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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: Constellation Brands released their 3rd quarter results today and stock dropped about 3%, as company moderated its full year expectations to the lower end of forecast. Overall profit was higher, though. What do you think of the results and the company for a small investment, as a part of sector allocation ( and US Equity exposure) for long term ? I have been thinking about it for a while, but never got an opportunity. Thanks
Read Answer Asked by rajeev on January 08, 2018
Q: Happy New Year 5i Team.
We have been considering TMX Group (X-T) to add to our holdings for some time.
We are long term hold and income investors.

In a recent answer to a question (December 11, 2017) regarding TMX you replied…
“..The main concern would be the lack of new listings, but listing are somewhat cyclical.”
David Baskin, regarding TMX mentioned on BNN (January 4, 2018) … “Business is going well on all fronts, and the TSX was #1 in international listings last year.”
Do the recent ‘newly’ listed cannabis companies on the TSX improve your opinion of the ‘lack of new listings’ ?

Perhaps I am misinterpreting something here, if so I do apologize.
Do you happen to have any new outlook for TMX for 2018?
Thank You
Dennis

Read Answer Asked by Dennis on January 08, 2018
Q: My portfolio is 50% U.S; 20% Asia; 30% CAN; I was waiting for the NAFTA negotiations to lower the CAN dollar at which time I would repatriate some cash from the U.S. To CAN.....however with the strong commodity market of late the CAN dollar is surging........should I wait or repatriate now? Just looking for another opinion...... Thank you!
Read Answer Asked by Pat on January 08, 2018
Q: Happy new years to you guys at 5iresearch!!! I hold positions in all of these and they have been dogs for about a year now. I am a fairly long term investor and I am wondering when I am going to see some up side to these as the oil sector seems to be recovering. Or would you suggest to let them go? Thanks for your time
Read Answer Asked by christopher on January 08, 2018
Q: When purchasing a US stock (FB as an example) which account should it be purchased in? My US account where the cdn money is transferred to us or vice versa

Scott
Read Answer Asked by Scott on January 08, 2018
Q: I have a small amount of cash in my TFSA as a result of dividend income. I have less than a full position in the above companies either as a result of smaller purchases or because they have dropped since purchase. (HWO) Which of the above would you add to? Thank you, Rod
Read Answer Asked by Rod on January 08, 2018
Q: At the beginning of each year I like to invest in my tfsa first as I feel its the best investment vehicle I have. But my portfolio is very Canada heavy due to some selling at the end of the year. So I have a bit of dilemma in that I have funded my tfsa but the stocks I'd like to buy are american for diversification reasons. I do have a few Canadian stocks I'd like to buy but it will only add to my lack of geographic diversification. But I know my tfsa is not the best location for US stocks from a tax efficiency point of view. So my question is, what do you think is more important? Adding geographic diversification right away (buy a US stock in my tfsa) or the tax efficiency of my portfolio (Buy Canadian Growth and buy US later in the year).
Read Answer Asked by Adam on January 08, 2018
Q: Hi 5i team,
I would like to purchase two ETFs. One for developed Europe and the other for Emerging Markets. I would use US$ for these purchases. Please advise your top pick for each category. And what is the minimum portfolio percentage to make these purchases meaningful? Thanks.
Read Answer Asked by Willie on January 06, 2018
Q: A very hearty thanks to 5i. I am up a total of 16.3% in 2017, well above the TSX.
I hold all the equities in your model Balanced Equity portfolio (although not in the same weightings). I also have a 5% holding in ZLB which has done reasonably well for me (up 72% since Sept. 20, 2013) but since I already have most of my portfolio in Canada, I was thinking I should switch it to a foreign ETF. I am currently have small holding of ZUE at 3.5% of total, ZDM at3.2% and VEE at 2.9%, all three totaling just under 10%.
Would you agree with switching ZLB and into which ETF if so. Or would you have other suggestions. I am not particularly afraid of volatility as long as the investments are solid.
Read Answer Asked by Fred on January 06, 2018
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