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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: Could you please comment on their earnings report. Is it time to add, hold or sell this stock?
Thanks
Read Answer Asked by satish on December 24, 2015
Q: Merging with BB&T once all the regulatory stuff is done. Do you think its worth holding onto?
Read Answer Asked by Lloyd on December 24, 2015
Q: Seasons Greetings!!!
Your last comment on Horizon Pharma was Feb/15. Could I have your current opinion please?
Thanks
Dave
Read Answer Asked by Dave on December 24, 2015
Q: Hello and Merry Christmas!

Heading in to 2016 I am concerned about the impact of fx on my US holdings (about 25% of my equity portfolio). I have held the listed stocks in US$ for well over a year. Most are down on the purchase price but overall I am up in Cdn$ on account of the fx. My concern is a reversal in fx essentially wiping out any future gains in the underlying price of stocks like JCI or EMR where the strong US$ is often cited as a negative. As I see it I can: a) Sell and re-invest in an etf like CUD or XQQ that is currency hedged; b) hold and find some way to hedge against gains in the Cdn$ myself (any ideas here?); or c)do nothing . Any suggestions?
Read Answer Asked by Morgan on December 24, 2015
Q: Just wondering about Disney as a long term buy at current price. Stock has not responded well given recent success with Star Wars. Shanghai Disney opening in spring 2016. Thanks.
Read Answer Asked by Michael on December 24, 2015
Q: Hello Peter and team;

In the Globe & Mail today, under the heading of Stock Analysis, they did some number crunching on some U.S. Insurance Companies.

In my U.S. portfolio i am looking to add a U.S. Insurance company. Out of the 4 companies they highlighted, which one would you recommend for growth, and value?

Thanks

Stephen
Read Answer Asked by Stephen on December 23, 2015
Q: Hello team,

Can you please compare HAIN and WWAV in the natural and organic foods area? Which one do you consider a better investment for growth looking 2 to 3 years out?

Also, what are your thoughts on Cypress Semiconductor (CY) as an investment in the US technology sector.

Thanks for all your help!!!
Happy Holidays.

BK
Read Answer Asked by Bekaye on December 23, 2015
Q: Hello Peter & Team
I just purchased a very small position of NLY for its attractive
yield in RRSP. Is the yield save?
Can you give some insight of this REIT.
Thanks as always.
Merry Christmas!
Read Answer Asked by Patty on December 23, 2015
Q: Would you or any of your members know how the distributions of XHY are taxed? I haven't been able to find any specific breakdown for income tax reporting purposes. Thank you!
Read Answer Asked by chris on December 22, 2015
Q: Hi folks,Happy Holidays,almost embarrassed to admit but sold Fb way early and rolled it into Twitter twtr/q @ $38. Twitter finally has a Ceo and company is making a profit but stock trading near new lows. Is stock worth holding for the long term?? in your opinion, don't mind hanging on for longer term if there is upside or is this another Tech Wreck;so buy,hold,or sell. thanks as always
Read Answer Asked by John on December 22, 2015
Q: Hi 5i team,

How do you feel about Blackrock (BLK) in the US? Seems with more and more people moving towards index investing, and with the rise of robo-advisors, this would be a good way to play that trend. Seems to have a solid dividend and pulled back a bit recently.

Any comments or reasons to avoid? Perhaps a different company to think about?

Thanks and happy holidays.
Read Answer Asked by Sarj on December 22, 2015
Q: Am I possibly missing something, I am setting up a portfolio for my Grandchildren over 15 year time frame.
Considering - dis, goog, fb, amzn. Set it and forget it.
With the current US ex, is this a detriment over the long time frame.
Read Answer Asked by Peter on December 22, 2015
Q: I would like clarification on hedging when buying USD securities via a CDN ETF: if the USD is going up and by comparison the loonie going down is it to your advantage to buy a hedged product or not? I am a little confused as I am sure there are times when hedged is good, and others, when it is not? Intuition tells me know is the time for hedged to protect loonie denominated ETF holding USD securities. The ETF XHY holds Us corp.: with interest rates going up in very small increments in the USA this should cause bond yields to go up as people move their money somewhere else - or not?
Read Answer Asked by James on December 22, 2015
Q: For a non hedged etf would VUN be a good choice for USA exposure?
Is there one you would recommend?
Thanks
Read Answer Asked by Michael on December 22, 2015
Q: what are your thoughts on the Disney Downgrade last week? Especially with what looks to be a big success in star wars so far. Is there alot to be concerned about with weakness in espn subscribers?
Read Answer Asked by Mike on December 21, 2015
Q: Hi 5i: There are actually two questions, which for me are linked. First, could I have your opinion on Adobe Systems. It seems expensive (not surprising) but maybe not so much given good growth. Second, how do you think Disney will fare with respect to the ESPN issue - I have heard differing opinions on the likely impact. I am considering at least a partial switch from DI to ADBE and would value your opinion. Roland

Merry Xmas to all, and thanks for the great help over the last year.
Read Answer Asked by Roland on December 21, 2015
Q: Do you see this company as a good long term hold.
Thanks
Brian
Read Answer Asked by Brian on December 21, 2015
Q: In your response to Marc about the C$, you state ... "If the Canadian dollar rises, you will want to have a C$ hedged ETF". Can you pick a couple of ETF's that could benefit with a bottoming out C$.
Read Answer Asked on December 21, 2015
Q: In light of the fact there has been no indication of Canadian interest-rate movement, can you suggest a handful of U.S. insurers with decent dividends. And a ETF in that space as well.
Thanks for the great service
Read Answer Asked by Kyle on December 21, 2015
Q: I am looking for a Canadian ETF that tracks the Nasdaq and one that tracks the Russell 2000. I am looking for a product that is not hedged to the Canadian dollar. From what I gather this is not available.
Read Answer Asked by roland on December 21, 2015
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