Investment Q&A

• TD U.S. Equity CAD Hedged Index ETF (THU)
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Q: I really enjoyed your presentations at the World Money Show. Many people were talking about ETF's at the show this year. I was thinking about buying a percentage of ETF's in my portfolio. I'm with TD bank and I know they are very new again to this.
I'm a 45 years old and have mostly CDN equities.
I heard that you only need 3 or 4 ETF's to balance out. I would consider putting 20% in ETF's

Thank you

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Read Answer Asked by Terry on September 28, 2016

Q: Hello 5i,
I have had a bit of VPL:US for awhile and am just beginning to see the light of day on it. It is not really something that I want to keep, I don<t believe. But, I was wondering whether, after waiting so long for it to come back, whether it might be too early to sell. Also, what would be a good replacement? I already have VWO. I would rather go wider in geography rather than too specific.
thanks

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Read Answer Asked by joseph on September 28, 2016

• iShares TIPS Bond ETF (TIP)
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Q: Can you please recommend where I can put some US dollars which will earn some income at little risk? Maybe some US dollar low risk etf or something similar? Thanks

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Read Answer Asked by Lois on September 28, 2016

• Crius Energy Trust (KWH.UN)
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Q: What do you think of kwh,un for a income portfolio.
Thanks Phil.

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Read Answer Asked by philip on September 28, 2016

• Miscellaneous (MISC)
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Q: Thanks for info on charts. Can you tell me how you generate your monthly chart on the balanced equity portfolio. Maybe I could do the same. As well I am sure some of the members might be interested.
Thanks again as always for your invaluable service to Canadian investors!

Michael

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Read Answer Asked by michael on September 28, 2016

• Miscellaneous (MISC)
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Q: When calculating sector distribution I include all equities, both foreign and domestic. Have I missed the point, since sector correlation will be different overseas relative to US/Canada, except for cases such as commodities that are global in nature. With that in mind, how should I break down the analysis? 1. Domestic, US and international each separately, 2. combine US/domestic and treat international separately, 3. don't bother tracking international sector allocation (mostly market ETFs). I tend to use US companies to fill sector gaps where Canada is weak (e.g. health care).I also wonder how to treat the US megacap multinationals.

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Read Answer Asked by Benjamin on September 28, 2016

• Cynapsus Therapeutics Inc. (CYNA)
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Q: What do you think of Cynapsus?

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Read Answer Asked by John on September 28, 2016

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Q: Hi Guys,

I thought in this new world of media, content would be king and DHX Media has it in spades. The stock has been weak and getting weaker every day for over a month, what would account for this. Also do you see this company getting taken out by a larger player like a Disney or Viacom or is it too small?

Thanks,

DL

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Read Answer Asked by David on September 28, 2016

Q: Hi, are the 5i growth, income, and balanced portfolios better suited for non-registered or registered (RRSP and TFSA) accounts or a combination thereof? I currently only have registered investments which, today, are a combination of CDN & US stocks and ETFs. Thanks!

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Read Answer Asked by Mark on September 28, 2016

• Gilead Sciences Inc. (GILD)
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• Bristol-Myers Squibb Company (BMY)
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Q: HELLO, CAN YOU PLEASE ADVISE IF IT IS BETTER TO ADD ON TO GILD OR BMY AT THIS TIME. THANKS

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Read Answer Asked by RUPINDER on September 28, 2016

• Stars Group Inc. (The) (TSGI)
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Q: Amaya is a small portion in my portfolio. I bought it several months ago when its price is lower. Now, I have a 10% gain. What do you think about its future potential? sell or hold? THANKS

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Read Answer Asked by Esther on September 28, 2016

• PRO Real Estate Investment Trust (PRV.UN)
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Q: would you be kind enough to give me your opinion on this trust after their recent transaction...please and thank you...

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Read Answer Asked by Cam on September 27, 2016

• Granite Oil Corp. (GXO)
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Q: Why has Granite Oil Corp taking such a big hit on more than double volume?
Is there any news?

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Read Answer Asked by Harry on September 27, 2016

• RBC Canadian Preferred Share ETF (RPF)
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Q: G'Day! RBC GAM recently launched an actively-managed Canadian preferred share ETF. (Symbol RPF). Mgmt fee = 0.53% Do you see this as a suitable product for an over-65 income investor?

Additional comment about RPF is encouraged.

Thank you,
IslandJohn

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Read Answer Asked by John on September 27, 2016

• B2Gold Corp. (BTO)
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Q: Would you dump BTO given the issue in the Philippines and the 11% drop today? I am at breakeven right now.

Thanks.

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Read Answer Asked by Donald on September 27, 2016

Q: Hi Guys,

Just looking for some insight into PPY. They've recently released good news about production which seems to be ahead of schedule however the stock price has been dropping steady. Is this worth waiting it out or it it time to move on?

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Read Answer Asked by Joel on September 27, 2016

• Miscellaneous (MISC)
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Q: Terence says he is due to convert RRSP to RRIF, and wonders about choosing a lower minimum payout. Note that this is a minimum payout, and Terence can override that amount by taking out more, any time he wishes to do so.

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Read Answer Asked by Graham on September 27, 2016

Q: /is there any reason why this stock has been going down for the past month while the price of gas is actually up

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Read Answer Asked by john on September 27, 2016

• Element Fleet Management Corp. (EFN)
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Q: If I sold a covered call for EFN e.g. $16 strike for 10/21 expiry, what happens vis-à-vis the proposed split if it occurs before the expiry date? How would the combined strike price be arrived at? Would you recommend avoiding the unknown and not selling the covered call?
thx; Mike

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Read Answer Asked by Michael on September 27, 2016

• Premier American Uranium Inc. (PUR)
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Q: Is there any reason Pure is going down every day? I bought it closer to $7.00. What is the insider ownership and is it cheap at these prices. Thanks.

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Read Answer Asked by Helen on September 27, 2016