Investment Q&A

• Miscellaneous (MISC)
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Q: Is it a good idea to have us bond etf in a portfolio. It would allow me to rebalance to us equities in declines etc in the us portion of my portfolio.

i currently have 20% in cbo. i could cut this to 15% and put 5% in a us bond etf. I have 20% US equities in my portfolio.

if you like this idea what do you suggest for etfs?

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Read Answer Asked by Carla on April 28, 2017

• Miscellaneous (MISC)
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Q: Currently I have around 20 percent of my portfolio in US holdings. Given the nervousness of the Canadian markets re NAFTA etc., and the narrow range of Canadian sectors, would it be wise to increase the percentage of my US holdings? Secondly, should I keep the US shares in a sheltered or non-sheltered investment account? Thank you!

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Read Answer Asked by Kurt W on April 28, 2017

• Flex Ltd. (FLEX)
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Q: Peter and His Wonder Team
I thought there Quarterly Report was strong however I see they are 4.5% down in after hours trading. Please give me your opinion about the report in relation to there future. Was the market expecting more, profit taking or is the stock over valued...your thoughts please!
Always great to know that the 5i Team is there when you need them!
Respectfully...
Dr. ErnestRivait

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Read Answer Asked by Ernest on April 28, 2017

• Zimmer Biomet Holdings Inc. (ZBH)
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Q: What about Zimmer Biomet's results today did the market not like? ZBH is down 7% today.
Regards,
John M.

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Read Answer Asked by John on April 28, 2017

• CubeSmart (CUBE)
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Q: Self-storage - high price but growing business? Any thoughts??
Thanks Jim

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Read Answer Asked by jim on April 27, 2017

• Seagate Technology Holdings PLC (STX)
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Q: Please give your updated (and substantive) opinion on Seagate. Your previous commentaries, although recent, were written before the gap down in STX price today. What are the company’s prospects? Is it strong enough to compete against Western Digital and others? Is STX at today’s lower price a good buy? Is dividend safe? Does STX have the wherewithal to make acquisitionists in a flash memory maker. I am looking more for your insight—your instincts based on facts. Thanks

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Read Answer Asked by Adam on April 27, 2017

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
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• BMO Equal Weight US Banks Index ETF (ZBK)
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Q: Can you confirm that ZUB is the better from a performance analysis standpoint. My take is that as both are priced (?) in CAN $, ZBK will reflect changes in the US/CAN $ relationship which are separate from the underlying bank performances while ZUB because it is hedged will be a more accurate measure of the underlying assets behaviour. Is this correct?

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Read Answer Asked by Mike on April 27, 2017

• Magellan Aerospace Corporation (MAL)
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Q: Dear 5i
My son is just getting into investing via Questrade (he`s 34) . I`ve given him some ideas that i thought you would have given him particularly pertaining to company`s with solid forecasted earnings growth over the next 1-2 years .
I suggested KXS , SIS , SHOP , PBH , PHO and GSY .
He is interested in EA and MAL. He has $8000 to work with with time .
What would you recommend ?
Thanks
Bill C.
I`m hoping in time he to will be a 5i member as well .

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Read Answer Asked by Bill on April 27, 2017

• American Tower Corporation (REIT) (AMT)
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Q: Peter, can I please get your thoughts on American Tower for a long-term hold. It seems to have a bit of a 'moat', or at least a great advantage, with all of its communication tower sites. Do you like the concept and the company going forward, acknowledging that it's a US stock and you don't cover it. Thx!

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Read Answer Asked by James on April 26, 2017

• Global X US Dollar Currency ETF (DLR)
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• Purpose US Cash Fund (PSU.U)
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Q: Could you recommend an ETF that trades in Canada with Canadian funds that.
A. Invests in US savings accounts and pays some interest
B. Is unhedged
Would this be an effective way to play a possible drop in the Canadian dollar. Is there another way that this could be achieved without the cost of converting dollars?

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Read Answer Asked by William on April 26, 2017

Q: Above stock has been going down in spite of optimism in whole market.Any explanation ?Thanking you in advance.Ebrahim

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Read Answer Asked by ebrahim on April 25, 2017

• Vanguard Global Value Factor ETF (VVL)
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Q: Hi, what would you recommend for a few value etf's for Europe, Emerging markets, and the U.S. that trade in Canada,for about a ten year time horizon, thanks??

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Read Answer Asked by Pat on April 25, 2017

• Neogen Corporation (NEOG)
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• Petco Health and Wellness Company Inc. (WOOF)
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Q: I have noticed a lot more pets in my condo.What are your thoughts on investing in this area in the long term.I am thinking of initiating a position in this area and was wondering if you have any specific stock suggestions related to what appears to be a strong secular growth trend.Any ideas in either the US or Canada would be appreciated.
Thanks for all the great insight!

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Read Answer Asked by Thomas on April 25, 2017

• Regions Financial Corporation (RF)
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Q: What do you think of this US regional bank.

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Read Answer Asked by Ron on April 25, 2017

• Clorox Company (The) (CLX)
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• Sysco Corporation (SYY)
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Q: I am looking for a US consumer staples stock to add balance to my portfolio. Lookng for a growth focus. Do you have any favorites? Considering DAR.

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Read Answer Asked by Paul on April 25, 2017

• Carnival Corporation (CCL)
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• Royal Caribbean Cruises Ltd. (RCL)
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Q: Hi 5iResearch Team,

Just wondering if you can comment on why RCL's stock price has been lagging behind CCL's over the last 1 1/2 --- 2 years. I currently own both and just wondering if I should should sell RCL and put the proceeds in CCL. Thanks,

Harry

Harris

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Read Answer Asked by Harry on April 25, 2017

• Vanguard Small Cap ETF (VB)
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Q: How would you rank the Vangard Small Cap Index ETF VB for a long time hold

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Read Answer Asked by Patricia on April 25, 2017

• GE Aerospace (GE)
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Q: I notice in your answer today that you are not excited about this stock. What would you consider exciting in that market? I have done well by your advice so I look forward to 2-4 alternatives in the US market.

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Read Answer Asked by Pierre on April 25, 2017

• Vanguard Dividend Appreciation FTF (VIG)
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• SPDR S&P 500 ETF Trust (SPY)
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Q: I would like to add VIG and SPY to my RRSP account for both a 5% weight. Would you recommend both for a 5% weight? The only US stock that I own is RSG.

Thanks

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Read Answer Asked on April 25, 2017

• GE Aerospace (GE)
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Q: Is general electric company a sell,hold or buy more
thank you.

selina

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Read Answer Asked by selina on April 24, 2017