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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: I have a portfolio consisting of mostly stocks, but also some etf's (ex IWO, ZPR, etc...) and BRK.B. Could you offer some advice on how the ETFs and conglomerate companies fit in to overall sector allocations? For example, in my case I have very little consumer discretionary exposure via stocks, but obviously some through IWO & BRK.B. I'm trying to figure out the best way to measure these for sector allocation purposes.

As always, thanks for the great service.
Read Answer Asked by Brian on December 05, 2016
Q: Hi Peter and gang,

Stock price of BAM.A had dropped by just under 10% from 3 years ago, just wondering what's happened to this stock. Would it be a hold, buy or sell now on this company? Your comments going forward would be much appreciated.
Read Answer Asked by Harry on December 05, 2016
Q: Considering returning to oil to take a full position. I have full position on utilities,finance,IT,Consumer, Is going to oil a good idea? Which of the above would you or combination would you suggest for an initial input of $50-70K.
Your service is much appreciated,
Read Answer Asked by Pierre on December 05, 2016
Q: Hi 5i: I want to add to my small holdings of mid-cap oil stocks when the OPEC bounce subsides. I have looked at WCP and RRX. How would you rate these - I wish to focus on light oil producers? Do you have any other suggestions - I am interested in growth not dividends? Many thanks.
Read Answer Asked by Roland on December 05, 2016
Q: Re: Comment by Denis
Unilever trades under two primary symbols: UL and UN.

UL is traded on the London exchange and there are no withholding taxes. (but some minor administrative fee).
UN is also Unilever, but is traded in Amsterdam and there is Dutch witholding tax.

Hence for an RRSP or TFSA, one should always buy UL. As for a non-registered account, if the withholding tax on UN does not exceed 15% (the max foreign dividend tax credit offered by the CRA to individuals, to the best of my knowledge), it doesn't make any difference whether you purchase UL or UN.
Read Answer Asked by Gregory on December 05, 2016
Q: Hi Peter, Ryan, and Team, I need to top up my consumer discretionary holdings and already have close to full positions in the above stocks. Please recommend several possible purchases, or are there any of the stocks I already hold that could be overweight by a bit (excluding XTC)? Alternatively, since I don't have much US exposure, might there be a suitable ETF with decent growth? Thanks in advance.
Read Answer Asked by Jerry on December 05, 2016
Q: Hi All at 5i!!! I have a small portfolio with the following holdings: BAD, CSU, BMO , FTS, GWO, HR.UN, WSP. I have made money on BAD and would like to swap it out for. CSU. Could I have your thoughts on this? Would you trade another stock in the portfolio instead? I am up on all of them. Cheers and thanks, Tamara
Read Answer Asked by Tamara on December 05, 2016
Q: I currently hold OTC and KXS but am considering switching to EBIX, for two reasons. One is that I like the EBIX model, everything is in the insurance industry, any acquisitions can be integrated into improving existing products unlike say CSU where everything remains independent. The second, is that insurance will benefit from rising rates. I figure that rates will rise significantly in the next five years as a result of a shrinking labour force, aging population, resulting in wage inflation. The only negative is that EBIX is expensive following a stellar year. What are your thoughts.
Read Answer Asked by Leo on December 05, 2016
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