Investment Q&A

Q: Good morning,
Can you suggest an ETF on S&P 500 that trade
in Canadian currency and unhedged? A little bit of history in performance will be helpful. Thanks in advance. Rossana.

Q: Can I get your views on MTLO? Do you think the management team warrants a buy, or do you think it is too early? Who are some of it's big competitors?

Q: Hello 5i,
I currently hold both of the above ETF's at approximately 4.90 % (ZDI) and 5.5% (CYH). My primary concern is income along with diversification. However, I was wondering if you feel I am well-served by having both at a total of 10.5 % of my PF? Is there an alternative approach that you would recommend? Pare down to just one or switch to something else altogether, or stay the course? In particular, I would be interested in some alternative suggestions for my international exposure given my focus on income.
Thanks for any assistance you can provide.
Cheers,
Mike

Q: Hi, TSGI has been very frustrating within a relatively short period. My TSGI position (down from 3% to 1.7% ,due to price decline) is sitting at a loss of about 40%. Over the past few weeks, nothing seems to have helped to stabilize the stock price. From $45 price level to present $30, what held us from liquidating our position was your supporting comments for this company in response to members' questions. As year end is slowly approaching, would it make sense to switch half the position to CSU ( I know, completely unrelated sector, simply from $$$ perspective), which is also down almost 30% from its high. This will help book some loss ( to offset year's capital gains) and reduce risk of more downside with TSGI in the near term, relative to the risk with CSU. Also, over 12/24 months time from, where do you see better prospects of a reasonable 30-40% bounce back ? Do you see TSGI price to recover a bit over next 2 months, before booking the loss for the year ? Or, this whole excercise is meaningless, in your view ? Thanks

Q: For a TFSA, which one of these two stocks would have better growth potential, noticing that TFII is at an all time high and ALC is considered a strong buy.
Thank you for your input!

Q: Why is TCL.A doing so badly? Do you still recommend it as a hold or buy?

Q: How does the Black Rock acquisition of TRI affect their future prospects?

Q: Might I get your opinion on the above company given it's recent announcement regarding an acquisition, internalizing mgmt and moving to a more senior exchange....please and thank you....Cheers

Q: LNR has made a very nice move theses least two days. Any news? Thanks.

Q: I’m down over 25% with this company. I can’t use it for a tax loss. Should I just move on or do you think it’s worth holding on to.
Thanks

Q: Can we get your thoughts on this company and whether it represents a reasonable investment?

Q: We are removing our losing position in The Stars Group Inc. (TSGI-T, portfolio weight 1.3%) from our large-cap model portfolio. The price and forward earnings momentum of The Stars Group has turned sharply downwards in recent weeks. In an overall market which we believe may be shifting more towards equities with lower volatility and more predictable earnings, The Stars Group is not a good fit, in our view. We have also seen weakness in the overall gaming subsector as seen through the VanEck Vectors Gaming ETF (BJK-US), with many names such as Las Vegas Sands Corp (LVS-US) and MGM Resorts International (MGM-US), seeing steep declines in recent weeks.
After reading the above in a TD commentary I feel I should sell my position in The Stars Group. Do you agree?

Q: i am looking for a Chartwell type comparable in the US. Would you consider ventas a good alternative. Understand that it has a broader investment base outside of retirement homes but would suspect this positions the Reit for a bit better growth? Looking for dividend with a bit of growth. If not Ventas, can you recommend an alternative.

Q: Hi Team,

What are your thoughts on using DGRO as a core holding in an RRSP account to cover U.S dividend growers?

Thanks

Q: Hi Peter/Ryan,

Vanguard PRIMECAP Inv is a closed US mutual fund and it has beat the S&P 500 index since inception 1985. Fees are 0.39%. Much appreciate your comments for long term investments.
Thanks
Ninad

Q: Hey Team,

Would u consider KXS a buy at this level for the long term?

Thanks

Q: 1) Where can I find a stock screen for Cash to Market Cap? I like companies with high cash on their balance sheet and a cash to market cap ratio of 10% or better.
2) What is the correct way to draw an up trend line on a daily, weekly or monthly chart. Is it the closing price points or lowest price points?
3) What is the correct way to draw a resistance line on a daily, weekly or monthly chart. Is it the closing price points or highest price points?

Q: Invesco just announced that its assets under management grew by less than 0.1% in August vs July. That does not seem like a good omen -appears to be capital gains growth inside portfolios (~3% S&P) just outpacing withdrawals.

In your opinion, what weighting should be given to this metric in this industry vs the large dividend yield 5% and low P/E of 8?

Q: Hello 5i!! Its been over a year since any questions were asked about Five Below.
Could I get your current thoughts please?
Thanks
Dave

Q: Hi Team,
I am down 27% on Reliq Health in my TFSA, Is it worth hanging on to or should I be looking elsewhere?
Thanks