Investment Q&A

Q: Hi
Thinking of reducing XQQ by 20% and buying LSPD
Why:
I have done well on XQQ and would
Add to Canadian stocks and growth and keep with tech..

Comments please

Thanks

Mike

l

Q: Any reason for the recent decline in the above 2 stocks. Is it timely to start a position,& if so what %? Thanks for u usual great services & views

Q: Hi 5i team, is it possible for you to list no. of quarter earnings out of 8 beating estimate for all companies in your balance and growth portfolios. Deduct as many credits as it takes.

Q: Bought lspd at 23 it’s now in the 32 dollar per share range . Should I take some money off the table or do you like it’s long term prospects?

Q: If MWC announced earnings can you please give us your comments on them


Sheldon

Q: Norbert Gambit - FYI:

5i has good thread here (https://www.5iresearch.ca/forums/viewthread/328), but this link has good concise broker-specific how-to info here (https://www.dividendearner.com/dlr-norbert-gambit/) titled
'Convert CAD and USD for less than $20 with DLR'.

Hope it is helpful to members; I just used it.

Q: Do you like VA or better to invest in a different ETF? I own only this ETF and AFG Global Dividend Fund. The VA ETF has not performed that well and wonder if I should invest a better overall global ETF? If so what would be your recommendation?

Thanks

Q: Would you evaluate the payout ratio on this company using earnings or cash flows? What are the ratios? Thank you.

Q: Hello, I am looking to add to my international holdings and was hoping you can recommend an etf similar to xtr. I already have enough exposure to North America so I am trying to find a diversified etf (50/50 equities and fixed inc.) with a decent yield that does not include the U.S. or Canada. Thank you.

Q: Can I have your analysis of this etf as a way to add diversity to fixed income?

Q: Can I please get the groups collective opinion on Blackberry with respect to entering a position now and where you see them going based on a comprehensive analysis.
Or are there factors and or other better potential buys out there now?
If so, what might those alternatives be?

Thank-you for your valued service.

SA

Q: I have some cash that I want to park for 6 months or so with the ability to withdraw
some when needed. Can you recommend something?
Thank You
Peter

Q: For the next 6-12 months, do you think moving from XBB into CLF or ZPS would provide greater security? Thanks.

Q: Your opinion as I am considering a purchase for my RRIF? Thank you Jack.

Q: I have a question about bdt what do you think of it at these lows . thx

Q: Any ideas why rate reset preferreds aren't rebounding along with other safe stocks given the anticipation of steady or falling interest rates? I own CM.PR.T which was issued with a decent dividend of 5.2% but it has fallen from $25.20 per share to $24.16 in less than a month.

Q: I have $ 50,000 to invest I would like to invest in some preferred shares I do not need the funds anytime soon Could you give me some investing criteria to assess whether the pref shares are good value I know alot depends on interest rates but i want to buy companies that are solid

Thank you
Paul

Q: What would your three or four top consumer cyclical picks be for an income investor looking for a bit of growth, Canadian or US?

Lyle

Q: The board election results for AQN were recently released. Vice chair Christopher Jarratt had 11.9% withheld while the rest were elected with 2.4% or less withheld. Any idea what the issue is with this fellow and shareholders. thanks.

Q: We have( for me) a quite large sum of money invested in managed products. Any new money is going into Canadian equities ( 30%) following your portfolios and a mix of ETF roughly
30% USA at 10% SPY, 10% VIG, 10%IWO
30% International currently VE
10% emerging currently VEE
( I know "where is your fixed income" you ask, my spouse has a federal government pension which I count as our fixed income)
To date these sums are relatively small. As I start to shift large sums from our managed products to my self managed portfolio ( following the above ratios) I am ok with the mix in the USA spread to 3 etfs run by 3 different companies. With the international and emerging I am a bit concerned about putting all that cash with one fund (and company). Is this concern silly or should I have some diversification within my ETF holdings ( both in terms of funds and companies). For example instead of having 30% of my holdings in VE I would split it 15% VE and 15% XEF. So I guess the short questions are:

1. What is the max an investor should have in any one ETF( %)
2. What is the max an investor should have with any one company ( $ or %)