Investment Q&A

Q: On Dec 28 you responded to a question from Cal about covered call bond funds, and made a recommendation as he requested. However, in your comments I got the impression that you felt now may not be the right time to buy this type of fund due to the potential for higher bond prices and lower yields over the coming months. Looking at the 2 noted above, and assuming rates do start to slide down a bit, what would you expect to happen to the ETF price and the distribution? Would you be a buyer today?
Thank-you

Q: All the Best for 2024 Peter and Team and thanks for another year of great service! For some smaller cap financial diversification pls give your thoughts on the above selections and take as many credits as needed; While COIN is the largest component of ARKF it has a unique picks and shovel position if/as Crypto Mania picks up again; ARKF also has a healthy position in SHOP held seperately; KRE & BR will both benefit if/as rates come down and BR appears to have a moat in its services and the chart looks good.

Q: The Japanese yen has been week for 3 years and Japanese corporations are apparently starting to be more shareholder friendly. Supposedly many Japanese corporations are sitting on lots of cash and finally they are starting to buy back stock and start/increase dividends. At least that is what I can glean from the business mass media. Does 5I agree with this appraisal of the situation? If the answer the answer is yes then I assume you agree that some exposure to the Japanese market would be prudent? Then what ETF would you suggest? I think something unhedged would be better in case the yen starts wakes up and starts to appreciate.

Q: For a long term investment, which one would you like to start a position today? Please explain the reason. Thank you!

Q: Please recommend a ETF that concentrates on companies that build weapons.Today's WSJ has an article that these companies are running huge backlogs. Thanks.

Q: We have a self-directed RDSP set up for my son (age 21, qualified for the RDSP 12 years ago). Up until now we've invested his funds in 5 different equities (4 CDN dividend paying - ARE, AQN, SU, TCL.A and 1 US - DXCM) and the overall performance has unfortunately been abysmal (I'm just getting the opportunity to be more actively involved in managing my son's RDSP). Because my son has a relatively long investment horizon for his RDSP (to age 49), what are your recommendations to optimize this much-needed benefit for his later years? Are ETFs a preferred option over equities?

Q: Could I please have your current view on IHAK as a way to invest in cybersecurity.

Thanks and Happy New Year.

Q: Regarding CASH and similar etfs:
Couldn’t the price fall if/when interest rates decrease?
I realize that in such a scenario the price may fall below NAV, but potential buyers may not care until the price falls low enough for the yield to be attractive. In this way, it seems as if they could trade similar to a long bond. If so they could hardly be considered cash alternatives. Your help in understanding this, please.

Q: Happy Holidays everyone! By the time you read this the Holidays should be over and we'll be in 2024 (Question submitted after the closing bell on Friday the 29th). I wish everyone a happy, healthy and richer year.
This question concerns an actively managed Invesco US ETF not available for consultation on your website: SPGP per Invesco's literature is based on the S&P 500 Growth at a Reasonable Price Index (?). It has no holding surpassing 2.1% or lower than .85% and is re-balanced twice a year. It's performance over the last 5 and 10 years is superior to the S&P500.
It seems more favorable to long term holding and sector movements (semi-annual if any) can be quite important. Can you give us your thoughts on this etf and if it has a place in a portfolio risk wise ?
Thank you!

Q: Would you own both of these 2 ETF's or only 1 is needed? If 1 only needed which one is preferred?

Thanks

Q: Is this the best instrument for taking advantage of AI for those of us who lack the interest/expertise to determine which stock(s) are superior in this sector? Your suggestions re:alternatives are very welcome… Thanks

Q: Is there an Canadian ETF that is like IWO and IJR?

Thanks

Q: Morning 5i;
If you have for an example $50K in a PSA or HISA account and you have that same amount on the 30th of the month ie x-dividend date you will get the full amount of the interest payment the next month a few days later . My question is if you had of taken out say $5k after the first two weeks of the month say the 15th , do you receive any interest payment on that $5k for the first 15 days that it was in the account OR do you only receive an interest payment based on whats in the account on the 3oth ?
Thanks
Bill C

Q: Is it true that all semis essentially come from Taiwan (almost as dumb as nearly all North American oil refinery is done in Texas))?

If so, what will happen to SMH ETF after China takes over Taiwan?

Seasons Greetings and thanks for this super duper service.

Q: Please recommend about four to five covered call bond ETFs & is now a good time to invest in covered call bond ETFs. Thanks ... Cal

Q: Can you give me your thoughts on this play?

Thank you

Q: Performances of these ETFs over the past 5 years seem similar. What should I be looking at in deciding which one to buy at this time? Thank you.

Q: Market timing for investing in QQQ. Is this the good time to get in?

Q: Happy Holidays,
I have a question about tax efficiency on HISA ETF investments in non-registered accounts. Do the dividends received from these ETFs qualify for any dividends tax credits? Or are they being treated as interest income, such as GIC, which will be subject to the usual marginal tax rates?

Thank you,

Q: What would be your recommendations for small cap ETF's in Canada and the US?