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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: To reduce my Tech Sector allocation I am planning on selling Microsoft(3% of my equity portfolio). Initially I was thinking of purchasing additional shares in VIG but have been also thinking about a US Healthcare ETF such as XLV. Comparing returns and fees for a long term hold which of these two ETFs would you recommend? Thank you for your input.
Read Answer Asked by Elizabeth on July 06, 2020
Q: I have a question about CAE Inc . I just purchased this share $22.75 per share ever since it as been declining. What would be your suggestion be patient and hold for now or sell it. Can you see it start moving up in the near future. And as for Ballard it as reached an all time high, do you think it is the right time to make a little purchase or should i wait?
THKS GUYS
Read Answer Asked by wilson on July 06, 2020
Q: Market is indifferent to their recent investments,the latest being its $1B advance to BPY.un ,owners of office buildings & malls & urban retail properties .Bpu.un & its us subsidairy will repay Bam.a with their shares. Please comment. Is it timely to buy Bam.a Txs for u usual great services & views
Read Answer Asked by Peter on July 06, 2020
Q: Hi group any idea why GLD and FNV are struggling in this market. They are both lagging the gold sector in general and are well off their 52 wk highs. Looks like I got the sector right but picked the wrong stocks would you sell them both and replace the with something else please recommend alternatives Thanks
Read Answer Asked by Terence on July 03, 2020
Q: Could you please provide your current top 3 picks in the small cap space here in Canada?

Thanks
Dave.
Read Answer Asked by David on July 03, 2020
Q: Which do you prefer or would you keep all 3?
Thanks for your service
Read Answer Asked by Ozzie on July 03, 2020
Q: Natural gas is at its lowest level since 2009.
With employment and industry picking up, and interest in renewable and clean energy would investing in natural gas at this time be a good candidate for a contrarian move? Is HUN a good way to invest in this? Does it pay a dividend or Interest? Would you suggest a different way to invest in natural gas if HUN is not your favourite?
Thanks
Read Answer Asked by Ric on July 03, 2020
Q: Invesco DWA Healthcare Momentum ETF
NASDAQ:PTH

Has done very well and achieved first quartile performance over five years, second quartile over 10 years. Didn't seem to attract any questions from members. Your opinion is much appreciated,

Thanks
Read Answer Asked by Saad on July 03, 2020
Q: Just reduced position in LSPD by 3.5%. To reallocate this cash, probably on a down day in the market. I’m investing based on valuation, potential total return and portfolio diversification.
Considering investing in one or more of the following. Adding to one or more of BAM.A, EIF or DOO. Or starting a new position in one or more of GSY, CAR.UN. You might want to suggest one or more alternatives alternative.Your opinion greatly appreciated .
Current portfolio on percentage basis total value approx $600000.
ATE-2.4,BAM.A-4.2,BEP-4.23,BYD-4.33,CPX-7.29,DOO-2.18,DSG-8.12,EIF-2.97,ENB-8.28, KXS-3.78, LSPD-9.95, PKI-4.74, PPL-4.35, REAL-5.96, TFII-4.49, VFV-2.79, VGG-5.91, VIG-4.12, VOO-2.45, Cason- 3.53.
ATE-2.4%

Roy
Read Answer Asked by Roy on July 03, 2020
Q: Hi 5i team,
I would like to have emerging markets equity exposure within my RRSP. Currently, my RRSP holds mostly US situs securities in a U.S. dollar brokerage account (TD-Waterhouse). I am debating between buying VWO (trades in US$) or ZEM (trades in CAD$). I use Norbert’s gambit to convert between currencies, so doesn’t matter so much if I make conversion now (from US$ to CAD$, if I buy ZEM now) or later when I need to withdraw the funds (if I buy VWO now, raising US$ from sale of US$ securities already held, and later converting to CAD$ when funds required for RSP withdrawal). Any emerging markets ETF(s) purchased now would likely be held at least 10 years (potentially, much longer, depending on longevity—spouse and I are both aged 60). One other consideration; we are HNW situation, so US estate tax considerations potentially in play, too (depending on U.S. laws at time of our demise, and specific holdings owned at that time; this consideration would favor ZEM). My question—given the above considerations (currencies, fees within RSP, estate)--which one of these two ETFs would you recommend for long-term emerging markets exposure within an RSP (or, if there is another ETF you would recommend for long-term RSP holding for emerging markets, which would it be, given the above situation?).
Read Answer Asked by Ted on July 03, 2020
Q: I am retired. To help me better appreciate what types of stocks to hold in my TFSA, RRSP/RRIF, and unregistered accounts, could you give me a few Canadian and US suggestions for each. Thanks again for your great service.
Read Answer Asked by bill on July 03, 2020
Q: I sold my business and started investing last year. I am trying to build balanced portfolio and struggling with the bond portion. I don't want to buy individual bonds and was looking into something like HBB for unregistered portfolio and VAB and XSB for registered. Yet, I am very uneasy about buying bond ETFs in the near-zero interest rate environment - the rates can only go up (unless we end-up with negative rates here) and, obviously, bond ETFs will be going in the opposite direction. I was thinking about VSC but almost 35% of it are junk bonds, so no comfort there. With PSA now paying only 0.65%, I am really out of choices for the fixed income portion of my portfolio. Any suggestions (both for CDN and USD positions)? My time horizon is 10 years and I want something safe and tax efficient.
Read Answer Asked by Marie on July 03, 2020
Q: I would like to add two companies to my portfolio to increase my US dividends. What would you pick from these 5? Currently NTR and QSR have a higher yield. Does this indicate a higher risk and should I look at a lesser Yield in order to preserve capital?
Read Answer Asked by Kelly on July 03, 2020
Q: Hello 5i team,
I thank you for sending me the names os 11 US companies involved in the development of a Covid vaccine; are there any publicly traded Canadian, UK, European and International companies as well?
Happy Canada Day,
Antoine
Read Answer Asked by Antoine on July 03, 2020
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