommend and in what weightings?

Q: Dear 5i
I own VGG , VFV , and ZWH ETF`s that all trade on the TSX . I bought these ETF`s because they hold all US stocks and i needed some US exposure. It seems however that when the US markets are up big but the TSX is down a bit on the same day the US ETF`s are down . So my question is if one expects the US markets to outperform the the TSX then would it not be best to buy said ETF`s on the US exchanges ? It just seems like i`ve got the US exposure but even on big US market days coinciding with low TSX market days i`ve lately been missing out lately on the current US market rally . Should i stay the course or switch some to the US exchanges ? This is assuming that we believe that the US markets will do better then the TSX this year .
Thanks
Bill C.

Q: I would like to add to my position in efn since the stock is down again today. My time frame is 5 years its in my tfsa . I already took your advice and add ecn its worked out great . thank you.

Q: This is a general strategy question for younger investors. At what threshold ($-wise) would you recommend switching from an ETF-based strategy to buying individual stocks to build your portfolio?

Thanks guys,
A.B.

Q: Would you consider Rollins (pest & termite control) a buy at this level?

Q: Hi there,

I am looking to add a company in transportation to my portfolio. On all metrics TFII seems cheaper on a valuation basis than the others. Any reasons you would prefer my other options and why?