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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: Hello Peter, Ryan & 5i Team

I'm looking to bulk up my US exposure, specifically US$ income rather than growth names. Would you favour ETFs or a small set of individual companies for this purpose (any suggestions of either? Thank you)

As always, thank you for your insights and wisdom.
Read Answer Asked by mike on August 08, 2016
Q: What do you think of this company which is a supplier of powertrain systems to most car companies. It seems to be a very stable company with a decent moat.

The only 2 things I can see is the vehicle market is slowing and their dept more than doubled over the past year (I think they issued notes recently).

Thank You,
Andrew
Read Answer Asked by Andrew on August 05, 2016
Q: Stamp.com, NASDAQ:STMP

I appreciate your opinion on this company. It seems to me that it has good earning growth, and many analyst have strong buy recommendation but shares have not been doing well recently. If I sell this company at a loss would you recommend any similar company with a better risk reward prospect? Thanks
Read Answer Asked by Saad on August 04, 2016
Q: I currently hold BPY (up 50% over cost) and H&R in my portfolio 4% and 3% respectively.
I am considering swapping BPY for BEP for the additional income. Your thoughts?

I also plan to crystallize my capital losses and purchase the following ETFs:
Non registered:
ZPW – US Put Write
ZWE – Europe Covered Call hedged to CAD.
ZWH – US covered call
CPD – CAD preferred
XRE – Capped REIT

Registered (RRIF):
PGX:US – Preferred.

Each would constitute 2% - 3% of my portfolio. Diversification is my intention, but risk and surety of income is the primary consideration in all of the above noted.

Again, your thoughts.

Thank you for considering my questions

Gail
Read Answer Asked by Gail on August 02, 2016
Q: I am thinking of adding US financial services to my diversified rsp portfolio. I am ideally looking for a CDN dollar etf that invests in/takes advantage of value priced US financials at close to book. Bank of America, Citigroup are examples. Time frame is 7 to 10 years. Thanks as always
Read Answer Asked by Harry on August 02, 2016
Q: I have very little in the way of investments outside Canada except for TD's US exposure, ATD.B's exposure in Europe & the US & TIO 's US exposure.Which of the following ETFs would you consider to be good ones to expand my exposure outside Canada & if you don't like any of them can you suggest some alternatives you like better? The ETFs are:ASHR , DXJ ,LEMB
Read Answer Asked by Dave on August 02, 2016
Q: PHILLIPS 66 (PSX:NYSE)... I am looking for a combination of refiners for a pullback. The movement in the oil/gasoline is indicating that prices will retract again from current levels. I would like your thoughts on Phillips 66 and one other to hold for the next 12-18 moths. Consensus is looking at mid 2017 before the market really starts to get a hold of the supply side. Do you see this company able to grow revenues and possibly increase profitability?

Thank you
Jason N.
Read Answer Asked by JASON on August 02, 2016
Q: What is your opinion on using call options on the VIX Short Term Futures ETN (VXX:US) as a hedge against a market decline? I see the VIX index up over 7% today, but the VXX is down slightly. I have noticed this several times. What is the explanation for this divergence and how should it be interpreted?
Read Answer Asked by ROB on August 02, 2016
Q: I know you do not follow this company in depth but I was hoping you might do some digging. I have held this company for a while trading around it. Do you see any issues with growth or profit. Recent announcements seem to be positive going forward. I am looking to reload at current levels as winter months seem to be the time to lighten up.

Virtu Financial Inc.. symbol VIRT

Thank you again

Jason N
Read Answer Asked by JASON on July 28, 2016
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