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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 have some room to diversify into some US stocks within my TFSA. How do I do this? Is it as simple as adding US account to TFSA and begin trading? Any important notes to keep in mind when adding US exposure to a TFSA?
Thanks in advance.
Matt
Read Answer Asked by Matthew on June 06, 2016
Q: Hi,
Would like to start an RESP for my grandson. I am looking at the new TD series of EFTs which started in March 2016. Specifically THU and TPU (TD S&P 500 CAD Hedged Index ETF and TD S&P 500 Index EFT). The cost of these EFTs are only $15. Similar hedged and unhedged ETFs at Vanguard,BMO and I-Shares are trading at about $30-$40. Please advise if these TD ETFs will be just as good or should I stick with the tried and true ones mentioned above.
Thanks
Read Answer Asked by Mike on June 06, 2016
Q: Hello 5i.
Would you please consider the following as recommend a company or two that may fit the bill?

I have been looking at the tech stocks run up in USA but not yet joined the ride. I do believe FB, Amazon and Google are super companies and stocks but can not seem to pull the trigger given high price and buying in US$.

Is there a Tech stock worth purchasing that would sub for these US juggernauts(business growth and price appreciation) - Or do I just move on Google or Amazon?
Does TIO fit the bill given its high score as one of Canada's fastest growing companies?

Thanks for your contributions.
Dave
Read Answer Asked by Dave on June 03, 2016
Q: Given today's market and the expectation of a US rate hike, could you identify 5 ETF's that you would be comfortable with to provide safety of principal and income. Thanks.
Read Answer Asked by Curtis on June 03, 2016
Q: Hi Peter and 5i team
I put some bids in on Costco 18 months ago and never got the stock. I gave up chasing it as I hate paying >25 earnings on a stock. BUT.....
Costco seems to be doing everything right. We all know their retail store is about as good as it gets. What is attracting me now is their online potential. I have been purchasing goods from them online and the process has been excellent. Their shipping costs are built into the price and so appear to the customer as "free". Of coursebthey are not but this is good marketing. Just think there is lots of room to grow there. Plus it is always easy to return things to a costco store.
They are trading at 28x earnings. Is that just too rich for the stock? AMZN afterall dies trade at 300+ x earnings. Should I hope for a pullback?
I am well diversified and have almost no retail or consumer stocks, except QSR

Thanks
John
Read Answer Asked by john on June 03, 2016
Q: Nvidia went from $19 to a new high yesterday of $46 and change. I know US is not What you follow but moving away from PCs and into virtual reality supplying tesla could this stock go to the moon? I am thinking of averaging up.Motley Fool David Gardner touts it as the next Apple and that investors should get in on the ground floor of this revolutionary company. I value 5is opinion so what is yours on this thesis?
Read Answer Asked by Helen on June 01, 2016
Q: I have some cash in my account and am thinking of adding to MAL and to XHY. Recent news and performance of MAL has been good, but I am concerned about the effect of US rate increases on XHY. My account is well diversified. I would appreciate your comments on both.
Read Answer Asked by Roland on June 01, 2016
Q: Good Morning: My question is about the Horizons ETF listed as TXF. (It did not show up in the drop down menu.) The full name is First Asset Tech Giants Covered Call or something like that. I know it is Cdn. hedged which I am fine with and it uses a covered call strategy to optimize returns. Do you have an opinion on this ETF in regard to management fees (they do not seem excessive to me for an actively managed fund), performance, sector and weighting within a portfolio. I don't own a lot of big tech names directly (small holdings in Alphabet, Corning, Intel, Qualcomm and Apple,all of which are in this fund) and wanted some additional exposure in this sector. I already have a small position in this ETF (less than 1%) and would like to double it. Thanks for your input. don
Read Answer Asked by Donald on May 31, 2016
Q: This ETF in your Income P/F has been pretty flat since 5i started it, I think in 2014, and do you think it will remain a long term hold? How much of a hit would you expect it to take with a quarter point rise in the Fed rate and what is its duration? Thanks, J.
Read Answer Asked by Jeff on May 31, 2016
Q: I would like to divide $100,000.00 into 4 ETS of equal weights. Preferably high yield but still conservative. I have been trying to do it myself but I am overwhelmed by the choices. I currently have the two above but they may be too much the same.

Thanks for being there!
Bryan
Read Answer Asked by Bryan on May 30, 2016
Q: Hi Peter and Ryan,

I'm interested in getting exposure to the health care sector by using an available ETF. I ran across this one (IHI) through my research and would appreciate your analysis of the ETF. I think this one focusses on medical devices. Please let me know what you think the future holds for the ETF. If you think there are other investments that would be preferable I would appreciate your suggestions.
Read Answer Asked by Les on May 30, 2016
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