Investment Q&A

Q: Hi, My current exposure to the health care sector is less than 2%. I am considering increasing my position to approximately 5% by means of etf (I currently own GUD and GILD approx 1% each). I am considering XLV or IBB for etfs. Which of these (or) any other etf you would recommend? I noted that IBB seems more volatile than XLV when I compared them..I was wondering why?

Q: Hello 5i
Would you please offer your opinion of a few individual holdings and other investment vehicles worthy of long-time hold and more importantly dividend reinvestment. I see your a selction of ETF you have been noting are VGG(for USA) and CDZ(for Cad). Is this the top idea or are there other ideas (individually or combination of holdings)?
The goal is to take advantage of the market ride and still feel comfortable with the investments and know more of a good investment is being purchased regularly.

Alternatively, would one just let cash build up and buy shares and units on a quarterly basis instead of utilizing a DRIP?

By example, just bought CAR.UN today. Working to determine whether it makes sense to join the drip; especially with the 5% discount of the Plan.

Thanks for your thoughts
Dave

Q: What investments would yield income with some safety(conservative)?
Was thinking of ZWH or XTR?

Q: When buying American stocks how would you factor in the exchange rate?

When I bought google in Feb it was at 700. Now it is at 778, but because the $CAN has strengthened I only see 6% of that gain. Appreciate your thoughts.

Q: I just sold about $5,000.00 in stocks inside my TFSA, with a little profit of $500.00 over the period of 8 months. I did it so I can add it to my self directed RRSP account to lower my taxes this year. In my RRSP I own approx 20% oil,15% financial, 10% utilities, 10% auto, 5% marijuana and the rest is in CDZ. I want to diversify this portfolio. It accounts for 75% of my investments. I am considering a REIT and some technology. What do you recommend?

Q: I have read your comments about companies records of meeting/missing/beating estimates. ULTA just raised their guidance and is up over 10% at the moment, but where would I find their record of beating estimates?
Thx as always.

Q: Dear team, After the recent surge in price, netflix stock is coming down. In your opinion, is it worth to re enter again now? Do the reasons for the recent volatality in stock still hold good? Thanks in advance

Q: What are your thoughts on this company. Significant price correction recently. Is it a good entry point for a long term, 10yr, investment? Thx

Q: I know you don't really cover US names but do you know approximately what percent of DIS's revenue comes from ESPN? I haven't watched it but my friends that do/did say it is pretty awful. I'm worried the worst is yet to come for ESPN.

The comments in this reddit thread posted 4 months ago really echoed what I heard from others: https://www.reddit.com/r/television/comments/4lv7hk/espn_has_lost_10_million_subscribers_since_2013/

Q: Currently holding 500 plus shares of Jpm in my rrsp and have for a maybe 3 years now, if I was to sell, what name/ names would you suggest as a buy.. Am sitting on a bit of cash already.
Am 61 years of age and in good health.

Q: Can you provide any insight on this company?

Q: I realize Lumentum trades on Nasdaq but could I have your views on the company. It has done well this year but Goldman Sachs just downgraded it. Could the Samsung Galaxy issues have anything to do with it? Would you advise holding or selling?

thank you

Q: I have a position in Gilead and have set a target price of $70(US) to add to my holding. Would you agree with this position? Thanks for your advice on this matter

Q: Currently I have 10K in US cash that I would like to deploy. Could you suggest 3 mid-cap names that have decent momentum and growth potential?
Thank You

Q: I have had ESRX.us for some time. I show a loss (it's down another >5% just in recent months). The company pays no dividend. Are its prospects good enough to advise patience? (I can’t use the tax loss). I saw your comment on CVS on Oct 7. That comment prompts me to ask you whether ESRX is worth holding? I looked at some analyses done by 'less superficial' analysts. I found opinions are at significant variance. I therefore ask your opinion , which would be more substantive and more trustworthy. Your opinion on what might be the optimal action would be very helpful. Thank you.

Q: If you roughly applied the same thinking you do to identify your Canadian "Growth" "Income" and "Balanced" selections; would you be able to suggest a few ( say 3 Balanced, 3 Income and 2 Growth) US stocks that would fit into each category?

Thanks,
Terry

Q: Could I please have your comments on this stock. I am considering it for a long term investment. It is a top holding in the Mawer Global Equity fund. Is there another US stock in this sector that you would prefer? Thanks Brian

Q: Hi, I tendered my PG shares to receive COTY. But since then the COTY shares have been dropping. I am assuming I should ignore the daily share movements and just consider this as a long term investment. Please let me know your thoughts on this. Thanks. Shyam

Q: Is United Health (UNH.us) one to sell given the unusual political volatility? My question was also prompted by my renewed awareness that I may have over-allocated funds to bio-tech companies, and older-line pharmaceutical companies listed in the US and Europe. UNH is neither bio-tech nor pharma, but would it be safe from the ongoing and apparently increasing Congressional frustration with the entire industry.How would the abolition of the Advanced Health Care Act affect UNH? I am fine riding out the political yelling, so long as you think UNH still has a good future, with dividend growth and some price appreciation.

Q: I am attempting to enter some Vanguard U.S. $ ETFs into my watchlist. It will take VGG , but not VOO, or VTWO or IWR or VIG.

Any thoughts

Thank you

Paul