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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: What do you think of BHI as a two year investment? It has far more analyst recommendations and strong recommendations than others and yet doesen't seem to have participated in the recent oil rally? It's one year chart is ugly.
Why do analysts like it so much?
Is this a good time to start a position?
Is there a Canadian alternative you like better?
Read Answer Asked by Graeme on April 15, 2016
Q: Hi Peter, what is your outlook for the Cdn$ vs the US$ for the next 1-2 years ? If you think the Cdn$ will retreat from where it is today, are there any US equities you would deem excellent purchases today ? Thank you.
Read Answer Asked by Paul on April 15, 2016
Q: STX.us just fell off a cliff. The yield is even higher now (but only because its price was trashed). Is this hard drive maker able to re-position itself or is it now a Dodo? Is dividend safe? Would it be an attractive target (for Western Digital-WD for example ?)

Is a shareholder better to sell STX and switch into WD? I prefer not to give up on companies too easily, but if you feel I should, I’d appreciate your thoughts.
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Incidentally the software changes as described sound great.The ability to 'star' (mark) something for personal follow up will save much time. Also welcome is the new ability to search more than one symbol at a time. Best wishes, Adam
Read Answer Asked by Adam on April 14, 2016
Q: Hi 5i team,

I have a 3 month old son and have opened him up an RESP. Can I get your opinion on what 2-3 stocks you would invest in that provide decent income (in the form of a dividend), and are relatively safe knowing that he will need the money in 18 years. I was thinking of playing it more conservative, but I have been contemplating taking a shot at something with a good growth potential.

Thanks so much.
Read Answer Asked by Francesco on April 14, 2016
Q: your opinion on this company and going forward.
Is this a buy?
Read Answer Asked by Josh on April 13, 2016
Q: Hello, Many Real estate investment trusts(e.g. IVR)and related ETFs (e.g. REM) distribute ~10 to 12% dividend. This appears very good but may be a high risk investment. What is your opinion about IVR REIT and REM etf?. Which one is better? or may be none?

Thanks

Read Answer Asked by Tabho on April 12, 2016
Q: Hi,

On January 19th you suggested the following US stocks(UTX, SBUX, GOOG, ULTI, CALM, DIS, JNJ, LMT, SIMO, EBIX.) to "Stephen" who was looking to deploy some US cash, and looking for "reasonable risk, decent growth and some divided," Do those still look good to you as I'm looking to add some US exposure in the next couple weeks to compliment my Canadian holdings which follow your Balanced Portfolio.

Thanks!
Read Answer Asked by Chris on April 11, 2016
Q: Hi 5I- Have just received lump sum retiring allowance and now 30% cash. Present holdings are 18%GGF31222-10%VUN-7%XEF-7%ZGI-6%SLF-6%VXC-5%ZUH-4%IYT-3%XEH-3%ATD-2%DIS. Would like your suggestions for more etf exposure and would like to start adding slowly with the next downturn, but don't like to sit in cash to long. Would you trim healthcare or USA in general now? We are long term investors. Thanks for your help.
Read Answer Asked by Peter on April 11, 2016
Q: Good afternoon:
I am wondering whether you have a favourite name in the US defense sector in terms of potential for future performance. I have been considering GD, LMT, NOC or RTN.
I would appreciate any views you may have.
Read Answer Asked by Peter on April 11, 2016
Q: Re my question yesterday on W.Us, thank you for your thorough assessment. I had asked for other ideas to invest $10,000 USD in any sector. You suggested AMZN, but that would buy only 16 shares. Any other ideas?
Read Answer Asked by Elaine or Gerry on April 11, 2016
Q: What is your opinion on Take-Two Interactive? Is this just another "flavour of the month" in the gaming software space, or does it have real "game" in its own right?
Thanks, as always, for your help and insight. Is it worth a longish-term hold?
Read Answer Asked by Sylvia on April 08, 2016
Q: I am 30 years old and have built a sector diversified portfolio of around 25 names from the TSX worth approx 200k. I also have a pension invested conservatively in bonds/mutual funds worth approx 100k. I would like to invest all additional cash for the next few years in 3 or 4 ETF's to diversify out of Canada instead of adding to my Canadian portfolio. Do you see any major flaws in my theory? also could you suggest 2 or 3 ETF's to start out with. My thoughts were: VOO, VEA, and IJR. Thanks
Read Answer Asked by justin on April 08, 2016
Q: I like the look of W.US and have about $10,000 USD to invest. Can you give me your thoughts please, or do you have some better ideas? Sector is not important.
Read Answer Asked by Elaine or Gerry on April 08, 2016
Q: Can you recommend one or ETF's for US $ exposure in a balanced Portfolio.
Thank you
Read Answer Asked by Marty on April 08, 2016
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