skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Mp portfolio closely mirrors you balanced equity portfolio (about 3 exceptions). I have been happy with its performance but note some analysts indicate a that the US economy will out[perform the Canadian economy over the next year. Do you think it is a good idea to pick up some U.S.stocks? What do you think. I favor ETS's at would make up about 20%of my portfolio.

Would you recommend such a move? If so, what ETF's would you prefer?

Raymond
Read Answer Asked by Raymond on December 05, 2016
Q: I currently hold OTC and KXS but am considering switching to EBIX, for two reasons. One is that I like the EBIX model, everything is in the insurance industry, any acquisitions can be integrated into improving existing products unlike say CSU where everything remains independent. The second, is that insurance will benefit from rising rates. I figure that rates will rise significantly in the next five years as a result of a shrinking labour force, aging population, resulting in wage inflation. The only negative is that EBIX is expensive following a stellar year. What are your thoughts.
Read Answer Asked by Leo on December 05, 2016
Q: Looking for long term dividend income with hedge against rising interest rates. I am now overweight in REITS. Which of these, if any, would you suggest?
Read Answer Asked by Keith on December 02, 2016
Q: I wish to enter the US infrastructure area. Which of these are preferred over the next 2 year? Do you prefer others?
Read Answer Asked by Greg on December 02, 2016
Q: Hi 5i

I apologize..another US question. I have looked at CH AIG AFL PGR and MET. Do you feel there is more upside to US Insurance companies. So far in my research CH has not gone up as much as the others and AFL has had a big drop today. Would you suggest one to me please.
Thank you for your sage advice as always.
Read Answer Asked by El-ann on December 02, 2016
Q: My portfolio closely matches you balanced equity portfolio. As it looks like the US will outperform Canada over the next year I am thinking of picking up some US ETF's for about 20% of my portfolio. What do you think of this strategy and if you agree, what ETF's would you suggest?

Ray
Read Answer Asked by Raymond on December 02, 2016
Q: Peter and Team, I want to choose some ETFs for my mother in-laws RRIF and LIF. My approach is to be well diversified, looking for some dividend and a little growth to achieve btwn 5 to 10% annually. I plan to select Equal weights using ZLB,ZWB, ZDV FOR Canadian content and ZLH, ZWH, ZHY, and ZGI FOR US Content. Your opinion and any pitfalls or suggestions would be apprecuated.
Thanks, Steve.
Read Answer Asked by Stephen on December 01, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!