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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: Bought this for my RSP 5 years for income (12% yield) and am 10% down even after currency adjustment. Small part of portfolio (2%) NAV is 10 % higher than share price. I figure that if I am underwater with interest rates and US $ the way they are now, then maybe I should sell. Your thoughts please and thanks. DEREK
Read Answer Asked by Derek on May 25, 2015
Q: Hi . Wondering if you could tell me which of the health insurance cos could merge. I have Aetna.
Any insight on health care companies which might do the same, or pharma companies?
Many thanks for your service.
Read Answer Asked by Helen on May 25, 2015
Q: Could you please give your impressions of Arthur J. Gallagher & Co. AJG.US. This well established insurance brokerage (since 1927) touches many industries in scores of countries and is trying to break out of a 20 month trading range. Thank you for any insights.
Read Answer Asked by Jerry on May 25, 2015
Q: Hi Peter and Team,

Thoughts on GWG Holdings please.
Read Answer Asked by Graham on May 24, 2015
Q: Hi Mr. Hodson, 5i.
In your answer to question by Claire May 21, did you say "If you have 10% or less of your portfolio in USD, we think owning it in US dollars is fine (assuming it doesn't bring USD exposure above 10%)." I am a little confused.
Are you saying one's total US $ exposure should be 10% only? Or, am I mis-reading you? Please clarify. Thanks for the service. sarah
Read Answer Asked by sarah on May 22, 2015
Q: I am building an income portfolio to live fully off the dividends and therefore am mainly interested in yield in quality companies and not capital gains. What are your thoughts on investing 10% each into ETO.US (Y8.72%) and EOI.US(Y7.52%) to make up up 20% USD of my income portfolio?
Read Answer Asked by Curtis on May 22, 2015
Q: Hi Peter,

I need your advice on the oil and gas stocks in my portfolio. Presently I own Chevron (CVX.US) and Crescent Point (CPG) (4% and 3% of my total portfolio, respectively). I need to sell my Chevron position to pay for upcoming USD expenditures. I was thinking about replacing Chevron with a Canadian company or companies in the energy sector but am struggling with a replacement. What do you suggest? Also, should I increase my exposure to the energy sector at this time? For your information, I have a well-diversified portfolio of 20 individual stocks with about 70% in ‘blue-chip’ companies. Thanks for your help, I have really appreciated your past suggestions.
Read Answer Asked by John on May 21, 2015
Q: 5i
Is it still a favourable time to invest in U.S. Stocks . I currently don't have any U.S. Stocks but have been quite pleased with the majority of my Canadian stocks . I'm wondering though that maybe it's time to branch out south of the border . Is it a concern when purchasing U.S. stocks that the Canadian dollar has dropped so much thus making U.S. stocks more expensive to buy or does it all balance out in the end when the stocks are sold and converted back to Canadian dollars ?
That being said what are your thoughts on Wab , sna , and fisv . Buy , hold or sell ?
Thanks
Bill
Read Answer Asked by Bill on May 21, 2015
Q: Hi guys, in my u.s. balance equity portfolio I have the following; BRKB, QQQ, SPY, VIG, AAPL,DIS, HD,PFE,V and SBUX. They all have equal weighting (2.5%), do you have any concerns/what changes would you make with this group. Time frame 5 years.
Thanks
Jim
Read Answer Asked by jim on May 20, 2015
Q: What are your current views on this stock. Is it good time to initiate a position. Thanks
Read Answer Asked by satish on May 19, 2015
Q: I am well diversified in the Canadian market, but own no US stocks and would like to buy some ETF's. I am looking at ZDJ, ZUE, VUN, AND ZSP, what is your opinion of these? or can you suggest others that will cover the US market and would you recommend that I also have a World ETF? Thank you for the great service and information you provide.
Read Answer Asked by Dorothy on May 19, 2015
Q: Can I get your thoughts on this company. I have some US funds and am looking for a stable blue chip company with a good solid dividend. I currently have limited US exposure but am also looking at a few vanguard etf that you have recommended earlier.
Read Answer Asked by pietro on May 19, 2015
Q: Not sure if you follow LOCO, but would appreciate your comments on the most recent earnings, valuation and the restaurant sector in the U.S. generally. Thank-you.
Read Answer Asked by Alex on May 19, 2015
Q: Would appreciate an update to your assessment of GE: whether the potential special dividends, share buybacks and financial spin-off make GE a compelling buy?
Read Answer Asked by Doug on May 18, 2015
Q: I own 1,000 shares. From a long term perspective should it be sold as there is concern that the cable business will be under pressure as it is old technology. On the other hand this concern may already be priced into the market.
Read Answer Asked by Doug on May 15, 2015
Q: Hi folks:
Having a problem with what could happen between the prices of crude, gold,and the US dollar. During the 2008/09 "correction" the price of gold went down as money went into the US dollar. This past while we have the US dollar going up as the price of crude is going down. If we have another correction in the near future and gold goes down again and the price of crude stays around $50, will we see the US dollar go much higher as a result of this double whammy?
If yes, what is the best way to play the US dollar for Canadians?
Read Answer Asked by Charles on May 15, 2015
Q: Hi Peter and Gang:
I bought AVID a few months ago after reading about insider buys, and it is already up 18%. I am thinking of buying more, but would like your opinion first. My knowledge of tech is zero. Thank you for your amazing service. I was up 26% in 2014 with your enormous help . I owe you.
Read Answer Asked by Elaine or Gerry on May 15, 2015