Investment Q&A

Q: Would you buy MON now essentially on a "bet" that the Bayer deal will go through?

Q: What is your stance on TSLA? They've had great growth and could be a company that disrupts the industry.

Q: I am looking for ETF similar to IHI US Medical Device in Canadian dollar and your thoughts on ZUQ Etf.

Thanks for the great job.

Q: Could you please comment on this ETF. I have held CWW for about 5 years and done well but am wondering what, if any, other approach you would take to replacing this investment in the water related sector? Many thanks.

Q: I would appreciate your comments about TEVA-N. Would you hold or would the money be better invested in another Pharma stock Thank you

Q: What would your 3 favorite growth stocks be going forward (US or Canada) and 3 fav dividend stocks (US or Can)
Tks

Q: I know you don't specifically cover US stocks. But I've been watching Netflix and waiting for a good entry point as I think it's a good brand that will innovate and stay on top of the industry they are in. The stock is currently rallying and the information I got from Investopedia is that Netflix will have exclusive rights to Disney Marvel, Pixar and Lucasfilm films starting this fall. As an uneducated investor I'm wondering is this a good time to buy or is this simply a frenzy based on a news release that will cool down and the stock will return to trading around $90.00? I know you can't predict the future, but the educated opinions I have received from 5i have me up in 8 out of 10 stocks I have purchased this year.
Thanks

Q: Air Lease (AL) - What are your thoughts on this company. I've held it for 2 years and I'm down about 10%. Starting to feel like dead money. Time to walk away ?

Q: what is your view on Lululemon Athletica? Is it a buy after going through its troubles last year?

Q: Is there a Canadian ETF that mirrors the Schwab US Broad Market ETF (SCHB,50)? It captures America's 2.500 largest stocks.

Thanks, Austin

Q: i own anip a pharma in the usa i am ahead on this stock should i sall or do you see a future thanks bill

Q: Sorry my previous question referred to ZBK.US it should have been ZBK.
Thanks
Mike

Q: Hi Guys,

Am I still fine holding these companies in my U.S. portfolio, DIS, SBUX, V, HD, BRK.B and eft's SPY, QQQ, and VIG (All have a 3% weighting). 5 year time frame and low/medium risk.
My concern is that most of the individual stocks are in the Consumer sectors and I am overweighted in my total portfolio (25%) in these sectors.
thanks,
Jim

Q: Hi there

I know you don't cover Foreign stocks but wonder about your thoughts on Teekay. Based out of Vancouver and owner of oil tankers. Seems to be trading well below book value with good dividend. I have followed this for a while and know it's volatility but seems like it has found a base?

Much thanks

Q: I realize that you do not specialize in US stocks, but the "generic" behavior of this stock over the past week puzzles me. On May 18, it was announced that LKQ Corp. would be included in the S&P 500 index. I expected that this would be very good for the share price and that it should rise immediately upon the news (as index funds would have to purchase it). However, following the announcement the share price actually declined by several percent over the rest of the week. Do you have any explanation for such behavior?

Thanks!

Q: Bonjour, do you still recommend this company? Valuation, future growth?
Merci
Ronald

Q: I know your focus is not in the US but just wondering your thoughts on this one. I have positions in Wells Fargo and JP Morgan and was thinking of selling one of those to purchase Aegon. Thanks.

Q: I read with interest your recent article in the Post and was intrigued by the comment that research shows 90% of portfolio returns come from sector allocation - if a person wanted to take advantage of that, in a simple, easy to manage and inexpensive way (ignoring taxes for the moment) what would be your view be on an approach where one's equity component of their portfolio consisted entirely of a number of ETF's with each one of the ETF's focused on a particular sector, with a periodic (say quarterly) rebalancing? What specific ETF's would you suggest for such a portfolio? Thank you.

Q: What do you think of FXL-US for the next few months?

Q: Could I please get your comments on MIC-N. What kinds of "infrastructure" do they own or manage? What do you think of their growth profile? What about the price/cash flow? What caused the steep price decline in 2015-16? If I buy it for my RRSP are there any withholding tax implications? Is there anything you prefer in the US in this area? Thanks for your feedback.