Investment Q&A

Q: I am a subscriber to the ETF and Mutual Fund Update website, although so far I haven't used it that much. One of my issues with that service is that it seems designed for reading each and every monthly issue to get the most from it. However, it would be useful if I could just somehow search on particular etf's or etf types to see what has been written on such searches in past issues. Is there a tool for that that I am missing? Or is that something that might be added in the future? Thanks.

Q: Other than not adding any further value to the company is there any other reason why this company should be sold?

Q: Hi everyone. With gold headed higher and the winds of mergers blowing, what are your thoughts on these two juniors? PGM is getting good grades very near to an operating Goldcorp mine, and TML sounds like they're ready to start development operations.

Q: I own CELG. Is Celgene a SELL or HOLD after it's recent partial recovery ?

Canadian Tire looks attractive around $ 148.
Do you consider it a BUY ?

Q: I want to add to my energy: Already have TOU,Arx,Kel, and VET.
Would you add SU or BTE? Helen

Q: Hi there,

I inherited all 5 of these positions in my US portfolio and looking to reduce to 3. i am leaning to NVDA, AVGO and QCOM but I know very little about MCHP. I am also concerned about letting go of TXN given their role in converting analog to digital signals. YOur thoughts. I am looking for a balance of growth and a stable dividend.
Cheers

Q: Why do you think Qualcomm is in such a slide?
Would you consider this to be a buying opportunity
Thankyou

Q: Please tell me the advantages and disadvantages between holding gold , for example mapleleaves, bought through a broker and buying a gold ETF.

Thanks

Q: Could you give me your top picks for US dividend ETF's?

Thanks,

Joe

Q: Good morning. I’m looking to invest in either BPE or AQN, both of which companies you are positive about. I’m looking at the respective yields ( 6.6 vs 4.2) and am wondering about that disparity. If risks is correlated to reward, does that mean BPE is more risky and if so, why is that? I notice that BPE is showing negative EPS and that makes me wonder how they can sustain such an attractive dividend yield. Thanks

Q: Could I have your updated opinion of ITC? Thank-you!

Q: Hi,
I am struggling with a decision and would appreciate your opinion please. I would like to increase my US and International equity exposure using ETFs in US dollars that I already own (VIG and VXUS).
The Canadian dollar is obviously very weak right now. Does it make sense to convert Canadian dollars to US and adding to US dollar ETFs right now, or should I be using equivalents that trade in Canadian dollars? If the latter, would you kindly suggest the two ETFs that I should consider?
I know you like foreign currency as another form of diversification and I agree. I realize there is a FX prediction inherent in this question: if the CDN dollar strengthens, that creates headwinds for US-denominated investments.
What do you suggest?
Thank you. Michael

Q: Can you comment on the prospects and yield for this new listing

Q: Hello 5i,
Us health and cad health stocks give me a headache ! My list of dogs is long and they bite. I’ve even held ibb for three years and sold it at a loss in December! (Gain on the currency- only).
1) should I keep ILMN after this most recent report or technically is it too about to bite?
2) not including big pharma, is there a US asset 5i can suggest that is not too expensive yet shows promise?
Thank you!

Q: Recently, I took over a financial advisor managed portfolio, which included these two mutual funds. Since I prefer ETFs instead, I wonder which ETFs might be most suitable to replace these funds.
Thank you, as always!

EdgepointGlobal EDG100,Capital Group CIF823

Q: KL has been a favourite of yours for quite a while now. It's performance has been stellar and an all star on the TSX. (Don't know why you didn't put it in one of your portfolios). Even the stellar performing Resolute Fund had KL as one of its major focused holdings.

I believe Eric Sprott was a major investor here. My question is, what is the next KL that you know of?



Thanks in advance.

Sheldon

Q: I am wondering what price do you use as the sold price to calculate performance when you take a company out of of your portfolio. For example CLS was recently taken out. May I know which price would you use for performance calculations ? Thanks

Q: I currently hold toy in an unregistered account and am down slightly. I would like to move it into my TFSA. What would you recommend?

1. Buy in the TFSA first and wait 30 days
2. Sell in the unregistered account and wait 30 days to buy in the TFSA
3. Or transfer into the TFSA and forego the tax loss
4. Wait for Toy to reach cost and then transfer into TFSA

Thx,
Kc

Q: I'm considering starting a position in SIA or CSH.un for a long term hold (5+ yrs) based on aging demographics etc. On a total return basis which do you think is the better play in a cash account?

Q: I am looking to recession-proof my TFSA with stable companies like Chartwell Retirement Residences and Park Lawn Corp. But my stock chart shows Chartwell collapsing from $14 to $4 in 2008/9, taking until 2016 to recover. Park Lawn doesn't seem to be listed that far back (but I note your report describes it as "recession-proof." Would you recommend Chartwell despite the 08/9 numbers and does your assessment of PLC mean that it would be relatively unaffected by a similar market meltdown?