Q: In follow-up to the Q&A on Howard Marks' recent memo, out of the current "Mag 7", which one do you think is most likely to be in the S&P500's top 20 companies in 20 years, and which one do you think is least likely to be there? Feel free to make two picks for each or decline to respond. I own 5 of the 7.
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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.
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
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Vanguard Dividend Appreciation FTF (VIG)
Q: Good Morning
Is there an unhedged version of VGH ?
Can you recommend any other unhedged ETF similar to VIG but listed in the Toronto Stock Exchange ?
Thank you
Is there an unhedged version of VGH ?
Can you recommend any other unhedged ETF similar to VIG but listed in the Toronto Stock Exchange ?
Thank you
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Royal Bank of Canada (RY)
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Bank of Nova Scotia (The) (BNS)
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BCE Inc. (BCE)
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Sun Life Financial Inc. (SLF)
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Restaurant Brands International Inc. (QSR)
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Northland Power Inc. (NPI)
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North West Company Inc. (The) (NWC)
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Exchange Income Corporation (EIF)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: These 9 stocks were approximately equally weighted in unregistered dividend account before NPI and BCE took a big dive. The overall yield of the account is around 4.8% which I have been happy with, but the loss of capital in the 2 mentioned is troubling.
Objective of the account is to generate retirement dividend income for the next 5 to 10 years.
Other accounts provide pretty decent diversification by sector / geography / growth etc.
Question 1. Should I take the loss on these two and redeploy into the other holdings?
Question 2. Any glaring omissions in this account which you think I should add in here?
Objective of the account is to generate retirement dividend income for the next 5 to 10 years.
Other accounts provide pretty decent diversification by sector / geography / growth etc.
Question 1. Should I take the loss on these two and redeploy into the other holdings?
Question 2. Any glaring omissions in this account which you think I should add in here?
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iShares Russell 2000 Growth ETF (IWO)
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iShares MSCI World Index ETF (XWD)
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RBC Quant U.S. Dividend Leaders ETF (RUD)
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Vanguard S&P 500 Index ETF (VFV)
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Financial Select Sector SPDR (XLF)
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Vanguard S&P 500 ETF (VOO)
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Vanguard Dividend Appreciation FTF (VIG)
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Vanguard High Dividend Yield Indx ETF (VYM)
Q: I currently own a full weigh of the above listed ETFs and in light of President Trump's economic policies that are likely to benefit the financial sector, I'm looking at possibly adding XLF: US ETF to my US$ Non Registered account.
Q1. What would be your best idea for US$ ETF to add to a US$ Non Registered account at this time along with your rational for this choice?
Q2.What are your thoughts on XLF:US in terms of potential return for 2025 and the remainder of the Trump presidency?
Thank you and I look forward to your response.
Francesco
Q1. What would be your best idea for US$ ETF to add to a US$ Non Registered account at this time along with your rational for this choice?
Q2.What are your thoughts on XLF:US in terms of potential return for 2025 and the remainder of the Trump presidency?
Thank you and I look forward to your response.
Francesco
Q: Hello 5i Team
I have noticed that Black Berry stock has started to rise in price, is it because of improved fundamentals ? Is this a company that you would recommend for a 3 year purchase?
Thank you
I have noticed that Black Berry stock has started to rise in price, is it because of improved fundamentals ? Is this a company that you would recommend for a 3 year purchase?
Thank you
Q: Hello 5i
If BN is the only Brockfield Group stock in a portfolio. As a diversified conglomerate, up to what weighting percentage can it be held without becoming a bet on a stock?
Thanks
If BN is the only Brockfield Group stock in a portfolio. As a diversified conglomerate, up to what weighting percentage can it be held without becoming a bet on a stock?
Thanks
Q: Given Fridays sharp pullback would you consider this an ideal entry point?
Q: As a follow up to my question on January 8 regarding ETFs you suggested ZSP to represent S&P 500
Would HXS be a better alternative since there will be no withholding tax in the TFSA as per asked by Danny boy on January 10?
