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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: Dear 5i,

I currently own XHU and am comparing it to PUD.B.

PUD.B is more expensive, with a MER of 0.67 vs 0.34 for XHU.

PUD.B is attractive because it appears to involve a strictly quantitative screen including 5-year non-negative dividend growth and Piotroski scores; whereas XHU involves quantitative but also qualitative assessments by Morningstar analysts (economic moat, uncertainty index, distance to default).

PUD.B is higher conviction, with 40 holdings vs. 75 for XHU.

Do you think that over the long-term, PUD.B will have higher dividend growth? Higher total return? If so, do you think PUD.B is worth the higher MER compared to XHU?

Thank you.
Read Answer Asked by Walter on July 17, 2017
Q: Would really like your view on Celestica going forward and where the company stands based on valuation among their peers. And is there another tech stock one might consider which has a decent balance sheet... long term holder here.
Thxs. Kevin
Read Answer Asked by Kevin on July 17, 2017
Q: I'm considering various ETFs (mostly from Vanguard) for global exposure and I just wanted to get your thoughts:

Asia/Pacific - VPL or VAH
Europe - VEH or ZWE
EM - VEE or VE
USA - VUN or VIG or VGG
Global - VT, VIGI, VYMI, VXC (would it make sense to buy all of these, or is there too much overlap?)

These would all be held for many years. I don't need the income from dividends, but a decent yield is always nice. Currently wondering about things like hedged vs unhedged, fund size, growth potential. Thanks for the advice.
Read Answer Asked by Brian on July 17, 2017
Q: I am retired living off dividend income. In your income portfolio, Loblaw stands out as it only has a 1.52% yield and a relatively low 5 year DGR. It seem that it was originally included for growth vs. income in 2014, however it had a higher yield then of 2%.
Do you still recommend Loblaw in the income portfolio with only a 1.52% yield? Are you considering switching for a higher yield company?
What other consumer non-cyclical looks attractive at current prices with a higher yield for an income portfolio?
Read Answer Asked by Curtis on July 17, 2017
Q: I purchased ZPW in April 2017 primarily as an income source in a stagnant or rising market. Since that time, the ETF has fallen 5%, and the monthly income has also dropped from $0.105/share to $0.095/share. At the same time, the S&P and DJIA have both risen 5%, so this ETF does not appear to be behaving as I would have expected.

Can you please explain why both the NAV and dividends have dropped for this ETF while markets rise? Is it related to the rise of the CAD vs USD or are there other factors at play here? If something fundamental has changed with this ETF, would you suggest any comparable alternative that would provide reliable income that is not fully taxed as income (e.g. bond ETF's). Thanks.
Read Answer Asked by Alan on July 17, 2017
Q: I am retired living off dividend income. I am building my portfolio based on your income portfolio. However, I am not interested in index or bond funds.
Can you recommend 3-4 income stocks that are looking most attractive at current prices and yielding +4% that are not in the income portfolio to replace the index/bond funds?
Read Answer Asked by Curtis on July 17, 2017
Q: I would like an update on LGO, also your opinion on the developments with Vanadium use in batteries (VRB's, VFB's, VRFB's, Redox) it appears to be much better than lithium batteries. Also it's use as a film for reflecting heat from windows, appears to have many potential uses.
Could you also explain the July 12 press release, doesn't make sense to me.
Read Answer Asked by Doug on July 17, 2017
Q: This company first came on my radar in an issue of Capital Ideas Research. Since then, I've found out that Mark Schmiel (Fidelity Special Situations & Canadian Growth Company) holds approximately 10% of the companies shares in his funds.
What does Acuity do that makes them different? What are their prospects for growth?
Read Answer Asked by Cory on July 17, 2017
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