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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: getting crushed today buying opportunity???

thx
Read Answer Asked by blake on October 14, 2015
Q: If own, what would you do with BOFI (US) following the latest news and price decline. Looks to me someone shouldn't react. Can you please comment.
Read Answer Asked by Dominic on October 14, 2015
Q: Regarding the proposed merger, would you advise holding or selling this stock? I'm up 28%.
Read Answer Asked by Graeme on October 14, 2015
Q: With the price drop I see the yield is in excess of 8%. Any news that would be of concern here.

Many thanks

Paul
Read Answer Asked by paul on October 14, 2015
Q: Rob today asked for your recommendation on an ETF that tracks the broader US market, that he can buy with CDN funds. Your recommendation was VGG a dividend appreciation etf with 1 year return (as of yesterday) of ~ 18%. You have recommended this etf on various other occasions today and in the past. You should be aware the tempting 18% return is due to currency because the hedged VGH return over the same period is a mere 1.9%. I cannot understand why you continue to pick these "niche " etf's especially when someone asks for a broad index. The broadest US index with lowest mer in US $ is VTI and in Canadian $ VUN. And VUN has 1 year return of 22.6%. VTI/VUN over various cycles outperforms these "niche" etf's tracking some subset of a market and this is what etf's were originally designed to do anyways so just recommend the broadest index to maximize investors returns.
Steve
Read Answer Asked by Steve on October 13, 2015
Q: I have half positions in Kinder Morgan (KMI) and Williams (WMB).

I am primarily interested in secure income and they are currently very attractive yielding 6.12% and 6.01%.
At their current prices, they also seem quite attractive for growth.

What are your thoughts on KMI and WMB as a buy right now? And do you prefer one over the other to hold for income first then some growth for the next 5 years?
Read Answer Asked by Curtis on October 13, 2015
Q: Has slumped since the Ipo. Do you have an opinion on this stock. Sales of tea,worldwide must surpass coffee sales by a wide margin.
Read Answer Asked by Warren on October 13, 2015
Q: Can you please recommend an ETF that tracks the broader US market, that I can buy with CDN funds. I know you have identified IWO in the past but I don't have US funds and the cost and spread on currency conversion turns me off... It seems you are going to lose 3+% coming and going just on the conversion charges. Thanks
Read Answer Asked by Robert on October 13, 2015
Q: I own a few of this company.Dell has purchased.We receive VM ware.Is this reason to wait till deal settles.
Read Answer Asked by Don on October 12, 2015
Q: Thanks for your great service. Any thoughts re EPAM? Recent breakout from consolidated period on chart.
Read Answer Asked by david on October 12, 2015
Q: Is there a symbol to track "Options Adjusted Spread".
Read Answer Asked by Eric on October 12, 2015
Q: Hello 5i team I am building a US stock portfolio and would like your opinion on the stocks I wish to accumulate. jpm,t,psx,jnj,nvda,tot. I plan on buying these over 6-8 month period and holding for 3-5 yrs. I am trying to into get into different industries and picking some best of breeds. I would also like to add 2-3 etf (1-growth,1-income,1-balanced)if you could recommend some to compliment these stocks. Thks
Read Answer Asked by pietro on October 09, 2015
Q: My financial advisor recently proposed this company for my rsp your thoughts please
Read Answer Asked by Pierre on October 09, 2015
Q: This stock appears very volatile for a consumer staples. what are your views on short and long term outlook for this company?

I have small position at about $52. Is it sell, hold or add more at current levels?
thanks
Read Answer Asked by satish on October 09, 2015
Q: As a retiree I am looking, mainly, for income from dividends which will, hopefully, increase with time. i have done well in terms of capital gain over the years with TD, which I have gradually reduced, but feel I can get better value elsewhere. Specifically with HSBC having a yield of ~6.3% versus 3.9% - both have a history of dividend increase.
I know HSBC has been through a period of re-trenching and consolidation and wonder if this has stabilised the bank now.
Any thoughts on the switch for this ~1.5% holding?
Read Answer Asked by David on October 07, 2015
Q: I bought this stock at $42 in July and it's currently at $31. I don't mind holding a losing stock if it has potential and I'm looking at a longer holding period of 7 - 12 years. Do you think this company has value for that period of time and should I hold? Is there too much competition for its market and if so how do you think it would fare? If you were to switch to another U.S. Company in the tech sector for that time frame could you give me 2 or 3 names you think would do well over time?
Read Answer Asked by Lisa on October 07, 2015
Q: Could I please have your thoughts on BAC for a 3/5 year hold.

Thanks, David
Read Answer Asked by david on October 06, 2015
Q: I sold this company about 18 months ago and was wondering if this might be an opportune time to buy, again. Due to its cyclical nature, anything you can tell me would be greatly appreciated.
Thanks
Read Answer Asked by Kyle on October 06, 2015
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