Q: Hello Team,
Would you prefer Pfizer or Merck in this space and why, or would you have a company you would recommend ahead of either.
Thank You,
Barry
Q: Hello team. I have some cash to add to my TFSA. My current sector allocations are:
Cons cyclical. 23.36%
Technology. 19.81 %
Financial Services. 16.93%
Energy. 12.6 %
Healthcare. 10.02%
Industrials. 9.86 %
Basic Materials 3.49 %
Utilities. 2.71%
Real Estate 1.21 %
All shares are on the TSX/TSXV exchanges. Which sectors are over represented, under-represented or missing ? Please give me some suggestions to add to the under-represented sectors and some to start a non-represented sector so I can balance a bit.
Thank You
Clarence
Q: Which company/companies would make a good takeover by Shopify? In other words, if you had to name a few potential takeover targets for Shopify $2B, who would you list?
Q: Hello 5i,
Which ETF for exposure to Canadian utilities is preferred? Is there a preferred US or global utility ETF available that could be held 5+ years.
Could you comment please on the 2018 Results for Western Forest Products along if this is a good entry point for a long term position, for forestry exposure?
Q: This is the 4th. Quarter that Absolute beat the forecasts. Would you be buying into the strength?
This growth story has a 4% dividend which is a nice topping on the cake.
I am thinking of a 2% to start.
What is your price forecast?
XIU is mentioned in your latest newsletter (February 10 2019 I Volume 25 I Issue 2) under 'iShares S&P/TSX 60 (XIU)', but XIC is used in all three of your model ETF portfolios. Can you explain which one you prefer and why.
Currently moving my portfolio from mostly stocks to mostly ETFs. Was reading your latest ETF & Mutual Fund Update newsletter (February 10 2019 I Volume 25 I Issue 2) where I read this under 'Exchange-Traded Funds For Your RRSP':
'When it comes to Canadian-listed funds that hold U.S. equities or hold U.S.-listed ETFs it is best to avoid them because U.S. dividend income is taxed on your behalf.'
I also see XHC (CAN), listed in your Growth ETF Portfolio (Oct/11/2018), has only one holding: IXJ ETF (USA). Based on above, would it then not be better to hold IXJ directly in a USA $ RRSP account), if one is not concerned about CAN/USA $ hedging?
Q: Hi 5iR TEam, I am struggling a bit with the concept of having a diversified portfolio, versus holding the highest quality stocks regardless of their sector. Ok, as a practical example I already own GIB and KXS and would like to add ENGH. The result for my portfolio would mean I'm overweight in the Technology sector. I have been overweight the Financial Services (Banks) for years and never regretted it. Is there an argument to be made for over weighting a sector when you can select high quality stocks and can't find that same quality stock by diversifying?
Lastly, am I correct in assuming that ENGH, GIB, and KXS are some of the best IT companies trading on the TSX.
Thanks Team. Cheers, Chris
Q: Hi Team,
I have been averaging up on Google since 2013 and I am currently up 90% and it now accounts for about 8% (in C dollar) of my total portfolio. I am just wondering if I should take some money of the table (my risk tolerance level is above average). Your thoughts on this would be much appreciated.
Cheers,
Q: Has there been insiders buying lately?
The results have been excellent the last 4 quarters. Where do you see the sp in a couple of years if this hasn't been taken out.
How is the recent large contract gonna affect the bottom line?
Would you start a 1% position?