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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: 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
Read Answer Asked by Robert on January 08, 2015
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.
Read Answer Asked by Andrzej on January 08, 2015
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.
Read Answer Asked by Gregory on January 08, 2015
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?
Read Answer Asked by David on January 07, 2015
Q: I am looking for a couple of US small cap stocks with good growth potential. Any suggestions? Thanks
Read Answer Asked by Bruce on January 07, 2015
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
Read Answer Asked by Gerry on January 07, 2015
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



Read Answer Asked by Gord on January 07, 2015
Q: I own Genworth Financial (GNW.US) in TFSA account, and it reported very poor earning last quarter and its cash reserve has been down unexpected significantly. Genworth is scheduled to report in February, and I am afraid it will be another disappointing quarter. Since I can't claim it as capital loss, do you think I should cut my loss to move on other companies or wait for its turn around? I like Starbucks and Michael Kors quite a lot; however, Starbucks valuation is very high, and Michael Kors has just been downgraded by Credit Suisse today.Does it make sense for me to switch from Genworth to Starbucks or Michael Kors at this time? Thanks for your great tips always!
Read Answer Asked by Rebecca on January 07, 2015
Q: Hello 5i,
Do you have any idea what's happening with Trinity? The last couple of days have been disastrous. The stock dropped 8% on no news...? What are your thoughts on this stock considering 2-3 years horizon? Buy, sell, or hold?
Thanks.
Read Answer Asked by Michael on January 06, 2015
Q: Could I have your opinion of PLUG now that it has declined a fair amount since your last report. It signed a new contract today. Do you see much growth in the future? Thanks
Read Answer Asked by Bruce on January 06, 2015
Q: During 2014 this stock showed pretty good growth in it's price…..going from the mid $40s to year end at the mid $50s. What is your present evaluation of this company…both short term and long term. Wishing all the team a very HAPPY NEW YEAR.
Read Answer Asked by Dennis on January 05, 2015
Q: Hi Peter. I have $US to invest and am interested in US ETF's. I'd appreciate a recommendation for a US broad market ETF. Thanks.
Read Answer Asked by William on January 05, 2015
Q: Hello 5i Team,

I am searching for a healthcare ETF, and see that you normally suggest XLV, and sometimes ZUH. However, what is your opinion of FXH? It has performed better than XLV over the last 5 years, but has a higher (0.66%) expense ratio (which may be worth it).

What are the major differences between XLV, FXH, and ZUH, and if you were to choose one for a medium risk investor with a long term (3+ years) hold which one would it be?

Paul J
Read Answer Asked by Paul on January 04, 2015
Q: Can I have your opinion on this ETF for the US portion of my portfolio. The returns seem to have been quite decent and wandering if the low volatility would protect my portfolio on the downside.

Thanks for the great work and have a happy new year.
Read Answer Asked by Jacques on January 04, 2015
Q: I am looking at investing money in health care , would you recommend ETF to do that and if so what US and Canadian ones. If not can you recommend two stocks (US and CDN) . I do not have any health care exposure and would like to allocate 5% of my portfolio to either stocks or the ETF.s, thank you and Happy New Year.
Read Answer Asked by Jean on January 04, 2015
Q: Given the importance of cyber security this new etf just launched in the us seems like a good place to invest instead of trying to find the right stock. They have 20 stocks in the portfolio including Cisco fire eye Symantec palo networks fortinet. No track record but would you consider it a good bet on cyber security. I am thinking this would be a good place for a percent of my US portfolio.
Read Answer Asked by Helen on January 04, 2015
Q: Was wondering your thoughts on the greater potential growth TD or C, I know hey are different types of banks but was wondering your thoughts on growth thanks
Read Answer Asked by jason on January 03, 2015
Q: I note that VUS appears to use derivatives to underpin its investments. Given the role played by derivatives in the 2008 debacle, how safe is this ETF?
Read Answer Asked by roger on January 03, 2015
Q: could you please recommend one or more etfs that would target US banks in Canadian fund. Do you think it is a good move having limited exposure to the above.
as always thanks
yossi
Read Answer Asked by JOSEPH on January 03, 2015
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