Investment Q&A

Q: I have been following GH but did not start a position. Given the strong Q2 results and the momentum in the stock would you initiate a position now or wait for some market volatility?

Q: Do you know if East Bay management sold their shares yesterday? The volume was huge 899,215 shares as opposed to average of 148,353 shares and the stock dropped .23. Can you shed some light? I also don’t see any news about the rumoured possible buy out.

Q: I don't mean to be nitpicking, however, in your income model portfolio report of Jul 31, you gave credit to BEP.UN for the month' best performer with a gain of 4.33%. Please note acc to your table AD increased by 7.92% in July.
Thanks for the great service!

Q: May I have your assessment of Gazprom. Thank you.

Q: I am continuing to try and "perfect" my portfolio allocations. Your Portfolio Analytics program has been a huge asset, and has caused me to really re-think things. I am close to retirement, and can accept some risk but not looking to create an above-average risk portfolio.

For equity investments, I am aiming for about 35% US, and 35% international. I would like safety and growth, and am willing to have some risk. Once I am happy with the final portfolio, I hope to be able to "walk away" for the next few years and let it grow. I have a preference for the "dividend growers" strategy.

Does this allocation make sense to you, for both international and US equities? Are there any changes you would recommend?:

US Dividend growers (e.g. DGRO, VIG): 20% of equity portfolio
US Quality: 10% (e.g. VOO)
US SME: 5% (e.g. IWO)

International dividend growers (e.g. VIGI, iGRO, ZDI): 20% of equity portfolio
International Quality: 10% (e.g. XEF)
Emerging markets: 5% (e.g. VEE, ZEM)

Thank you so much for this amazing service!

Q: I am planning on adding emerging markets to my portfolio via an ETF. Which one do you recommend for lowest withholding tax, lowest MER, and best stability? Are there any that are Canadian ETFs owning EM stocks directly? And which account would these ETFs be best placed in (taxable, corporate, RRSP, TFSA)?

Thanks again,

Fed

Q: What are some high yield ETFs that sell in US dollars?

Q: I'm considering one of these ETFs to hold in my RRSP for the Canadian portion. They only have about $4M assets under management and I'm curious what the downside to this is. This would be a long 20+ year hold so should I be worried about the low trading volume or anything else that comes with small ETF's? Do you see an advantage to one of these ETFs over the other?

Also this DRMC claims to have a 4.07% weighting in the energy sector but Enbridge has a 6.4% weighting. Do you know why this would be?

Thanks and deduct credits as you see fit.

Q: Hi 5i
According to the Portfolio Analytics, I should be reducing my exposure to consumer cyclical stocks from 15% down to 10% of my overall portfolio, and I agree I should reduce 3-5%. I currently have MG-3%, CCL.B-4.5%, BYD.UN-4.5%, GIL-2% and the big laggard TSGI-only 1% of my portfolio now.
I'm considering selling TSGI (50% loss) as I'm getting fed up with it, in addition to one of either GIL or MG. What is your opinion on this approach, and would you sell GIL or MG at this time? I'd also like to hear if you would advise a different approach to reducing my exposure. Thanks very much!

Q: I have $100k, in my Tfsa in cash, want to buy 5 equities equal weighting, in us and can markets,, 7 year time horizon, high risk tolerance, given where markets are today. Any thoughts, on the best 5 positions you would start with both us and can stocks?

Q: I am trying to get a handle on how defensive EIF might be given weakening economic growth and weakening oil prices, which presumably means lower fuel costs for their airline services, some of which appear to be independent of economic circumstances. However that independence is not clear nor is their reliance on local or other economic prospects. Can you clarify any of this please. Thank you.

Q: Hello 5i folks,
Are there any Canadian ETFs that mirror these US ETFs?

Thanks Mary

Q: Given your answer on July 23rd, has Amazon over corrected in your view? Do you see any near term catalysts that may cause it to return to the $2,000 range? I assume Bezos’ selling as of late caused some of this fall. I am considering calls on it but am gun shy due to the prospect of getting the timing wrong. Thanks.

Q: Good afternoon,
I know US listed stocks are not your focus just looking for an opinion on ZTS quarter numbers that were just reported. It looks good to me, I hold this in a TFSA well diversified. Would you add more to current position? My average cost currently is 94 per share, I am looking for long term capital growth. Thanks

Q: Hi the great 5i team,any comment on any new development of this company? thanks .

Q: Why did financials drop across the board today ?

What are the biggest "threats" to the financial sector in the next 1 -2 years ?

thanks

Ernie

Q: Hi 5i: Constellation Software seems to buy small but excellent software businesses endlessly. Does it ever sell any of them? Thanks!

Q: Is their dividend safe? I would think the stock should be fairing better considering that they get world prices for much of their oil & gas?

Q: Could you please provide the earnings estimates for GSY for tomorrow's release?

Q: WEF just hit their 52 week low. Any reason for the price decrease and would this be good time to add to position?