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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: What do you think about replacing a combination of VGH and ZQQ with a single holding in ZUQ--you gotta love the sound of "high quality". thanks Gary
Read Answer Asked by Gary on June 22, 2016
Q: Hi, what do you think of this new fund, Caldwell US Dividend Advantage? It still very small. I am trying to diversify from Canadian only stocks, want a dividend and don't want ROC (which they state in their prospectus might happen). Thanks!
Read Answer Asked by TK on June 20, 2016
Q: I've been considering a 3-ETF portfolio composed of the following.
35% CDZ
45% ZWH
25% ZWE
Comments please.
Read Answer Asked by Tim on June 20, 2016
Q: I am aware that you dont follow US stocks as closely as Canadian securities, however I respect your opinion and feel free to respond if you are comfortable with the topic. Visa has lost Walmart Canada as a customer and although it is a small portion of their overall business do you see this as a start of a trend towards lower fees and therefore lower earnings. I have held this stock for several years and have done very well. Should I move on? Thank you.
Read Answer Asked by Brian on June 20, 2016
Q: I hold WMB in my RRSP.

Please advise which option to elect in the merger of The Williams Companies Inc (WMB) with Energy Transfer Equity LP (ETE). The three choices are:

1 - 1.8716 share of ETE for 1 share WMB
2 - $43.50 cash for 1 share WMB
3 - $8.00 cash and 1.5274 share of ETE for 1 share WMB

Thank you
Read Answer Asked by Stephen on June 20, 2016
Q: Hello 5i,
Last week i asked a question regarding broad market etf's and you mentionned vun. I failed to specify that i was looking for unhedged versions. My research shows two funds that seem to correspond to vun. They are: vfinx and vfiax. Am i right in that? And if so, i imagine the difference between the two funds is that vfiax is the same fund but needs ten thousand dollars initiat purchase. Am i right in this?
Thanks
Read Answer Asked by joseph on June 17, 2016
Q: It looks as if the Williams Cos mess is coming to a close, but which option to choose? I have 200 WMB in my RIF. I am thinking the cash option would be best and then to buy a U.S. stock with potential. You thoughts please and suggestions?
Read Answer Asked by Elaine or Gerry on June 16, 2016
Q: Dear 5i,
I notice everyone from kids to seniors love wearing sketchers shoes. I read that the company is expanding internationlly. The share price is way off their 52 week high. Do you have any insight into this company and do you think Sketchers is a buy at this time?
Thanks,
Kerri
Read Answer Asked by KERRI on June 16, 2016
Q: In its most recent SEC filing, billionaire Carl Icahn’s Icahn Enterprises LP (NASDAQ: IEP) disclosed a 149 percent net short position in U.S. stocks. IEP has been declining since this position was taken yet in the last few days the market and the circumstances surrounding the market have been negative. I would anticipate that IEP should rise against this situation based on its rather substantial net short position but this doesn't seem to be the case. Do you see any reason why the shares of IEP are reacting in this manner?
Read Answer Asked by Patrick on June 15, 2016