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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: Well, Gilead Sciences finally made there acquisition with their cash. Some say they should have brought Kite Pharma one year ago and overpay for it today. In addition, they say the Kite takeover will not be accretive for three years, What are your views and opinions on the deal that Gilead Sciences made for Kite Pharma?
Read Answer Asked by Herbert on August 30, 2017
Q: Greetings 5i,

I realize that you do not technically cover American stocks, but would value your opinion on this matter if possible.

I currently hold TPU.TO (slightly more than a half position), as well as a larger position (slightly more than my other "full positions") in BRK.B (held in US dollars). I am 36 years old, conservative, and greatly prefer long term holds.

My question is two-fold, so please deduct two credits if you deem it appropriate. First, given the enormity of BRK, as well as its ability to often outperform the S&P 500, do you feel as if both should be owned for broad American exposure, or would a single, consolidated position in BRK be more appropriate (I essentially look at BRK as a very low cost mutual fund)?

Second, if you feel that owning both BRK and an S&P 500 ETF is beneficial, would you recommend holding the ETF in Canadian or American dollars? If the latter, could you suggest a suitable US dollar replacement for TPU?

At present, these two holdings are my only direct exposure to US Equity (I also have XHY for US bond exposure), although I am planning to add a few single positions over the next year or so.

Thank you.
Read Answer Asked by Lucas on August 29, 2017
Q: Could you please rank the following US banks based on valuation in a rising rate environment
And what's your thoughts on the US raising rates going forward until December 2018. How many rate rises do you see by that time
Thank you
Kevin
Read Answer Asked by Kevin on August 29, 2017
Q: I have a position in Visa. Analyzing the historical chart I can see that this stock just doesn't seem to go down. The only extended pull back since 2009 that I can see was in 2014 and it basically went sideways for about 10 months. Since than it has grown at least 25%/year. The yield is small, but with this kind of growth it doesn't really matter. Also, the use of Visa will only expand as tech companies fight for transaction fees, and with inflation their revenues can only go up. It seems to me only an extended recession can effect their growth. For these reasons wouldn't Visa be a good place to go "overweight"?
Read Answer Asked by John on August 28, 2017
Q: As a new member of 5i Research, I first want to thank you for the service you provide. Fantastic.

I am reviewing the Canadian portion of my RRSP, sector by sector. I have a balanced approach and 15+ years ahead of me before transferring to a RRIF.

I find myself a bit underweight and concentrated in Healthcare, owing only NHW.UN (4% of Canadian portfolio). I was thinking of switching half into CSH.UN for diversification within the Real Estate/Healthcare space, then add a 3% position in GUD for more growth. What are your thoughts?

Note: The US portion of my RRSP, which is half the size of my Canadian portfolio, is invested in Mutual funds with Healthcare/Big Pharma representing about 16% of my US holdings. So my strategy would bring Healthcare to 10% overall in my RRSP.

Thx.
Read Answer Asked by Christian on August 25, 2017
Q: For diversification of U.S. blue chips I have been looking at a combination of HBF and ZWH. There is about a five company overlap in holdings, HBF is not as liquid or as diversified in its holdings, is smaller in size but pays a higher dividend. Income and reduced risk are my primary objectives. What are your thoughts on HBF, would it be desirable to hold both and if you were to consider a combination what percentage would you consider?
Thank you for considering my questions
Read Answer Asked by Gail on August 24, 2017
Q: My portfolio is in need of US and global exposure. Currently I only own two US stocks FB(3%) and BAC (2.8%) I also own VEE(2.4%). Can you recommend how I can add to my US and Global exposure. Also what percentage of a portfolio would you make them? I'm 38 and a rather aggressive investor.
Read Answer Asked by Richard on August 24, 2017
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