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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 been advised to increase my U.S. exposure by buying BRK.B. What happens when and if W.B. dies? He is 82, I believe. What do you think of the plans for the company once he is out of the picture?
Read Answer Asked by Rob on July 24, 2013
Q: Hello Peter,
RE: Investment Strategy.
Do you subscribe to a policy of "letting your winners run' OR
Rebalancing to adhere to a 5% weighting ?
Thank you for your response.
Bill.
Read Answer Asked by William on July 24, 2013
Q: Are there any ETFs that are traded in CDN $ but consist of blue chip US companies like the aristocrats?
Read Answer Asked by Mike on July 24, 2013
Q: Good morning, 5i. I was about to buy some Whitecap Resources when it was announced they are one of three players (CNQ and Venturion Oil being the other two) purchasing Barrick Gold's energy assets. Does this look like a good move for Whitecap (and the other two as well), or should I hold off and wait for the dust to settle? Many thanks for your valuable service. John.
Read Answer Asked by John on July 24, 2013
Q: Good morning; I would appreciate your view on AMTD, TD's US etrade business reading on the NYSE.

Many thanks,
Michael
Read Answer Asked by Michael on July 24, 2013
Q: WJX seems to be down over $1.00. Any reason that you know of? I thought it was benefiting from the flood situation in Calgary and have held for a long time now. Perhaps this the end of the rise in price?
This information is invaluable Thank you
Read Answer Asked by Phyllis on July 24, 2013
Q: Hi Peter and Team: I hold a very small position in Lydian LYD and it suddenly fell .50 overnight.
Can you help with why?
Thanks for your great support. Jean
Read Answer Asked by jean on July 24, 2013
Q: Do you have any insight into GIX? Is it worth holding
as a lottert ticket or better to sell into this
bounce/breakout?
Read Answer Asked by gordon on July 24, 2013
Q: Hi 5i.. I am new to the site and wondered if I could have your feedback on BXE.TO Bellatrix Exploration. It is a small western canadian oilfield company. Also the same type question regarding MCR TSXV being Macro Enterprises.(also a western canadian oil & gas service company)
Read Answer Asked by Frank on July 24, 2013
Q: Hello 5i, Could you comment on Plaza Corp PLZ
Read Answer Asked by Michael on July 24, 2013
Q: Looking for an ETF that is only invested in the US blue chip stocks like their Aristocrat stocks and pays a dividend, is there such a thing and obviously one that has been performing consistently
Read Answer Asked by Mike on July 24, 2013
Q: Hi 5i,

Your thoughts on FRC-TSX (Canyon Services)? Looks like a good yield play (5%), but i hear it's also got capital appreciation potential.
Read Answer Asked by Sasha on July 24, 2013
Q: Good morning 5i,
Gold seems to be moving up right in his seasonal trade time. Which of these two ETF do you recommend ZGD or XGD? I will invest about 1.5% of the my portfolio.

Thanks Paul
Read Answer Asked by Paul on July 24, 2013
Q: HI, my question is about LIFE & BANC SPLIT CORP. (LBS). Monthly dividend .10 yield around 14% & valuation. Would you buy this stock? thanks.
Read Answer Asked by Dario on July 24, 2013
Q: I'm frustrated with my holdings in emerging markets (XCH and XID). They aren't big positions for me,but is there upside potential from here given the risk/reward. Why invest in emerging markets in the first place? Am I not getting indirect emerging market exposure by investing in the US and Canadian market? Why take the additional risk with what I see as terrible returns?
Read Answer Asked by Albert on July 23, 2013