Investment Q&A

Q: In my RRSP for U.S. holdings I own DIA, IWO, IBB and VTI. I'm wondering if VTI is overkill because most of it is covered in the others? I'm thinking of selling it and deploying it into the others. If you agree, how should I deploy my US capital across DIA, IWO and IBB percentage wise? 50%, 25% and 25% or what do you suggest?

In my non registered account I was planning to put my US cash into the Dogs of the Dow, as I'm looking more for stability and dividends with that money. Do you think this is a good approach?

Q: My portfolio is mostly Canadian companies. I would like more U.S exposure. I think Canadian ETFs would be best for me. Are there any which would contain companies like Apple, Facebook or Amazon? Is there an economic area and ETF you think will outperform that could invest in?
Thank you.

Q: THIS SEEMS LIKE A SOLID BLUE CHIP U.S. COMPANY WITH A DECENT DIVIDEND AT A GOOD PRICE. YOUR THOUGHTS ON TRUMP AND OR AMAZON HURTING IT IN THE FUTURE. THANKYOU

Q: I purchased Tenneco in July 2016 when it passed the 5I-Scratch-Test, and am now up 39%, comprising 4% of my portfolio. Should I hang onto this one, and is the weighting still appropriate for a moderate risk taker? Earnings come out soon and wondering if they have telegraphed expectations. Thanks!

Q: Hello Peter,
Facebook announced great results;however, the stock hardly moved. Any comments? For gold, would you consider kirkland lake and detour as long term holds in that sector. Also, constellation software after the article in the globe has taken a step back. Is it good time to add more? Thanks very much

Q: Please share your analysis of Affiliated Managers Group Inc, thanks!

Q: Please share you analysis of World Acceptance Corp, thanks.

Q: Hello could you please comments on QRVO's recent Q results and their valuation versus growth potential for the next few years?

Q: Hello Peter & Team, I currently hold a full position of XOM in my RRSP. After reading an article in the January issue of Canadian Money Saver (Two Stingy Stocks for 2017 / Norman Rothery), I am wondering if it would be a good decision to sell XOM and buy VLO as a replacement? The metrics for VLO look pretty good. Regards, Gervais

Q: Hello Peter, I am looking at these (SUN, SXL SHLX and EPD) limited partnerships, I would appreciate your suggestion as to the best most secure one. Also SUN is in the process of buying ETE and there was a litigation issue, has it been cleared up? Perhaps can suggest a better, safer one. Many thanks, J.A.P. Burlington

Q: Another US question, completely understand if it's just too far from your area, but if you're able to provide some information, I'd really appreciate it.
Legg Mason was covered in this weekend’s roundtable of Barron’s. Stock didn’t move in the 2 days after the article, but made a big move today on news that its biggest shareholder (10% holding) is taking 2 board seats.
As of two days ago, at a lower price, it traded @ .4 to book, had a 10x projected forward PE, keeps reducing its shares outstanding. Expected to earn 2.30 / 3.10 in 2017 / 18. Focus on cost-cutting is producing the better profit, it has been reported.

It also has an arm that focuses on private equity. It was pushed by Brian Rogers, and also owned by Mario Gabelli - also part of the Barron’s roundtable committee.

Usually things can jump on a Barron’s mention, but this one didn’t. I realize it’s an asset manager in an etf world, but is there still value in this - though a huge jump today may have negated some of the upside. Thanks

Q: Please comment on their recent quarterly result.

Thanks!

Q: I realize the US is not your area of focus, but for a sizeable company that services a wide swath of mid-sized US companies, the type that could possibly be seen as benefiting from a made-in-America increase in the GDP rate, would paychex be a good investment in that? It's off a bit in the last few days after having done quite well, taking more pressure than the market today (-2+%) and pays a nice divi of 3%. Is it investable for the long-term?

Q: I know 5i's focus is not the US but wondered if you have an opinion on these two companies. Norm Rothery uses a modified Graham approach to identify potential deep value stocks & had identified only these two for 2017. I would also be interested in your opinion on the Dogs of the Dow & equivalent high yield approach for the Canadian market. Thanks for the great service!

Q: I have 4% of my portfolio in Mastercard. After reporting, RBC has lowered it's target price but still holds it as a Top Pick. My other financial holding is SLF (2.5%). Based on current 3-5 year forecasts is it worth continuing to hold Mastercard or another US or Canadian financial with more torque? I'm 34 and hold the stock in my RRSP.

Q: I am looking for rate reset or floating rate individual preferred shares or ETF for US companies. Could you please provide me a list of ETFs listed in the US and Canada. Where can I find a list of preferred shares for US Companies?

Thanks

Q: Hi Peter & Team,

Given furthering global instability, I'm looking a quality Aerospace & Defense ETF - any suggestions?

Thanks!

Jason

Q: Hello 5I Team
Please comment on FB Q-4 earnings , is it still a long term hold ?
I own shares in Facebook for over 2 years and have done well.
I would like to hold it for the next 10 years , what are your thoughts ?

Regards

Claudio

Q: Hi 5i Team - May there be some hope for shareholders of Peabody or will their shares be worthless after the reorg?

Q: Hi there. I'm overweight in Apple stock (approx. 13%). With yesterdays earnings season causing surge in stock up today should I trim some off. There is still the matter of repatriation and 10 year IPhone 8 season that I don't want to miss out on potentially. Based on my watch list (of which I'm equal weight in all my other equities) is there a sector I should maybe add too that I'm not currently representing?? I would like to add to my Canadian portfolio. Could you recommend 3 stocks to add? Thx