Investment Q&A

Q: It appears that copper price is starting an uptrend. What individual stocks or ETFs would you recommend for taking best advantage? Is a precious metal ETF with more than just copper a good idea?

Ok thanks

Q: Hi Group can you make me a list of 10 best (sleep at night)ETFs (one for each sector) c/w 5 year dividend % . I want to buy them and forget about trading or sell foe the next 10 yrs. Can be US or Cad ...Thanks

Q: I'm curious as to the lack of a high dividend paying etf in your Income portfolio? Also curious as to your thoughts on the partial use for these in a RRIF or PLIf account ( I am in MB and we have PLIF's). I'm setting up a PLIF and considering having more than a full position of HDIV, along with big stable dividend growers I'd pick from your favorites. I have a RRSP of the same value of the PLIF and investments in TFSA. I've been 100% equities all my life, eat volitility for breakfast. If you were setting up your own PRIF, looking to make significant income, what would it look like?

Q: Hi Everyone,

I am very interested in FINALLY purchasing an actively managed Global/International ETF or Mutual Fund. I have had zero such exposure in my portfolio for many years and am also currently sitting with USD in my accounts.
I have been following Mr. Hodson for many years and even though based on my personal metrics/age I still cannot contain my high risk individual stock picking tendencies.
My Investment Advisor has loaded up for decades on 'SGA Global Equity Growth Fund' and some Lazard Freres managed fund but I am not tempted to do so.

I would greatly appreciate some of your favourite recommendations in this space.

Thank you,

Dean

Q: I want to keep a few thousand dollars for the short term in my US dollar Disnat RRSP account as well as in my unregistered account in US dollars. The return on cash in the accounts is 1.7% at the moment. This is pretty low. Can you suggest an ETF ? What are the pros and the cons? Is there a better way?

Q: Hi folks
When is the x divi date? And will it be the 9.75%?
Much thank

Q: Looking for a Europe ETF in Canadian dollars to invest. XEU has the lowest MER and lowest return, EHE has the highest MER and highest 1 year return. RPDH return and MER are in the middle. Would you go with EHE for the highest return or are there other considerations? Thank you.

Q: VGG. Non registered account
Everyone seems to hold in registered
Is it ok to hold in non registered and why?
Thank you

Q: How do you feel about Bitcoin after the halving coming up in April? Can you see it hitting $150k US at some point in the next two or three years?

Q: I have owned the various covered call BMO eft's since 2017. I understand how they work and I am not surprised that with some of them my capital investment is lower now than the purchase date (Even though the markets are setting new record highs). I feel that I may be leaving money on the table if I compare these ETF's to the Hamilton covered call units. I could basically double my Dividends by making a switch to the various offerings of Hamilton (SMAX or HMAX for example). My question is regarding
how the covered calls are processed. Hamilton is At the Money. Does this mean that in a market downturn, they will take even longer than the BMO covered call products to bounce back? I think some of the BMO covered calls are still lower than 2017 due to the nasty downturns we have had-particularly the covid period. Just trying to get a handle on the implications of a switch.

Q: Opinion Please? Might this be a way to play the weight loss drug trend? Do you have other healthcare suggestions?

Q: Hello 5i
I know that you do not have a crystal ball but I was wondering, if the market upturn continues to broaden out beyond a few technology stocks, would it be better to be invested in rsp or in voo?
Thanks as always for your great service

Q: The buyback program was started on January 2024. Do you see the dividend raising too. Does it have a strong natural gas play to enhance their revenue once the natural gas price increase. Will Transmountain pipeline and LNG pipeline comes on line will increase their revenue. All the points I mention above, will the stock have a re-rating.

Q: Good morning, Could you say if there is an ETF available inC$ for US mid cap growth ? If so what do you think of it ? thanks Larry

Q: In answer to Pat's question on Mar 19 related to CDZ and the % in Financials and % in Telco's.

ZLB = 19% financials and 9% in telcos.

Also....use the 5iR chart and compare CDZ and ZLB. ZLB outperforms CDZ in the 3 yr, 5 yr and 10 yr timeframes by a wide margin and the charts are Total Return!!

I have held both CDZ and ZLB for years as a core conservative part of my portfolio....very little overlap in their holdings and both steady performers (although I admit ZLB is better).

Steve

Q: Besides ZWA & ZDJ are there any other Canadian ETFs that invest in the Dow Jones Index. Thanks … Cal

Q: I am helping my in-laws take ownership of their investments. Presently, they have the majority of their funds managed by banks/'financial advisors' in high fee mutual funds. What is your opinion of the following funds and can you offer equivalent low-cost ETF solutions? RBF209, RBF269, RBF272, Invesco Global Select Equity Series P

Q: How safe is something like CASH or PSA? I know they invest in the deposit accounts of banks and credit unions and are not protected by CDIC. But what is the worst case scenario? That one of the banks fails? Just trying to determine how much of a safety difference there is between these and a GIC. Thanks!

Q: I've asked quite a few questions on these new Hamilton ETF's and thank you for the explanations you have given me thus far . They have been very informative ..... I'll likely have a few more before I make my final decision on whether to purchase .... I have noticed that though 5i generally gives them a nod of approval you fail to recommend them in questions as a covered call option. For example in a question this morning from KIM looking to replace his 11% yield from EIT.UN you give ZWU as an option instead of UMAX which yields better than KIim's target yield. First question is why ? The fact that you are giving the nod to the BMO product is making me pause in my purchase of the Hamilton product .....
Second question is though UMAX has only been around since June 23 please give the both the return without dividends and the return including dividends for both UMAX and ZWU during the available time period ? Thanks for your terrific service .....

Q: I one " strongly believes" that swiss money could be a protection against US or CDN dollars ( for various economical reasons..),would it then make sense to invest in a swiss multinational Cie to obtain benefits from a future growing exchange rate ,if yes what Cies (2-3) listed on US market would be interesting at the présent time?