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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 US$ in my RIF that I would like to invest defensively given general high valuations and the potential for a correction. Would VIG and VIGI be good choices or would you have other suggestions. Thanks for the help. Doug
Read Answer Asked by Doug on January 10, 2018
Q: Hi, what do you think of Sabra Healthcare REIT (SBRA) for aging US population? How does it compare to CSH and Sienna in Canada? Is timing OK with forecasted 3 rate changes in US this year? Other better suggestions for aging US population?
Read Answer Asked by Kel on January 09, 2018
Q: Facebook has had a good run in the past 12 months and there is a good mix of analysts who rate it as a buy. However Pivotal Research rates it as a sell and calls for a 24% drop in the current price. What is your opinion of FB? Is Googl a better stock at this juncture or would you recommend I look at another stock in this sector.
Read Answer Asked by Greg on January 09, 2018
Q: Hi All at 5i! Could you tell me what the difference in holdings are in these broad ETF S ..which would be the better to hold for the best broad exposure ? And a second question ..could you suggest a Us Money Market ETF. Thanks, Tamara
Read Answer Asked by Tamara on January 08, 2018
Q: Happy New Year Peter and team.
I keep hearing that US Banks will do great in 2018 and am switching from ZWH to ZUB in my RIF where I have a 8.4% weighting. Is this a good strategy or do you have other ideas and why?
Read Answer Asked by Richard on January 08, 2018
Q: Constellation Brands released their 3rd quarter results today and stock dropped about 3%, as company moderated its full year expectations to the lower end of forecast. Overall profit was higher, though. What do you think of the results and the company for a small investment, as a part of sector allocation ( and US Equity exposure) for long term ? I have been thinking about it for a while, but never got an opportunity. Thanks
Read Answer Asked by rajeev on January 08, 2018
Q: At the beginning of each year I like to invest in my tfsa first as I feel its the best investment vehicle I have. But my portfolio is very Canada heavy due to some selling at the end of the year. So I have a bit of dilemma in that I have funded my tfsa but the stocks I'd like to buy are american for diversification reasons. I do have a few Canadian stocks I'd like to buy but it will only add to my lack of geographic diversification. But I know my tfsa is not the best location for US stocks from a tax efficiency point of view. So my question is, what do you think is more important? Adding geographic diversification right away (buy a US stock in my tfsa) or the tax efficiency of my portfolio (Buy Canadian Growth and buy US later in the year).
Read Answer Asked by Adam on January 08, 2018
Q: A very hearty thanks to 5i. I am up a total of 16.3% in 2017, well above the TSX.
I hold all the equities in your model Balanced Equity portfolio (although not in the same weightings). I also have a 5% holding in ZLB which has done reasonably well for me (up 72% since Sept. 20, 2013) but since I already have most of my portfolio in Canada, I was thinking I should switch it to a foreign ETF. I am currently have small holding of ZUE at 3.5% of total, ZDM at3.2% and VEE at 2.9%, all three totaling just under 10%.
Would you agree with switching ZLB and into which ETF if so. Or would you have other suggestions. I am not particularly afraid of volatility as long as the investments are solid.
Read Answer Asked by Fred on January 06, 2018
Q: I hold the above companies in my US portfolio. I would like your opinion on large cap US tech stocks in general.

Many thanks for your service!
Read Answer Asked by Clayton on January 05, 2018
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