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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: If you could add 5 US stocks to your current balanced portfolio, what would they be? Or would you add an index fund or two for US exposure?
Read Answer Asked by John on March 07, 2016
Q: hello 5i:
I note there are no questions yet on this ETF. Your take please?
Read Answer Asked by Paul on March 07, 2016
Q: Good morning,

I am looking for some stock suggestions in the US on how best to play the rental market particularly in some of the more expensive/popular real estate markets in the US ie San Francisco. My thesis the strong growth in real estate prices will result in the millenials choosing to rent in the more popular urban centres either by choice or necessity.
Can you comment on this thesis as an investment opportunity and provide your best equity ideas at this tine in US and Canada.

Thanks for the excellent service!
Read Answer Asked by Thomas on March 07, 2016
Q: I own some XHY but am looking for something unhedged that would follow the $US if it goes up. It there an ETF that would fit the bill - and would you recommend this strategy?
Thanks
Paul
Read Answer Asked by Paul on March 04, 2016
Q: Small position in Relypsa, a US biotech. Sales slower than expected and may need to raise cash...would you hold or move on? Thanks!
Read Answer Asked by Dominic on March 04, 2016
Q: Hi Guys
Can you comment on what you think of Harley Davidson, and if you would ever consider it as a buy, and what multiple you would pay for it.
Maybe it would be a good hedge for a falling U.S. dollar as overseas sales would pick up.
thanks Gord
Read Answer Asked by Gordon on March 04, 2016
Q: I am looking to add fixed income holdings to the US part of my portfolio. I was wondering if it is the right time to start adding some HYG-U.S. (Ishares High Yield Corp Bond ETF). I currently do not hold any high yield corporate bonds. If yes, what % of my portfolio do you recommend it represent, and is there another ETF you would prefer?
Read Answer Asked by Pamela on March 04, 2016
Q: I am looking for a specific type of health care stock. In my portfolio I have core positions in JNJ and NVO. I have speculative positions (half positions at most) in GUD and CXR. I would like a recommendation for a health care stock that is not as dependant on pharmaceuticals. Any recommendations in North America or a foreign firm that trades in the US? Thanks!
Read Answer Asked by Derek on March 04, 2016
Q: I currently hold a diversified portfolio in US, Canadian stocks and have some exposure to European and Global stocks. My question is: should I lower my exposure to Appl as it's no longer perceived as a growth stock and increase my exposure to Starbucks as it appears to have a higher growth projectory in the next few years.

Thanks
Read Answer Asked by Valter on March 03, 2016
Q: What are your thoughts on the current valuation and the near future of Walmart?
Read Answer Asked by Sam on March 02, 2016
Q: Some time ago, you indicated that cbm, ulti, osis, wex, could be worthwhile U.S. growth stocks.
Are you still of the same view ? Anyone to add to that list ? What would be the time frame ?

Thank you so much for your valuable contribution,

Jacques
Read Answer Asked by Jacques on March 01, 2016
Q: Is this a good stock to purchase considering that i would hold it for 5 to 10 years? I like the brand name recognition in the online payment processing market.
Read Answer Asked by Grant on March 01, 2016
Q: In general what are the tax implications of investing in US markets.
Thank You
Read Answer Asked by Peter on March 01, 2016
Q: Hi there - can I ask for your opinion on PRA group? Analysts seem to have mixed opinions on the company, but it looks interesting based on some of the reading I've done. It's down heavy this morning after what looks like a minor miss.

Thanks much.
Read Answer Asked by Rick on February 29, 2016
Q: Hi 5i: I am overweight financials. Among others I hold C, JPM and WFC in the US, with SLF and EFN on the TSX. I'd like to drop 2 of these. Your advice would be appreciated.
Read Answer Asked by Roland on February 29, 2016
Q: Verronica Hirsch had this as a top pick on BNN.Do you have an opinion?
Read Answer Asked by Allen on February 29, 2016
Q: I am thinking to add to utx.us or pfe.us
Which one would you choose?
And what is going on with the honeywell deal....could there be a better offer coming or pull the whole deal off?
Read Answer Asked by Josh on February 29, 2016
Q: What are your thoughts on IEP for a buy. Thanks again for all your good work.
Read Answer Asked by andre on February 29, 2016
Q: Although you do not specifacally follow US stocks, I would appreciate your opinion on ESRX. It has dropped significantly this year. I still have an 18% profit on it. Is it worth holding or would another US investment be more promising? (My other US holdings being MMM, JNJ, NVS, VIG, IWO). Thank you
Read Answer Asked by jacques on February 27, 2016
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