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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: I am comparing FDN, IGV, VGT,and BST - all hi tech ETFs . BST has performed the best this year and pays a healthy dividend . Aside from some Apple and Google I am barely into the US Tech sector . 1. Should I just buy "something" and hope for the best ? 2. Do you have a favourite tech ETF ? 3. Am I too late for the party ?.
Read Answer Asked by Thomas on October 30, 2017
Q: Good Morning Team

I presently own the Industrial companies in your Balanced Equity Portfolio bar CAE and I owe ITW and HON in the US. would like to add another industrial to bring my total weight in Industrials to 16%. Thinking of either CAT or CSL (Carlisle Companies). which would you recommend in terms of valuation and growth, or would you side with CAE.Thank-you in advance and have a great week-end! Sam
Read Answer Asked by sam on October 27, 2017
Q: Hi 5i Research team, Can you please provide your analysis regarding the relative growth and competitiveness of Microsoft w/ cloud based computing. What is your opinion regarding the stocks performance for 2018? Is there one tech stock that you expect will outperform Microsoft over the next year and why? Thank you, Linda
Read Answer Asked by Linda on October 27, 2017
Q: Thanks for answering my question on Dowdupont. You say you are concerned about its huge size and say possible lack of fireworks. I understood the company planned to split into three in the next year or so. Possible fireworks?? Also can you suggest a few companies (any sector except tech) that you might predict fireworks? I like the word!
Read Answer Asked by Elaine or Gerry on October 27, 2017
Q: I picked up half a position on this stock on your suggestion. It ran up and away from me and I never got the gumption to buy the other half. It has been a nonstop mess of news/deals/upgrades right up into today. What do you think of it after today? That money I've set aside is burning a hole in my pocket!
Read Answer Asked by Gerald on October 27, 2017
Q: Hi,
My question is about AT&T (T:US). I know you don't focus in depth on US companies. Do you have any general comments on AT&T's share price slide this year and if the fundamentals have changed in a material way? I understand the merger with Time Warner was delayed a bit but both parties have agreed to extend the deadline. Are there any major regulatory roadblocks you see? Do you think T still has potential going forward as an income holding?
Many thanks, Michael
Read Answer Asked by Michael on October 26, 2017
Q: I have some US cash to invest and would like your thoughts on DQ and AMD. I realize that DQ is pretty far afield but if you happen to know it I would appreciate your comments. AMD is getting hit today, any thoughts on earnings and the price reaction?

Thank-you, once again.
Read Answer Asked by Alex on October 26, 2017
Q: Hello Peter and Team,
The article;Filling in Portfolio Gaps for a Canadian Fund Investor by Ryan Modesto makes the point that passive investing in the TSX 60 ETF is not proper diversification.

The 5i Balanced Equity Portfolio is actively managed with a strategy to offer a balanced diversified approach to sector, style, market capitalization and does not aim to mirror a broad index (BE Portfolio holds 15.62% in technologies and 2.41% in healthcare).

1. An investor with risk tolerance comfortable for the BE and a time frame of over 10 years would it be advisable to add two or three positions like ZQQ (US Technology sector exposure), ZUH (US Healthcare sector) and or ROBO (robotics and artificial intelligence)?

2. Would you consider these ETF not in line with the BE strategy and would create over diversification and or not to be in risk tolerance of the BE portfolio?

Thank for the great no conflict service that you provide, Ronald


Read Answer Asked by Ronald on October 26, 2017
Q: Peter and His Wonder Team
GE... the giant has stumbled. A large 3rd Q. miss, a possible dividend cut and continued reorganization... So with all that uncertainty the stock is hitting new lows. I also presume tax loss selling may increase after the CEO provides his vision for the company on Nov.13th. So do you think it is possible that this stock may fall another 20% before it hits bottom? Better to hold or bail now because it looks like a long rough road!
Thanks for your great insights which are always of value to us little guys!
Dr.Ernest Rivait
Read Answer Asked by Ernest on October 26, 2017
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