Investment Q&A

Q: Good evening,
Walgreens is one of the larger and most successful holdings in my US portfolio. I am concerned that it may be particularly exposed to significant currency and other negative impacts from Brexit. Would you see any reason to retain this position? Or a portion of it? I hold a similarly large position in JNJ and smaller positions in GILD and CELG in the health space.
Thank you for your guidance.

Q: What are your thoughts on HBG ETF(Hamilton Capital Global Bank ETF). Do you recommend any other similar ETF since this is new ETF.

Q: Any US equities ticking all the 5i boxes? Your sage advice always greatly appreciated!

Q: What will be the position of Alcoa options expiring in Jan 17 when the company splits.

Thanks

Q: Hi team, in the consumer defensive space, for growth and some yield, what would your thoughs be on NWL. Would P&G be a better choice.
Thanks! Sam

Q: Hi Team,

Can you please comment on the strengths and weaknesses of TIP - iShares Barclays TIPS Bond Fund (ETF). It seems to be performing well this year so far.

Is it a good substitute for buying and holding bonds directly in a self-managed bond ladder?

Thank you. Michael

Q: Peter, I am considering buying one of these ETF's. HXS is quite small vs XSP but it has had much returns over the past 5 years. I would have thought that the returns of both would have been quite similar as they are designed to track the S&P 500.

Q: Any thoughts on Deere? What do I need to know? Thanks!

Q: How would you rate Ford and GM against Magna if held within an RRSP account. Magna offers 2.8% Div Yield versus 5% for Ford and 5.6% for GM.

Thanks Antoine

Q: Of course, most all have dropped but - would appreciate your financial & expertize on these 3 US healthcare related stocks. Thank you.

Q: Good afternoon,
I can understand that Wisdom Tree would decline after Brexit like other financials, but don't understand why it is being particularly punished (11%+) today. Could you please clarify.
Thank you.

Q: Will Nvidia suffer any adverse effects from this British Exit? I thought you had hinted as much about a week ago in an answer to someone, but can't find that answer! ... It was only a tangential hint that I may have misunderstood. Thanks!

Q: I have 50K US$ and wish to purchase 3 or 4 growth and income stocks on an American exchange. I was thinking of MSFT as one of them. Do you agree? Would you suggest other names. Thank you

Q: Hi folks
Two questions.
I have held both these for some time in my wife's LIRA account. She can not access this for about 12 years, so a long term hold is very possible. Have held these for a couple years. Both are down about 10%, I have held on because I see the ETF as a long term play on our aging population, and ACHN (hopefully you have a little info with this) as a risky but likely takeout target down the road. I have trimmed this one down and made a bit of $ in another account with it, so it isn't as bad as it looks.
Looking back, which is always easy, there are better options, however I am in now and wondering if I should stay the course.
Don't mind volatility, actually kind of drawn to it. Any thoughts?
Excellent job btw, your cheap at twice the price!
Cheers ;)

Q: I did my Brexit Wed. and plan on staying about 50% cash untill after the US election. Would like some ETF's that pay a relatively safe div. Thanks Al

Q: I own Hertz in my US Margin Account and I am down 49%. Down more than 9% on Friday alone.
I am advised of a reverse split ( never good ) combined with a 1 for 5 spinoff of Hertz's Equipment Division . Should I hang on , or should I run.
Come to think of it, I often get ripped off by car rental companies.

Q: Priceline is getting murdered today (down over 11%), because of their exposure to Europe - both in terms of revenues and currency exchange - which are assumed to be negatively impacted by the BREXIT vote. At the same time, it is on a growth path, its PE is really not that high for such a solid company, and I can't help but wonder if the sell-off today is overdone. Do you think this is a good entry point into PCLN?

Arnie

Q: to 5i team hello

US stocks:
I am looking to invest 10k in US$ with the following criteria:

-low downside risk
-good div. preferably from Canadian companies
-reasonable sustainable companies
-no banks or telecoms

I own full positions in :
BAC. GE, GM, JPM ,MSFT.

Canadian:
MFCSF - FULL POSITION DOING WELL
WPG.US - 0.5 POSITION
WPTIF.US 0.5 POSITION

1.THINKING OF INCREASING WPG.US OR AND WPTIF, or adding STD.US
2.GETTING SMALL POSITIONS IN BP,RDS.A, CAT
3.might also consider magna MGA:NYSE, as it seems very good value ?
4.WHICH COMPANIES MIGHT YOU RECOMMEND IN LIGHT OF THE ABOVE

Please comment on 1 to 4

thanks as usual
Yossi

Q: reviewing your existing M macy's questions it appears many are mislabeled to M Mosaic and answered as such

can you pls review and correctly identify the macy/mosaic questions/answers

my question: is macy's a solid well run long term hold with a relatively safe dividend?

if not, what concerns do you have

thanks

Q: Good morning, ok brexit happened and the world is falling apart. I have 50% in cash. Can you recommend 4 or 5 stocks for my watch list. I'm 58 well diversified but have no bonds, golds or us stocks