Investment Q&A

Q: I just read this article in the G&M and was wondering your thoughts - “ The Hamilton Canadian Bank 1.25x Leverage ETF (HCAL), The Hamilton Canadian Bank 1.25x Leverage ETF (HCAL) invests in all Big Six bank stocks.

But what’s novel here is that the fund employs 25-per-cent leverage. For every $100 invested you will get $125 worth of exposure to the Big Six. The sweetener: Leverage will boost the dividend, to more than 6 per cent based on current bank stock prices.

Q: Without regard to sector what are you top picks in cyclicals also renewable sectors?

Q: I have a 100 post split in my TFSA and Dividend stocks are not recommended for TFSA. But the AAPL dividend is so very small so does it matter?
Thanks.

Q: Last April United Technologies became Raytheon and spun off Carrier and Otis. Initially Revenue Canada (CRA) deemed the Carrier and OTIS spin-off values as 100% taxable (incredible I know) as opposed to a 50% taxable capital gain. I know this is not your area of expertise but I'm sure many of your members were affected due to the sheer size of UTX. Do you know if the CRA ruling has been changed or is it still 100% taxable?

Q: Hi,

Can your confirm the short interest of AYX. RBC Direct says it is 15.7%. Is that something to be concerned about? What is the short thesis?

Paul

Q: My question is more for education and is about a companies daily trading volume. For example; I have been following Tucows (TC) for some time and for a company having a market cap of almost 800 million; why does it have such a low daily trading volume? The recent deal it made for the sale of Tucows TING mobile to DISH earlier this year was given good reviews.
Thanks 5i

Q: Lumber prices have risen dramatically in the US as new housing demand is very robust. I don't understand why the Western Forest Products stock price has not benefited from this. Any opinion? Thanks!

Q: Hi Peter, Rayan and team,

During last March sell off I bought VFV ETF in my RRSP account and I had a healthy profit. I am looking to sell half my position to buy Canadian and US beaten up stock that have a good potential to rebound. Can you please suggest some good quality names.
Thanks

Q: Basically, I bought MIXT because I thought it was connected to 5G. What are the prospects for MIXT? Getting impatient with it. Thanks!!

Q: Can u explain the concept of a strip bond
Do u consider it a good investment and why?
Can you use an example to illustrate the pros and cons
Where would I purchase a strip bond and can u suggest a few?
Thanks

Q: Hello Peter, Ryan and Team,

I've been reading more about Sprout Social, and the idea of social media management sounds like a valuable corporate service for the current and future times. Can you give a little detail about how you see it as a potential higher-risk play? The share price has certainly rocketed up since the IPO, and I'm undecided about whether to wait for a pullback (if there is one) or jump in and hope the momentum continues. Any thoughts would be appreciated. Thank you. Brad

Q: Hello 5i Team
I want to invest in an Emerging Markets Bond Fund or ETF. My preference is to invest in Canadian Funds. Choices I have found are:
iShares J.P. Morgan USD Emerging Markets Bond Index ETF (CAD-Hedged) – Symbol XEB.CA
BMO Emerging Markets Bond Hedged to CAD Index ETF – Symbol ZEF.CA
RBC Emerging Markets Bond Fund Series D – Fund Code RBF1097:CA

Questions I have are:
1 – It is not clear from BlackRock’s website, but is XEB 100 % invested in BlackRock’s US ETF EMB:US ?
1 – XEB and ZEF net assets are $97M and $380M, is the lower net assets a concern?
2 - XEB and ZEF average trading volume is 1,707 and 2,664, is the lower daily average volume a concern?
3 – Although the MER for RBF1097 is 1.07% is this a better choice than XEB/ZEF whose MER is 0.54% and 0.55 % as the net assets for RBF1097 is approximately $1.7B?
4 – Any other ETF/MF that I should review?
Thanks

Q: When Trump won the White House in the last election stock market rebounded sharply. If he is successful next month I would think we would see the same, however if Biden wins his election platform is quite different and wonder what your opinion would be if this is the case.
As an investor should we be locking in gains now.
Thanks and look forward to response
Rick

Q: Hi 5i,
I'm not happy about the performance of GSK, what do you think about the performance going forward, also what else could you recommend for international exposure. Currently own Merk and Pfizer.
Thanks!

Q: In general, what type of strategy would u guys recommend if a person wanted to stay involved in the Stock Market with a four to five year time horizon, but still wanted to preserve his capital mostly, thanks?

Q: Hi Guys,

If you were starting a North American balance portfolio, which communication companies (communications sector) would you pick? Please provide 2 names (3% each).

Thanks,

Jim

Q: Please give your best guesstimate for oil and gas companies that can continue their current dividend at $30 or more a Barrel and current natural gas prices
thank you

Q: Hi Peter
Can you recommend any companies with carbon capture and storage technology with growth potential?

Q: I switched from bep.un to bepc the first day I could. Then I switched back when the spread was around $11.00. Now the spread is around $17.00. I guess this is a lesson in supply and demand since the big institutions can only by BEPC. But it seems way over done, doesn't it?
Btw, why would Brookfield maintain both a trust and a regular equity for the same company? Do you think they will completely switch over at some point?

Q: Hi,
I was wondering how you view Sony and Activision blizzard. Would you own them moving forward? There were reports that Sony would decrease production on the PS5 last month, but they denied the reports.