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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 would like to ask a question about mutual funds that take a global approach. (Sorry I am a ETF Newsletter subscriber and I do not know where to post a question there so I did it here). According to the high-profile consulting firm, McKinsey & Co., the expected return on NA and western EU will be far worse than 30 years ago. See the link for detail.
(https://www.bloomberg.com/news/videos/2016-05-12/millennials-don-t-worry-you-ll-be-able-to-retire).
If it is for the long term, I personally agree with the global approach combined with active management, what do you guys think?
I would like to also ask you for a list of global-approach funds. I remembered you mentioned "Trimark Global Endeavour Fund" in the newsletter. Can you give some more names here or please do it on the next issue? Thanks, Tony.

Read Answer Asked by Tao on May 23, 2017
Q: I need to convert my RRSP to a RRIF by Dec 31. The portfolio is all GIC and bond ETF's. I want to add an equity factor to increase the total return that will cover the early minimum withdrawal requirements. For each sector I want to pick one larger stock that is stable and fairly valued vs an equity etf. I picked BNS.NFI,MG,ATD.B,OTC,BCE,BEP.UN,ENB,GUD and CCL.b.

What do you think of the selections and any other thoughts you may have? Thanks
Read Answer Asked by Richard on May 23, 2017
Q: Hi 5i: I find the behavior of Bond ETF's quite mysterious. I bought CLF some time ago, in the belief that a short term ladder protected to some degree against the effect of rising rates. Canadian rates have not risen and those in the US have gone up only a little. Nevertheless, CLF has gone down steadily (linearly until recently) over the last two years. The chart suggests they may recently have bottomed. It may be that the decline in price is because the underlying bonds are bought at a premium. If so, is this effect likely to be negated as rates go up? Bottom line: what can I expect of CLF over the next couple of years? Thanks for your always valuable advice.
Read Answer Asked by Roland on May 23, 2017
Q: my question is one I have been puzzling with and that is I hold your balanced acct in its entirety and have had great success - better than ever in my investing career. Having said that with the exposure outside of canada of many of the companies in the portfolio is there a compelling reason for a retiree to hold exposure to other countries. If so to what percentage of a total portfolio would you undertake and would that be with etfs such as xeh or vt or possibly some other mechanism. Thank you for your expertise and great service...
Read Answer Asked by gene on May 23, 2017
Q: I am very pleased with performance of SIS. I have a double past 12 months.

Question is what other Canadian Companies will benefit from the aging of Canadians. I read that 10,000 Americans a day reach the age of 65 ( The Baby Boomers ) and this will continue for the next 18 years. That is a lot of people that will need some form of assistance. We must have similar demographics in Canada.

What U S Companies fall into this category as well as Canadian Companies Thanks very much. bob
Read Answer Asked by bob on May 23, 2017
Q: Hi,

I'm currently only holding XEF(1.5%) and VEE(1%) for international and EM exposure. I'm looking to increase it a bit more maybe to 5%, as the rest of my portfolio is in US or CAD equities. I know you have talked about VXUS as a good international ETF to hold and the expense ratio of 0.11% is hard to beat. When I look at the regional allocation for VXUS, 19.3% is EM, so if we just hold that, would we even need to hold VEE? What do you think would be best to hold to have international and EM exposure? How about VI and VIU (exposure excl. North America)?

Was looking at one or two good quality ETF's to hold. Your thoughts on how they compare?

Thanks!
Read Answer Asked by Keith on May 23, 2017
Q: Your current opinion on CARA please. It continues to under perform. Would you recommend selling it and buying something else in the Consumer space? Thanks.
Read Answer Asked by David on May 23, 2017
Q: Hi 5iResearch Team,

I have a full position on CVS for just over a year the stock has not been doing great over this period of time. I understand from a piece on BNN that Amazon is looking at getting into the pharmacy business.

If indeed that comes to past, I imagine it would impact negatively on pharmacies such as CVS, Walgreen, etc. So I am contemplating of liquidating my position on CVS. Your comments and thoughts on this would be appreciated.
Thanks,
Harry
Read Answer Asked by Harry on May 23, 2017
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