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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: Speaking from a momentum perspective, can you please provide 5 of your favorite momentum plays for a med risk ,div income investor?
great service, many txs
Read Answer Asked by adam on October 16, 2017
Q: I bought AGT in order to diversify into the Agricultural space (this is the only investment I have in the Agri sector.) Since I bought the shares AGT kept loosing its value. What is your recommendation? "Sell", "Hold" or Buy more. My inclination was to sell due to its high debt, however when Prem Watsa invested in the company I thought there was some value to be gained. What are your thoughts?
Read Answer Asked by Jacob on October 16, 2017
Q: A two part question so do dock me two credits:

1. GUD: just about of patience with this stock which is down 18% this year. I know Goodman's reputation, and they have plenty of cash, and it took Paladin a long time to pay off, but sales are minimal, and more significantly, there doesn't appear to be much going on. Can you give me a plausible reason to hang in?

2. Other than the REITS - csh, exe, nwh - and your fave SIS, is there anything worth considering in this sector in Canada, or should I turn to the U.S.? Tecsys is technically in the Tech sector but could you reasonably consider it a healthcare stock?

Thanks!
Read Answer Asked by Kim on October 16, 2017
Q: Interested in placing direct investments in China, Japan & possibly India. Trading market must be US. Primary interest is Technology & Space.
This will be completely separate from our current traditional investments as reviewed occasionally with you over the years. Aside from established players in the above markets, I would consider vertically specialized ETFs that have a strong Bloomberg rating. Please deduct accordingly. Thank you.
Read Answer Asked by Robert on October 16, 2017
Q: Hello team,

A couple of years ago you advised that your 'ideal sector classification' would be as followed:

Consumer Cyclical
Consumer Staples
Retail
Financials
Real Estate
Health Care (CDN)
Health Care (US)
Capital Goods / Industrials
Transportation
Information Technology
Internet / Software
Telecommunication Services
Energy
Gold / Silver
Materials
Utilities

I ask this question every 6-9 months when I am doing sector re-balancing. Given today's market conditions, what would be your ideal weighting for each of these for an investor who has a long time horizon and is a 7/8 out of 10 on the risk scale?

My current weighting breakdown is:

Consumer Cyclical - 12%
Consumer Staples - 9%
Retail - 2%
Financials - 9%
Real Estate - 1%
Health Care (CDN) - 3%
Health Care (US) - 2%
Capital Goods / Industrials - 14%
Transportation - 3%
Information Technology - 8%
Internet / Software - 15%
Telecommunication Services - 4%
Energy - 3%
Gold / Silver - 2%
Materials - 8%
Utilities - 4%

I find myself usually becoming overweight in Consumer Discretionary and Info Tech / Software as most of your top picks are in those categories. Any thoughts on where I should be scaling back / adding to?

Please deduct multiple question credits. Thank you.
Read Answer Asked by Ray on October 16, 2017
Q: Hi there, I currently have no exposure outside of the TSX and the Canadian market. I know ETFs are often recommended as good ways to get exposure outside of Canada but I was doing research into mutual funds and the new Fidelity Insights fund managed by Will Danoff seems like it is performing well. In addition, it sounds like his Fidelity Contra Fund in the US seems to perform quite well over time. What are your thoughts on him as a fund manager and the Fidelity Insights fund for outside of Canada exposure? Also, there is the standard version and a currency neutral version - which I presume implies hedged and unhedged. If this will be a longterm position, which would be preferred between the two? Thanks for your guidance!
Read Answer Asked by Michael on October 16, 2017
Q: Hello I am looking for a "one stop" etf that covers everything but US and Canada, which I am adequately invested in. I have checked the Vanguard Canada products such as VI/VIU but they seem to have a heavy concentration of investments in Japan (21-23% of holdings). Are you aware of another etf that may be appropriate? In the alternative should I consider one covering Europe and one covering emerging markets? Your thoughts would be most helpful. Thank you, Bill.
Read Answer Asked by Bill on October 16, 2017
Q: The recent issue of the ETF & Mutual Fund Update discussed two ETF’s in the U.S. Technology Sector, ZQQ and XQQ. In your opinion would BST:US be as good as or better than the above mentioned?
Thank you for considering my question.
Read Answer Asked by Gail on October 16, 2017
Q: 5i Team,

I notice that you have IWO tagged as a financial stock in the growth portfolio, however, when I check the sector break down for it (here: https://www.ishares.com/us/products/239709/ishares-russell-2000-growth-etf), financials are only stated as 6%. The 4 major sectors (Info tech, Health Care, Industrials & Consumer Discretionary) make up 80% of the ETF.

Any specific reason for that classification in the growth portfolio? Should I be tagging IWO as a financial in my portfolio? Thanks.
Read Answer Asked by Ray on October 16, 2017
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