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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 small lump sum to invest, 3-4% of portfolio value (well balanced). Ignoring any other considerations, which of these ETF's in order of preference would you recommend for growth with medium+ risk? Canadian large cap, Canadian small/medium cap, U.S. Large cap, U.S. medium cap, World ex. U.S.

Thanks Guys (enjoy the weekend)
Read Answer Asked by Warren on September 28, 2015
Q: This is Bill Ackman's hedge fund. The returns look very interesting, but I can't access any research reports, including even consensus numbers. What are your thoughts about this company and do you have any consensus numbers to share? Also, can you think of any negative tax consequences that may occur from owning this stock?

Thanks
Read Answer Asked by Michael on September 28, 2015
Q: Would you be able to give your forecast on the state of the US debt and what might happen in December when they will be deciding to raise the debt ceiling. How much will it affect the currency exchange rate and also the Feds decision to probably raise rates will be around the same time. Or in other words do I hold tight on my US holdings or take my profits over the next month or so and reinvest after their decision?
Thank You
Jeremy
Read Answer Asked by Jeremy on September 28, 2015
Q: I need to shift more of my Canadian equities into US equities for proper diversification. Based on your many years of investing experience, how long do you think it will take for the US/Canadian dollar spread to narrow? Thanks!
Read Answer Asked by Linda on September 28, 2015
Q: I have 5 different ETF that are hedged to the Canadian dollar. As I understand you prefer not to hedge especially when the Canadian dollar is falling. Would it be better to sell these ETF and invest in ETF's that are not hedge?
Thanks
Read Answer Asked on September 28, 2015
Q: Hello Team
I just recently read a report (thomson reuters)dated sept.25.They have given Intertain a score 3 out of 10.Not a glowing report which may account for some of the weakness.Do you have any comment on this report? Thank You
Read Answer Asked by glenn on September 27, 2015
Q: Recently I remember reading that some Regulatory Body had classified this as a Commodity.........Could this the reason for the steep drop in value?

Thanks! Austin
Read Answer Asked by Austin on September 27, 2015
Q: Just wanted to point out something with respect to your comment on NHC for Maria.

NHC does trade at 26x 2015 earnings estimates as you suggested, but this number gets cut in half for 2016 (i.e. ~13x P/E). Is it really fair to look at 2015E for a hyper growth company in October ? I don't believe investors would value a growth stock like NHC on 2015 figures...especially when they set to double their EBITDA and earnings for 2016.

When one compares 2016 estimates, NHC is actually cheaper than DR. DR has earnings dropping from 2015 where NHC is set to double.

Please correct me if I'm wrong, but I don't find your comparison of one being expensive vs. cheap accurate at all.
Read Answer Asked by Sasha on September 27, 2015
Q: Any thoughts on whether this stock is a buy ? Is the 6+% dividend safe or is the stock selling off because the dividend is at risk ? Thanks
Read Answer Asked by Filip on September 25, 2015
Q: Hello team, Any news on BOS that would explain the downturn?
Thank you!
Read Answer Asked by Silvia on September 25, 2015
Q: Hi - What kind of yield can I expect if I just wanted to invest in very safe bonds, e.g. Gov't Bonds rated A+. The yeilds I'm finding for these investments are very low - < 1%.
Are there any very safe high rated bonds available that will provide a yield of 1.5-2%?
Thank you for a great service.

Read Answer Asked by Don on September 25, 2015
Q: First thanks for your service...i was fortunate enough to have made a profit from your balanced portfolio so took the profits in cash... and have sat on the cash until now...i believe that the market is capitulating so would like to redeploy this cash...i was in etf's prior to becoming a member and in a situation like this i could deploy that cash in the underperformers, thus selling high and buying low...now with most of my investments in your balanced and growth portfolios does it make sense to deploy this cash component in the underperforming stocks in the balanced portfolio
Read Answer Asked by gene on September 25, 2015
Q: As I write, CXR is down over 11% on the day, and has lost more than a third of its value in less than one month. It is starting to remind me of PHM, which lost investor confidence and then more than two thirds of its value (so far). Are big investors bailing on Concordia or is it just the small investor reacting to downward momentum? It seems dumb to sell here but if this momentum continues it will be a forty dollar stock in a few weeks.
Read Answer Asked by John on September 25, 2015
Q: I have to admit that I am truly puzzled be the way the shares have dropped today to around $11 below the new share issue price. I was expecting that the shares night trade around the issue price of about $86 Canadian or slightly below. But $11 seems very excessive. What am I missing? And what does the market know that we don't? At the very least I would have expected the underwriters to maintain the share price close to the issue price in order to successfully market the shares. Where do you see the shares going from here?
Read Answer Asked by John on September 25, 2015
Q: Dear 5i,
I currently own Concordia (3%), Gilead (3.5%), JNJ (1.5%,) Baxter (1.5%) and PHM (.75%).
Given the recent developments of CXR and PHM, I am considering adding 1% of one of these companies (CXR or PHM). Which do you think would be the better of the two for a 2 to 3 year hold. Or would you recommend something else in healthcare?
Thanks for your services!

Read Answer Asked by Brian on September 25, 2015
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