Q: I use this ETF to provide proper exposure to healthcare within my portfolio. Now it is under pressure as a result of political pressure. Would this be a good time to take profits?
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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: 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
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!
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!
Q: If I invest in this ETF using funds from my TFSA, will I have to pay tax on any capital gains because it contains US and International stocks?
Q: Hi Team,
GSK has been down to 5 year low @$36.52 today. Your comment about pick up some for medium-term hold ?
Thanks as always,
Tak
GSK has been down to 5 year low @$36.52 today. Your comment about pick up some for medium-term hold ?
Thanks as always,
Tak
Q: Why has this stocked dropped so much this past week? Do you have any news? Is it time to sell?
Q: Can you give me your opinion on these two please.
Q: Can I please get your opinion of Equinix. Thanks Dave
Q: Both CTL and AT&T I believe have extended acquisition closing date deadlines.
Do you have any information and or opinion on the odds for them closing their respective deals?
Thank you!
Do you have any information and or opinion on the odds for them closing their respective deals?
Thank you!
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
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
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Advanced Micro Devices Inc. (AMD)
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DAQO New Energy Corp. American Depositary Shares each representing five (DQ)
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.
Thank-you, once again.
Q: About 1/3 of my US stocks are GE. They have been good in the long term. Should I continue to hold them?
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BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
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ROBO Global Robotics and Automation Index ETF (ROBO)
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GLOBAL X FDS (BOTZ)
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
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
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
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
Q: I have a 3 % weighting in my portfolio and have been patient for close to 2 years . Still under water by about 2 % . Feeling like breaking away with the recent run up. is it looking like this rebound might continue in the next 12 to 24 months.
Q: Hi 5i Team.
I am tempted to buy a half position of Chipotle after the big selloff.
I would love to hear your word of wisdom.
Thanks again for the great service.
I am tempted to buy a half position of Chipotle after the big selloff.
I would love to hear your word of wisdom.
Thanks again for the great service.
Q: Both stocks down on earnings release today. I would appreciate your analysis of their earnings.
Q: Please advise when NVDA is expected to issue its quarterly earnings release. Please also advise what the consensus is for earnings, revenue etc.
Thank you, Peter
Thank you, Peter
Q: Hello Everyone,
Looking at these two stocks, they seem to have excellent momentum. What are your thoughts on these companies and the space they're in. Have I missed the boat or do you think there is room to run. Also which one do you prefer.
Regards
Luke
Looking at these two stocks, they seem to have excellent momentum. What are your thoughts on these companies and the space they're in. Have I missed the boat or do you think there is room to run. Also which one do you prefer.
Regards
Luke