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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: During the next 12 months I think the $us will appreciate against $cad because of the pending US rate hike and oil will be depressed a while longer. Do you agree with this thesis and if so I want to play this using ZLU. I don't have any $us, so to avoid currency conversion fees I chose ZLU. My concern with ZLU is 50% of the etf is in staples and utilities. I think these two sectors may not exhibit low volatility over the next year with the pending rate hike, high p/e's and possible fund flows to other sectors. Are my concerns justified and if so can you suggest an alternative play to capitalize on a weak $cad. Thank you.
Read Answer Asked by Richard on September 12, 2016
Q: Hi 5i Research team, I have a long term horizon, and I am a patient and more of a growth oriented investor profile. As interest rates are very low (they have been for a while, I agree), if, instead of investing in REITs, banks, fund managers and insurance companies to obtain my financial sector exposure, I invest in a combination of other "financials" such as AIF, CXI, TCN, TNC, HCG, DH, what would I be missing? What exposures? What additional risks would I incur? Do you have other quality suggestions to complement this short list of other financial stocks? With such a group, are your main large cap recommendations in this sector (BNS, SLF) still necessary? Thank you, Eric
Read Answer Asked by Eric on September 12, 2016
Q: I see that the public sector is entering a growth phase, what would be your top 5 public sector dept picks for an aggressive growth portfolio?
I'm thinking that Health would be a 'no brainer' replacement for condordia, oh but wait...the grey tsunami...so would that be a long or short position.
Cheers and happy Friday
Read Answer Asked by Peter on September 12, 2016
Q: The above 5 etfs are core holdings with VXC and XHY at 15% each and the others at 10% each. The balance of my portfolio is made up of a diversified set of individual stocks (Canadian companies). I am considering exchanging XIN with ZWE to still have European exposure but with a better yield or should I keep XIN and just add ZWE to my core holdings? As always, thanks for the advice.
Read Answer Asked by Rudy on September 12, 2016
Q: Hi Team, In the recent quarter, ESL has fared better on many Key performance indicators(KPIs) and growth but the market has very negatively reacted. Is it because of the un-reasonable expectations of the analysts who mislead the public and market sentiments? And you have not answered to another readers specific question on this forum on ESL- to hold or sell?
Read Answer Asked by Sriram on September 12, 2016
Q: Your current opinion on these 2 companies in the US for a buy and hold investor? They have a good track record on dividends, the payout ratio's are not out of control and obviously a proven long term track record. On the more aggressive side, what is your opinion of HCP ?
Read Answer Asked by Tim on September 12, 2016
Q: These three make up my tech sector which always seems to take the biggest hit when the market tanks like Fri. I am thinking of cutting one out. Which one would you consider to be the one prone to drop the most when the overall market behaves like this? I thought OTC would be the safest but it took the biggest hit Fri.
Read Answer Asked by Arthur on September 12, 2016
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