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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: During the next 12 months I think the $us will appreciate against $cad because of the pending US rate hike and oil will be depressed a while longer. Do you agree with this thesis and if so I want to play this using ZLU. I don't have any $us, so to avoid currency conversion fees I chose ZLU. My concern with ZLU is 50% of the etf is in staples and utilities. I think these two sectors may not exhibit low volatility over the next year with the pending rate hike, high p/e's and possible fund flows to other sectors. Are my concerns justified and if so can you suggest an alternative play to capitalize on a weak $cad. Thank you.
Read Answer Asked by Richard on September 12, 2016
Q: Hi 5i Research team, I have a long term horizon, and I am a patient and more of a growth oriented investor profile. As interest rates are very low (they have been for a while, I agree), if, instead of investing in REITs, banks, fund managers and insurance companies to obtain my financial sector exposure, I invest in a combination of other "financials" such as AIF, CXI, TCN, TNC, HCG, DH, what would I be missing? What exposures? What additional risks would I incur? Do you have other quality suggestions to complement this short list of other financial stocks? With such a group, are your main large cap recommendations in this sector (BNS, SLF) still necessary? Thank you, Eric
Read Answer Asked by Eric on September 12, 2016
Q: I see that the public sector is entering a growth phase, what would be your top 5 public sector dept picks for an aggressive growth portfolio?
I'm thinking that Health would be a 'no brainer' replacement for condordia, oh but wait...the grey tsunami...so would that be a long or short position.
Cheers and happy Friday
Read Answer Asked by Peter on September 12, 2016
Q: The above 5 etfs are core holdings with VXC and XHY at 15% each and the others at 10% each. The balance of my portfolio is made up of a diversified set of individual stocks (Canadian companies). I am considering exchanging XIN with ZWE to still have European exposure but with a better yield or should I keep XIN and just add ZWE to my core holdings? As always, thanks for the advice.
Read Answer Asked by Rudy on September 12, 2016
Q: Hi Team, In the recent quarter, ESL has fared better on many Key performance indicators(KPIs) and growth but the market has very negatively reacted. Is it because of the un-reasonable expectations of the analysts who mislead the public and market sentiments? And you have not answered to another readers specific question on this forum on ESL- to hold or sell?
Read Answer Asked by Sriram on September 12, 2016
Q: On 12.July 2016 I sold from my US margin acc. CBM (US) with $2,190 profit (capital gain).
Later on 5th. of August I bought CBM again an sold it on 22.Aug. with $929 loss.
My question is:can I claim in my 2016 tax return this loss of $929 against profit of $2,190 from previously sold on 12.July CBM.

Thanks Andrew
Read Answer Asked by Andrzej on September 12, 2016
Q: Your current opinion on these 2 companies in the US for a buy and hold investor? They have a good track record on dividends, the payout ratio's are not out of control and obviously a proven long term track record. On the more aggressive side, what is your opinion of HCP ?
Read Answer Asked by Tim on September 12, 2016
Q: These three make up my tech sector which always seems to take the biggest hit when the market tanks like Fri. I am thinking of cutting one out. Which one would you consider to be the one prone to drop the most when the overall market behaves like this? I thought OTC would be the safest but it took the biggest hit Fri.
Read Answer Asked by Arthur on September 12, 2016
Q: HCG is now down over 50% in my TFSA. I keep telling myself, "don't think about what it WAS worth, think about what it is," but my emotions keep getting in the way of my thinking. Given HCG's current prospects, is this a reasonable place for a senior to leave a now much smaller portion of her portfolio, or should I just take my losses and look for a less volatile stock? ( It seems volatile to me, but perhaps that's those emotions again) Many thanks
Read Answer Asked by M.S. on September 12, 2016
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