Investment Q&A

Q: Good morning Peter, Ryan & Team,

I am looking at my international and american exposure. Can you give me a rough idea about what percentage of companies in the balanced portfolio have american and international exposure and how significant it is? Does that typically play to your portfolio country allocation? For example, I have 20% american equities, but X percentage of Canadian equities from the balanced portfolio get the majority of their revenue from the US, would you consider that a (20 + x) american exposure?

Thanks for your time,

Wes

Q: My question is about how to manage the bond/ fixed income part of a portfolio. I have read that bonds etf are not as effective as stocks etf.
For a 5-10 year time frame, would you either invest in a mix of bond/pref etf (CBO/XBB/CPD) or in a actively managed fund (for example a pimco product) ? I was considering mixing the 3 etf + PIMF (a pimco etf). PIMF seems to expose the portfolio to products that are not available in the other ETF (like mortgage based security). Could you comment on a strategy?

I found bond investment way more complicated to understand than for stocks (yield curve, increasing interest rates, variety of products that are available). I'm also a member of your ETF newsletter. Any other comments or references you could suggest,

Q: Please comment on earnings.

Thanks!

Q: Can you tell me if RY is as diversified as TD or is it more of a "Canada" only bank.
Thank You
Craig

Q: Hi, could you offer any advice on CHIP program or reverse mortgage to release funds to seniors wishing not to downside, thanks.

Q: Good Afternoon,
Would you consider RME's results to be okay and would you keep holding in a TFSA acct?
SJ is having a bad day. Would you initiate a position with this weakness?

Q: Hi Peter an team, I've had these two darlings for a while, so of course I'm down. In a previous question when the price of oil was much lower you said they could rally if the price of oil would rise. How come there hasn't been a bit of a rally in these two. Thanks, Nick

Q: Hi 5i,

Are both still regarded well by your team? What would you consider good entry points?

TIA

Q: Your comments on the most recent earnings of TV would be appreciated & also your opinion re the drop in price.
Thanks, as always,
Dave

Q: I realize these are different companies and somewhat hard to compare. I am down 24% on UNS, and since I am looking for growth would you hold or switch to SJ? Is there anything else that you would recommend irrespective of risk/industry?

Q: Thoughts on this company that started trading today

Q: Hi there,
I currently own both these companies however i am wondering if its work switching to Artis (AX.un) given the cheaper evaluation and its expansion outside of Alberta. Looks like the worst is behind it but just wondering if its worth the switch. Look for a bit of growth and yield.
Thanks

Q: Could I have yout outlook on this company?

Q: Can you comment on this IPO- another cannabis producer
going public. I understand they have a relationship with Aurora
Any valuation comparisons or competitive advantages?

Q: Hello 5i
I find myself gravitating(buying) more and more to US stocks in search of above average growth. I believe you have said non Cdn allocation is personal choice but I could fill my entire portfolio with US stocks. What do you see as the biggest negative to this?
Thanks
Dave

Q: My portfolio has gotten very International over the past several years and I was wondering if you could give me a number of non resource names that you would consider Canadian core holdings - stocks that everyone should own. I already own BAM.a, NTR, AQN, ATD.b, TRP, SHOP, BIP.un, DOL and CNR. Thank you

Q: May I get your comments on Surge Energy quarterly results please?

Q: Hello,
I have shares in this company and bought at $9.00, do you think I should move on or hold while looking at a one or two year time frame?

Thanks

Q: Do you know Centene Cnc in the us. What is your opinion ?
Thx

Q: Peter,
I have looked at the rate of dividend growth of many Canadian companies over the last 15-20 years. There have been many substantial increases. I fully realize that dividends are completely at the discretion of the board of directors and are really dependant on income. However from your time in the business have you seen periods of say 5-10 years where there was very stagnant dividend growth or alternatively has it been more of a consistent upward trajectory? I also am aware of this can vary very much from sector to sector, but am looking more at the type of stocks that would be categorized as dividend aristocrats.

Thank you

Paul