Investment Q&A

Q: Hi Peter,
What do think of XMU and XUS for U.S. exposure? THANKS.

Q: This company has shown up on my radar with solid fundamentals; though it has been substantially higher in the past 5 years. Do you have any thoughts on it please? Thanks

Q: Happy New Year Team 5i. I have no Canadian or US healthcare. I am well diversified with both of your PFs. I do not have any US dollars or direct US equities (only those within your PFs which have US exposure) I am interested in XLV but what would be the best way to purchase? Should I open a US account and buy enough US dollars to purchase XLV and hold within that account or should I just purchase within my TFSA (or RRIF) with my Canadian $. I'm quite naïve about US purchases as you can see. Thank you for all you are doing. It gets easier and better because of all of you!

Q: I am looking for a long term US growth company for my 11 year old son's RESP - I completely agree with your recent assessment of Google but it is at a 52 week low - why is it under pressure? Other US names I am considering are Blackstone, KKR and Lazard. Can you rate them regarding safety and dividend potential?
Thanks.

Q: I would appreciate your comments on the stock Manchester United, a US listed stock that is currently around $15.50.This is a very popular Barclay's soccer team & its televised games are some of the most popular in the world. As always thanks for your help & advice

Q: I already own J&J & WAG in my USD portfolio. I was thinking of adding this one because it has been beaten up-however: really high debt.low EPS & CF & pay-out ratio -but has a high ROE of 76%-none of this adds up to me? Comments please on sustainability of dividend. Just did as deal with Novartis.

Q: Hello 5i team

WFC reports later this week. Do you any idea what we can expect and what effect this report may have on share value?

Thanks for all you do

Gord

Q: Hello Peter
Happy New Year .
How would you play this huge drop in oil prices of late .Which stock will benefit from the low oil prices ? Is there a ETF that tracks the air line stocks or what is your recommendation to benefit from these admormal oil prices ? How would you position your self from this oil price drop ?
Kindest Regards
Claudio

Q: Hi to All!! A quick question. What are your thoughts on adding ROC (Rockwood Holdings) to a Growth/Divivdend portfolio. It was mentioned that this is good exposure to Lithium, which inturn, will be used in increasing quantities in the auto industry. Thanks, Tamara

Q: I have held STZ for over a year and the return is good, it has moved appreciably since the latest earnings. The question is, I (and probably many others) do quite well at buying stocks, but often miss the signal of when to sell stocks. I know you believe in holding as long as things are going well, but still I have found in my experience that stocks often fall dramatically and give up much of their gains when things go poorly and often there is no warning. For e.g. I owned SYNA saw it go from $50 up to $90 and then drop back almost to the starting point. I would like to have a better way to judge when to sell a stock, or am I asking the impossible. I do apply technical analysis to my stocks as well, maybe I am expecting too much. So if you owned STZ would you continue to hold for the long term, seems no reason to sell and beer sales are up and with summer coming that should continue to bode well or do I look at it and say I have made 30% sell. What are your thoughts or suggestions. Thanks very much.

Q: Interested in a time frame of 12 months Your thoughts

Great service ---Thank you

Q: I inherited this company as a spin off quite some years ago. I still hold it in a DRIP. I would like to now what you think of this company and it's prospects.

Q: Hi,
I currently have no healthcare exposure. I would to allocate 10% of my portfolio to healthcare. My question is would you put together your own mini etf of Canadian companies or purchase an etf like IBB? I was leaning towards my own. What companies would you suggest to construct my own. A mix of large and small companies would be great.
Thanks for the help,
Luke

Q: To increase my US exposure rather than selecting specific stocks and not risking dollar price exposure I was considering purchasing the Dow30 index.
Would this be an appropriate fund or are there any others that you would suggest?

Thank you,

Bob

Q: Hello Peter

Currently my portfolio has 11 Canadian companies :CSU,AYA,ESL,DHX.b,CCL.b,MG,IPL,RY,SJ,BYD.un,ATD.b .I want to duplicate each of them in the USA companies within similar sector/industry and pretty the same performance.
I know it is not easy, please help me if you can to provide me with the tickers of the USA similar companies.

Thanks Andrew B.

Q: What are your thoughts on this company? I have a small speculative position in a USD SDRSP account. Any better alternatives in the same space?
Thanks for all your help.

Q: FCX, with a P/E of 10.8 and a dividend of 5.55% seems an obvious buy (all else remaining equal) though despite a relatively high payout ratio (84%). Would this be your favoured blue chip in this sector?

Q: I am looking for a couple of US small cap stocks with good growth potential. Any suggestions? Thanks

Q: Hi 5i I'm looking at buying a U.S. financial..What would your preference be Prudential ( PRU ) or one of the U.S. major banks.
Thx Gerry

Q: Happy New year to Peter and the rest of the 5i team

Yet another question on a U$ equity which I know is always "a little" out of bounds but... this is a very large cap company that has some significant upside from what I can see. Yet it continues to go down reaching it's lowest point today since Nov 2012.

7X 2015 projected EPS, 25% increase in backlog, Q3 GM up Q over Q, and an expectation of a considerable increase in revenue moving forward.

What am I missing here?

Thanks for all you do

Gord