Investment Q&A

Q: Hi,

I recently opened an RESP account for my daughter and am looking for advice on a few ETFs to purchase that provide some long term growth potential, while being appropriately diversified.

Given that i an just starting to save in this account, I'm starting from a small balance, roughly $2,000, i would prefer to only purchase a couple ETFs to limit transaction costs. I have a relatively long time horizon (18 years).

Thanks

Q: What US ETFs would you recommend for growth at reasonable risk? I own most of the stocks in your balanced portfolio but about a third of my portfolio is in US$. Not knowing enough about US stocks I think I would probably do better to sell most of them and buy ETFs. I already own XHE.

Q: Someone suggest XAW (iShares Core MSCI All Country World ex Canada Index ETF ) for 50% of the investment portfolio. This ETF includes 54% US stock and the remaining in International stock excluding Canada. In your opinion, for a large investment amount, will one single ETF work well for the investors? If not, what other ETF should be added to benefit from the better US economy? Please comment and suggest.

Q: It's American but I was very intrigued by a Globe piece on it today. Do you have any comments?

Thanks!

Q: What do think of XCD - iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) as a way to gain some global diversification without currency risk? Do you think this sector will do well in the next 3-5 years?

Q: What is the differences between HVU and HUV? I'm bearish towards the markets and looking for something to buy for a short term holding period of 2-4 months as added insurance. Any other recommendations? Thanks

Q: After clearly being "off-the-charts-overbought" Chipoltle's stock was murdered 2015 Q4 with the E Coli news. People are lined up again buying burritos .. Do you feel it is good value here, or is it best to leave these types of stories alone ?

Q: Hi Peter. I wonder if you have a favourite solar stock you could recommend. I see that Ray Kurzweil expects solar to continue growing exponentially for the next number of years. Are there any Canadian listed stocks involved in the solar industry that you like?

Thanks.

Q: I request your opinion on National Oilwell Varco (NOV.us). I have been holding NOV. Didn’t cut my losses . Just as the behavioral science fellows correctly say, I held on to NOV, BHI, and many other oil-related 'enterprises'. I dreamt of fabulous wealth gushing from this black gold. I have now been rudely awakened from slumber. Oil is not, after all, the black gold one thought. Gold remains yellow and elusive, while oil is apparently plentiful. In your opinion , based on your experience, instinct and the data on your Bloomberg , are oil service companies more likely than not to rise in value by end of year ? Is NOV’s dividend safe... or did the Doha Club just pull the rug under us?

I will nurse my many painful wounds as I await your thoughtful response, O Wise One (I am bowing). and thank you for creating 5i and making it available to us.
Best wishes
AO:ls
New York, 12919

Q: Hi Peter and Ryan, what is your take on ILLINOIS TOOL WORKS in the U.S.?
Thomson Reuters has a buy rating.
S&P has a hold rating.
Morning Star has a sell rating. What do you use or what should one use as metrics to determine whether a stock should be bought or not. As usual, your toughts are deeply aprreciated and valued. Thank-you! Sam

Q: What are your thoughts on Chipotle? Is the e-coli issue sufficiently behind them that the stock should continue to climb? Where would you think it might level out?

Thank you

Jim

Q: I hold Altria in my US account. Could I please have your opinion on this stock.Thank you.

Q: What do you think of BHI as a two year investment? It has far more analyst recommendations and strong recommendations than others and yet doesen't seem to have participated in the recent oil rally? It's one year chart is ugly.
Why do analysts like it so much?
Is this a good time to start a position?
Is there a Canadian alternative you like better?

Q: Would you please update your position on Disney as a long term hold, as I understand almost 50% of income was attributed to lost cable business. This was meant to be used as our grandkid's education fund. Thank you.

Q: Hi Peter, what is your outlook for the Cdn$ vs the US$ for the next 1-2 years ? If you think the Cdn$ will retreat from where it is today, are there any US equities you would deem excellent purchases today ? Thank you.

Q: STX.us just fell off a cliff. The yield is even higher now (but only because its price was trashed). Is this hard drive maker able to re-position itself or is it now a Dodo? Is dividend safe? Would it be an attractive target (for Western Digital-WD for example ?)

Is a shareholder better to sell STX and switch into WD? I prefer not to give up on companies too easily, but if you feel I should, I’d appreciate your thoughts.
-----
Incidentally the software changes as described sound great.The ability to 'star' (mark) something for personal follow up will save much time. Also welcome is the new ability to search more than one symbol at a time. Best wishes, Adam

Q: Hi guys - I'd be interested to get your opinion on Middleby Corp.
Thanks
Joe

Q: TXJ, a low price clothing company in the US, was mentioned on BNN today. Do you have any info on this company? The chart looks very good, and the rationale given was quite persuasive.

Q: Hi 5i team,

I have a 3 month old son and have opened him up an RESP. Can I get your opinion on what 2-3 stocks you would invest in that provide decent income (in the form of a dividend), and are relatively safe knowing that he will need the money in 18 years. I was thinking of playing it more conservative, but I have been contemplating taking a shot at something with a good growth potential.

Thanks so much.

Q: How is this stock looking now for a long term hold?