Q: I know your focus is not in the US but just wondering your thoughts on this one. I have positions in Wells Fargo and JP Morgan and was thinking of selling one of those to purchase Aegon. Thanks.
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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.
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iShares S&P/TSX Global Gold Index ETF (XGD $30.56)
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iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $58.53)
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BMO Equal Weight REITs Index ETF (ZRE $22.35)
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BMO Equal Weight Utilities Index ETF (ZUT $23.98)
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BMO Equal Weight Banks Index ETF (ZEB $46.43)
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BMO Equal Weight Oil & Gas Index ETF (ZEO $73.98)
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iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $62.80)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $56.93)
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iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $59.67)
Q: I read with interest your recent article in the Post and was intrigued by the comment that research shows 90% of portfolio returns come from sector allocation - if a person wanted to take advantage of that, in a simple, easy to manage and inexpensive way (ignoring taxes for the moment) what would be your view be on an approach where one's equity component of their portfolio consisted entirely of a number of ETF's with each one of the ETF's focused on a particular sector, with a periodic (say quarterly) rebalancing? What specific ETF's would you suggest for such a portfolio? Thank you.
Q: What do you think of FXL-US for the next few months?
Q: Could I please get your comments on MIC-N. What kinds of "infrastructure" do they own or manage? What do you think of their growth profile? What about the price/cash flow? What caused the steep price decline in 2015-16? If I buy it for my RRSP are there any withholding tax implications? Is there anything you prefer in the US in this area? Thanks for your feedback.
Q: If a Canadian based ETF (e.g. VUS) invests in a US company or ETF (e.g.VTI), isn't the dividend paid to the Cdn ETF subject to US withholding tax, regardless of whether it is held in a registered or taxable account ?
Thank you for your outstanding service to us !
Bob
Thank you for your outstanding service to us !
Bob
Q: Good Morning 5i.
I have some USD to invest so I'm looking for big Blue Chip dividend paying companies in the USA , 4 or 5 names would be greatly appreciated. I know the US market is not your specialty.
Thank-you
I have some USD to invest so I'm looking for big Blue Chip dividend paying companies in the USA , 4 or 5 names would be greatly appreciated. I know the US market is not your specialty.
Thank-you
Q: I have read a number of analyst reports on IEP-Q that indicate that they have established a large short position in a selection of US equities. Do you know what percentage of IEP is represented by that short position?
Q: FIT has been hammered down from 50 to to the mid teens. What are your thoughts on the company from here. Is it low enough for a small speculative position?
Q: One of the US companies you mentioned as suitable for an option writing strategy was Cal-Maine foods. Recent reports that I have seen are forecasting a substantial drop in revenues and EPS in 2017, yet I cannot find out the reason for the expected drop. Analyst ratings have also been lowered recently likely in response to this forecast. Also the share price has been falling in recent trading sessions. Are you able to shed any light on what is happening and why? Are there any fundamental changes that are affecting the company or the industry in which they operate? Where do you see the company going over the next 2-3 years?Thanks.
Q: What do you think of Cal-Maine at this time?
Q: Please share your overall evaluation of the management and business model, is current prices a good entry point? Thanks.
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $158.01)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $71.70)
Q: Hi Peter, I have 2 of your tech companies, but was thinking of adding some XIT to bring my IT up to 10% to 15%. Is there a better ETF?
Q: Hi 5i:
From some data I've seen lately it appears as if Amazon is causing major problems for the big apparel retailers (among others). Do you think it is a buy despite its p/e? It seems it isn't going to change its ways anytime soon.
From some data I've seen lately it appears as if Amazon is causing major problems for the big apparel retailers (among others). Do you think it is a buy despite its p/e? It seems it isn't going to change its ways anytime soon.
Q: CenturyLink makes up a fairly high % of my portfolio (7%) and as such I try to keep up with it's financial results and the analysts reports. However, it's share price has had a fair dip in the last while. Your thoughts as to what has caused the drop and will it continue to slide. And the current yield is above 7%, is the dividend secure (or as secure as it can be), going forward? thanks!
Q: I hold this etf in a number of accounts to cover the US market as opposed to individual stocks. I also hold VYM for a bit of income. Your thoughts on these etf's and do you see anything better. Many thanks for your great research!
Q: I like the yield on SFL but worry about capital appreciation. If this cyclical stock goes markedly lower, will the income remain attractive. Do you have any info on what this company has traditionally done with dividends in both good and bad times.
Thanks
Kyle
Thanks
Kyle
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iShares Russell 2000 Growth ETF (IWO $290.59)
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Vanguard S&P 500 Index ETF (VFV $151.99)
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Vanguard S&P 500 Index ETF (CAD-hedged) (VSP $100.27)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $96.28)
Q: Hi,
Im a young, passive investor. Im looking for long term strong TFSA growth to eventually convert into TFSA retirement income. I am new to investing and don't really have a grasp on all the concepts yet.
Can you offer an opinion/advice/education on the pros and cons of investing in ETFs that are Canadian dollar hedged vs. non. Which you you recommend for long term consistent and strong growth.? The two listed are what Im thinking for gaining some US exposure, unless you are able to recommend something better?
Thanks!
Im a young, passive investor. Im looking for long term strong TFSA growth to eventually convert into TFSA retirement income. I am new to investing and don't really have a grasp on all the concepts yet.
Can you offer an opinion/advice/education on the pros and cons of investing in ETFs that are Canadian dollar hedged vs. non. Which you you recommend for long term consistent and strong growth.? The two listed are what Im thinking for gaining some US exposure, unless you are able to recommend something better?
Thanks!
Q: Hi Peter and the team,
Could you provide some financial details about a US stock Lending Club(LC)? The business model looks interesting and have good potential but just don't know how high is the risk and is it worth to buy at this price level?
Thanks
Could you provide some financial details about a US stock Lending Club(LC)? The business model looks interesting and have good potential but just don't know how high is the risk and is it worth to buy at this price level?
Thanks
Q: Hello, I'm looking to take a full position with Apple, how low do you think Apple's stock price will go without some kind of catalyst to move it forward? Do you think it's best to buy it in increments or do you think we are at bottom now?
thanks,
thanks,
Q: What do you think of Int'l FLavours and Fragrances and their latest quarterly results? How would you rate it relative to HD.us, PBH.us and STZ.us for a 5 year investment? Thank you.