Q: I am managing my aunts portfolio who is entering retirement. She has $300K to invest with a 5 year time horizon. I like the 2% yield of VBAL, the 60/40 split, low MER and the simplicity of this all in one ETF, but would like to add 1 or 2 additional funds for some additional torque. What would you recommend?
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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: most if not all of these companies are down 20-30% and consequently many pay very high dividends; have they been unfairley thrown into the same bin as oil & gas companies by investors? Could this be a buying opportunity of undervalued solid companies.
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Enbridge Inc. (ENB)
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Fortis Inc. (FTS)
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Canadian Utilities Limited Class A Non-Voting Shares (CU)
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Algonquin Power & Utilities Corp. (AQN)
Q: I am currently have a large position in Atco and it has been going down a lot since Covid. Going forward, what is your view of continuing to hold ACO.X vs a swap into FTS, ENB, AQN, or CU. Could a swap in either one or into a combination of these be of benefit for a long-term hold for a risk averse investor? What is your recommendation given the current valuations, recovery potential and future growth outlook?
Many thanks!
Many thanks!
Q: I would like to increase my allocations in Basic Materials and Industrials; please provide and rank your top recommendations - stocks and ETF's for both sectors.
Thank you,
Patrick
Thank you,
Patrick
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Amgen Inc. (AMGN)
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AbbVie Inc. (ABBV)
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Vanguard Health Care ETF (VHT)
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iShares U.S. Healthcare ETF (IYH)
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Guardant Health Inc. (GH)
Q: RE; Healthcare,
I currently have a limited amount of healthcare exposure in my portfolio and looking to build the allocation. I hold some MDT in my US account, I have been adding to that holding on dips. I would appreciate hearing your favourite US and Canadian healthcare stocks.. Please provide your top choices for US and Canada plus any particular ETF's you like in the healthcare sector. Thank you, Patrick
I currently have a limited amount of healthcare exposure in my portfolio and looking to build the allocation. I hold some MDT in my US account, I have been adding to that holding on dips. I would appreciate hearing your favourite US and Canadian healthcare stocks.. Please provide your top choices for US and Canada plus any particular ETF's you like in the healthcare sector. Thank you, Patrick
Q: I am interested in starting a position in one or two of the above three companies. I know that Goeasy is a financial company and also pays a dividend. I therefore have a slight leaning toward Goeasy first.
Could you rate the 3 companies, best first with any pros and cons that you feel are noteworthy. What company do you feel might have the most upside in the next two or three years. Thanks for your wisdom and guidance. It has helped me on many occasions in purchasing good companies, such as Kinaxis and Lightspeed.
John
Could you rate the 3 companies, best first with any pros and cons that you feel are noteworthy. What company do you feel might have the most upside in the next two or three years. Thanks for your wisdom and guidance. It has helped me on many occasions in purchasing good companies, such as Kinaxis and Lightspeed.
John
Q: On Oct 31st/2020, Terrance asked why you are not listing GUD / BYD:CA in your must own stocks. Can you tell me where your list of 'must own' stocks is?
thanks
thanks
Q: Pivotree a tech ecommerce IPO soon to start trading . Could you give an opinion of the company please?
Thanks D.B.
Thanks D.B.
Q: Your current assesment on this venture please.
Q: Are there etfs that hold and focus on dividend growers ex-US and ex-Canada? I am looking for same where I can put both Canadian and US dollars. Thank you. Bill
Q: Fortinet Q3 and guidance look solid to me, but the market doesn't seem to think so with the recent decline accelerating this morning. what is your opinion please.
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BMO Global Infrastructure Index ETF (ZGI)
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BMO US Dividend ETF (ZDY)
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Vanguard FTSE Developed All Cap Ex U.S. Index ETF (VDU)
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Capital Group Global Equity Fund (Canada) Ser A (CIF843)
Q: My full service advisor has suggested I sell passive ETF's ZDY, ZGI & VDU and buy active fund Capital Goup Global International Equity (CIF 843). The passive holdings have no trailing commission the active fund does. But it seems the active fund performance is much better? Could please give me your opinion if this would be advisable - thanks for your usual great advice.
Q: Can you please give me your opinion on Onespan - OSPN
Thanks
Thanks
Q: hello 5i:
can you discuss GD's earnings report and outlook?
thanks
Paul L
can you discuss GD's earnings report and outlook?
thanks
Paul L
Q: Looking to make further investments in the renewable energy sector. Can you please comment on the following: Schneider Electric (SBGSF), Innergex Renewables (INE-T), Canadian Solar (CSIQ-N), Air Products and Chemical(APD-N), Plug Power (PLUG-N), Ballard Power (BLDP-N),
Boralex Inc (BLX-T), and Northland Power (NPI-T)
Boralex Inc (BLX-T), and Northland Power (NPI-T)
Q: Just wondering if you can add any colour on the quarterly results and market reaction.
Thanks for all you do.
Thanks for all you do.
Q: How was their earnings that came out this morning>
tnx u.
tnx u.
Q: YOUR THOUGHTS ON THIS COMPANY PLEASE?
Q: Some analysts give ERF a valuation half that of Arc and Peyto. Why is market giving such a low value to this company that has such low debt and decent dividend/payout ratio?
Thank you.
Thank you.
Q: Good morning 5i Team, I'd appreciate if you could recommend how to invest in cannabis industry in US?
Thanks!
Thanks!