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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: What Canadian companies whose share price could benefit from the AI phenomenon do you know of ?

Please provide some colour to each , such as % of sales, specific AI capabilities etc.

Are there any CDN ETF’s , other than ARKK:CA that you would recommend ? This would be for my TFSA where I put my riskier investments.
Thanks. Derek
Read Answer Asked by Derek on June 13, 2023
Q: In my spousal RRSP, I hold a handful of US dividend stocks as well as several ETF’s (VOO, VGG, XIT, FIE, ZRE). The split is about 50/50 between stocks and ETF’s. My question is regarding VGG. I think you have said in the past you prefer VOO, and VGG is not as efficient in an RRSP as the distributions are subject to withholding tax. For me, VOO and VGG have both averaged around 10% since I bought them. I keep debating if I should 1) swap VGG with the US$ equivalent 2) move VGG into VOO 3) move VGG into individual stocks or 4) do nothing and continue to hold VGG. Could I please get your take? Thanks.
Read Answer Asked by Kim on June 13, 2023
Q: I have a small position in QCLN in my RRSP. It has dropped 35% since I bought it. I have some extra cash in that account and was wondering what you think of me adding to it. Do you like the fund overall? Is now a good time to add? The bulk of my RRSP is in an income fund, so I was hoping to add a bit of growth and was looking for something a bit different. Thanks.
Read Answer Asked by Kim on June 12, 2023
Q: Hi,

Given the unknowns and volatility of the market would you rather hold TXF or XIT in the next 5 years for a 2.5% position? I'm will represented with US tech but only have CSU in my CDN fund.
Read Answer Asked by Graeme on June 12, 2023
Q: Hello, I asked a question, not long ago, on XSU. Thank you for your answer. Now, I would like you to compare it to XSMC. I know it is way smaller, but the returns have been much better the past 2 and 3 years, 15 to 20% better (I know they don’t follow the same index). This order of magnitude is still surprising to me, unless much of it is a function of the exchange rate fluctuation. I know it is difficult to evaluate, but is this outperformance likely to continue? Is the small size of this ETF a dealbreaker? Thanks.
Read Answer Asked by Martin on June 12, 2023
Q: I own TOCA. Performance has been OK. But less than I expected from an aggressive ETF. Do you know a similar ETF of ETFs , with little Canadian and income exposure? I have XAW too, which I prefer.

I also own VGRO but not very growth-oriented with too much income, so I might get rid of VGRO. Your thoughts?
Thanks.
Read Answer Asked by Denise on June 12, 2023
Q: Hello Peter,
Thanks for your service. My renewal is coming up and yours is the only service i plan to renew.

For the three index funds, over a 5 year comparison, VFV out performs all , SPY 2nd and XSP is the last ... Why such a discrepancy? Am I better off with VFV going forward? Thanks
Read Answer Asked by umedali on June 12, 2023
Q: I am looking at investing 2023 contributions (2 x $6500) in stocks and/or ETFs. Please provide 5 stocks and 5 ETFs for long term hold. Rank the stocks and ETFs and comment on why they are being recommended,

Current stock holdings include: BYND, BAM, BN, REGN, TSLA

Current ETFs: QQQ, VGRO, ZEM, SKYY, IHI, XIT and SPY

Thank you
Read Answer Asked by Don on June 12, 2023
Q: Is MER on EFTs charged after the price of a dividend or is it charged before the dividend and so included as part of the dividend number?
Read Answer Asked by Ron on June 12, 2023
Q: Good morning!
I am looking for what I assume would possibly be an ETF for dividend payers that someone who is not into equity buying/selling could buy and hold in relative safety, with either a distribution paid or (if dividends not paid out directly) would appreciate accordingly and then be periodically sold to have a steady income. I am contrasting this with annuities, or active portfolio management, but am open to any other suggestions you might have.
Thanks!
Paul K
Read Answer Asked by Paul on June 12, 2023
Q: Hello Folks:

We are seniors who would like to place 200,000 from a 1,300,00 investment account (all stocks) into a top rated Canadian based S&P 500 index fund. Another good alternative may be Berk. B. shares. Growth is more than income as they will reside in our TFSA accounts. I do understand Vanguard & Berk. B. good options, however have little practical knowledge; particularly with taxation issues.
You folks are truly amazing!!!!
brian
Read Answer Asked by Brian on June 09, 2023
Q: Hi,
We’ve held the FINX on/off for many years. In the past it has served us well, I had unfortunate timing on out last purchase and we are down 35% (in registered account no tax benefit for loss). What’s your current opinion on the Fintech space going forward….. do you seeing it doing well over the next 3- 5 years?Any major concerns with averaging down on this one?
Thanks for all that you do!
Kerri
Read Answer Asked by KERRI on June 08, 2023
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