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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 5i,
I am looking to increase my U.S. and International exposure. I currently hold VIG-N, JNJ-N and a number of Canadian ETF's which also hold U.S. equities. I am open to either USD or hedged products and would like a yield in excess of 2.25% if practical. Since I look to yield for income I was considering ZWA. Would you have any other options you would prefer over ZWA?
On the Int'l. side I hold CYH and ZDI and am happy with both; I held VEE at one time, but the yield is on the lower side for my needs. Should I just increase my holdings in these two or, again, do you see a better option? I could move out of one or both of those if you think there is a more compelling option I'm missing.
As always .... thanks so much for all of your help - very much appreciated!!!
Have a great summer!!
Cheers,
Mike
Read Answer Asked by Mike on July 18, 2017
Q: I would be grateful if you could advise me when NVDA will release its quarterly earnings. Also please provide the analysts'consensus with regard to the results.

Also, and this is probably off the wall, but in view of the apparent high value of NVDA and of the billions of dollars on the Microsoft, Apple, Google balance sheets, do you think NVDA could become a take-over target?

Thank you, Peter
Read Answer Asked by Peter on July 18, 2017
Q: Dear 5i,

I currently own XHU and am comparing it to PUD.B.

PUD.B is more expensive, with a MER of 0.67 vs 0.34 for XHU.

PUD.B is attractive because it appears to involve a strictly quantitative screen including 5-year non-negative dividend growth and Piotroski scores; whereas XHU involves quantitative but also qualitative assessments by Morningstar analysts (economic moat, uncertainty index, distance to default).

PUD.B is higher conviction, with 40 holdings vs. 75 for XHU.

Do you think that over the long-term, PUD.B will have higher dividend growth? Higher total return? If so, do you think PUD.B is worth the higher MER compared to XHU?

Thank you.
Read Answer Asked by Walter on July 17, 2017
Q: I purchased ZPW in April 2017 primarily as an income source in a stagnant or rising market. Since that time, the ETF has fallen 5%, and the monthly income has also dropped from $0.105/share to $0.095/share. At the same time, the S&P and DJIA have both risen 5%, so this ETF does not appear to be behaving as I would have expected.

Can you please explain why both the NAV and dividends have dropped for this ETF while markets rise? Is it related to the rise of the CAD vs USD or are there other factors at play here? If something fundamental has changed with this ETF, would you suggest any comparable alternative that would provide reliable income that is not fully taxed as income (e.g. bond ETF's). Thanks.
Read Answer Asked by Alan on July 17, 2017
Q: Hi 5iResearch Team,

Ethical issues aside, I am looking at investing in Atria Group the main businesses of which are: smokeable products, smokeless products and wine. However, I am concerned about the law suits filed by US Federal Government a couple of decades ago against tobacco companies in the States seeking major financial penalties. Would you please provide an update on these law suits. Are they still on going? If they have been settled, are there still lingering issues and the Feds could come back in future and file more law suits?

As always good work guys and your help is much appreciated.

Harry
Read Answer Asked by Harry on July 17, 2017
Q: I know that you suggest Sun Life for a Canadian life insurance company, but how would it stack up against the potential of other life insurance companies in the US? Brian Acker recently recommended Met Life saying it was much cheaper than Sun Life. How would you compare Sun Life to US companies? Overall what Life Insurance companies would you invest in regardless of Canada or US?
Read Answer Asked by Kel on July 14, 2017
Q: Good morning from the West Coast. My question is about diversification. I have purchased CDZ. I would like you to recommend an equivalent ETF for the USA please.
Thanks
Rick
Read Answer Asked by Richard on July 14, 2017
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