Investment Q&A

Q: Hi 5i Team

I'm aiming to increase exposure to US growth in the tech and industrial sectors (preferably with some dividend ) I am open to moderate risk and tend to hold positions for years.

Could you suggest 3 names in each to look into?

Thank you.

Q: What do you think about VNTV and it's purchase of WorldPay as a two to three year hold. I note the P/E is very high. Thanks.

Q: Hello 5i,
I am looking to increase my U.S. and International exposure. I currently hold VIG-N, JNJ-N and a number of Canadian ETF's which also hold U.S. equities. I am open to either USD or hedged products and would like a yield in excess of 2.25% if practical. Since I look to yield for income I was considering ZWA. Would you have any other options you would prefer over ZWA?
On the Int'l. side I hold CYH and ZDI and am happy with both; I held VEE at one time, but the yield is on the lower side for my needs. Should I just increase my holdings in these two or, again, do you see a better option? I could move out of one or both of those if you think there is a more compelling option I'm missing.
As always .... thanks so much for all of your help - very much appreciated!!!
Have a great summer!!
Cheers,
Mike

Q: It seems obvious to me that AI will be a growing and disruptive field for investment. What companies would be best for investments in this field. Are too many of them private or too small to be investable? I prefer Canada but will go to the US if necessary.

Q: I would be grateful if you could advise me when NVDA will release its quarterly earnings. Also please provide the analysts'consensus with regard to the results.

Also, and this is probably off the wall, but in view of the apparent high value of NVDA and of the billions of dollars on the Microsoft, Apple, Google balance sheets, do you think NVDA could become a take-over target?

Thank you, Peter

Q: Micheal Smedley last week on BNN thought this was a good play. Your thoughts please. ( And a bit of an explanation as to what it is would help! )

Q: Dear 5i,

I currently own XHU and am comparing it to PUD.B.

PUD.B is more expensive, with a MER of 0.67 vs 0.34 for XHU.

PUD.B is attractive because it appears to involve a strictly quantitative screen including 5-year non-negative dividend growth and Piotroski scores; whereas XHU involves quantitative but also qualitative assessments by Morningstar analysts (economic moat, uncertainty index, distance to default).

PUD.B is higher conviction, with 40 holdings vs. 75 for XHU.

Do you think that over the long-term, PUD.B will have higher dividend growth? Higher total return? If so, do you think PUD.B is worth the higher MER compared to XHU?

Thank you.

Q: Hello, I would like to know your opinion on Abbott Laboratories.
Thank you.

Q: Hi Team - would you have a recommendation for a short term US CORPORATE bond etf hedged and unhedged ? I have a well diversified equity portfolio and now think I should have some fixed in the mix.
many thanks !

Q: What do you think about this etf TXF, to get the benefit of tech plus a dividend. Thanks Flo

Q: I purchased ZPW in April 2017 primarily as an income source in a stagnant or rising market. Since that time, the ETF has fallen 5%, and the monthly income has also dropped from $0.105/share to $0.095/share. At the same time, the S&P and DJIA have both risen 5%, so this ETF does not appear to be behaving as I would have expected.

Can you please explain why both the NAV and dividends have dropped for this ETF while markets rise? Is it related to the rise of the CAD vs USD or are there other factors at play here? If something fundamental has changed with this ETF, would you suggest any comparable alternative that would provide reliable income that is not fully taxed as income (e.g. bond ETF's). Thanks.

Q: would you buy this stock today, dave

Q: This U.S. technology stock has had a big run up this year. Could I get your opinion on buying it now given the price momentum?

Q: Hi are both these companies doing the same thing,is there a real difference ?? If any.
Thanks

Q: I would like your thoughts on this U.S. defense stocks ETF. It is performing well and I am considering buying at these levels. Do you see continued long term growth here? Thanks.

Q: Hi 5iResearch Team,

Ethical issues aside, I am looking at investing in Atria Group the main businesses of which are: smokeable products, smokeless products and wine. However, I am concerned about the law suits filed by US Federal Government a couple of decades ago against tobacco companies in the States seeking major financial penalties. Would you please provide an update on these law suits. Are they still on going? If they have been settled, are there still lingering issues and the Feds could come back in future and file more law suits?

As always good work guys and your help is much appreciated.

Harry

Q: I know that you suggest Sun Life for a Canadian life insurance company, but how would it stack up against the potential of other life insurance companies in the US? Brian Acker recently recommended Met Life saying it was much cheaper than Sun Life. How would you compare Sun Life to US companies? Overall what Life Insurance companies would you invest in regardless of Canada or US?

Q: Hi 5i Team.

I am thinking of adding to my position on HD (currently representing about 2% of my portfolio) and would like to have your comments on this company going forward. Also would you please comment on its PE ratio as well.

Cheers,
Harry

Q: Good morning from the West Coast. My question is about diversification. I have purchased CDZ. I would like you to recommend an equivalent ETF for the USA please.
Thanks
Rick

Q: Do you have any thoughts on the Mackenzie Canadian Growth A Fund and Dynamic European Value Fund?