Investment Q&A

• BMO US High Dividend Covered Call ETF (ZWH)
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Q: Good afternoon 5i.

I'm looking for a Canadian income ETF that invests in US stocks and best fit with ZWH.

Steve

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Read Answer Asked by Stephen on February 20, 2020

• NVIDIA Corporation (NVDA)
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Q: I'm a big fan of tech.

NVDA was my first chips play. The semis look very cyclical.

So I almost have a double with NVDA.

Not sure whether to take some off, half off.

I don't think that this is going to do a SHOP or a TSLA.

Your thoughts please.
Mark

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Read Answer Asked by Mark on February 20, 2020

Q: Ok now i am 70 i feel myself being dragged kicking and screaming into more fixed income. My 5% exposure to fixed (money loosing) income over the last 10 years has made for a wonderful ride with equities but please recommend your favorite international ETF.

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Read Answer Asked by GRAHAM on February 20, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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Q: SHOP is almost 30% of this ETF now. Shouldn't the "manager" be adjusting the weightings of this Fund? I realize it's slim pickings in the Cdn Tech sector but the other holdings could be beefed up and SHOP could be shaved back a bit. With a bad Q, SHOP could drag this ETF thru the mud.

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Read Answer Asked by Carl on February 20, 2020

• Alaris Equity Partners Income Trust (AD.UN)
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• Diversified Royalty Corp. (DIV)
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Q: Hello,looking to buy, could you comment for growth and income.(Do like its portfolio of companies). It looks like a $ 4.25 target price? Or would you consider it too risky?
Would you recommend an alternative in the 5%
distribution range. Looking for growth with some safety.

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Read Answer Asked by Brad on February 20, 2020

• Adobe Inc. (ADBE)
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• Atlassian Corporation (TEAM)
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• Alteryx Inc. Class A (AYX)
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Q: Hi Peter, Ryan & Team,

What are your top 3 US stocks, regardless of sector, that you would recommend?

Thanks.

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Read Answer Asked by Marvin on February 20, 2020

• Apollo Global Management Inc. (APO)
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Q: Hi Team,

What is your view of this company and it's current valuation? There is a lot of interest in this sector but I believe there is a strong secular tailwind in alternatives with these persistent low interest rates.

Thanks

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Read Answer Asked by Keith on February 20, 2020

• Alacer Gold Corp. (ASR)
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• Royal Nickel Corporation (RNX)
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• Wallbridge Mining Company Limited (WM)
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• Novo Resources Corp. (NVO)
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Q: Hi. After a long absence from the gold space, I’d like to take a small position on the more aggressive side. Could you give me some suggestions?

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Read Answer Asked by Bryan on February 20, 2020

• FLIR Systems Inc. (FLIR)
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• Honeywell International Inc. (HON)
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• Lockheed Martin Corporation (LMT)
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• Roper Technologies Inc. (ROP)
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• Raytheon Company (RTN)
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• Raytheon Technologies (UTX)
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• Xylem Inc. New (XYL)
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Q: Currently have CNR, CAE, WSP and SIS in my Industrial Sector of my portfolio - I would like to add a couple of US names to compliment these - can you recommend some names that I can take a look at ?

Thanks

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Read Answer Asked by JOHN on February 20, 2020

• Pollard Banknote Limited (PBL)
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Q: Pbl still expensive at current price? Is it fast growing company? Any debt? You thoughts please. Many thanks

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Read Answer Asked by Hue on February 20, 2020

• H&R Real Estate Investment Trust (HR.UN)
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Q: Please comment on Q4 released on Feb 13.Txs for u usual great services & views

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Read Answer Asked by Peter on February 20, 2020

• Miscellaneous (MISC)
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Q: Txs for giving me the top 10 from each of the 3 ports. What I really want is your top 10 stocks.Please provide. Txs for u usual great services & views

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Read Answer Asked by Peter on February 20, 2020

• Xebec Adsorption Inc. (XBC)
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Q: Based on a question from a month ago I took a half position in XBC. It’s up 43% since then (thanks!). I’m considering a full position and am okay with risk. My concern is whether there has been too large a run up in the past month, or would you still consider this early days for this stock in an emerging sector?

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Read Answer Asked by Warren on February 20, 2020

• BMO Covered Call Utilities ETF (ZWU)
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• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
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• BMO Laddered Preferred Share Index ETF (ZPR)
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• Horizons Enhanced Income International Equity ETF (HEJ)
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• iShares Diversified Monthly Income ETF (XTR)
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• abrdn Asia-Pacific Income Fund VCC (FAP)
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• BMO Canadian High Dividend Covered Call ETF (ZWC)
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Q: Hello 5i
3 analysis requests per above : can you comment on these ETFs in regards to North American holdings overlap and geography overlap for the international exposure etfs (all are 1/2 to full positions). If you have replacement etf options please feel free to comment. Finally in regards to respective sector identification / allocation what would 5i recommend for the north american focused etfs (source the fund fact disclosure or simply enter as an index?) Thanks for the innovative hi level investment platform & your service.

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Read Answer Asked by Brant on February 20, 2020

• Suncor Energy Inc. (SU)
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Q: Could you comment on the rail blockades and the impact this could have on those industries that depend heavily on it? When does inventory accumulation at the wellhead/tarsand/mine become critical?
Thank you

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Read Answer Asked by Delbert on February 19, 2020

• Brookfield Property Partners L.P. (BPY.UN)
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Q: buying malls and doubling down on malls later . on fundamentals so far does this look like a good strategy on your wealth of experience would you feel comfortable with this stock ,thanks.

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Read Answer Asked by cliff on February 19, 2020

• Applied Materials Inc. (AMAT)
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Q: Can I please get your opinion of Applied Materials (AMAT). Thanks

Dave

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Read Answer Asked by David on February 19, 2020

• Amazon.com Inc. (AMZN)
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• Starbucks Corporation (SBUX)
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• Sherwin-Williams Company (The) (SHW)
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• Visa Inc. (V)
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• Constellation Software Inc. (CSU)
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• Gildan Activewear Inc. (GIL)
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• Descartes Systems Group Inc. (The) (DSG)
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• TFI International Inc. (TFII)
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• Boyd Group Services Inc. (BYD)
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Q: Hi, Can you name a few companies say 3 Us and 3 canadian companies who have been prolific in creating value for their shareholders either by buying back shares/not increasing their share count while growing consistently. A small dividend if applicable but leaning more towards growth in earnings. Preferably with some sort of monopoly or advantage in their field. Thank you.

Shyam

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Read Answer Asked by Shyam on February 19, 2020

• iShares MSCI World Index ETF (XWD)
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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• INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF (PIZ)
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• iShares MSCI EAFE Growth ETF (EFG)
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Q: I am looking for an international equity ETF that has a portion (+/-25%) of its holdings in technology but a good balance of other areas? thanks, Jean

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Read Answer Asked by Jean on February 19, 2020

• iShares 20+ Year Treasury Bond ETF (TLT)
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• BMO Asset Management Inc (ZTL)
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Q: What is the advantage or disadvantage in investing in ZTL versus TLT? Are they ok in TFSA? Are there other bond ETFs you would prefer.
Thank you

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Read Answer Asked by Linda on February 19, 2020