Investment Q&A

Q: Good morning,

I recall that the yield on "VE" was over 4% several months ago and is now showing as just under 2%. The distributions seem to change quarterly? Hoping you can shed some light on the proper way to understand the yield on this etf.

Many thanks,
Brad

Q: I invested in a 'Global Small Cap' fund about 18 years ago. Incredibly, my return AFTER 18 YEARS is NEGATIVE 16%! (I guess this is lesson in the effects of both high mutual fund MERs and picking a lousy fund company!) Can you please suggest an ETF that would be good for the 'global small cap' space. Or another 'small cap' ETF or strategy, if you don't think a global small cap ETF is the way to go. Thank you!!

Q: How do you feel about Nintendo given the market's response to their recent entry into mobile gaming?

Thanks

Q: Good morning,

Can I have your opinion on this etf. I am looking for diversified income.

Thanks
Carl

Q: Would you please comment on the suitability of ZDI
for international exposure and income. Do you have
alternatives for consideration?

Thank you for your reply

Q: peter what do you of lloyd of london

Q: Cheers 5i team, very glad to be a new subscriber.
Understanding that you cover quasi exclusively Canadian equities, my question pertains to FMX. I am looking for exposure to EM. What do you think of this company with exposure to Mexico, Latin America and the Philippines? Would you be a buyer? Also, what is the level of currency risk one would be undertaking with this stock. Feel free to name other preferences of yours in the EM space.

Thank you very much.

KR.

Q: Hi 5I Teams
may I have your opinions on these two US stocks RDC and TCEHY please.
Are they worth to buy or sell now?
Thank you
John

Q: My advisor has recommended switching from Pfizer to a global diversified
healthcare ETF-iXJ.Is this reasonable in view of the fact that I own
nothing in the global market at all?

Q: my teenage daughter has just registered her tfsa. She has a small amount of $ (4000) to start. she is thinking for simplicity and risk sake at this point in her life to go with the global couch potato. Which 4 ETFs would you recommend for her. she needs a CAN equity, US equity, INTER equity and a bond ETF.
Do you think this is a good idea or would you recommend she stick to specific company stocks instead?
thanks
michele

Q: Could you give me your thoughts on investing in Europe at this point in time. Would you hedge to the US or C$? Would HEDJ be a good vehicle? Thanks.

Q: Hi 5i. Do you have an opinion on Intelsat SA? According to the stock quote, it has a forward PE of less than 2.

Thx much.

Q: I am in my early 60s. I have 46% of my portfolioin fixed income. All in CBO average cost $19.15. With interest rates in US likely going up a little in Dec. Should I reduce CBO and re-enter TD followig BMO better than expected results.

Q: Hi 5i!

New member and I have found your wealth of knowledge very helpful in providing guidance for a relatively new do-it-myself “Core & Explore investor” and have prompted me to make some changes to my investment strategies and portfolio. My question is “Core Portfolio” management based and specifically regarding switching to Index ETFs from Index Mutual funds. I’ve been a regular monthly contributor to my RRSP built up and directing most of my funds towards a TD Canadian Index Fund TDB900 – e series and a lesser amount to the same e series TD International Index Fund TDB911 as they have very low MERs of 0.31% and 0.51% approximately. My strategy, since I dollar cost average into the indexes, is to continue to contribute to these TD mutual funds monthly but then funnel from them to ETF index funds so I can take advantage of the lower MERs of the ETF. Could you recommend ETFs to replace my current TD mutual funds? Would you also recommend adding a DOW Jones Index or another US index? What ratios would you consider appropriate for a portfolio? Any other thoughts are welcome and I’ll save my “Explore portfolio” questions for a later date.

Cheers!

Q: Not sure if you follow this at all. I am looking to purchase shares in ARCO (Arcos Dorados Holdings Inc). The stocks has done well, perhaps part of the Brazil bounce, but still looks cheap. My thinking is that with McDonald's once again doing well, this stock may also. Thank-you very much.

Q: I'm thinking of investing in China to capture the middle class growth there....Baidu reminds me of an Amazon in the early stages?? Or Alibaba; which would you place in your personal portfolio for China exposure or would you suggest something totally different?? Thanks so Much!

Q: I've been to China 5 times in last 24 months and on my recent trip I observed more and more people have smart phones than previous trips. Speaking with one of my Chinese colleagues on this trip, we discussed how most people in China with a smart phone use WeChat as their messaging app. WeChat is not just a messaging app, you can make payments and shop. Travelling thru several cities, most retailers requested payment thru WeChat. I was amazed at the adoption of this app. It is owned by Tencent and trades OTC in the US. Do you know anything about this company and do you have any concerns with buying stock on the OTC?

Q: Hi 5i team,

As infrastructure in various countries are now in an expansion/renewal phase, infrastructure stocks may be the new 'utility' stocks of the future. I currently already owned BIP.un. Given the current market conditions, please recommend some Canadian or US listed infrastructure stocks or ETFs that are worth investing in now. Thanks

Q: can you comment on Russells diversified Fund for income and a little Growth, thank you.

Q: What is your opinion of vanguard ETF VXC ? Would you buy sell or hold?