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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: We have some u.s money in a RIF acct and would like to compliment our balanced and income portfolio and were thinking of VG - IYJ- XLF and VXUS. Does this make sense as we are also playing the currency and this is profit from 2017 thanks to you and your service....thanks...Eugene
Read Answer Asked by gene on December 18, 2017
Q: Capital preservation and sustainable growth at reasonable cost is key for us . Not looking for income . Long term timeframe . Don't do momentum . Have portfolio of Canadian large caps that have significant operations outside of Canada . For more diversification , we need exposure to U.S. large caps (not financials or commodities ).U.S. estate taxes major consideration for us. Directly held U.S. equities would be U.S. situs assets . Current U.S. deliberations re Federal Estate Tax will not eliminate this concern in the longer term . We plan to add a portfolio of sustainable U.S. large caps that have significant international operations .Mawer U.S. Equity Fund (MAW 108) is a possibility. The 1.19% MER is a factor, given the amounts involved . Could you identify one or more "Canada-Domiciled " ETF/s that would reasonably align with our objectives ? Could you also identify pertinent sources we could access . Thanks.
Read Answer Asked by michael on December 18, 2017
Q: Cleaning up at year end - winners & losers & am left with approx. 200K in a RIF that still holds ICHR, BOTZ (an experiment), VGT, SQ, FB & KXS. I definitely favour US however, am open to your suggestions & expertise. As always, thank you for over 6 years of excellent guidance & advice.
Read Answer Asked by Robert on December 18, 2017
Q: Happy Holidays 5i!!
If you were to pick one or two ETFs or two to four companies which are expected to be show very good growth in the USA in 2018 which would you choose. I am not concerned about sectors and I realize you don't follow US companies closely. I do, however, respect your overall knowledge and welcome your comments.
Thank you
Dave
Read Answer Asked by Dave on December 15, 2017
Q: Following your debate on Bitcoin stocks, I've done quite well and doubling on a few that I would NOT have known off except for following your esteemed Q & A. Now I'm trying to decide on GBTC, which I had bought @ $925 and sold half @ 1,826. I still have a few and am debating whether to sell before the CME Futures open on Sunday or wait. Nothing much happened when the CBOT did the same last Sunday. I'll make my own decision, but much value your insights.
Thanks as always!
Read Answer Asked by Austin on December 15, 2017
Q: Happy Holidays 5i. I am interested in AI and specifically how it is going to impact the medical field in the coming years. Is there a specific AI stock that is advancing methods in the medical field that you know of? I am aware of ROBO but am not sure how much of it is tied to the future treatment of patients. Thanks
Read Answer Asked by Martin on December 14, 2017
Q: So back in May you answered a question to a guest, and said you had little interest in the stock for the future, since than it has gone from $26 to $38. It won it's court case, has had big insider buying by some fund has been buying a ton of stock and they are buying back stock, analyst on CNBC have also been high on the stock. So have we missed the boat here, or can this still be purchased?
Thanks
Read Answer Asked by eugene on December 14, 2017
Q: Hi team,
I am back to Square one again. I watched SQ rally hard to the high 40's a few weeks ago when it announced it would accept bitcoin as a payment option for certain customers. That rally faded fast despite the fact that the bitcoin frenzy keeps on going and going. I am not a pure technician in terms of detailed trading parameters but I do follow the technicals for support and resistance levels. SQ is now at $36 which I think is hovering around the 50 day moving average. Is this just a normal pullback and is the buy thesis still intact or has there been some negative news on the stock that I missed?
Thanks again,
dave
Read Answer Asked by Dave on December 14, 2017
Q: I currently hold VTWV, and notice that you recommend IWO generally when picking a Russell 2000 ETF. Should I sell VTWV, which hasn't done very well, and replace it with IWO, and if so, why? It seems that IWO is doing better but I don't understand why, as I would think the two are comparable.

Thank you for this wonderful service. The new design is super.
Elizabeth
Read Answer Asked by Elizabeth on December 14, 2017
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