Investment Q&A

Q: Any views on whether Trump's possible repeal of Obamacare would be good or bad for PHM?

Q: How much does Microsoft stand to benefit if the taxation is substantially lowered in respect to the repatriation of money they hold outside of the U.S. ? I've been a subscriber since 2012 and I'm looking forward to another wonderful year with 5i Research. Thank you.

Q: I am sensing that Stella Jones may suffer as a result of the very real possibility of NAFTA disputes under a Trump presidency. I note that the stock price has been moving south lately. I am considering sale of my SJ stock and using the funds to add to my holdings in GIL. I would appreciate your comments.

Q: I am looking to make an investment in a company that produces rare earth metals. What would you consider the best TSX listed companies in this sector. Do you think any potential trade conflict between Trump and China could have an effect on the rare earth metals market. Thanks

Q: Bad day on the market. Virtually every sector is down but one. Real estate. I'm baffled by this. Almost every single REIT is up today, and REITs are performing well in New York as well. All the 'pros' have been saying that this is exactly the wrong sector to be holding now, that REITs will suffer more than any other sector in a rising interest rate market. Yet on the last day of trading it seems like everyone is tossing tech and everything else overboard and gobbling up REITs. Does this say something about the market going forward in 2017, that perhaps people are hedging their bets a lot and don't believe the "Trump Rally" will lift all the cyclical stocks after all?

Q: Thinking of buying 1 or 2 of above 5.Is this a good entry point?Please pick 2 & list your preference.Appreciate u usual great services & opinions.

Q: Hi, before I jump into my question, I would like to sincerely thank you for the wonderful and valuable service you've offered for your members. Without your team, I couldn't have done it on my own. Your team's given me a lot of confidence and assurance. Since I joined in 2015, my portfolio has grown considerably. THANK YOU

Since the US Fed raised interest rates in Dec, I am seriously considering to convert a saving of $200,000 to USD. This money is currently lying in an EQ bank high interest account earning 2% interest. My view on Canadian dollar to USD is bearish particular the US Fed proposing to hike interest rate several times in 2017.
Now my questions are: (1) Canadian dollar should be weak against USD. Next year the oil price is going to be stable around $50- 57, but no hope for significantly higher. Weighting the risk and reward on a scale, how risky is my move? (2) After the money has been changed, where can I park this USD? Any suggestions for a safe option to earn some interest? ICICI offers interest at 0.75%. Buying US bond is not my option as interest rate is on the hike.
I have experience using DLR to convert CAD to USD so high exchange expenses are not a big problem.
Once again, thank you for your insights. Merry Christmas and Happy New Year.

Q: With 17% of my portfolio invested in these US ETFs, I'm thinking about adding another 5-10%. However, I'm wary of the Trump implications. All of the above are near 52-week highs. As a long term investor, should I not worry about timing the market, or is it advisable to wait a bit before investing in the US? Is XUS worth buying or am I fine sticking with VUN, if I go ahead and invest in the US?

Q: I do not have much experience in investing in US stocks. I would like to add some US exposure as it does seem that Trump's pro business approach might turn into a reality. Is there an ETF you could suggest that would track the US market?

Thank you, Peter

Q: MST.UN is mentioned often on the BNN Market Call Q&A sessions [excellent info show].
Good #'s and $'s, good prospects esp. with Trump/Perry and the pendingTexas oil boom.
My Q is about the dividend payout. What are the tax implications re CRA reporting and showing for tax year. Is the payout in US $? If so, the purchase exchange is offset by the falling Cdn $, the rising US$ and the creation of a US account for future US equity purchases. How is the future sale etc. treated by CRA?. I realize you are not tax people but I'm sure these are fundamental questions by novices. Thank you.

Q: !With proposed increase of infrastructure in USA, do you have any advise on Cemex a cement product company ? Thanks

Q: There is currently a plethora of ways to invest in the US Market without touching sector funds. Would you use any of the above ETFs and if so in what proportion or would you suggest using any other US ETFs as well. High conviction US Mutual funds are also an option; but the fees are somewhat higher. I currently have no US coverage and am looking at establishing a 15-20% position. I know timing is a bit of a quess; but with the recent run up would you please suggest a strategy?

Thanks and
A very Merry Christmas to all

Q: CGI Group was downgraded today by Goldman Sachs to a sell. This is a long term hold. Any actions required, and if it was in the Balanced Portfolio at what weighting would you hold it at? Thanks!

Q: Goldman reduced its rating to sell. Would you consider this an opportunity to increase my position from half to full? Has anything changed? Thank you and merry Christmas to everyone.

Q: Hi 5I team
My question is on a US stock. I've been holding Biogen BIIB for nearly two years and I'm down 32%. It does not look very promising under trump. I'm thinking of selling and moving the rest of the money in finacials like JPM or Bank of America. Could I get your insite. Thanks Maurice

Q: I am looking to add defence spending to my portfolio. - What do you think of ishares ITA as a long term hold

Q: I have the following dividend paying stocks in my portfolio. Pipelines, Enb., Trp, PPl 9%, Utilities, Bep, CU, EMA, FTS. 8%, Telcos, BCE, T. 3%, Banks TD, BNS, RY 12%. Industrial, BIP, CNR, WSP 8%. Consumer Couche Tard, Cineplex 4%. I hear all the experts say with rates rising and the emphasis on growth stocks in the trump era Dividend stocks will not do well. What do you think? I like the dividend payers. I do need to sell one security to raise cash. What do you suggest? Thank You.

Q: So we've had the rate hike everyone knew we would have. The language was a tad more aggressive than expected and the market sold off. My confusion is why did Sun Life (and other insurance companies) and BNS (and most other banks) sell off too? Isn't this even better news for them?

Q: With BEP.UN included in the income portfolio: Will it still be maintained within the portfolio now that President Elect Trump is tweeting about renewing coal as a viable option in energy and his pulling back on "clean air", carbon emissions etc?
Thank you

Q: Hi 5i Team,
Ever since Donald Trump announced his candidacy for the job of U.S. President, he has repeatedly made disparaging remarks about China. I'm starting to wonder if all this trash talk might not cause investors to dispose of any holdings they might have in Chinese companies.
I currently own shares in Alibaba but I fear that they might follow the same pattern as Boeing and Northrop Grumman did in the aftermath of negative tweets by the President-Elect in recent weeks.
Do you see this as a likely possibility? Should I sell as a precaution?
Robert