Investment Q&A

Q: Hello 5i
I hold 13% covered call ETFs in a portfolio of diversified blue chip dividend payers, regular ETFs and some growth holdings, 56 holdings in all. These covered call ETFs include HMAX, UMAX, SMAX, QMAX, ZWH, HHLE, HDIV, HYLD AND NXF-B. I am 79 and looking for income. I believe the upside restrictions of the covered call ETFs is made up for by the advance in the other holdings. . MER on the total portfolio according to Portfolio Summary is 0.11%. I am also admonished for holding over 10 ETFs. Should I change this strategy though I like the $1,300 to $1,800 a month bump up or just keep collecting? Please take as many credits as necessary.

Upvote 8

Read Answer Asked by STANLEY on April 01, 2025

• Freeport-McMoRan Inc. (FCX)
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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• Capstone Copper Corp. (CS)
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Q: With all the current turbulence, what is your outlook on copper in general, and specifically Capstone? Thanks.

Upvote 3

Read Answer Asked by David on April 01, 2025

• WELL Health Technologies Corp. (WELL)
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Q: Hi there, follow up to your answers today on WELL, how much cash is WELL dishing out for AIDX then? How is this being funded by WELL, and therefore affecting WELL's cash/debt position?

Regarding AIDX then, is the current $1.50 share price representing a fair price?

Thanks!

Upvote 4

Read Answer Asked by Hussein on April 01, 2025

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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• Lundin Mining Corporation (LUN)
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• Capstone Copper Corp. (CS)
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• Ivanhoe Mines Ltd. (IVN)
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Q: How would you rank these stocks,why,and entry price? Thanx.

Upvote 6

Read Answer Asked by Steve on April 01, 2025

• Thor Explorations Ltd. (THX)
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Q: Can you give your thoughts on investing in this small gold company. Their ASIC is like $800 USD when goldis trading at $3000 USD.

Upvote 1

Read Answer Asked by Imtiaz on April 01, 2025

• McCoy Global Inc. (MCB)
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Q: Hi there,

I saw this company that got my eye. What is their business models. Is the company cash flow positive and dividend can continue to be paid out. Can their business model continue to make money over the next 10 years.

Also, can they continue to buy back shares.

Upvote 7

Read Answer Asked by Norwood on April 01, 2025

Q: Everyone, in each decade of your life what should you be focussing on in your financial well being? Clayton

Upvote 68

Read Answer Asked by Clayton on April 01, 2025

• B2Gold Corp. (BTO)
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Q: I have held BTO for 5 years. It has done nothing except for a dividend. Price of gold has skyrocketed and B2 gold just keeps moving down. My 5 year patience has been tested and I want to move on. Which gold stocks have the most upside?

Upvote 1

Read Answer Asked by Helen on April 01, 2025

• TFI International Inc. (TFII)
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Q: Is it too late to sell TFII? It continues to fall and I wonder what will reverse its fotune. I presume if tariffs land softer than assumed right now or when TFII reports in April. Would you hold and wait until say the next April report and reassess based on what management says at that point?

Upvote 13

Read Answer Asked by Gerry on April 01, 2025

• Northland Power Inc. (NPI)
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• Athabasca Oil Corporation (ATH)
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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• Magna International Inc. (MG)
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• Premium Brands Holdings Corporation (PBH)
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• Cargojet Inc. Common and Variable Voting Shares (CJT)
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• Nexus Industrial REIT (NXR.UN)
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• Valhi Inc. (VHI)
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Q: Currently hold PBH and considering selling. Know you recently rated as a hold for the three year period. For a better total return,over the next three years, would you sell PBH and buy one of ATH, CJT, MG, NPI, NXR.UN, TCL.A, or VHI. Please rank these stocks for purchasing. Thanks

Upvote 6

Read Answer Asked by David on April 01, 2025

Q: Thoughts on Jerash Holdings as a US dividend stock? Will they be impacted by tariffs?

Upvote 1

Read Answer Asked by Craig on April 01, 2025

• Celestica Inc. (CLS)
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Q: Some of us still hold CLS. It had a stellar month till recently.

Down 26% in 1 month, 16% in 3 months and down 15% on the year.

Just wanted to ask before all of the profits on this stock disappears, is it still a hold or would our money better be placed elsewhere?

Sheldon

Upvote 13

Read Answer Asked by Sheldon on April 01, 2025

• Solaris Energy Infrastructure Inc. Class A (SEI)
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Q: THIS STOCK APPEARS TO HAVE GOOD POTENTIAL. COULD I HAVE YOUR OPINION
PLEASE?

Upvote 1

Read Answer Asked by terrance on April 01, 2025

• SMI 3Fourteen Full-Cycle Trend ETF (FCTE)
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Q: Is this etf worth holding?

Upvote 1

Read Answer Asked by satish on April 01, 2025

Q: Good Morning Everyone,

The BMO Investorline website is not working today, as far as I can tell the server went down at the opening bell.
In the past I have found BMO to be an unreliable service when the market is down, so this isn't the first time.

Question for 5i: In your experience is it quite common for online trading services to not always work during a market sell off?

Question for everyone: Has anyone found a trading platform that they have found to be reliable?

Thank you for your insights. Luckily I wasn’t planning to sell or buy anything today, but gosh darn it’s annoying.

Sandra

Upvote 4

Read Answer Asked by Sandra on April 01, 2025

• CI Tech Giants Covered Call ETF (TXF)
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• Harvest Tech Achievers Growth & Income ETF (HTA)
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• Hamilton Technology YIELD MAXIMIZER TM ETF (QMAX)
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Q: With the substantial recent decline in technology stocks, do you think that now a good time to enter the sector, or do you think we have more downside ahead? I have been looking at 3 ETF's to gain technology exposure, TXF, HTA & QMAX. I know that there are similarities between them, but could you compare and contrast them re: holdings, risk, stability of payouts, tax treatment, etc. and rank them most favoured to least favoured with your reasons? Also, are there any other ETF's in this area that you prefer? I realize that there is more than one question here, so would you please deduct the number of credits that you require, Thank you.

Upvote 3

Read Answer Asked by Will on April 01, 2025

• Select STOXX Europe Aerospace & Defense ETF (EUAD)
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• Rheinmetall AG ADR (RNMBY)
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Q: Rheinmetall (RNMBY:US) Looks to have a promising future now that Germany is beginning to invest more money in defence.

Would it be better to invest directly through the NYSE or through an ETF, or some other vehicle you might recommend?

Upvote 6

Read Answer Asked by John on April 01, 2025

• Monroe Capital Corporation (MRCC)
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Q: Do you know what is going on with this investment? I got a note from Broadridge to call them, but then they said they had approval.
Buy, sell or hold?

Upvote 1

Read Answer Asked by Cory on April 01, 2025

• Whitecap Resources Inc. (WCP)
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Q: Hello Team,
Which of these two would you expect to give the best total return over the next couple of years. Would you look at both as buys today?
Thanks,
Barry

Upvote 4

Read Answer Asked by Barry on April 01, 2025

• BMO Covered Call Utilities ETF (ZWU)
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• BMO Equal Weight Utilities Index ETF (ZUT)
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Q: Are those funds advantageous to hold in a rsp account regarding on the withholding of US dividends? I am never sure if those dividends get charged fo all holders, or just the cash accounts. So if these do not shelter the rsp from the tax, which equivalent would you suggest.?
Thank you

Upvote 5

Read Answer Asked by francois on April 01, 2025