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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: 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
Read Answer Asked by Mike on September 14, 2018
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
Read Answer Asked by rajeev on September 14, 2018
Q: Can we get your thoughts on this company and whether it represents a reasonable investment?
Read Answer Asked by Richard on September 14, 2018
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?
Read Answer Asked by Rick on September 14, 2018
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.
Read Answer Asked by kelly on September 14, 2018
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
Read Answer Asked by Ninad on September 14, 2018
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?
Read Answer Asked by LARRY on September 14, 2018
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?
Read Answer Asked by Anthony on September 14, 2018
Q: Considering sell fli and buying cgx. My reasoning is that rising interest rates have not really helped insurance stocks because the yield curve is flat or close to it. FLI is exdevidend Sept 21. Should this affect my decision to sell? CGX has an equivalent dividend , more growth .gaming while at the same time time I collect a dividend, I won’t be paying a management fee,
I’m under water with FLI.
Should I stick with FLI or switch.? I don’t think FLI dividend is eligible for the tax credit

Read Answer Asked by Roy on September 14, 2018
Q: Hi
Please can you comment on this company. It’s like Tesla of China .It debuted in NYSE and up 80% in 2 days
Worth keeping or take the money off the table
Read Answer Asked by manish on September 14, 2018
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