Investment Q&A

• Miscellaneous (MISC)
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Q: Good morning,
I own VUN (12.8%)VGG (8.7%) ZLU (10.5%) ZDY (8.07%) ZQQ (6.8%)
XUS (8.6%) XWD (10.5%) I also have AQN,TD,ENB,FTS, in part of my RRSP. My question is do I have to much overlap in US ETF. I'm looking for long term growth, dividends and stability.
New site is great.
Thanks
Carl

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Read Answer Asked by Carl on November 27, 2017

• Miscellaneous (MISC)
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Q: Are US stocks treated the same as Canadian stocks in investement accounts? Can one claim capital losses the same as Canadian stocks? How are the dividents treated for US stocks/ etfs? Thanks
Shyam

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Read Answer Asked by Shyam on November 27, 2017

• CI Tech Giants Covered Call ETF (TXF)
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Q: Grateful for your views on TXF. The dividend looks very interesting. How does it compare to fdn-n (First Trust DJ internet) ? Would you recommend it for an aggressive investor ? Finally, why is it not rated by Morningstar altough it exists since 2011 ?

Have a good day

Jacques

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Read Answer Asked by Jacques on November 27, 2017

• Block Inc. Class A (SQ)
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Q: Square is getting hammered today, apparently on a sell downgrade. Would you take any action here?

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Read Answer Asked by John on November 27, 2017

• Regency Centers Corporation (REG)
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Q: What is your. Opinion of REG as a long term hold & is there a Canadian equivalent you would recommend ?
Thanks
Rick

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Read Answer Asked by Richard on November 27, 2017

• Block Inc. Class A (SQ)
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Q: SQ down 10 per cent today . Would you consider this a buying opportunity.? Thank you for your analysis.

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Read Answer Asked by Ian on November 27, 2017

Q: Good morning. I'm wondering if there is a canadian etf(s) that would provide exposure to the US tech sector which could contain companies such as Microsoft, Apple etc. This would be for a non-registered account or TFSA.
Thx.
Jim

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Read Answer Asked by Jim on November 27, 2017

• Target Corporation (TGT)
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Q: Hello 5i team,
With TGT should I take my profit and run or stick around. I have a ten year horizon, investing for value and do not need funds but like the dividend. In other words, is the dividend safe?
Thanx
Stanley

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Read Answer Asked by STANLEY on November 27, 2017

• Plug Power Inc. (PLUG)
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Q: Like your opinion of PLUG power PLUG

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Read Answer Asked by Doug on November 27, 2017

• Booking Holdings Inc. (BKNG)
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Q: Would you consider Priceline a buy given the recent drop in its price? It is obviously facing competition so does it have the right model to fight these headwinds? Thanks.

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Read Answer Asked by Dan on November 27, 2017

• Empire Company Limited Non-Voting Class A Shares (EMP.A)
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• Alimentation Couche-Tard Inc. (ATD)
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Q: With respect to the "Amazon Effect" on some Computer Staples names such as Loblaws, can you provide your opinion on the impact on: Empire (EMP.A) or Alimentation Couch Tard (ATD.B) for the long term.

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Read Answer Asked by Mike on November 27, 2017

• Miscellaneous (MISC)
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Q: I am looking to buy up to 10Growth stocks, the US and Canadian and medium risk, I am not worried about sectors, but momentum stock will help?.

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Read Answer Asked by Nizar on November 27, 2017

• BMO Covered Call Utilities ETF (ZWU)
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• BMO US High Dividend Covered Call ETF (ZWH)
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• iShares Core MSCI US Quality Dividend Index ETF (XDU)
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Q: I own ZWH at present in a registered account. Is there any advantage to adding XDU (hedged or unhedged) for diversification? I am also looking at ZWU as a possible addition. Thank you.

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Read Answer Asked by Barrie on November 24, 2017

• SailPoint Inc. (SAIL)
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Q: What is your opinion of this company and are there other companies in this sector that you like.
Thank you.
HD

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Read Answer Asked by Helen on November 24, 2017

• Applied Materials Inc. (AMAT)
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• NVIDIA Corporation (NVDA)
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Q: Hi 5i,

With regards to Applied Materials (Amat) the 2 most recent questions on your website are from June and August of this year. I am wondering what your current thoughts are regarding this company with items such as Free Cash Flow, Earnings Growth, Debt, Cash Position, Management, P/E, it is overbought at this time etc.

In this sector, would you prefer another company such as Nvidia or any other companies that I should be looking into?

Thanks. Love your service!
Brian

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Read Answer Asked by Brian on November 24, 2017

• Newell Brands Inc. (NWL)
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Q: The correction in this stock (RE: Toys R Us bankruptcy) is quite startling. The last conference call was optimistically projecting a recovery. This is a large, experienced manufacturer of many popular brands which lost 50% of its value in 4 months. Is this punishment justified and is it a good investment right now?
Greg

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Read Answer Asked by Greg on November 24, 2017

• Novanta Inc. (NOVT)
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Q: Does 5i avoid trading stocks listed on the TSX or Canadian companies? Would New Brunswick based Novanta NOVT qualify for one of your portfolios?

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Read Answer Asked by John on November 24, 2017

• Nova Ltd. (NVMI)
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• Nanometrics Incorporated (NANO)
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Q: What are your thoughts on NVMI, Nova Measuring Instruments and NANO, Nanometrics Limited? Both are in the metrology side of the semiconductor industry. and their valuations seem reasonable. Would you prefer one or the other? Or is there another company in this space that you like? Thanks-in-advance.

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Read Answer Asked by Alex on November 24, 2017

• CI Tech Giants Covered Call ETF (TXF)
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Q: Hi,
Just a thought for an ETF for Raymond (Nov. 23/17), who asked about a canadian option for FANG stocks, TXF(First Asset Tech Giants) has treated me very well, so it may be of interest to him.
Cheers, Chris

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Read Answer Asked by Christopher on November 24, 2017

• NVIDIA Corporation (NVDA)
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• Box Inc. Class A (BOX)
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• Arista Networks Inc. (ANET)
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Q: Good Day Team,

What can you to tell us about each of the above companies. I would also appreciate it if you could kindly order them from best to worst in the following lists:
1- Short-term Momentum
2- Long-term potential
3- Valuation
4- 5i pick

Thank you for being the best of best!

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Read Answer Asked by Saeed on November 24, 2017