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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: I have held SPY in my US$ account for a few years and am thinking of trimming it now and use some capital losses to offset the gains. It is not overweight in my portfolio so I don't really have to do anything. A couple of questions.

First, I would be looking at buying SDY with the proceeds. Does this give me further diversification, SDY a better ETF or is it a sideways move?

Second, I have been reluctant to sell ETF's because I am concerned how to calculate the ACB because of dividends. I am right to be concerned about this?

Thanks and a happy holiday to all at 5i.

regards,

Paul F.
Read Answer Asked by Paul on December 21, 2014
Q: Hello Peter, can you tell me the reason of the drastic drop last Friday, RBF 1030 has performed greatly this year, can you suggest another health care ETF or I-share.
Many thanks, Joe P.
Read Answer Asked by Joseph on December 21, 2014
Q: Dear Agent. Is BBEP a stock that you would recommend to an investor to hold on to in Re: Portfolio. Eddie.
Read Answer Asked by Eddie on December 19, 2014
Q: Good day. I am feeling confused about what's happening with XPH today and hope you might be able to explain things. This is a low beta ETF which rarely shows spikes. During the past ten days of volatility it's highest spikes were in the 2% range. Yet today, despite the markets being largely unmoved, it is down 4.5%, perhaps it's biggest fall since I've owned it. Or is it. Yahoo Finance shows it up based on yesterday's closing price of $109.31 but others like Bloomberg and the Globe, show it down. The Globe shows yesterday's closing at $109 but still has it down more than 4%. Nasdaq shows yesterday's closing at $114.80. If it is down that much, what might have caused it on a quiet Friday?
Read Answer Asked by John on December 19, 2014
Q: Hello,
What are your thoughts on PEJ. I have no consumer cyclical holdings and was thinking of adding this as a 5% weighting. Or would you recommend something else?
Thanks
Read Answer Asked by luke on December 19, 2014
Q: I noticed high target prices on this pipeline company even though they have a negative tangible book value, huge debt and significant insider selling. Can you give me your opinion of the approximate value of this stock?
Read Answer Asked by george on December 19, 2014
Q: Hello team,
Can you please provide me with your overall opinion on this ETF, or do you have an alternate recommendation for this sector?

Thank you,
Read Answer Asked by Janice on December 19, 2014
Q: What do you think of the Management team at Leucadia. I know that lately their Assets haven't been performing well at all. Is this just temporary or was it the result of poor leadership, and last would this be a good entry point for a long term hold.
Thanks Gordon
Read Answer Asked by Gordon on December 19, 2014
Q: Please provide your opinion of LMT-N. Do you like the sector it is in? How is the valuation? Best, Don
Read Answer Asked by Don on December 19, 2014
Q: David Burrows recommended EA on Marktcall today. Gaming is
big with the young generation, and I am thinking of buying.

I'd appreciate your opinion of this company at present.

CV
Read Answer Asked by claudette on December 19, 2014
Q: I'm having difficulty in comprehending how this company is able to payout the dividend it pays ? Could you provide some insights please ? What would their payout ratio be ? I've owned it for several years and have done quite well, but am getting nervous.
Thanks Ed G
Read Answer Asked by Ed on December 19, 2014
Q: Hi,

Are you familiar with the American ETF symbol SDY? It is bench marked against the S&P HighYield Dividend Aristocrats Index. Would you consider it a buy?

Thank you.
Read Answer Asked by Arthur on December 19, 2014
Q: Maxim Integrated ( MXIM.us) :
I have a small position in MXIM. Some shares were left over 9 years ago from a sell order that was only filled partially. The holding represents just 0.25% of the portfolio. I suppose I should therefore either sell MXIM , or buy more. I could also leave well enough alone.
I would appreciate your thoughts whenever you have time.
Thank you. Best wishes
Adam

Read Answer Asked by Adam on December 18, 2014
Q: You mentioned in an answer to Barb on Dec 16th that although you like cct, you felt mdt was "much safer" . I own cct and would appreciate it if you would elaborate on why you feel cct is vulnerable ?
Many thanks and best of the season to all at 5i.
Read Answer Asked by Alexandra on December 17, 2014
Q: Thanks for the quick response to my problem this morning, much appreciated. With your recommendations of CUD and VGG, is ZWA a similar product? Can I have your thoughts and preferences on this one also. Allot of volatility in the markets right now, just looking to park a lump sum of money long term, that pays a decent dividend,[ monthly ] and is some what safe. Thanks again Rick.
Read Answer Asked by Richard on December 17, 2014
Q: Most of my investments are North American and at this time I am looking at adding some international through an ETF. Looking at EEM, FEZ and VXUS. What are your thoughts on this selection looking at a 5 yr window. Would one enter now or even though we are having an up day is there more down side to come. Also any other recommendations.
Merry Christmas to you and staff.
Read Answer Asked by Loretta on December 16, 2014
Q: Good Morning Peter and team: I would like your opinion on Flowserve in the US. The valuation appears attractive after the "oil sympathy" sell-off, and I'm wondering what you see in this stock. I do not currently own it.
Read Answer Asked by Donald on December 16, 2014
Q: I am mystified by the "buy" rating accorded this stock by several respectable stock rating services. Does your perception of their data give you a similar perception?
Read Answer Asked by David on December 16, 2014
Q: Hi
I am about 7 years out from retirement. I have no health care associated stock and am wondering what you would suggest to enter that sector. ie Medtronic (MDT.us) or CCT
Read Answer Asked by Barb on December 16, 2014
Q: Need an update on what you think of athenahealth.
Read Answer Asked by Eugene on December 16, 2014
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