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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Team, I'm a 65 yr old dividend investor and I have been investigating BMO Covered Call ETF (ZWT) and Hamilton's QMAX.
The only pure holding I have in Technology right now is DCBO (for growth) with <1% holding and I'm thinking of selling that and dumping into either of the above.
I'm really intrigued with QMAX yield of ~ 12% and MER of .65% compared to ZWT with a yield of ~3.57% and higher MER of .71%.
I understand that both could be very volatile (ZWT -30.9% in 2022 and up 64.5% in 2023). QMAX isn't a year old yet so no stats but I assume will be comparable?
Anyway, looking for your thoughts on which is better, is QMAX yield of 11.9% (too good to be true)? With QMAX, AUM of $374,505,060 some people like it? Thanks Bill
Read Answer Asked by William on October 12, 2024
Q: Have money to purchase a couple of stocks right now. Could please rank in order, your preference of the above 5 right now? Thank you
Read Answer Asked by Neil on October 12, 2024
Q: I sold my SMCI around mid June and put the proceeds into the above stocks. Overall I'm pleased with their performance and am now thinking of holding same over the longer term 2-3 years rather than a momentum play. Do you see any glaring red flags going forward other than wars, election fallout and a possible recession that one should consider with these stocks. By the way thanks for your recommendation of VERT. Regards david
Read Answer Asked by David on October 12, 2024
Q: I own both as well as stocks like Bip, Bepc, …. I want to own more of BMA and/or BN.
should I own 1 or both? And if 1 why? And if 2 why as well.

Part of my objective here is buy stocks whose size and diversity adds a degree of safety both short term and longer term. Hopefully that is doable here.

Thanks for your help.,
Read Answer Asked by Donald on October 12, 2024
Q: Hello 5i,

Thank you for answering my question yesterday. We are looking at replacing CELH (-50%), CTRA (-3%), and NXT (-23%) in a TFSA or RRSP. From our question yesterday we would replace these stocks with CECO, ASPN, & AVAV (TMDX was purchased yesterday. Is your conviction higher on CELH over CECO, ASPN, & AVAV, or ISRG?

Thank you
D&J
Read Answer Asked by Jerry on October 11, 2024
Q: Following up on all the other TD questions today on the US penalties....do you think the future looks more like Wells Fargo when their growth was curbed (and it proceeded to lag for many years)? Or would you be a buyer now based on the recent underperformance and the known outcome (penalties). Bottom line...buy/sell/hold?
Read Answer Asked by Doug on October 11, 2024
Q: Good morning,

Thoughts on TD from here? I had read earlier reports prior to this week’s drop that there was essentially no value being ascribed to the US retail bank. With the asset cap, what is forward PE and revised target price? I would like to think that even with no growth in the US retail bank, there clearly is some value there, and management will ultimately determine other, more strategic, ways to deploy capital that hopefully will be accretive to the stock price.

Thanks
Read Answer Asked by Trevor on October 11, 2024
Q: Hi 5i, I'd like to bring my position in TD to a full weight, and was wondering what your crystal ball shows as a floor. I'm thinking the weak hands will wash themselves of their holdings soon.

Looking at their 10 year CAGR [divi+growth] of approx 10%, a stock yielding 5% with a
5yr DGR of approx 8%, what could go wrong?

Thx
Read Answer Asked by Christopher on October 11, 2024
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