Investment Q&A

Q: Hi 5i,
What is the rationale to invest in sector-specific ETFs rather than index funds? It seems like the index themselves typically perform quite well compared to ETFs unless one is looking to gain exposure in a specific sector.

Looking back to Adam's question on 06-Jan regarding 2021 performance:
S&P 500: 28.7%
TSX: 25.1%
Here I thought I was doing reasonable with my 16%...
I certainly enjoy investing and learning about specific stocks and ETFs but this difference is hard to ignore.

Thanks,
Kyle

Q: Hello Peter, Can I have your opinion please?

I am wondering if it might be a good idea to reduce my holdings in gold and silver stocks (maybe exit all my positions?), at least until May and buy some in the energy sector from the proceeds.
The reason behind this stems from yields going up- maybe the 10 yr goes to 2%. How likely is that? Apparently, the seasonal period of gold starts in summer.

My stocks in gold are at both ends of the large/small caps such as AEM/KL,FNV, KRR,MMX,WDO and PAAS.
I am under represented in energy with ENB,PPL and ALA.
What would be your suggestion? And if you agree, could you give me 1or 2 names to let go and 1 or 2 names to add.
Always appreciative of your thoughts.
Regards
Rajiv

Q: could you please rank these from screaming buy to stay away...looking at starting small positions in some of these at current prices...many thanks...

Q: I have quite a lot of financials, mostly Canadian banks and insurers with about 20% US. Would like to sell down some and buy something with some more growth in the payment section but still relatively conservative.
Would you recommend one of MA, V, Pypl or other financial as currently looks like a buying opportunity?
Thank you.

Q: Hello, could you comment on SPN please? What's driven it's rise over the last year? Is it a buy and/or worth holding on to if owned? Thanks!

Q: Hi Guys
Morningstar has ENGH @ Forward P/E at 26x and P/S at 5.3 x
Would you think taking my position up from 1.5% to 3.0% a good idea? or would your choice be another stock instead, I invest in companies, not trade stock prices.
Thanks !

Q: What ETF's follow the 12 sectors of the Canadian market and which ones would you invest in.
Thanks for the great help and have an excellent 2022

Q: Hello,

What would be a good, great, or exceptional price to enter in to SHOP. Please rank them in order
1) Good
2)Great
2) Exceptional

Q: Hi 5i Team - I am considering selling part of my Algonquin Power holding and diversifying into the same field. My first choice is either BAM, BEP or BEPC but I'm not sure which of the three to pick since they are all related. Could you assist me by providing a brief description of the differences between the three and your preference, if any. Also is there another company in the same space that you would recommend.
Thanks.

Q: Hi 5i Team - I am considering increasing my holdings in financials. Could you provide a couple of ideas in each of small cap, mid cap, and large cap companies, concentrating on Canadian companies but any U.S. suggestions are welcomed too. Thanks.

Q: happy newyear guys Iwant to sell one of these stocks which one would you hold thanks Larry

Q: Hi Team

When I read previous questions on US S and P 500 etf, you most commonly recommend spy over voo. why is that? are they not the same and voo has a lower mer ?

THANKS

ERNIE

Q: Between AT and Eglx, which one has better growth and which one you like it better? Thanks

Q: In rising interest rates how will these gold stocks react? Is that bad for gold stocks.? Will they survive or time to exit?

Q: What do you think of buying some of this in a non registered account for the tax benefits you could receive.
If I buy at the current price ~ $24. before ex-dividend on Jan 18th I get a U$12.00 dividend (about C$15.57). Assume the stock drops down to $10. and I sell the stock I break even on cost, but I get a dividend tax credit and a capital loss on the sale of the stock. Both are a tax advantage.
If I buy in a registered account, it is more of a gamble with no tax benefits. Looking at their other business lines I can't see anything that would make me interested in holding after the sale of the bike business.
Looks like 3 or more insiders hold about 6mm shares. Nice dividend for them.
I realize you can't be tax experts, but I thought it was an interesting option.
Would like to hear your comments.
Thanks

Q: What do you think of Playmaker as a micro-cap investment?

Q: Hi Peter and Staff

Why do tech stocks get hammered due to projected interest rate increases because “investors compare those earnings to what they can get on other investments”

Do stocks in other sectors not face the same competitive investments ?

Does this not hold true for many companies on other sectors ?

Thanks for all you do

Dennis

Q: does MDA. face huge future capital expenditures.? what percent of revenues come from government contracts? who are MDA,s main competitors? is there any company specific reason for the shares to have dropped from their high? thanks Richard

Q: what 5 Canadian utility stocks would you currently recommend and why? please rank them in order of highest to lowest recommendation.
thanks

Q: Hello 5i Team,
I have a mixed basket of ETFs across assets types (equity, bond, preferred, etc...) in my TFSA for income.

I was looking at the dividend growth over the past 5 years and noticed that many of the ETFs have had a negative growth. Namely, bond indexes (VAB,XHY, HYI, and ZEF) have trended downward as well as prefs, REITs and europe/emerging equities (CPD, XRE, and ZWE).

I was wondering why that is? Is it because of low interest rates over the years or rising debt levels(or something worse)?

Thank You,
Andrew