Would HXS be a better alternative since there will be no withholding tax in the TFSA as per asked by Danny boy on January 10?
Q: Can you please provide some feedback on OPFI? Is there a reason why there was a surge in price today? Thanks!
Q: Thanks for your reply on the effects of Trump tariffs on various stocks I own . I will be doing a little re-balancing based on your answers . However you didn't opine on two on the list . ENB which I would suspect may be affected by a tariff on oil and AND which has both Canadian and American operations though I'm not sure of how much of each they have. Thanks again for your terrific service ......
Q: Hi!
Regarding these 2 companies which one has more growth prospects, better value for 2025? Are they overlapping businesses or complimentary to each other? I have a nice gain in MS thinking about trimming and buying some GS.
Ok thanks!
Regarding these 2 companies which one has more growth prospects, better value for 2025? Are they overlapping businesses or complimentary to each other? I have a nice gain in MS thinking about trimming and buying some GS.
Ok thanks!
Q: I am trying to understand how an ETF like XIU works. Does a shareholder actually own any stocks when they own this etf, or do they just own shares in a fund that tracks the TSX 60, but doesn't actually own the individual companies?
Q: I note that dividends from this firm may be subject to withholding tax.
Can you name any Canadian companies who pay dividends/distributions in US dollars, and who might NOT be subject to holding tax?
I would prefer it if you knew firms who pay in excess of 5% dividends.
Thanks!
Paul
Can you name any Canadian companies who pay dividends/distributions in US dollars, and who might NOT be subject to holding tax?
I would prefer it if you knew firms who pay in excess of 5% dividends.
Thanks!
Paul
Q: You have remained quite positive on Hammond.
Can you advise where their products are produced (I suspect most products for NA are produced in Mexico, therefore subject to any Trump tarries on Mexico, but I may be wrong).
Also do they have the capability of doing some manufacturing in the US
Can you advise where their products are produced (I suspect most products for NA are produced in Mexico, therefore subject to any Trump tarries on Mexico, but I may be wrong).
Also do they have the capability of doing some manufacturing in the US
Q: I would like to sell SPB. I have a small position in SOBO so wondered if this is a good replacement for SPB ? This is for a RRSP account .
Thanks
Thanks
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BMO S&P 500 Index ETF (ZSP)
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Vanguard S&P 500 ETF (VOO)
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Vanguard Mega Cap Growth ETF (MGK)
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Evolve FANGMA Index ETF (TECH)
Q: Can you please recommend an equivalent ETF to VOO or MGK that is denominated in Cdn dollars. Thank you.
Q: hi
do you have any thoughts on the effects of a Google "break-up" of assets, which could include a forced sell of "chrome"?
any thoughts on the likelihood of this with the new president?
cheers, Chris
do you have any thoughts on the effects of a Google "break-up" of assets, which could include a forced sell of "chrome"?
any thoughts on the likelihood of this with the new president?
cheers, Chris
Q: How low would this need to go to become attractive. Is the market already suggesting a dividend cut may be on the way?
Q: After market closed on Jan 8,BEW announced a US$600k acquistion payable by US$250K cash & issuance of of 690141 shs @ 0.71 = US$350k. Positive response as up .04 to 0.73 today.Please comment and going forward.Add,Hold or Sell. Txs for u usual great services & view. All the Best for the New Year
Q: Hello 5i
Since last earnings and most recent Q&A in 5i (Nov 7) this share price has been falling.
Is the price action related to the previous earnings miss or earnings growth expectations changing due to business or Tariff concerns?
With a 5 year view on this name, does one just continue to hold through the downside volatility with anticipation for better future earnings and share price?
Thank
Since last earnings and most recent Q&A in 5i (Nov 7) this share price has been falling.
Is the price action related to the previous earnings miss or earnings growth expectations changing due to business or Tariff concerns?
With a 5 year view on this name, does one just continue to hold through the downside volatility with anticipation for better future earnings and share price?
Thank