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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: I'm overweight financials and thinking of selling my US holding BAC and ORI and switching to a US dividend ETF such as DGRO. Any other suggestions?
Read Answer Asked by Stephen on April 10, 2019
Q: In mid Feb, IRTC reported another strong quarter and issued a better than expected 2019 guidance. However, about a month later a (short?) report stated that the main IRTC product could face a Medicare reimbursement cut of 45-65%, possibly by the latter half of 2021. Do you know if IRTC has publicly addressed this issue? Whether IRTC has or has not done so, is it wise to simply exit the position and move on to another health care stock? Thanks in advance for your input. James.
Read Answer Asked by James on April 10, 2019
Q: I was wondering if you could recommend some stocks that trade on the tsx that pay dividends in US money. I believe pif does, could you name some others.
Read Answer Asked by Anthony on April 09, 2019
Q: looking for an S&P 500 ETF with low fees. do you prefer a hedged or unhedged ETF? i am considering the ZSP and TDB902 or any other you would recommend. 20 year time horizon.
Read Answer Asked by Don on April 09, 2019
Q: I noticed you recommended VT instead of EDG100. On morningstar I see VT has a 10 year annualized return of 11.93% and EDG100 has a 10 year annualized return of 15.09% net of fees. I understand VT has lower fees, but why make this substitution when EDG100 is outperforming so dramatically net net of fees? Am I missing something? Also, it seems like EDG100 does much better on the downside.
Read Answer Asked by Manoj on April 09, 2019
Q: Maestros of 5i - do you think Apple keeps on with its relentless climb back to $230 by the end of the year - still just a 16 PE - secondly is there a US tech stock that you believe has less downside risk than Apple while still having some growth to go with that (Cisco, Intel, or Microsoft perhaps or another you'd suggest) - thirdly if you were making one buy recommendation today with those criteria (safest US tech play with growth prospects) what's your call - Appreciate your insights - Ken
Read Answer Asked by Ken on April 09, 2019
Q: Hi,

I'm looking for a long term hold in US realty. I'm a little concerned that ADC is in retail, which concerns me, but it's growth just going despite your concerns, "and its cash flow per share is only about the level of 10 years ago. "
Of these 3, which do you think is best for a long term, relatively safe hold?
Read Answer Asked by Graeme on April 08, 2019
Q: Consider the following ETF portfolio and associated weightings:
ZSP 20%, ZWH 5%, ZDV, 5%, SDIV 5%, BOTZ 5%, XT 5%, DGRC 20%, ZRE 5%, ZDH 5%, VEE 5%, VAB 10%, XSB 10%, TCSB 5%

The question has to do with SDIV. Given poor performance of SDIV, I am contemplating switching SDIV to PSI (Invesco Dynamic Semiconductors ETF); would 5i support this move? Or would you rather I add to one of my existing ETF positions, or can you recommend another ETF altogether?

Thank you.
Read Answer Asked by Walter on April 08, 2019
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