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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 averaged into BGI as I purchased a 2.5% position in a RIF portfolio I'm now down 13% from the average purchase price, the dividend yield is now 9.5% do you think this is sustainable? Also do you have an opinion on why this is not doing so well compared to the other parts of Brookfield which seem to be firing on all cylinders.
Read Answer Asked by Thomas on February 28, 2018
Q: I want to invest 20 K USD into my TFSA portion of US stocks.
I already have FB 3.6%,SHOP 6.1%,CGNX 5.1%,AMZN 3.3%,NVDA 4.7%, SQ 4.7%.
Im thinking of buying MA & NFLX. Please provide me with an idea of 2 or 3 additonal
US stocks with growing trend like the one I mentioned in my portfolio. What is your
opinion of adding MA & NFLX in contest of my existing US portfolio.

THANKS ANDREW.
Read Answer Asked by Andrzej on February 28, 2018
Q: 1). What do you think of India as an investment in the next two years?
2) Which of the two efts, ZID or XID, would you choose and why?
3) Is there an alternative Foreign ETF you would prefer?
Read Answer Asked by Graeme on February 28, 2018
Q: Good morning Peter and Team,

In your answer to Shyam, you wrote: "In these situations, we prefer to sell the under-performing names and buy those that are performing."

In the case of KBL which is held in my wife's TFSA and in my RRIF, we are still in the black, but it has declined a lot lately, would this be a good candidate to sell from the TFSA since it's become a rather mediocre income stock?
If it is sold, what "growthier" stock in
(a) the Industrial sector might make a good replacement?
(b) any sector might make a good replacement?

Thanks for your insight.
Read Answer Asked by Jerry on February 28, 2018
Q: Only have room for one of these in my TFSA. Could you rank them?
Another question. Is there any easy way to find information on a particular investment in previous monthly ETF & Mutual Fund Updates?
Thanks again for all your help.
Read Answer Asked by James Robertson on February 28, 2018
Q: Hi 5i team!

My companies DB plan allows us to invest in about 12 different funds (not great I know). There is no way to leave some of the funds as cash - personally I believe we are going to see a major correction or 2 over the next 1-2 years - would leaving some of my funds in a bond fund be somewhat equivalent? I was thinking of leaving up to 25% so that I can redistribute into the other funds if/when the correction really happens.

Thanks,
Sean.
Read Answer Asked by Sean on February 28, 2018
Q: Hi 5i, I know outside of Canadian stocks are not the focus but what would you think of a small investment in Tencent? I have watched it for awhile and their Wechat app is pretty awesome and from what I have read they have even more users than Facebook by a long shot. I also read they are now getting into wealth management services to add to their offerings. An opinion would be nice this would be long term hold in a TFSA. Thanks
Read Answer Asked by Kolbi on February 28, 2018
Q: Hi, I've had some good experience experimenting with $US stocks in that I've experienced gains, but have also noticed the withholding tax on dividends in my cash account. I'm now restructuring a bit by selling off AT&T which has gained and has as well a 5%+ dividend (I'll repurchase in RRSP) and am looking at various ETFs tracking the S&P or specific sectors like banks. My question is whether any of them distribute $US cash dividends which I seek to use for travel in the US. I'm looking at ETFs like ZDY.U, HUBL.U or any others that may have come across your radar. Thank you for your excellent services, they have helped me enormously. Cheers.
Read Answer Asked by Gregory on February 28, 2018
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