Investment Q&A

Q: thoughts on fcx

Q: Would you please give me your thoughts on Masco

Q: Hi guys,

Just wondering if you could do a little research on this U.S. company (Bluebird Bio - blue) and let me know how their books look and how close are they to bringing something to market.

Thanks,

Jim

Q: Would xsu and zub be ok in a resp regarding with the holding tax. thanks

Q: Walmart is the only retailer in my diversified stock portfolio and is part of my Consumer Staples sector allocation. Much of my portfolio is invested in dividend aristocrats like Walmart, as I am retired and need the dividends. However, the media has done a pretty good job of scaring the heck out of me by saying that Amazon will out-compete Walmart (and everyone else in retail for that matter). I am concerned that future profit growth will be a challenge as WMT is investing heavily in e-commerce. However, WMT is ranked 5 stars by CFRA (formerly S&P) and should benefit from US economic growth under the new administration, so should I stick with it? Or should I switch to a more technology-proof consumer staples company like Colgate Palmolive?

Q: TD Bank lists these 11 sectors - going forward and post Trump what would 5is's top picks be for these 11 sectors:
1)in Canada?
2)in the US?
Consumer Discretionary
Consumer Staples
Metals & Mining Index
Financials
Health Care
Industrials
Information Technology
Materials
Capped Real Estate
Telecommunication
Utilities
Thanks kindly.

Q: Re HY bonds referenced in Friday articles by Michael:
Does this apply to XHY and if so is the article in line with your current thinking on XHY, and what percentage of a reasonably diversified portfolio should be held? Current holding is one percent of my portfolio.

Thank you for considering my question.

Q: A few years ago you recommended to me the Powershares ETF QQQ for the IT portion of my holdings. It has been a very good performer, thanks. I also own CSU, MDA & ENGH.

Do you still recommend QQQ as your top ETF pick? Are there any other items you would recommend looking at. It can be a stock, mutual fund or etf.

Thanks

Paul

Q: Hi Team.
In view of the current market rotation, cyclical stocks are performing better. Could you identify three US and three cyclical Canadian stocks that could still outperform in the new environment. What sectors other than finance will benefit from the new administration in the US.
I value your opinion.
Thank you
Raouf

Q: Mp portfolio closely mirrors you balanced equity portfolio (about 3 exceptions). I have been happy with its performance but note some analysts indicate a that the US economy will out[perform the Canadian economy over the next year. Do you think it is a good idea to pick up some U.S.stocks? What do you think. I favor ETS's at would make up about 20%of my portfolio.

Would you recommend such a move? If so, what ETF's would you prefer?

Raymond

Q: I have very little US exposure in my portfolio. What would be a good Canadian US equity growth fund or ETF that would allow me to participate in the New America under the Trump regime?

Thanks

Peter

Q: Concussions have been a major topic in sports and would like to know if there any companies that have developed/developing a product or service for the treatment of brain injuries.

Q: What do you think of the wisdom of buying PXMV to add to my US exposure? Esp its steadiness in a Trump universe, and fees?

Q: I currently hold OTC and KXS but am considering switching to EBIX, for two reasons. One is that I like the EBIX model, everything is in the insurance industry, any acquisitions can be integrated into improving existing products unlike say CSU where everything remains independent. The second, is that insurance will benefit from rising rates. I figure that rates will rise significantly in the next five years as a result of a shrinking labour force, aging population, resulting in wage inflation. The only negative is that EBIX is expensive following a stellar year. What are your thoughts.

Q: A US stock question. Have you heard of this company, and if so, what do you think of it?

Q: I have had a nice run with IBG, wondering what your thoughts are on this infrastructure play. A guest on BNN recommended TPC as an alternative. What's your take on this sector?

Q: I have an account that follows the balanced equity portfolio. I have some fresh money to put to work and am considering purchasing ITOT for US exposure. Your thoughts or alternate suggestion would be appreciated.
Thanks,
John

Q: Looking for long term dividend income with hedge against rising interest rates. I am now overweight in REITS. Which of these, if any, would you suggest?

Q: Hi Team, for infrastructure play in the U.S. which of the 2, TPC or CBI, would you recommend for growth and is presently has good valuation. Thank-you in advance. Sam

Q: I wish to enter the US infrastructure area. Which of these are preferred over the next 2 year? Do you prefer others?