Investment Q&A

Q: Do you think IWO looks close to a bottom or at least has limited downside?? Thanks Jim

Q: In both registered (TFSA) and unregistered accounts, which would you rather buy and why?
1) Hedged
2) Unhedged
3) USD

Q: AEM and KL have lagged the sector, as represented by XGD, since the announcement in September of the merger. I suspect this is due primarily to investors that hold both lightening up now that they are the same company - I am in that boat myself. How long do you expect AEM/KL to lag, when will it recover relative to the sector, or should I sell and diversify to another name now. What would you regard as an equivalent investment (well run, safe jurisdictions) or should I just move to XGD? I currently hold FNV as well as AEM/KL.

Q: Can I have your thoughts about these stocks and ETF’s for someone with a 3 to 5 year timeframe and who is in their mid 30’s?

Thanks

Q: 1-Your toughts about CLX after yesterday's drop.
2-Which ETF can I buy to be exposed to CLX?
Thank you

Q: The global commodity strategy team at BofA Securities has identified 27 raw materials they group under the acronym MIFT – metals important for future technology – that are vital for the rise of renewable power, and should see significant price increases as demand climbs. My question is; could you provide guidance on an ETF that one might consider as a means to invest broadly in these raw materials? Thank you in advance for your consideration.

Q: Can I get your opinion please.

Q: Hi team,

In my question of January 27th on ARK ETFs, you had a nice development on half the question, that is the newest ARK ETFs, but nothing on the second part of the question.
Do you think you could elaborate ?

Gratefully,

Jacques IDS

Q: After too many tiresome articles in financial media, including Barrons and WSJ, that one should “always” hold gold to diversify one’s portfolio, I gave in. I do not understand gold, have no idea how to value it and I certainly have no clue what affects the value of that asset. Notwithstanding my utter ignorance, I bought GLD:US just to shut-up the pesky, nagging voices in my head. After 2 years, GLD:US has been dead money. Worse, value is down > 10.%.

I wonder: is gold in any form, such as GLD, a *MEANINGFUL* ballast (although not a counterweight or hedge), in a 95% US-equities portfolio? Would you sell and move on?

Do you *really* think it prudent to keep holding GLD? If yes, I will continue to hold—and continue to be clueless.

Q: You answered my question on EWY:us on August 13, 2021. I believe your answer needs to be revised as your observations on South Korea do not reflect economic reality. I recently returned from a business trip to South Korea and found the economy vibrant and its people remarkably hardworking. I still own EWY:us and since your response to my question, EWY has only been going down. Korean industry, especially semis, medical equipment, heavy industries are all humming. Yet EWY including flagships like Samsung, Hyundai &c. are all down. I am reluctant to sell after what I saw there, but ask you : (Diversification is not a sufficient enough reason for me to hold).
Would *YOU* continue to hold? Thank you.

Q: Could 5I please give me the annualized return for QYLD dividend plus capital gain/loss for the last five years..... Looking at the chart in my TD Webroker it looks like not much more than the dividend . Which TD shows as 11.35% ...... I'd like to get two numbers if I could ..... One ignoring the current correction in the NASDAQ { 2022 } and one including it .......Thanks Garth

Q: I think this bio tech etc has recently had a tough time. I know that you recommend it. But,I was wondering whether you think this might be it's time to recuperate it's losses? Do you have something that you like more than this. If so, why? As always thanks for the great service

Q: Hello, Can I get your analysis on the best way to play the fossil fuel industry. Would it be in buying an etf such as xle or buying a big company such as chevron or total and buying a midcap such as Cheniere or Tourmaline. Do you think the oil market will stay tight for the next few years? Thanks

Q: Hi Peter, Ryan, and Team,

To raise our U.S., International, and Consumer Staples sector, please rank these three ETFs . I realize that STPL is the only one of the three that has holdings in countries other than the U.S. This investment would be for our two RRIFs.

Thanks for your insight.

Q: Hamilton ETFs recently launched a new ETF - HFIN. I currently own the ishares XFN which is similar, but much larger in size and unleveraged. For a long-term hold, do you think it would be a good switch, or would you leave it as is? (It is held in an RRSP account, so taxes are irrelevant).

Q: I would like an ETF to take advantage of the pull back in tech stocks. I generally like the holdings of XIT except for the huge position in CSU (I bought some anyway because I've always been wrong on CSU). Its a small position which I would like to build on but I would also like to add some US exposure - preferably CAD since I don't feel like exchanging more funds right now. Suggestions?

Also, what is your current opinion of PTF? I only recognize a few of their holdings and have no idea how to assess, apart from noting their reasonably good history.

Q: Is there an etf that has google facebook apple and microsoft that trades on tsx in canadian funds.
T Steve

Q: Hello 5i

Our portfolios are low on materials. We own LIT and MP @2% each. Which stocks or ETF's would you add at this time?

Cheers,

Debbie and Jerry

Q: Can you recommend a Transportation ETF which trades on a Canadian exchange?

Q: Hello 5i,

My question relates to ETFs such as ZQQ and others put out by BMO that hold foreign stocks and Tax Form T1135. Are these considered foreign property and thus have to reported on form T1135. My broker did not really know and the CRA site did not deal with ETFs
Thank you for your answer.Cheers