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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: My portfolio closely matches you balanced equity portfolio. As it looks like the US will outperform Canada over the next year I am thinking of picking up some US ETF's for about 20% of my portfolio. What do you think of this strategy and if you agree, what ETF's would you suggest?

Ray
Read Answer Asked by Raymond on December 02, 2016
Q: Peter and Team, I want to choose some ETFs for my mother in-laws RRIF and LIF. My approach is to be well diversified, looking for some dividend and a little growth to achieve btwn 5 to 10% annually. I plan to select Equal weights using ZLB,ZWB, ZDV FOR Canadian content and ZLH, ZWH, ZHY, and ZGI FOR US Content. Your opinion and any pitfalls or suggestions would be apprecuated.
Thanks, Steve.
Read Answer Asked by Stephen on December 01, 2016
Q: Hello 5i,
I an thinking about positionning my portfolio for long term growth and, as I respect your views considerably, I thought I may add GOOG and Qualcom, as well as JNJ, as you are quite positive on these stocks. (I checked them myself, of course, and what I am able to see confirms your ideas).

To do this, though, I am going to have to sell a few US stocks in which I have a pretty good profit. My question is whether you would see this as a good strategy, given that my sector allocations are OK?
The stocks that I would be thinking of selling are:
Finning-it is Canadian but I can get US dollars from it.
Goodyear tire and rubber
HPE:US hewlett packard
XHB:US a homeowners ETF that i have been holding for the rebuilding of housing in the US.
thanks
Read Answer Asked by joseph on December 01, 2016
Q: I see that you like QCOM a fair bit. I have considerable cap. gains in NXPI which I am waiting for the year rollover to trigger. First, what percentage would NXPI earnings be adding to QCOM if it were to go thorough today? Would QCOM be good choice as a replacement? Also, would this be the way to play this or should I wait for the deal go through? In comparison I am thinking QCOM will be a fair bit less volatile. Is this a fair assessment?
Read Answer Asked by Gerald on November 30, 2016
Q: I'm tweaking holdings within my US portfolio. I currently own IBB and NVO. I would consider selling one or both, to free up cash to purchase CSCO or JCI. Would you consider this a prudent move? Is there any other US equity that you would prefer over the ones I have listed?
Thanks for your help.
Read Answer Asked by Marco on November 30, 2016
Q: While I recognize that GM once filed for bankruptcy, but that's been a while now. The company appears to be in a much better position, made inroads into China, has an incredibly low P/E ratio and pays almost a 4.5% dividend. Would you consider this a good US/Auto/Industrial place to park some funds or is there a better place to go for that type of exposure?
Read Answer Asked by Barry on November 29, 2016
Q: The above group of companies, so called bond proxies medical supply and consumer staples do not seem to be participating in the Trump boost post election. Many have sold off sharply. Do you view this as a buying opportunity?
Read Answer Asked by Andrew on November 29, 2016
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