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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: Hi team, I am looking to diversify a bit more out of North America and was wondering what you think of the above ETF's. What do you think of AIA for Asia or do you recommend a different ETF for this area. Also, at this time which European ETF would you recommend, currency isn't an issue.
As always thanks for your advice.
Read Answer Asked by Nancy on October 12, 2017
Q: I am about to start converting the cash in my sons (he is 21) TFSA and RRSP. He has $1,050 in each account right now and is in his budget to add another $4,000 to $5,000 in 2018. Should I start him with companies like PBH, SIS, ZCL? or should he start with an ETF or two for immediate diversification? Whatever he buys will be long-term holds (unless they are in the model portfolios in which case I will either hold/sell/buy as directed by 5i when you adjust the portfolios) but I would like to see his accounts growing steadily as well and help him get excited about investing. Any suggestions would be helpful.
Thank you as always for the great service and information.

Paul
Read Answer Asked by Paul on October 12, 2017
Q: David Driscoll was on BNN Market Call early last week, and while killing surplus time at the end of the show he underscored the importance of eliminating correlation risk in a portfolio (also mentioned in his point #6 here: http://www.bnn.ca/david-driscoll-s-top-picks-august-21-2017-1.835439 ). If I understood him correctly, this would mean not holding significant positions in multiple stocks within similar industries or with overlapping product/service offerings, presumably so that if one industry got hit, it wouldn't pummel two or more stocks at once and do damage to the portfolio as a whole.

Is this the thinking behind you not holding CSU and OTEX simultaneously in any of your model portfolios? Are there any [other] noteworthy correlations of this sort between any of the other stocks you cover and routinely recommend?
Read Answer Asked by Peter on October 12, 2017
Q: Oil.  Is it making a rebound? 

If so where to invest. Companies that specialize in drilling , distribution or refineries?? 

Thanks. Barry
Read Answer Asked by Barry on October 12, 2017
Q: I currently have a little over $250,000 in cash which I want to park in a "no risk" account.
One of the big banks has a deposit rate of 1.15 for $250K and 1.05 for less than $250K. My first question: Is this my best option or can you recommend something else? My second question: should I be concern with the CDIC Deposit Insurance limit of $100K and spread the deposit over 3 banks?
Read Answer Asked by micheal on October 12, 2017
Q: Hi Team,

Hoping you can provide some context to the recently announced contract win for Acuity Ads for $750K, representing 1% of its market cap. Is it significant? Blah? Is the customer of any strategic importance? General thoughts on the company moving forward... Thanks!
Read Answer Asked by Ray on October 12, 2017
Q: I currently own WFC but am thinking of trading it for either of V or BAC. Would you have a preference? Secondly, with earning season coming on, if one is thinking of doing some trading is it best to wait for all the dust to settle to make the trades you were going to make without regard to timing the quarterly report? Any trades I would do would be with a view to holding the stock long term.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 12, 2017
Q: Further to the cash balance question of Oct.10, iTrade has a superior product to the cash optimizer 0.25%. It is the Scotia Investment Savings Acct. run by Dynamic, so technically a MF, symbol DYN1300, min $1000 paying 0.95% (same as TD's ISA).
Tangerine often has special temporary deals for large cash amounts to 500K (current one is 2.5% till end Dec.). I don't deal with RBC but you could probably find something competitive with the above rates if you poked a bit.
Read Answer Asked by Jeff on October 12, 2017
Q: It is discerning to see the huge drop in price on abnormally huge volume these 2 days despite positive news of increase 2% in distribution.The news today is that it is releasing its results on Nov 13.Did someone smells poor results.It does not have a good record of beating expected EPS Remember that it dropped sharply to around $8.50 before recovery after release of last Q.What are u expectations of upcoming results vs expected.Appreciate u normal great services & views
Read Answer Asked by Peter on October 12, 2017
Q: I have held these two stocks for several years, primarily for the dividend. The recent 'coup' which replaced the LIQ board, has nothing for the stock. And STB, as you have noted, is mostly doing nothing.Can you suggest two growth stocks that I might consider as replacements? My timeline is up to 10 years. Thanks
Read Answer Asked by RANDALL on October 12, 2017
Q: Hi 5i team,

What in BE would you add to right now (considering valuation/quality/prospects rather than weightings/sectors)? What looks good?

Thanks!
Read Answer Asked by Chris on October 12, 2017
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