Investment Q&A

• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Q: Hello,markets are looking real good,i'am thinking Trump will need some good news shortly to keep it going?It looks like the establishment is circling.
VGG as a dividend ETF has a fairly low dividend, does it only rely on capital appreciation or a special dividend at year end?
Could you recommend a ETF along the same lines that pay 4-5% dividend,or stay with VGG.
Thanks,great work Brad

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Read Answer Asked by Brad on February 15, 2017

• iShares Core U.S. Aggregate Bond ETF (AGG)
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Q: I currently hold significant USD in my RRSP and have no bond exposure in any investments (registered or nonregistered) and am interested in diversifying my portfolio. I also have very low risk tolerance and am happy to sacrifice on what returns I might expect. Thoughts? Thanks.

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Read Answer Asked by Peter on February 15, 2017

• Delta Air Lines Inc. (DAL)
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Q: Hello Peter

What are your vews on Delta airpines compared to Air Canada or stay with with tech in US which I am underweight.
Thank you for great support

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Read Answer Asked by Hamish on February 15, 2017

• Best Buy Co. Inc. (BBY)
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Q: I realize U.S. is not your area of focus but would appreciate any comments you might be able to make on this company including, if possible, expectations for its share price in the coming year. Many thanks.

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Read Answer Asked by Alexandra on February 15, 2017

• Invesco Aerospace & Defense ETF (PPA)
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• iShares U.S. Aerospace & Defense ETF (ITA)
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Q: Could you please review the above ETF's and let me know your thoughts. With what is going on in the USA, I have a feeling that these ETFs will continue to do well. Your rating of most favourable, to least favourite would be much appreciated.

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Read Answer Asked by micheal on February 15, 2017

• iShares Biotechnology ETF (IBB)
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Q: What is your outlook for US biotech sector for the next 2 years? There are concerns about drug price negotiation by the Trump
administration. Do you think this is already priced in? I plan to take a position using IBB.

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Read Answer Asked by Ron on February 15, 2017

• VALE S.A. American Depositary Shares Each Representing one (VALE)
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Q: Hello 5i team,
I bought these 2 stocks roughly 3.5 years back. Vale was bought at $13 and slx was bought at $49. Both are picking up momentum and my question is whether I should get out when they approach my entry price and go with something else. slx is currently at $45 and vale at $12. I am more reluctant to part with slx since it covers the steel space but vale has a huge depth.

Or should I stay in and see how much they can appreciate?

Thanks,
Andrew

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Read Answer Asked by Andrew on February 14, 2017

• Kulicke and Soffa Industries Inc. (KLIC)
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Q: I am thinking of investing in this company. Kulicke and Soffa Industries, Inc. designs, manufactures, and markets capital equipment, related spare parts, and packaging materials used to assemble semiconductor devices. The Company also services, maintains, repairs, and upgrades assembly equipment. What would your view be on this company.

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Read Answer Asked by micheal on February 14, 2017

• Nucor Corporation (NUE)
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• United States Steel Corporation (X)
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Q: What are your thoughts on U.S. steel given the anticipated infrastructure spend under Trump's administration? I'm looking at NUE, AKS and X.
Thanks.

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Read Answer Asked by Dan on February 14, 2017

• INVESCO QQQ Trust (QQQ)
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• Technology Select Sector SPDR ETF (XLK)
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• GLOBAL X FDS (SNSR)
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Q: Looking to spread my Technology investments into US$ shares in one of these 3 positions. All seem to be doing extremely well and appear quite similar to each other. Share prices go from $128-$52-$17 and psychologically I have an aversion to paying over $100/share (I know there is no rational to that).
Would appreciate your analysis of these 3 and recommendation or any others in this arena.

thx
Rrichterr

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Read Answer Asked by frederick on February 14, 2017

• Raytheon Technologies (UTX)
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Q: Hello: I hold UTX but reading a question and answer today you mention ITRI and LLL. Would you replace UTX with one of these. Thank you Barb

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Read Answer Asked by Barbara on February 14, 2017

• Delta Air Lines Inc. (DAL)
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Q: i have been enjoying the ride with delta airlines (dal), do i stay on board or is it time to deplane?

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Read Answer Asked by eddie on February 13, 2017

• Ubiquiti Networks Inc. (UBNT)
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Q: Hi,
Can I get your opinion on Ubiquiti Networks Inc.?
Thanks

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Read Answer Asked by Colin I on February 13, 2017

• BMO Low Volatility US Equity ETF (ZLU)
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Q: Your opinion on buying BRK.B today, as a good proxy for the U.S. market in comparison to buying the S&P 500/ZLU ETF?

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Read Answer Asked by LEN on February 13, 2017

• Kansas City Southern (KSU)
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• Canadian National Railway Company (CNR)
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Q: Over the last 20 years CNR and KSU have been outstanding performers. CNR up about 2000% and KSU up 7500%!! Both have been better than Birkshire Hathaway. Which would pick for a long hold? Have the metrics of these RRs changed? In particular, does KSU still have the advantage that propelled it 20 years ago? It has lagged of late.

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Read Answer Asked by Greg on February 13, 2017

• Air Lease Corporation Class A (AL)
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Q: Hi Peter and Ryan,

Can I please get your valued opinion of Air Lease Corp. Thanks Dave

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Read Answer Asked by David on February 13, 2017

• Fortinet Inc. (FTNT)
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Q: What is your opinion of Fortinet as it relates to its peers? Would you recommend HACK over an individual player in this space.
Thanks, Mark

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Read Answer Asked by Mark on February 13, 2017

• ServiceNow Inc. (NOW)
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Q: Could you please give me your opinion of the future growth of Servicenow (NOW), and whether you think it is a good hold. Is a drop of an expected growth rate from 150% to 50% a real concern?

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Read Answer Asked by Mark on February 13, 2017

• NVIDIA Corporation (NVDA)
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• Seagate Technology Holdings PLC (STX)
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Q: Would you switch from NVDA to STX here?

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Read Answer Asked by John on February 13, 2017

• Dell Technologies Inc. Class V (DVMT)
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Q: There was an article in the Globe & Mail today about Dell Technologies' merger with EMC Corp. They call it the biggest tech deal in history. Do you view this as a good time to hit Dell? What are your thoughts?

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Read Answer Asked by Grant on February 13, 2017