Q: Hello 5i, For exposure to the energy and material sectors while maintaining a decent yield, I was wondering if I could sell XEG and XMA and replace them with OXF and MXF. Thanks.
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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: I have a well diversified Canadian portfolio. I would like to have coverage of the US market with one or two etf's. Can you suggest any that would give me a broad selection of US stocks.
Many thanks Dorothy
Many thanks Dorothy
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BMO Covered Call Utilities ETF (ZWU)
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BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
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BMO US High Dividend Covered Call ETF (ZWH)
Q: I currently hold ZWE, ZWU, and ZWH in my RRSP for a total weight of 4.8% .
Is this unnecessary duplication and / or is the weighting too high given
the nature of these products ? Joe
Is this unnecessary duplication and / or is the weighting too high given
the nature of these products ? Joe
Q: Please discuss Thomson Reuters latest results. Do you see this as a buying opportunity?
Q: Shopify has gone up a lot in the last quarter. They are reporting results on 15ht Feb. Should I hold through the results as a miss could bring the stock back to $50 or should I sell 50% of the position.
Q: Hi,
I am down 60% on this this one. Very small portion of my portfolio (less than 1%. Just wondering if I should average down or let it be for now. Stock looks pretty cheap on P/E, P/B and P/S. RFC went down with the oil and gas sector because of its large exposure to Alberta. RFC seems to be doing ok. Do you think this is dead money or does it have some potential in the medium term.
I am down 60% on this this one. Very small portion of my portfolio (less than 1%. Just wondering if I should average down or let it be for now. Stock looks pretty cheap on P/E, P/B and P/S. RFC went down with the oil and gas sector because of its large exposure to Alberta. RFC seems to be doing ok. Do you think this is dead money or does it have some potential in the medium term.
Q: In follow up to my previous question, what sectors would you consider adding for diversification? And also your reasoning why.
Q: Dear 5i
I am considering moving my rrsp investments from my acct with my financial planner to an rrsp acct withQuestrade who I deal with as a brokerage company . Am I best to sell all holdings to cash and then have all the cash wired over to Questrade or just transfer in kind convert to cash then rebuy what I want ?
Thanks
Bill
I am considering moving my rrsp investments from my acct with my financial planner to an rrsp acct withQuestrade who I deal with as a brokerage company . Am I best to sell all holdings to cash and then have all the cash wired over to Questrade or just transfer in kind convert to cash then rebuy what I want ?
Thanks
Bill
Q: With respect to portfolio construction, do you recommend:
a) Weighting each of the 11 sectors equally? (i.e. 9% to each sector).
or
b) Weighting each of the 11 sectors according to their proportion on the index?
If you recommend option b, which index would you use, the TSX or S&P?
Thanks in advance!
a) Weighting each of the 11 sectors equally? (i.e. 9% to each sector).
or
b) Weighting each of the 11 sectors according to their proportion on the index?
If you recommend option b, which index would you use, the TSX or S&P?
Thanks in advance!
Q: In our RESP Account, we have LB, MFC, and T. What stock csn we add for the current year. The time frame is about 12 yrs with two participants.
Thanks
Tom
Thanks
Tom
Q: I have been a holder of AQN for a fair while and have been very satisfied and even have added to the position on dips. I notice that the "short" position of this stock was increased by 51% as at Jan31/17. I don't usually become concerned by changes in short positons however this increase is considerable. Should I view this as a concern by the so-called better informed?
Q: Could you please comment on today's earnings releases of BAM.A and BIP.A?
Thank you, Peter
Thank you, Peter
Q: I am looking to buy NVU and would appreciate your thoughts about their strengths and weaknesses. Also, do you consider it a buy or hold at current price level.
If you do not like NVU, can you please recommend another one in a similar space.
If you do not like NVU, can you please recommend another one in a similar space.
Q: I took this morning's post-earnings weakness as a chance to purchase Telus, which has been on my "to buy" list for a while. There was a one-time contract issue affecting their profit this past quarter, but they seem on pace with respect to wireless subscriptions, low attrition rates, and dividend increase schedule. I purchased it in my RRSP for a 30+ year hold. Good move?
Q: Following up on earlier question today by Stephane about MFC. I agree with your assessment that results were good. Any explanation why stock is underperforming today? Is there 'new' news that I missed?
Q: Hello Peter and Ryan,
DH has been slowly creeping up the last few weeks. Have you heard any new developments on the potential takeover or has the gains come from Trump's plan of deregulation of financial sector?
Thanks for the great service!
Angelo
DH has been slowly creeping up the last few weeks. Have you heard any new developments on the potential takeover or has the gains come from Trump's plan of deregulation of financial sector?
Thanks for the great service!
Angelo
Q: Hi,
I am looking to increase my weighting in the financial sector. I own SLF already. What company or companies would you recommend at this time?
Thanks
Paul
I am looking to increase my weighting in the financial sector. I own SLF already. What company or companies would you recommend at this time?
Thanks
Paul
Q: as a follow up question on Redknee rkn/t,after another poor Q,I took your advice and dumped. I have 300 shares Avigilon at $20.80 and question is should I use my Rkn/t proceeds to double down on Avo at $15sh level,or would you suggest another 5i tech like pho/v or Intrynsic itc/t. Thanks as always, jb (you keep me sane haha)
Q: Good morning, would you recommend selling Amaya to buy Shopify (SHOP)?
Shopify seems to be on an upward trend, while Amaya has not done much.
Shopify seems to be on an upward trend, while Amaya has not done much.
Q: Hi Peter,
GPS reports after the close today.
Do you think the first quarter will be as good as Q4.
Thanks
GPS reports after the close today.
Do you think the first quarter will be as good as Q4.
Thanks