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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: Constellation Brands released their 3rd quarter results today and stock dropped about 3%, as company moderated its full year expectations to the lower end of forecast. Overall profit was higher, though. What do you think of the results and the company for a small investment, as a part of sector allocation ( and US Equity exposure) for long term ? I have been thinking about it for a while, but never got an opportunity. Thanks
Read Answer Asked by rajeev on January 08, 2018
Q: At the beginning of each year I like to invest in my tfsa first as I feel its the best investment vehicle I have. But my portfolio is very Canada heavy due to some selling at the end of the year. So I have a bit of dilemma in that I have funded my tfsa but the stocks I'd like to buy are american for diversification reasons. I do have a few Canadian stocks I'd like to buy but it will only add to my lack of geographic diversification. But I know my tfsa is not the best location for US stocks from a tax efficiency point of view. So my question is, what do you think is more important? Adding geographic diversification right away (buy a US stock in my tfsa) or the tax efficiency of my portfolio (Buy Canadian Growth and buy US later in the year).
Read Answer Asked by Adam on January 08, 2018
Q: A very hearty thanks to 5i. I am up a total of 16.3% in 2017, well above the TSX.
I hold all the equities in your model Balanced Equity portfolio (although not in the same weightings). I also have a 5% holding in ZLB which has done reasonably well for me (up 72% since Sept. 20, 2013) but since I already have most of my portfolio in Canada, I was thinking I should switch it to a foreign ETF. I am currently have small holding of ZUE at 3.5% of total, ZDM at3.2% and VEE at 2.9%, all three totaling just under 10%.
Would you agree with switching ZLB and into which ETF if so. Or would you have other suggestions. I am not particularly afraid of volatility as long as the investments are solid.
Read Answer Asked by Fred on January 06, 2018
Q: Hi team,
I used to own MU about 10 years ago but never made any money on it. The stock was stuck in the doldrums for years. Back then it seems they had no pricing power, semiconductors were just a commodity and there were not as many uses for the product. Now there seems to be many more potential uses in future automotive design, the internet of things, artificial intelligence and many others. I missed the big run for MU the last 2 years or so (can’t be everywhere in the market). I am also following AMAT which also had a big run. What are the prospects of these two going forward in 2018 and would you buy either one today? Is there better pricing power in the industry or is it just sales volumes with the many new uses that is driving the huge price gains? Am I too late to the party?

I have some technology stocks (no semiconductors) but I am not too concerned with sectors or weightings at this time as I tend to let things run a bit until I cut back (or the market does it for me).

Thanks again,
dave
Read Answer Asked by Dave on January 05, 2018
Q: This company was recommended by Eddy Elfenbein a few years ago as part of his Buy List. He dropped it this year because he felt that it had become too expensive. I am a buy and hold investor and know that your strategy is to hang on to winners (as long as nothing changes within the company) while maintaining a balanced portfolio.
My question is, is there a time to sell a winner even if nothing has seemingly changed in the company? HEI has grown for several years, had 2 partial stock splits and raised its dividend in the past year, its CEO was executive of the year and it is in an industry (aerospace and electronics) that would seem to still be growing. Other than its debt level increasing somewhat I see little wrong here., although I am not a strong analytical type. While I don't expect 30% plus growth annually, it would seem to still have some oomph left in it. Or has it possibly run its course?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 04, 2018
Q: I have very little invested outside of Canada and would like to increase foreign investments. What are the tax ramifications if any, of investing in index funds such as Vanguard or Ishares in a taxable account? I suspect that there may be a withholding tax.

What would your 3 favourites be for investing outside of North America?

Thanks
Ron
Read Answer Asked by Ron on January 03, 2018
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