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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 have recently taken over managing a 401K that is comprised of many ETFs. I have never owned an ETF prior but am wondering if this setup is reasonable. It feels like too many ETFs with a fair bit of overlap. Currently equal weights of: XLV, XLI, XLY, XLK, XLRE, XLU, XLP, XLF, XLC, XLE. Your thoughts - some of these the fees are a bit high as well!
Read Answer Asked by kelly on September 18, 2018
Q: 2 questions 5i: do you think it would be prudent to have a canadian focust fixed income etf to compliment pmif considering it is almost all us? And secondly do you feel the dividend from LB should be safe and considering I am down 10% would averaging down make sense?tks
Read Answer Asked by Larry on September 18, 2018
Q: Hello 5i team
Chrystal ball gazing time again. I am thinking of selling transcontinental for a tax loss. I just bought it seems strange to be selling it. I have a feeling that it won't move much until the next quarterly report, if at all. would you agree that it is relativly safe to sell and buy bak at a similat price in 30 days? i would wait a bit, though, to see if it bounces up a bit in the next week or two, as it has been heavily sold and could be in for at least a little bounce.
thanks for all the help.
Read Answer Asked by joseph on September 18, 2018
Q: Hello Peter,
Namaste seems to follow the Amazon model and if they get the medical sales license, they could do quite well given their international exposure. Signing a deal with Tilray was a good endorsement;however, it is unclear at this point, what really transpired that would cause Tilray to cancel the agreement. I have not seen any official release from either company other than the Quebec newspaper article. The stock is down quite a bit. What should one do in this case? If the agreement is truly cancelled, should one sell or hang on as the overall model looks good. My concern is could the perception of the company be ruined and hence investor perception? Thanks
Read Answer Asked by umedali on September 18, 2018
Q: Looking to add some US companies to my non-registered portfolio. Can you suggest 5 US companies that you consider to have some Growth and Value. No Tech companies.
Thanks
Read Answer Asked by JOHN on September 18, 2018
Q: Hi Guys,

I mentioned to a friend of mine about your great service as he complained how his mutual funds have gone nowhere in the last 5 years with all the fees. He has signed up for your service and was wondering how would be the best way to utilize your service, he is 50 year old business owner and busy being a soccer Dad, should he divide his money in your 3 portfolios or simply look to go for a 60/40 split with 60 in your balanced portfolio and 40 in bonds. He did mention he had an interest in ETF, any thoughts how he can put his money to work over the next year. Thanks Anthony
Read Answer Asked by Anthony on September 18, 2018
Q: What would happen if there is an economic downturn or recession and people lose jobs and there are high non-performing loans at Goeasy.
Does the company have a hold on the asset being financed ? Does defaulting on Goeasy loan have a strong impact on individual credit scores ? Im wondering if Goeasy will have a huge NPL or face something similar to sub-prime crisis because they are one of the few players in a market which is not serviced by banks but more by pay day loans and credit cards.
Read Answer Asked by Sridhar on September 18, 2018
Q: I have been a long term Investor of the Mkt . I have my own rules which work o.k for
ME . I have been approached by a neighbour`s & friend son asking for advice re the Market .
I don't want to give or show him ALL of my bad habits. I wonder if you could suggest a couple of books to introduce this lad to the Mkt.He is about 22 & has some university under his belt. I always appreciate your wise advice
Thanks ----- don


Read Answer Asked by Dr. Donald on September 18, 2018
Q: Are there any good FMCG (Fast Moving Consumer Goods) companies in Canada?
Can you recommend a few if there are?
Read Answer Asked by Jabs on September 18, 2018
Q: Pls disregard my previous question - here goes again.
I would like your advice on simplifying our IT sector holdings. My sector allocation is currently 16% and willing to go to 20%
VISA, SQ and PPYL have been placed in Financials [would have brought total allocation to 22% if included in IT].
GIB at 20% [of 16% total] is largest followed by SHOP at 12%. Next category between 5-10% are CSU, MSFT, SPOT, SSTI, TTD, ARKW, TD Science & Technology Fund, DOCU. Others at <5% [initial positions] are NVDA, KXS, NXPI, BOX, IQ, MU.
All are up except for MU. Pls advise which to discard, which to add to and any others that could provide growth on your "favorites" list.
Much appreciated
Sam
Read Answer Asked by sam on September 18, 2018
Q: hi there,
Today, which of these 2 would you add to a portfolio . QSR's P/E is cheaper and dividend is higher but given all the 'noise' around Tim's, there appears to be more risk around QSR. Your thoughts?
Read Answer Asked by kelly on September 18, 2018
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