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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 a position in my US dollar rrsp account in HACK and read of the management issues currently in litigation. What would you suggest regarding this holding - is it a buy sell or hold and what are your views concerning this issue. Is this likely to adversely affect this ETF longer term. I appreciate your thoughts on whether I ought to hang in or otherwise. Thanks so much.
Read Answer Asked by Ken on January 15, 2018
Q: What percentage would you put into each of ZWA (hedged) and ZWH (unhedged), for long term, as a rule of thumb, without knowing the rest of one's portfolio, but figure it's a reasonable percentage of one's U.S. component. Thanks for your advice.
Read Answer Asked by Jerry on January 15, 2018
Q: My daughter-in-law has asked me to opine on these 4 holdings (DDD (3D Systems Corp),JCI (Johnson Controls),Adient PLC F and CNDT Conduent Incorporated) she has.She works in tech in San Francisco. I value greatly your views and though you may not cover these equities if you have any insights for her to either buy sell or hold each of these and any other comments regarding these I would greatly appreciate hearing them. Secondly she has a substantial holding of shares in Cisco acquired through employee stock option. What is your view on Cisco regarding buy sell or hold and whether her capital could be better deployed in other tech names. Thank you sincerely.
Read Answer Asked by Ken on January 12, 2018
Q: Hi !
Any suggestion for a US growth stock with a good dividend to put in my RRIF ?
I am looking at Royal Dutch Shell (rds), Chevron (cvx), LyondellBasell (lyb), Diageo (deo), Global X NASDAQ China Technology (qqqc); any views on theses ? Please deduct the number of questions you deemed appropriate.
Thankfully yours,

Jacques
Read Answer Asked by Jacques on January 12, 2018
Q: With JP Morgan giving their earnings report tomorrow, do you think the tax changes in the United States are reflected in the current pricing? Also do you think at current pricing that it is a good entry point (new record high)? Would you recommend starting a position today before the report or waiting? Would you recommend this being added to an RRSP (no-withholding tax)?

Finally, I have tried to find that blog post that was written a while ago about what account is best to put certain securities (CDN vs. US vs. Dividend (CDN/US)) but I cannot seem to find it. If you would be so kind to provide a link to it I would greatly appreciate it as I find its a great guide for new investors like myself.

Thanks so much for all your advice and great service! I cannot say how much I learn on a daily basis thanks to you and your team!
Read Answer Asked by Justin on January 12, 2018
Q: I would appreciate your comments on the succession plan for BRK. It adds clarity, the two are knowable experienced professionals, they fit the BRK culture, etc. My only downside risk is that they do not have experience within the other companies and capital allocation.

The market seems to approach of it.

Clayton
Read Answer Asked by Clayton on January 11, 2018
Q: Happy New year 5i!!
I have the following US stocks in my TFSA:NVDA,SQ,AMZN,CGNX.
I'd like to add another from the following: Arista, Paypal, Micron or Flir.
I'm not concerned about sectors or size and have a fairly high risk tolerance. If you have a better choice than the ones I've mentioned I'm all ears!
Thanks
Dave

Read Answer Asked by Dave on January 11, 2018
Q: Hi Team, sold off my US etfs and slowly been moving in US individual stocks in my RRSP.For a materials play in the US , between EMN and LYB which has a better growth profile? Would you recommend a materials company which would have a involvement in the construction or infrastructure play instead. I do own CAT (thanks to your sound advice) for industrial and or infrastructure play. Many Thanks Sam
Read Answer Asked by sam on January 11, 2018
Q: Understanding the US isn't your focus, do you have any insight into this stock? They appear to be a going concern with a short term issue that the shorts ganged up on looking for a quick buck. I bought some at about 50 dollars and am tempted to buy more knowing that next earnings may still show some effects, BUT that 2017 numbers will still be handily better than 2016, and 2018 looks good. Thoughts?
Read Answer Asked by Rick on January 11, 2018
Q: I have read today the Morningstar Credit report. I own 10K and made 23% so far :-)
Their leverage scares me, gone much higher since your last opinion on TMO, while they only have 600 mill in cash. Can I stay or sh I sell out.
art
https://www.bmo.wallst.com/Morningstar/reports/credit?YYY2151_Ha1I7iDTdeyvMUHDXTiMgmP4NQOl73+jF+HF/Ua1yxpDiGutSHl+pRAFhU0ohs+G7aH7GFnB9ccKEtYVsYhJaMJwhdMT/w9w
Read Answer Asked by Arthur on January 10, 2018
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