Q: Hi Team, sold off my US etfs and slowly been moving in US individual stocks in my RRSP.For a materials play in the US , between EMN and LYB which has a better growth profile? Would you recommend a materials company which would have a involvement in the construction or infrastructure play instead. I do own CAT (thanks to your sound advice) for industrial and or infrastructure play. Many Thanks Sam
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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: Understanding the US isn't your focus, do you have any insight into this stock? They appear to be a going concern with a short term issue that the shorts ganged up on looking for a quick buck. I bought some at about 50 dollars and am tempted to buy more knowing that next earnings may still show some effects, BUT that 2017 numbers will still be handily better than 2016, and 2018 looks good. Thoughts?
Q: Is GE investable again, or is it more likely to plateau around its current valuation?
Q: I have read today the Morningstar Credit report. I own 10K and made 23% so far :-)
Their leverage scares me, gone much higher since your last opinion on TMO, while they only have 600 mill in cash. Can I stay or sh I sell out.
art
https://www.bmo.wallst.com/Morningstar/reports/credit?YYY2151_Ha1I7iDTdeyvMUHDXTiMgmP4NQOl73+jF+HF/Ua1yxpDiGutSHl+pRAFhU0ohs+G7aH7GFnB9ccKEtYVsYhJaMJwhdMT/w9w
Their leverage scares me, gone much higher since your last opinion on TMO, while they only have 600 mill in cash. Can I stay or sh I sell out.
art
https://www.bmo.wallst.com/Morningstar/reports/credit?YYY2151_Ha1I7iDTdeyvMUHDXTiMgmP4NQOl73+jF+HF/Ua1yxpDiGutSHl+pRAFhU0ohs+G7aH7GFnB9ccKEtYVsYhJaMJwhdMT/w9w
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iShares Russell 2000 Growth ETF (IWO)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Vanguard Dividend Appreciation FTF (VIG)
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SPDR S&P 500 ETF Trust (SPY)
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Vanguard Information Technology ETF (VGT)
Q: I am setting up an all ETF portfolio for a 20 yr plus holding period and I have a two-part question. The first part concerns the makeup of the Canadian/US component. Is it better to go with a combination of SPY and XIC or would including CDZ and VIG provide stability and perhaps a bit more growth to the mix (keeping in mind that I intend to hold at least 5% of each but don't need income yet)?
Secondly, I am looking for higher risk assets for my TFSA. I was thinking of IWO. I know that there are specialized sectors I could include but I looking for a fairly hands-off approach. Do you think this approach would serve me well - I know that it is only one asset type - or is there a better mix out there that would still be quite manageable?
Appreciate your insight.
Paul F.
Secondly, I am looking for higher risk assets for my TFSA. I was thinking of IWO. I know that there are specialized sectors I could include but I looking for a fairly hands-off approach. Do you think this approach would serve me well - I know that it is only one asset type - or is there a better mix out there that would still be quite manageable?
Appreciate your insight.
Paul F.
Q: Good Morning, in your opinion which company is a better investment for my RRSP? NVDA or MSFT? Thanks
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BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
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Financial Select Sector SPDR (XLF)
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Vanguard Information Technology ETF (VGT)
Q: My TFSA is all in Can $. I have $12000.00 to add this year, so would like your opinion, on the US Tech sector, or the US Bank sector.
I would buy a ETF. At this time would you go hedged or unhedged?
Thanks for your continued support.
Shirley
I would buy a ETF. At this time would you go hedged or unhedged?
Thanks for your continued support.
Shirley
Q: Hello,
Any thoughts on the weakness in Ichor? Could you please comment on its valuation and growth. Do you still like it as small cap in semiconductor sector? Is this a buying opportunity.
Thanks
Victor
Any thoughts on the weakness in Ichor? Could you please comment on its valuation and growth. Do you still like it as small cap in semiconductor sector? Is this a buying opportunity.
Thanks
Victor
Q: Hello 5i: I am hoping to add one or two growth US companies to my TSFA and best with no dividend. I know this is not your focus but would appreciate advice if possible. Thank you Barb
Q: Which company would you choose for a three to five year hold.
Clayton
Clayton
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Vanguard Dividend Appreciation FTF (VIG)
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Vanguard International Dividend Appreciation ETF (VIGI)
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iShares Floating Rate Bond ETF (FLOT)
Q: I have US$ in my RIF that I would like to invest defensively given general high valuations and the potential for a correction. Would VIG and VIGI be good choices or would you have other suggestions. Thanks for the help. Doug
Q: Is there any disadvantage or consequences with having many US investments in my TFSA or RIF.?
Margita
Margita
Q: Hello Peter!
I have in my US$ portfolio 6 stocks FB,SHOP,CGNX,AMZN,NVDA,SQ, .
I want to add another 2 or 3 US stocks pretty much good one like those mentioned above. Please provide me with some good ideas. (I was thinking about ADBE & QLD.
Thanks Andrew.
I have in my US$ portfolio 6 stocks FB,SHOP,CGNX,AMZN,NVDA,SQ, .
I want to add another 2 or 3 US stocks pretty much good one like those mentioned above. Please provide me with some good ideas. (I was thinking about ADBE & QLD.
Thanks Andrew.
Q: Hi 5i Team! Considering the high value of NVIDIA at this time, would you still consider it Ok to start a long term position in it now? Thanks, Tamara
Q: Hi, what do you think of Sabra Healthcare REIT (SBRA) for aging US population? How does it compare to CSH and Sienna in Canada? Is timing OK with forecasted 3 rate changes in US this year? Other better suggestions for aging US population?
Q: Hi Peter and Team,
I have some cash sitting in a US account that I want to leave on the sidelines for now. I was thinking I should put this in something that gives me a bit of return but won't crash with markets if they crash. Is there a good proxy for cash that provides some yield that you can suggest which would be US Dollar denominated?
Thanks,
Marc
I have some cash sitting in a US account that I want to leave on the sidelines for now. I was thinking I should put this in something that gives me a bit of return but won't crash with markets if they crash. Is there a good proxy for cash that provides some yield that you can suggest which would be US Dollar denominated?
Thanks,
Marc
Q: GM your view please. Do you agree with Morningstar as to $50 fair value.
44.22 NOW
50.51 FAIR VALUE
44.22 NOW
50.51 FAIR VALUE
Q: Facebook has had a good run in the past 12 months and there is a good mix of analysts who rate it as a buy. However Pivotal Research rates it as a sell and calls for a 24% drop in the current price. What is your opinion of FB? Is Googl a better stock at this juncture or would you recommend I look at another stock in this sector.
Q: Would you buy ford,
Thanks Phil
Thanks Phil
Q: I'm wondering whether your opinion of EVI has changed over the last few quarters?