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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 currently hold a significant amount of U.S. cash in my US dollar RSP. With the latest
surge in the Canadian dollar vs the US dollar can you recommend any strategy that can
offset further decreases in the value of my holdings in Canadian dollar terms in the short or medium term? I am 71 this year and I will have to convert to a RIF by the end of this year. Given the current geopolitical environment and extreme weather in the southern US the likelihood of any US dollar appreciation or strength appears dim in the near term. Would holding gold or gold producers help to hedge my US position?
Thank you for your advice.
Read Answer Asked by Oleh on September 07, 2017
Q: Hi team, what is an income investor to do in a rising rate environment? What are the sectors and equities that will be most impacted and what are the best sectors to invest in? Do you have any specific stock recommendations for income? I currently have many of the canadian banks, utilities and telcoms which have all taken a hit.
As always thanks for you advice.
Nancy
Read Answer Asked by Nancy on September 07, 2017
Q: I have a half position in both A&W and BPF. Have had long term holding on both. Thinking of selling BPF and taking full position in A&W. Or replacing the BPF with HR.UN. Your thoughts
Read Answer Asked by David on September 07, 2017
Q: My wife and I are retired with pension income sufficient to cover monthly expenses. We are looking for some income and a bit of growth from our investments. Wondering if an investment in XIN AND XTR would help us reach our goal? Is a return of capital involved with either ETF? Also, could you suggest other ETF's that would help us to build a solid, well-divesified retirement portfolio of ETF's. Thanks so much for you guidance.
Read Answer Asked by Les on September 07, 2017
Q: Greetings 5i,

I am making an effort to increase my exposure to US stocks, and am considering adding a US healthcare position to augment my Canadian healthcare holdings of CSH.UN and GUD.

JNJ was my first thought, given its strong history, massive valuation, and diversification. However, I am (like many, I assume) concerned about its legal troubles; particularly given the severity of the issues that surround them. Moreover, it appears that said troubles may be present for quite a long time.

I am thinking long term (I am 36), am a "buy and hold" investor, and will not need the capital I would be deploying for the foreseeable future.

Do you feel as if this is a good entry point for JNJ (perhaps a half position to start), or would you wait to see how the legal situations unfold before considering this purchase? If the latter, is there another American healthcare stock you might recommend in its place?

Thank you.
Read Answer Asked by Lucas on September 07, 2017
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