Investment Q&A

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?

Q: Hi 5i

I apologize..another US question. I have looked at CH AIG AFL PGR and MET. Do you feel there is more upside to US Insurance companies. So far in my research CH has not gone up as much as the others and AFL has had a big drop today. Would you suggest one to me please.
Thank you for your sage advice as always.

Q: Good afternoon,
Wisdomtree has been quite volatile of late.I have a small position but am wondering whether it is time to move on. Would you continue to hold this company?
I appreciate your advice.

Q: can you comment on Platform Specialty Corp. they have recently addressed their balance sheet ,although still highly levered and looking at amending their current credit arrangements. Is it an attractive high risk investment?.

Q: My portfolio closely matches you balanced equity portfolio. As it looks like the US will outperform Canada over the next year I am thinking of picking up some US ETF's for about 20% of my portfolio. What do you think of this strategy and if you agree, what ETF's would you suggest?

Ray

Q: Bonjour, please provide general comments on these two funds (MER, growth prospects, suitability considering a 10 year time-frame.
Merci
Ronald

Q: Why these good stocks are going down What is your opinion about these stocks?.Thank you.Ebrahim

Q: For a company like Starbucks, why has the stock been in such a downtrend in the past few years? It seems like they are executing on many fronts. What to do you think are the key risks to owning SBUX at this time?

Q: I plan to add a U.S. financial services stock to my portfolio. I know you don't cover US equities but could I get your thoughts on First American Financial or others you might suggest?

Q: Peter and Team, I want to choose some ETFs for my mother in-laws RRIF and LIF. My approach is to be well diversified, looking for some dividend and a little growth to achieve btwn 5 to 10% annually. I plan to select Equal weights using ZLB,ZWB, ZDV FOR Canadian content and ZLH, ZWH, ZHY, and ZGI FOR US Content. Your opinion and any pitfalls or suggestions would be apprecuated.
Thanks, Steve.

Q: Hello 5i,
I an thinking about positionning my portfolio for long term growth and, as I respect your views considerably, I thought I may add GOOG and Qualcom, as well as JNJ, as you are quite positive on these stocks. (I checked them myself, of course, and what I am able to see confirms your ideas).

To do this, though, I am going to have to sell a few US stocks in which I have a pretty good profit. My question is whether you would see this as a good strategy, given that my sector allocations are OK?
The stocks that I would be thinking of selling are:
Finning-it is Canadian but I can get US dollars from it.
Goodyear tire and rubber
HPE:US hewlett packard
XHB:US a homeowners ETF that i have been holding for the rebuilding of housing in the US.
thanks

Q: I would like to add some US technology growth stocks to my portfolio for the long term. Would you prefer Facebook or Google and, if the latter, GOOG or GOOGL? Or perhaps another name?
Thanks,
Ted

Q: I have decided to purchase one of the above referenced securities. Of the two which would you recommend and why. Thanks

Q: What is better buy at this time Abbvie or Gilead?
Thanks,
Milan

Q: I see that you like QCOM a fair bit. I have considerable cap. gains in NXPI which I am waiting for the year rollover to trigger. First, what percentage would NXPI earnings be adding to QCOM if it were to go thorough today? Would QCOM be good choice as a replacement? Also, would this be the way to play this or should I wait for the deal go through? In comparison I am thinking QCOM will be a fair bit less volatile. Is this a fair assessment?

Q: AthenaHealth has been trending lower recently. Should I sell and buy FB facebook? Thanks as allways

Q: Although I appreciate that you do not focus on the US, could you name some companies that are likely to benefit the most from the dismantling of obamacare. Thankyou.

Q: I will appreciate your comments on IYJ ETF as a long term hold.
Thanks