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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 am 30 years old and have built a sector diversified portfolio of around 25 names from the TSX worth approx 200k. I also have a pension invested conservatively in bonds/mutual funds worth approx 100k. I would like to invest all additional cash for the next few years in 3 or 4 ETF's to diversify out of Canada instead of adding to my Canadian portfolio. Do you see any major flaws in my theory? also could you suggest 2 or 3 ETF's to start out with. My thoughts were: VOO, VEA, and IJR. Thanks
Read Answer Asked by justin on April 08, 2016
Q: I like the look of W.US and have about $10,000 USD to invest. Can you give me your thoughts please, or do you have some better ideas? Sector is not important.
Read Answer Asked by Elaine or Gerry on April 08, 2016
Q: Can you recommend one or ETF's for US $ exposure in a balanced Portfolio.
Thank you
Read Answer Asked by Marty on April 08, 2016
Q: Can I get your thoughts on this very new etf launched by purefunds? Has 36 stocks of companies involved in video games. Has a very small cap of 2.6m. The gaming industry is an evolving industry and judging by the price of video games constantly increasing in price that my kids have no problem in forking out the dough for, revenue should increase for the companies. More companies are getting involved in the online gaming such as Amazon buying twitch, Facebook launching Oculus Rift and China's gaming market is expected to double over the next 4 yrs. This etf would seem to be a winner. I know it is a very risky etf and probably have to hold for a few yrs but what do you think?
Read Answer Asked by pietro on April 07, 2016
Q: I bought this quite recently as its valuation seemed decent and the stock seemed to be firmly in recovery mode. Do your resources indicated why it dropped 14% today? This is not a small cap stock...
Read Answer Asked by David on April 06, 2016
Q: Hi,

Can you comment on whether you think the recent drop in stock price is because of the lawsuit directed against ValueAct and what effect it will continue to have an effect on the stock price?
additionally, what do you think of BHI at these prices for a two year hold?
Read Answer Asked by Graeme on April 06, 2016
Q: Hi 5i Team,

Do you consider Allergan "cheap" with the stock trading around at $235.00?
What is their EPS 2015, 16 and/or 17? How is their balance sheet and would you consider them one of the "better" US healthcare companies?

Thanks, Shane
Read Answer Asked by SHANE on April 05, 2016
Q: My Canadian portfolio closely follows your BE Model and is approx.75% of the total. The remaining 25% is invested as follows in more or less equal amounts: Apple, Abbvie, Bank of America, Alphabet, HEWJ, Wells Fargo, and ZDM. I have sufficient US$ for another foreign position. I'm leaning towards IWO or EEM/VWO. May I have your thoughts and advice please.
Read Answer Asked by Michael on April 05, 2016
Q: I hold Amaya shares in both my Canadian and U.S. accounts. I would like to sell my U.S. shares (at a loss) and use the money to buy shares in a U.S. company that is growth oriented rather than income and is small to mid-cap. It does not have to be specifically related to the gaming field. Thanks.
Read Answer Asked by Rob on April 05, 2016
Q: Hi all,

Wondering what your take is on Energous Corp if you have followed it much? I know they are still small and risky but the potential of the product seems to be pretty big. It has been on a rally of late and if you look at footnote 2 in small green writing at the bottom of the following link it appears as though Q1 performance shares have been granted: http://stkw.it/y3tS

Appreciate your insight, thanks.
Read Answer Asked by Joe on April 05, 2016
Q: Hello Team,
Could you give me your current analysis on this company and if you would rate it a "Buy" at this time.
Thank You,
Barry
Read Answer Asked by Barry on April 05, 2016
Q: the last question on this company was in 2014 what do you think of it now
Read Answer Asked by Pierre on April 05, 2016
Q: Hi team, I wondered if you had any opinion on this US stock, by chance? I'm looking at its recent downturn and hoping this is an entry point... Thanks!
Kate
Read Answer Asked by Kate on April 04, 2016
Q: May I have your assessment of ITG? Have you used their services?Do you see this stock as a buy?
Thanks, Tim.
Read Answer Asked by tim on April 04, 2016
Q: Hi 5i:
Your last comment on Endo (ENL, ENDP.US) was Feb 29th and at that point you thought that it was unduly beaten down by the market given the company’s recent performance and outlook. That was when it was over $40 US. Now that it is under $30 US, what do you make of it? Is it worth continuing to hold or have fundamentals deteriorated to the point where alternative holdings in the same space look much better? How does it stack up on a comparison with CXR? Thanks!
Read Answer Asked by Lance on April 04, 2016
Q: Hi Team
I am well diversified and have about 17% in US Stocks. I have a bit of US cash and would like to purchase a non US unhedged (if you think best) ETF with a lowish MER. I will hold in my RRIF. Of course I would like growth and am not chasing dividends on this. I would hold for 2 to 5 years. VXUS or ????. Thanks guys for all you do.
Read Answer Asked by El-ann on April 01, 2016
Q: We are Seniors who do not need current income from investments. Have various accts. at TD Waterhouse - considering using their new ETF's to increase international exposure: TPU vs. THU; TPE vs. THE. What is your current thinking re hedged versus unhedged?
Any thoughts re investing in TD's new ETF's versus using TD-efunds?
Read Answer Asked by Aileen on April 01, 2016
Q: Would you give me your assessment of this company please, and what other company would you favor over this one. Thank you.
Read Answer Asked by Maureen on April 01, 2016