Investment Q&A

Q: I am planning to add international equity exposure via US ETFs. Could you please recommend US-based ETFs for the following:

Broad US exposure (is there one that covers small and large cap or do I need two, like IWO and VFV?)
Broad world exposure (VXUS?)
Additional weight in China (FXI?)
Additional weight in India (?)
Additional weight in Japan (?)

If you see any concerns with this approach I'd would be interested to know. Also would be interested to know if you think Latin America would be underweighted in the above and if so, your recommendation on a US ETF. Thanks as always.

Q: will companies such as BEP.UN and BIP.UN be hurt with any rise in U.S. interest rates or are they safe long term holds for growth and dividend.

Q: Article in Globe today re above, they will be moving to TSX. How will that affect the current shareholders, if at all.

Many thanks

Q: Hello 5i: I am slowly building the Model Growth portfolio. I now own AVO, DHX.B, EFN, and GUD. I have enough money to add either 3 small positions or 2 full positions. Can you help me decide which stocks to pick next.

I will then probably add 2 per month until portfolio is complete. I realize this is a tough question because it should be viewed as a portfolio, but unfortunately I must go according to cash available. Thanks for all the good work you do.

Q: For a 10 year hold, which company would you consider a better buy right now (WSP or BIN)? Thanks!

Q: Is AW.UN a good choice for my TFSA?

Q: Good Morning
How do you think the following announcement by Brookfield Renewable Energy Partners will affect the price of their preferrd shares?
I am currently holding two issues:BRF.PR.B (rate reset) and BRF.PR.E.(perpetual). Although I am making some money on BRF.PR.E , BRF.PR.B is down from $20 to $17. Can Brookfield Renewable Energy Partners force a holder of BRF.PR.B to sell at $17??


Brookfield Renewable Energy Partners L.P., proud (indirect) issuer of BRF.PR.A, BRF.PR.B, BRF.PR.C, BRF.PR.E and BRF.PR.F, has announced:
that the Toronto Stock Exchange (the “TSX”) accepted notice of Brookfield Renewable Power Preferred Equity Inc.’s (“BRP Equity”) intention to commence a normal course issuer bid for its outstanding Class A Preference Shares (“Preferred Shares”). BRP Equity is a wholly-owned subsidiary of Brookfield Renewable. Brookfield Renewable believes that in the event that the Preferred Shares trade in a price range that does not fully reflect their value, the acquisition of Preferred Shares may represent an attractive use of available funds. There are currently five series of Preferred Shares outstanding.

Q: Good Morning All,
I've been watching MSI for quite awhile and was wondering if now was
a good entry point, what do you think? Many thanks to all, Bob.

Q: I am wondering what you think of the news today on Tweed's acquisition of Bedrocan? Also, what do you know about the management of Tweed and are they making profits or just revenue at this point?

Q: Curious if you have any comments on the upcoming Sleep Country Canada IPO. At first glance they seem to have had success with the strategic initiatives they put in place in 2012. Thanks for your insights,

Q: Hi! Any plans to update your report on Richards? Would you still rate the company C+?
Thank you.
David

Q: How do these two companies compare with respect to risk, current valuation, quality of management and growth prospects.

Q: Has your opinion of this company improved since your comment early June 2015?

Q: Is this stock coming back with the renewed diamond interest?

Q: Greetings! What do you think of Helen of Troy as a growth stock? Ford Equity Research rates it as a "BUY". Is it over=priced? And, can you suggest a couple of other US stocks for fairly rapid growth?

Q: Hello Team,

what's your opinion of Tca.a for a rrif?

Thank you

Q: Hi 5i:
I have not specifically bought any stocks as a play on US housing, but I'm thinking it may be time to do so. For possibilities I'm looking at Canadian lumber stocks, US home builders and US banks as sectors from which to chose. Do you have any advice? Of the US banks I've heard WFC suggested as the best housing play. Would you agree?

Q: Would this be a good time to initiate a position in GE now that they are refocusing the company and dispensing of a variety of divisions. Thanks as ever

Q: Stock has been acting poorly since they bought their sister company MOB recently. Thought this would make this a stronger co. not a weaker one. Comments please?

Q: Hi Peter

I have had exceptional success in buying positions in all 3 portfolios and to date have almost a full complement.

In the growth portfolio the following stocks got away from me, didn't seem to correct and therefore I don't yet hold. They are. GIX,PEO,CDV, and QHR.

I'm not asking you predict the future, so let me put it this way.... If you were in this position would you say to hell with it and buy at market open today or would you exercise patience as I have done to date and simply put in a bid and leave it there.

You opinions might vary per stock mentioned.

Thanks