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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: Hi folks,Happy Holidays,almost embarrassed to admit but sold Fb way early and rolled it into Twitter twtr/q @ $38. Twitter finally has a Ceo and company is making a profit but stock trading near new lows. Is stock worth holding for the long term?? in your opinion, don't mind hanging on for longer term if there is upside or is this another Tech Wreck;so buy,hold,or sell. thanks as always
Read Answer Asked by John on December 22, 2015
Q: Hi 5i team,

How do you feel about Blackrock (BLK) in the US? Seems with more and more people moving towards index investing, and with the rise of robo-advisors, this would be a good way to play that trend. Seems to have a solid dividend and pulled back a bit recently.

Any comments or reasons to avoid? Perhaps a different company to think about?

Thanks and happy holidays.
Read Answer Asked by Sarj on December 22, 2015
Q: Am I possibly missing something, I am setting up a portfolio for my Grandchildren over 15 year time frame.
Considering - dis, goog, fb, amzn. Set it and forget it.
With the current US ex, is this a detriment over the long time frame.
Read Answer Asked by Peter on December 22, 2015
Q: I would like clarification on hedging when buying USD securities via a CDN ETF: if the USD is going up and by comparison the loonie going down is it to your advantage to buy a hedged product or not? I am a little confused as I am sure there are times when hedged is good, and others, when it is not? Intuition tells me know is the time for hedged to protect loonie denominated ETF holding USD securities. The ETF XHY holds Us corp.: with interest rates going up in very small increments in the USA this should cause bond yields to go up as people move their money somewhere else - or not?
Read Answer Asked by James on December 22, 2015
Q: For a non hedged etf would VUN be a good choice for USA exposure?
Is there one you would recommend?
Thanks
Read Answer Asked by Michael on December 22, 2015
Q: what are your thoughts on the Disney Downgrade last week? Especially with what looks to be a big success in star wars so far. Is there alot to be concerned about with weakness in espn subscribers?
Read Answer Asked by Mike on December 21, 2015
Q: Hi 5i: There are actually two questions, which for me are linked. First, could I have your opinion on Adobe Systems. It seems expensive (not surprising) but maybe not so much given good growth. Second, how do you think Disney will fare with respect to the ESPN issue - I have heard differing opinions on the likely impact. I am considering at least a partial switch from DI to ADBE and would value your opinion. Roland

Merry Xmas to all, and thanks for the great help over the last year.
Read Answer Asked by Roland on December 21, 2015
Q: Do you see this company as a good long term hold.
Thanks
Brian
Read Answer Asked by Brian on December 21, 2015
Q: In your response to Marc about the C$, you state ... "If the Canadian dollar rises, you will want to have a C$ hedged ETF". Can you pick a couple of ETF's that could benefit with a bottoming out C$.
Read Answer Asked on December 21, 2015
Q: In light of the fact there has been no indication of Canadian interest-rate movement, can you suggest a handful of U.S. insurers with decent dividends. And a ETF in that space as well.
Thanks for the great service
Read Answer Asked by Kyle on December 21, 2015
Q: I am looking for a Canadian ETF that tracks the Nasdaq and one that tracks the Russell 2000. I am looking for a product that is not hedged to the Canadian dollar. From what I gather this is not available.
Read Answer Asked by roland on December 21, 2015
Q: Good morning,
I would appreciate your thoughts on buying Deere at this time as a potential long term hold.
Thank you.
Read Answer Asked by Peter on December 21, 2015
Q: could you explain the performance gap between XSP and ZSP
for one year time frame.
Both ETF are designed to replicate, to the extent possible ,the performance of the S&P 500 Index.
Thank you so much.
Read Answer Asked by pascal on December 18, 2015
Q: Hello,

This may be out of scope, but I would appreciate your opinion on WNDW.

Thank you for the great service.

Tim
Read Answer Asked by Tim on December 18, 2015
Q: Two Harbors appears to be a solid buy right now. What am I missing if anything?
Read Answer Asked by george on December 18, 2015
Q: The last question to 5i regarding PANW is listed July 2014. What is your assessment of this company based on an additional 18 months of history and would you recommend it as a buy? Thank yoi for your great service.
Read Answer Asked by Deborah on December 17, 2015
Q: What do you think about Foot Locker (FL.US)? Buying opportunity or value trap?
Read Answer Asked by Andrew on December 17, 2015
Q: I want to replace GSK with MDT, JNJ or UTX. Yield, weight and sector is not a factor here. Please give me your pick or just add more GSK. Thanks.
Read Answer Asked by Charles on December 16, 2015
Q: Good Afternoon: My question is really currency related rather than Visa specifically. I own a few US stocks including Visa which fortunately for me I purchased when there was not as much difference between the US and Canadian dollar. As a result of stock performance and the difference in currency valuation I have done well. I would like to make a few more US purchases but cant make myself do so with the almost 40% hit. In my opinion some time in the future our dollar will get stronger. Do you have any suggestions or can you recommend Canadian companies or ETF's that I can buy without being so concerned about the currency. Thank You.
Read Answer Asked by Brian on December 15, 2015
Q: RBC has a Top Pick rating on this stock. It continues to implode. Is it year end selling or is there some other underlying cause. I've averaged down based on RBC rating but it's continuing to drop. Thoughts ??
Read Answer Asked by Randy on December 15, 2015