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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 am having a hard time deciding if I should add to my financials with individual stocks or buy an ETF. XLF and MTUM have holdings that I already own and am ok with adding to these via the ETF and they also hold BAC and JPM which I do not own. Can you please give me your opinion. Sectors and weightings are fine. Thank you.
Read Answer Asked by Gayle on January 17, 2018
Q: Hello Peter and team,
I want to pick a manageable number of fixed income ETFs that will mke up 25% of my portfolio in the fixed income portion. I note that Ishares has many bond etfs, many of them designed for a rising interest rate environment, but I am not clear on the differences between the products.

What ETFs would you recommend and in what weightings?
Read Answer Asked by Pamela on January 17, 2018
Q: Dear 5i
I own VGG , VFV , and ZWH ETF`s that all trade on the TSX . I bought these ETF`s because they hold all US stocks and i needed some US exposure. It seems however that when the US markets are up big but the TSX is down a bit on the same day the US ETF`s are down . So my question is if one expects the US markets to outperform the the TSX then would it not be best to buy said ETF`s on the US exchanges ? It just seems like i`ve got the US exposure but even on big US market days coinciding with low TSX market days i`ve lately been missing out lately on the current US market rally . Should i stay the course or switch some to the US exchanges ? This is assuming that we believe that the US markets will do better then the TSX this year .
Thanks
Bill C.
Read Answer Asked by Bill on January 17, 2018
Q: Hi there,

I am looking to add a company in transportation to my portfolio. On all metrics TFII seems cheaper on a valuation basis than the others. Any reasons you would prefer my other options and why?
Read Answer Asked by kelly on January 17, 2018
Q: Good morning 5i
I can identify with Neil, who wrote about buying bonds at this time and finds them going down and also looking for an alternative. I have no bond allocation, either, and a couple of months ago bough BSV:US, just putting my toe in to test it. Like Neil, I am also down a little, even after the payouts.
So, I have been wondering whether it would be a reasonable strategy to wait this period out. Would it make sense, for instance, to buy something like FLOT in the US in order to do this? If so, is there anything similar in Canada, as well?
thanks
Read Answer Asked by joseph on January 17, 2018
Q: Greetings 5i,

Tahoe Resources, which I hold in 3/4 position costs @ $6.90. Im down about 15% after a small run recently and todays pullback on negative news. I have been in this expecting a positive announcement regarding re-opening Escobal and today it was announced that there will be layoffs. The company has also today, after market close and in contrast to the news earlier, announced record gold production. Perhaps some gamesmanship by the company on both announcements/developments which I guess I can appreciate given the strange situation with Escobal.

Anyhow, what is the current 5i take regarding
1. the company in general and its future prospects
2. the Escobal situation and likelihood of re-opening
3. how to play the position (add/sell/hold)

I am quite comfortable holding providing most of the bad news is baked in already. My timeline is 2-3 years.

Cheers!
Read Answer Asked by Duane on January 17, 2018
Q: Moving to stage 3 on their collestoral drug that is supposed to be better than anything on the market. Small market cap, but success could be around the corner. Please give your opinion of the company and your thoughts on a trade from sleepy GUD. Thank you 5i.
Read Answer Asked by Richard on January 17, 2018
Q: I am concerned about rising interest rates and the recent performance of utility stocks. Should I sell my Fortis and BEP shares and add to my position in SLF ? Is it possible that the affects of rising rates are already priced into these utility stocks ?
Read Answer Asked by Christopher on January 17, 2018
Q: I'm thinking about increasing my US exposure and buying VOO in my RRSP. I don't need the money for at least 10 years...
When to buy is always a bit perplexing...with the US markets at all time highs one would think that this is not a great time to be buying and it might be smarter to wait for an inevitable correction.
But at the same time, with the tax cuts that have recently gone through down south, as well as the overall improvement in the business environment, I can't see how that isn't going to drive the markets even higher.
Thoughts?
Read Answer Asked by Andrew on January 16, 2018
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