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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: With 17% of my portfolio invested in these US ETFs, I'm thinking about adding another 5-10%. However, I'm wary of the Trump implications. All of the above are near 52-week highs. As a long term investor, should I not worry about timing the market, or is it advisable to wait a bit before investing in the US? Is XUS worth buying or am I fine sticking with VUN, if I go ahead and invest in the US?
Read Answer Asked by Ryan on December 23, 2016
Q: MST.UN is mentioned often on the BNN Market Call Q&A sessions [excellent info show].
Good #'s and $'s, good prospects esp. with Trump/Perry and the pendingTexas oil boom.
My Q is about the dividend payout. What are the tax implications re CRA reporting and showing for tax year. Is the payout in US $? If so, the purchase exchange is offset by the falling Cdn $, the rising US$ and the creation of a US account for future US equity purchases. How is the future sale etc. treated by CRA?. I realize you are not tax people but I'm sure these are fundamental questions by novices. Thank you.
Read Answer Asked by Ryczard on December 22, 2016
Q: There is currently a plethora of ways to invest in the US Market without touching sector funds. Would you use any of the above ETFs and if so in what proportion or would you suggest using any other US ETFs as well. High conviction US Mutual funds are also an option; but the fees are somewhat higher. I currently have no US coverage and am looking at establishing a 15-20% position. I know timing is a bit of a quess; but with the recent run up would you please suggest a strategy?

Thanks and
A very Merry Christmas to all
Read Answer Asked by Warren on December 19, 2016
Q: Hi 5I team
My question is on a US stock. I've been holding Biogen BIIB for nearly two years and I'm down 32%. It does not look very promising under trump. I'm thinking of selling and moving the rest of the money in finacials like JPM or Bank of America. Could I get your insite. Thanks Maurice
Read Answer Asked by Maurice on December 16, 2016
Q: I have the following dividend paying stocks in my portfolio. Pipelines, Enb., Trp, PPl 9%, Utilities, Bep, CU, EMA, FTS. 8%, Telcos, BCE, T. 3%, Banks TD, BNS, RY 12%. Industrial, BIP, CNR, WSP 8%. Consumer Couche Tard, Cineplex 4%. I hear all the experts say with rates rising and the emphasis on growth stocks in the trump era Dividend stocks will not do well. What do you think? I like the dividend payers. I do need to sell one security to raise cash. What do you suggest? Thank You.
Read Answer Asked by Brian on December 15, 2016
Q: So we've had the rate hike everyone knew we would have. The language was a tad more aggressive than expected and the market sold off. My confusion is why did Sun Life (and other insurance companies) and BNS (and most other banks) sell off too? Isn't this even better news for them?
Read Answer Asked by John on December 15, 2016
Q: Hi 5i Team,
Ever since Donald Trump announced his candidacy for the job of U.S. President, he has repeatedly made disparaging remarks about China. I'm starting to wonder if all this trash talk might not cause investors to dispose of any holdings they might have in Chinese companies.
I currently own shares in Alibaba but I fear that they might follow the same pattern as Boeing and Northrop Grumman did in the aftermath of negative tweets by the President-Elect in recent weeks.
Do you see this as a likely possibility? Should I sell as a precaution?
Robert
Read Answer Asked by Robert on December 13, 2016
Q: Since Trump's victory markets have reached new highs including the financials on both sides of the border.Note that 5I has been relatively quiet.Yet many stocks including the aforementioned but not limited to,have fallen quite a lot(some more than others.The primary reason could be rotation to other sectors.If co. specific,please advise.Please advise if it is time to start buying them,& if possible list them according to your preference.Appreciate your usual great advices & services
Read Answer Asked by Peter on December 12, 2016
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