Investment Q&A

• Vanguard Balanced ETF Portfolio (VBAL)
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Q: Hello,
I'm considering buying the Edgepoint Global Growth and Income fund, however the MER is very expensive series A at 2%. This would be a 25% holding in a LIRA account. I like the set-up income distribution with 70% global equities and 30% bonds. Can I please have your opinion on this fund, and could please provide the names of any alternative funds/etf's with a similar structure.

Thank you,

Glen

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Read Answer Asked by glen on January 21, 2020

• Air Canada Voting and Variable Voting Shares (AC)
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Q: Do you have any input on AC's $2.50 fall today. I can't find anything.

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Read Answer Asked by Mike on January 21, 2020

• Air Canada Voting and Variable Voting Shares (AC)
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Q: The U.S has a first case of the virus. Do you think it would be wise to sell 1/2 my position in AirCanada and buy Transforce?

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Read Answer Asked by Matt on January 21, 2020

• AGF Management Limited Class B Non-Voting Shares (AGF.B)
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Q: Hi. Could you explain what's happening with the FCA, Tilney Group and AGF Management? (Something about a planned merger that was not approved). Stock price just got hammered. Thanks.

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Read Answer Asked by RANDALL on January 21, 2020

• CounterPath Corporation (PATH)
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Q: Would you please provide your analysis of this small cap company and would you consider them worthy of a small investment?
Thanx as always, Gary

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Read Answer Asked by Gary on January 21, 2020

• Firm Capital Property Trust (FCD.UN)
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Q: Bought this stock a month ago and no movement. Rest of my portfolio has had a good resent bump up. Firm Capital Property Trust appears to have a good business model, low p/e and high dividend. Your assessment & thanks!

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Read Answer Asked by Bruce on January 21, 2020

• NovaGold Resources Inc. (NG)
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Q: May I have your thoughts on NG? Any debt, cash, cost per ounce, is it a buy? Thanks

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Read Answer Asked by Hue on January 21, 2020

• BMO Aggregate Bond Index ETF (ZAG)
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• BMO Ultra Short-Term Bond ETF (ZST)
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• iShares Core Canadian Universe Bond Index ETF (XBB)
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• Purpose High Interest Savings Fund (PSA)
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Q: I'm looking for a safe place for cash with a decent yield. This could be for several months or several years. How would you compare ZSH to PSA? Is one better than the other? With uncertainty over interest rates, do you have any recommendations for the fixed income portion of an investment portfolio?

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Read Answer Asked by Jack on January 21, 2020

• Vanguard S&P 500 ETF (VOO)
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• Vanguard Total Stock Market ETF (VTI)
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Q: Which do you prefer currently - VOO or VTI - and why? Thank you.

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Read Answer Asked by Maureen on January 21, 2020

• BMO Aggregate Bond Index ETF (ZAG)
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• iShares Core Canadian Universe Bond Index ETF (XBB)
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Q: I am considering XBB for my RRSP. Would greatly appreciate your comments on this ETF and competitors. Thanks

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Read Answer Asked by Nancy on January 21, 2020

• iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
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• iShares Core Canadian Short Term Bond Index ETF (XSB)
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• Purpose High Interest Savings Fund (PSA)
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• CI High Interest Savings ETF (CSAV)
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Q: Any recommendation on where to park cash short-term within a direct investing account? I like the sounds of PSA, but 'for business reasons' TD Waterhouse does not allow TD Direct Investing Clients to purchase PSA. Instead, they offer their own savings account which only pays 1.60% in comparison to the 2.15% paid by PSA. Any suggestions?

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Read Answer Asked by Chris on January 21, 2020

• Vanguard S&P 500 Index ETF (VFV)
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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• Vanguard S&P 500 ETF (VOO)
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• Vanguard Dividend Appreciation FTF (VIG)
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Q: I hold vgg in in TFSA and RRIF accounts , 5 % of my total portfolio. VIG in non registered US account 5% of total portfolio. I’m gradually moving from individual stocks to ETFs to reduce the time required to monitor my investments. Getting up in years .As an aside I’m an experienced investor, previously worked in the investment business. Right now I’m looking at reducing my position in vet and investing in vfv or convert C$ to US$ and buy VOO.
Your thoughts Peter on this or should I look elsewhere?

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Read Answer Asked by Roy on January 21, 2020

• Granite Real Estate Investment Trust (GRT.UN)
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Q: Understanding no one can time the market, in general, are REIT's an asset class that would be ideal to hold in a mature market? I am looking for some diversity besides utilities in preparation for a bumpy US election term. Other suggestions from the 5i team? Thank you

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Read Answer Asked by Stephen on January 21, 2020

• Harvest Healthcare Leaders Income ETF (HHL)
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Q: Do you have an opinion on this ETF for a RRSP?

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Read Answer Asked by Allen on January 21, 2020

• Xebec Adsorption Inc. (XBC)
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Q: I've just recently added to this stock Xebec to my TFSA account. The company is listed in the industrial sector or should it be considered an energy producer. What is their primary source of revenues, production of clean energy or manufacturing of clean energy equipment?
Thanks for all the great advice!
Dave

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Read Answer Asked by David on January 21, 2020

• Guardian Capital Group Limited (GCG)
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Q: Contemplating buying. Your expert opinion please.1)Is this a good entry point?2)GCG or GCG.A(In 9/18,U suggested GCG.A)?3)Is the Q Div a Div tax credit or distribution?4)Buy in RRIF,TSFA or Investment a/c? Thanks for U usual great views & services. Looking forward to seeing Peter Hodson on Market Call,BNN

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Read Answer Asked by Peter on January 21, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Hi there, what do you make it Spin Masters warning out today? The stock performance has been weak for a while now. Is it time to throw in the towel? Thanks!

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Read Answer Asked by Michael on January 21, 2020

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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• Lundin Mining Corporation (LUN)
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Q: What are you current recommendations for base metal exposure?

Thank you!

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Read Answer Asked by TK on January 21, 2020

• TD U.S. Equity Index ETF (TPU)
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• TD Canadian Equity Index ETF (TTP)
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Q: These two funds were purchased in part for the dividend income in retirement. I wonder if you could explain why the distribution was lower than expected in the fourth quarter.
Thank you

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Read Answer Asked by Rod on January 21, 2020

• PyroGenesis Inc. (PYR)
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Q: Could I have your opinion on PYR. I am down 35 percent on the stock mostly since they first announced a large contract in June. Since then they have announced the same contract several times but can't get it finalized. Scared to sell in case it does get completed. Your thoughts please.

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Read Answer Asked by Bruce on January 21, 2020