Investment Q&A

Q: I have some US funds to invest. Growth and some protection in a downturn. What stocks? I am thinking IHI,VZ, V or IWO ?? other suggestions?

Q: Can you recommend the best value Healthcare/Pharma in the US right now - looking for a value play with a bit of dividend and a bit of growth.

Thanks

Q: I have the CIBC managed income plus fund .
From their web site, 3% savings, 62% income, and 35% growth. MER 2.05 % . I am looking for something better in the ETF world, with similar characteristics of holdings,. Can you please suggest 2 ETF’s ?
Thank you,

Q: Looking for your thoughts on this stock which has really done little over the past few years. Do you think they have a chance to turn things around?

Q: Hi 5i: Am considering my options for ETF's with GOOG & FB exposure. Have come across XLC, VOX and FCOM in this Communications sector space. Also saw PNQI ... Invesco NASDAQ Internet ETF , more international stocks. (which is not in your database). Could you advise on which of these your would favour for a medium term hold ? Thanks for all your great work.

Q: Good day...with the new findings by GBR would you find it a more intriguing stock at about a 1 - 2% weighting in a portfolio...also, would you think it would benefit from a run in the gold futures...thanks for the great service...gene

Q: Do you feel PSH is investable at this time for a high risk portion of a portfolio and how do you feel about this company?

Q: Wondering what your perception is on Kelt these days and if it could be a takeout target. Thanks for your insight.

Q: Is there an etf you can suggest for exposure to the Japanese market.

Q: I have small postion in bip.un is better buy now or wait until it changes to bipc

Q: Hi, I have tripled my money in WSP and was now thinking of selling it and buying BIP.UN to bump up the dividend bit. I already own BEP.UN and have no plans to sell it. Your thoughts please.

Happy Holidays.

Q: good morning 5i and all the best of the season to you.

in a question asked earlier this morning someone asked about some core holdings in a tfsa. you gave a handful of stocks which look good. i am always trying to allocate stocks in the best account. one of the points i look at is dividend yield. i try to gwt higher yielding Canadian stocks into my non registered account in order to get the dividend tax credit. of course you lose this in a tfsa. i noticed that a couple of the stocks which you mentioned as core holdings in a tfsa had dividends. MG for instance has over a 2 % yield. i was wondering what considerations do you take into account when looking at putting a dividend paying stock into a tfsa?
thanks

Q: Hi,
Just trying to clean up the portfolio a bit. I'm holding sector ETF's ZUH and ZBK, but I also hold JPM and GILD, for example. I see that JPM is 5% holding within ZBK, but GILD is not even a holding within ZUH. Is there any point holding both the sector ETF's and any/some individual stocks in that sector. Thoughts on this?

Thanks!

Q: I see that maw150 has fallen by 5.56% yesterday. Any reason for it?

Q: Your comments on JOF as a buy for Asian diversification would be appreciated. Your feelings on its size, MER & potential short & long term would be a great help.
Thanks
Dave

Q: Currently hold ZWU and but am wondering how it compares to ZUT as a long term holding. Thanks.

Q: Hi there, I recently read an article in FP regarding Eric Sprott's induction into Canada’s Investment Industry Hall of Fame. He states:

“I still have a lot of money in Kirkland and it’s a great company, but it’s not a tenbagger from here,” he said. “And I like tenbaggers as opposed to 100 per cent. It’s just my nature.”

Based on a 5i recommendation, I purchased KL around $8ish several years ago. I know you still like the name, but if one was interested in a name that has good potential to be another multi bagger as per Eric's quote, what would be a couple good promising names? My thought would be to split up my gold position into 3% KL and 3% into a new name, or 2% across three positions. Thoughts?

Thank you!

Q: Thank you for your email yesterday on the potential investment opportunity in Real Matters. I think I’m missing something concerning the company’s supposed added value. In most instances, people who are seeking to buy a property, whether residential or commercial, will contact a loan officer at a local lending institution who would then assign local professionals (brokers, notaries, appraisers, attorneys, etc.) with whom they’ve done business satisfactorily in the past. Each professional would perform his or her services as required by the lender and the mortgage would then be granted.
In situations like the above, which I presume is what occurs most often, what added value would Real Matters bring to the process? Even in a case where a buyer is looking to purchase a property at a distant location, wouldn’t it be to her advantage to seek out a mortgage from a local lender who has a close working relationship with local professionals who have an intimate knowledge of the territory? In what way would the lender benefit from searching for professionals via the Real Matters platform?

Q: I asked a couple weeks ago, but I was too early at that point. My question is on short positions on the Canadian banks: have they moved up measurably since they reported, both on the Canadian and U.S. sides? I'm wondering if the shorts will be out in full force in January again this year, and possibly they're building up positions before they announce.

Q: When can we expect to see BIPC listed?