Investment Q&A

Q: Hi Gang
What are your 5 top Canadian income ETFs

Thanks Mike B

Q: With Canadian dollar going down what companies on the TSX pay dividends in USD,

Q: Looking for your top 5 Canadian picks for RESP … 15 yr time frame

Q: Hi 5i

https://www.globalx.ca/product/hxdm#facts

I've looked at the "at a glance" section of HXDM (link above). It has a MER of 0.22 a mangement fee of 0.20, a trading expense ratio of 0.30, and a swap fee of 0.30.

The ETF has been around since at least 2018. Looking back, can you tell me what owners of this ETF would have paid in fees 2019 - 2023? It's hard to know based on the information below:
11
Financial Highlights (continued)
Ratios and Supplemental Data
Year (1) 2023 2022 2021 2020 2019
Total net asset value (000’s) $ 394,907 259,253 227,812 569,390 102,401
Number of shares outstanding (000’s) 12,317 9,520 7,129 19,751 3,771
Management expense ratio (2) 0.22% 0.22% 0.22% 0.22% 0.22%
Management expense ratio before waivers and absorptions (2) 0.22% 0.22% 0.22% 0.22% 0.22%
Trading expense ratio (3) 0.29% 0.30% 0.29% 0.27% 0.27%

TIA!

Q: Your thoughts on this company please?

Q: Hi. Do you think the drop in DRX today is related to Trump's threat of a 25% tariff? Thanks.

Q: Is CPRX a buy for 3 years period? Could you explain what in the fundamentals supports your thesis? Thanks for your analysis !

Q: I see you keep recommending DRX but it's been a falling knife in its stock price.Why do you keep recommending this stock?
Its extremely frustrating

Q: Could you please provide a list of top US ETF’s that can be bought (low cost with great management)
a) using a US dollar acct
b) using a CDN dollar acct
3-5 for each.

Thanks

Q: In today's G&M there is a profile of a fund managers recent purchases. One I have not heard of before is CACI (It is not one seen on your question list very often). My interest piqued, I took a brief look at the company.

Its' BoD is a list of interesting but I would say not "shining star" corporate leaders in defence tech. Qualified but middle of the road?

EPS seems to be growing; slowly. It appears to me to be in the Defence Info Tech business; supporting decisions and decision making more than making the weapons. This seems to be the evolution based on learnings in current war theatres but I am only scratching the surface.

Since its October earnings release, which seemed OK, its share price has tanked in November from $572 to $479. I can only link this to a court victory in favour of 3 Abu Ghraib prisoners in the amount of $42 million US.

All this leads to the simpler questions; Is this a company in a business segment with a "growth" future, Do the past 10 year metrics support that it has a solid management team, What would be a reasonable entry price point, and what are the key risks facing the firm (ex court decision).

Specific to the court decision, in your opinion is a $100 knock to share price an adequate assessment of the company's liability risk or overreaction to the decision. I would suspect it is not over as usually such things are appealed.

As always, thanks very much,

Dave

Q: Hi!

What percentage chance do you give of the buy out failing?


Cheers,
David

PS It took tremendous skill...but I did manage to avoid profting too much on CIX.

Q: I'm not sure what the differences between these companies are? In this theme of electrification, what areas and which specific US and CDN companies would you suggest for a long term hold?

Q: I have held this fund for several years and it is now back to its purchase price. Not sure if I should sell or hold on for better times. Any comments above why it isn’t doing better?
Thanks.

Q: Would you put new money into either? Looking for 3-5 year capital gains.

Q: Hi There,

I’ve owned this company for quite awhile. I know you like it, it seems to have largely recovered from its past issues. But no traction even though the last few quarters showed quite good results….What’s up with it?

Thank you!

Q: Realize this company is volatile. Purchased it at $11.00. Is it worth holding onto ? It was originally being bought by insiders.

Q: I received this message below dated NOV. 20 and my 115 shares have vanished! (Replaced by cash.)

NUVEI CORPORATION SUBORDINATE VOTING SHARES PLAN OF ARRANGEMENT @ USD $34.00 PER SHARE 3,910.00 U$ CNV 1.3983900

How does this happen? Is it common? (I knew something was coming but thought it was going to be 2025.)

Thanks in advance!

Q: Any chance that another bid may come into play or that the offer price would need to be increased on this deal? Just trying to decide on selling now Vs waiting for the payout.

Q: Hello 5i team

Last week on BNN, Peter showed a little concern for PRL if Trump sets the maximum interest rate at 10%. What would be the consequences for the company if this actually happened?

Thanks

Q: Any thought on this co. with a new insulin pump for diabetics