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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: Good morning - I'm in the process of re-structuring my TFSA into ETF's. I want to achieve a balance of exposure to domestic, US and International markets. Would you recommend use of the TD e-series or the Vanguard and iShares combination?
Thank you
Read Answer Asked by Terry on January 29, 2019
Q: You suggested the above ETF's for my daughter . She is moving to the USA so could you please suggest the closest equivalents if she is based in the US or would the 4 ETF's mentioned still be appropriate ? Thanks again.
Read Answer Asked by Paul on January 29, 2019
Q: hi folks:

as a PSA to the group, i wonder how long it is until the money laundering in river rock becomes a serious problem for GC

i do not own it for this very purpose and wonder how people will react when all the dots are connected and it is proven that GC was complicit in criminal behavior on an epic scale

not sure what the outcome will be yet i think people should handicap accordingly; and no, side from not owning i am not sure how to quantify this risk

comments?

cheers
Read Answer Asked by Robert on January 29, 2019
Q: Hi 5i:
What do you think about Assure at this point? I have been patient with a small position despite the suggestion just to sell and move on to something untroubled, just to see what would happen and because it actually seemed like it had an interesting business. The problems they had seem to be getting resolved. The share price has been relatively stable for a while now with the odd uptick recently. Is there enough going on there to justify my continuing to hold or would you still say no reason to stick around? Thanks!
Read Answer Asked by Lance on January 29, 2019
Q: Hi 5iR Team, The idiosyncratic reasoning of stock analysts never ceases to amaze me. In January TD raised SPB to an Action List Buy, their highest BUY rating for a stock. Meanwhile 5iR sells SPB? Confounding.....
In an event my question is on FAP and CHE. Over the last 25yrs I have owned both of these companies from time to time for income and modest growth. They have always managed to accomplish that goal for me. At this time they are trading at or near their lows for quite some time.
What are 5iR's current thoughts on these stocks?
Thanks Team. Cheers, Chris
Read Answer Asked by Chris on January 29, 2019
Q: Hi team,

What is your take on their recent acquisition of Visual Compliance / eCustoms Business? Is it very accretive or just in line with their prior acquisitions? I recall their purchase of Macropoint in 2017 was around $200 mil so this one is a larger acquisition monetary wise I think.
In your opinion, has Macropoint worked out as expected...or are there still better things to come from that integration?
Should we expect similar performance with this new acquisition (over time)?

I have held this company as an overweight position for 10+ years and it has done very well for me...thx! It seems to be a 'steady eddie' type stock for the most part...albeit expensive at times based on PE numbers...but sometimes you have to pay up for those types of companies.

Keep up the great teamwork!!

Cheers,
SteveMc
Read Answer Asked by Stephen on January 29, 2019
Q: I have BLX now has been going now where in two years, would you recommend switching to AQN or NPI?


PS … PG& E filed for bankruptcy today
Read Answer Asked by fwb181 on January 29, 2019
Q: Hi team,

My foreign exposure is held in VTI 14% of my portfolio, VEU 9% ( these two are my largest holdings) and SPOT 3.75%. Everything else is held in canadian stocks and etf's.

Since VEU also holds some canadian would you still hold this or look for one that doesn't have any cnd holdinds?

Second, is there one etf that does the same job has VIT and VEU combined?

Tks,
Rino
Read Answer Asked by Rino on January 29, 2019
Q: I sold ARX for a tax loss in late Dec, and put the funds in SIS.
30 days later, part of me wants to buy the ARX back because it was a stable company with a good balance sheet, and because I took the loss.
I look to 5D for sober thought: is ARX a good buy at this price, or should I just count my losses and not double down?
Read Answer Asked by Stephen on January 29, 2019
Q: Any good investments that u could give me for my TFSA for 2019. I own the following:
in my TFSA:. CAE, COV ,EIF, QQQ, IRDM, KXS, PPL, SYZ, WSP. . I just turned 80. Ernie, Thx.
Read Answer Asked by Ernie on January 29, 2019
Q: Hello 5i
I hold REI.UN,CAR.UN, & HR.UN each at about 2% of holdings in my accounts. Sold D.UN for tax losses. Would like to increase my REIT exposure to about 10%. I consider BPY.UN and DRG.UN as additions.
Do you consider the five as reasonable choices or would you recommend that I look elsewhere? Is this a good time to increase my allocation this sector?
Thank you,
Werner
Read Answer Asked by Werner on January 29, 2019
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