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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 explain the performance gap between XSP and ZSP
for one year time frame.
Both ETF are designed to replicate, to the extent possible ,the performance of the S&P 500 Index.
Thank you so much.
Read Answer Asked by pascal on December 18, 2015
Q: Hello,

This may be out of scope, but I would appreciate your opinion on WNDW.

Thank you for the great service.

Tim
Read Answer Asked by Tim on December 18, 2015
Q: Two Harbors appears to be a solid buy right now. What am I missing if anything?
Read Answer Asked by george on December 18, 2015
Q: The last question to 5i regarding PANW is listed July 2014. What is your assessment of this company based on an additional 18 months of history and would you recommend it as a buy? Thank yoi for your great service.
Read Answer Asked by Deborah on December 17, 2015
Q: What do you think about Foot Locker (FL.US)? Buying opportunity or value trap?
Read Answer Asked by Andrew on December 17, 2015
Q: I want to replace GSK with MDT, JNJ or UTX. Yield, weight and sector is not a factor here. Please give me your pick or just add more GSK. Thanks.
Read Answer Asked by Charles on December 16, 2015
Q: Good Afternoon: My question is really currency related rather than Visa specifically. I own a few US stocks including Visa which fortunately for me I purchased when there was not as much difference between the US and Canadian dollar. As a result of stock performance and the difference in currency valuation I have done well. I would like to make a few more US purchases but cant make myself do so with the almost 40% hit. In my opinion some time in the future our dollar will get stronger. Do you have any suggestions or can you recommend Canadian companies or ETF's that I can buy without being so concerned about the currency. Thank You.
Read Answer Asked by Brian on December 15, 2015
Q: RBC has a Top Pick rating on this stock. It continues to implode. Is it year end selling or is there some other underlying cause. I've averaged down based on RBC rating but it's continuing to drop. Thoughts ??
Read Answer Asked by Randy on December 15, 2015
Q: Hi Peter and Team!! What are your thoughts of starting a small position in IBM at its present value? Cheers, Tamara
Read Answer Asked by Tamara on December 15, 2015
Q: Hi Team. I recently purchased Costco to add to my U.S. holdings. BMO (Ford Equity research) just downgraded to a SELL saying Cost will underperform the market over the next 6 to 12 months. May I have your take! It is 2.65% of my total PF and dropping into the red. Thank you ahead of time and because of you I have been able to shave some "winners" from my TFSA (which is up over 70% since April 2014) and pay down my Line of Credit. MERRY CHRISTMAS
Read Answer Asked by El-ann on December 15, 2015
Q: Could you please comment on WETF on Nasdaq at current price? You had comment on this one last year and in 2013. Have you changed your view?

Thanks
Read Answer Asked by Victor on December 15, 2015
Q: The company can attribute a great deal of its success to its remarkable culture. Are we still in the early innings of this transformative behemoth.
Read Answer Asked by Norman on December 14, 2015
Q: In the past you have suggested a 30% weighting outside of Canada. If using vxc or xaw for said international esposure and the remainder 'canadian' stocks from the balanced and growth portfolios(atd,csu,cxr,bns,cxi,phm,mg,mda,enb,it,bos,sj,wsp) is 30% still appropriate today? Assuming this is a young investor that would work toward 20 names from the 5i portfolios as funds become available. Thanks
Read Answer Asked by Josh on December 14, 2015
Q: I am looking for equity diversification outside of the Canadian market. Small portfolio.
What would you suggest given the current value of the Canadian dollar? How would your response differ if our dollar was higher relative to the U.S.?
Read Answer Asked by James on December 14, 2015
Q: From the current questions it appears you prefer US options to CDN ones. Is there a US site similar to m-x.ca? Sites such as those at CBOE don't help with either implied or historical volatility or any other parameter.
Read Answer Asked by Bill on December 14, 2015
Q: Your current view on CGR (ETF- ishares global real estate index).
Your top choice in this sector (ETF), for the next 5 years.
Many Thanks .
P.
Read Answer Asked by pascal on December 14, 2015
Q: I know that you don't cover US stocks, but you answered questions re BX.US a few times before, so I'll give it a shot. Your last comments re Blackstone were quite favorable, but the stock has been falling and now it is down 30% from June high. I hold some (to the total of 3%) in my non-reg account, and I am thinking about averaging down and buying more (to add another 2%) after current sell-off. What's your opinion? Do you see it as a buy, hold, or sell at current prices/situation? You mentioned before that "it a decent alternative investment, but one that needs to be held throughout a cycle". How would it perform in the short-to-mid term with the US rates rising? - Thanks
Read Answer Asked by Michael on December 13, 2015
Q: Your opinion on Gopro as of today. Thanks
Read Answer Asked by Theresa on December 11, 2015
Q: The dividend keeps going up and the stock price keeps going down...how would you explain this and would you add to a half position.

Thanks for your service
Read Answer Asked by Ozzie on December 11, 2015
Q: Cal-Maine has been in a steady downdraft over the past number of weeks. Can you provide any insight as to what is causing this? What is your current view on the company and assessment of their recent results. Where do you see this stock going over the next 12-24 months and why? Thanks.
Read Answer Asked by John on December 10, 2015
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