Investment Q&A

Q: Greetings, I already own PBH, ATB and COST but would like to add a consumer non-cyc. In order, I would like to protect against loss of capital, receive a greater than 2% dividend, and enjoy some reasonable growth. Which of the two above would you choose for a long term hold? If you could choose a U.S. name, is there one you prefer over both? Thank-you!

Q: I am a retired income investor who derives all his income from investments. For obvious reasons I am a fan of covered calls and own the various ZWs and HDIV. I also own the canadian banks and ENB. Most of these have held up fairly well in the turmoil. My question is do the covered call ETF administrators try to keep the return % approx level as the ETF value changes. I note that the RBC quoted return for HDIV is noeth of 10% but ZWC is approx 7% which is not much change from where it was in April. Other ZWs are similar. It would seem that BMO manage the return whereas Harvest do not.

Q: Do you have a preference between these 3 ETFs, or is it pretty much a draw?

Thanks.

Q: What do you think the prospects are for Equinox?

Q: I hope all is well at 5i and you are enjoying the sunny summer. I wish we had more rain here in Niagara.

Garth asked an interesting question last week which you answered on Friday. He was asking about all-in-one ETFs and specifically such as VGRO, XGRO, ZGRO or HGRO. 5i recommended VGRO over ZGRO with no mention of HGRO.

I did my usual half-baked research (engineer not a financial guy) and found some interesting things using the G&M watchlist plot routines. I just plotted a comparison of ETFs using 1, 2 and 3 year intervals relative to last Friday (July 15th). First, I compared VCNS, VBAL, and VGRO. To my surprise, the worst performer for each relative time interval (1,2 and 3 years) was VCNS and the best by far was VGRO. For 1,2 and 3 years VCNS was -13.4, -7.5 and -3.7% while VGO was -12.7, 2.9 and 5.7% from July 15th). Seems Garth was on to something by asking about GRO ETFs.

Then I compared the 4 GRO ETFs that Garth was asking about. The one year returns relative to July 15th were all essentially the same at about -13%. However, HGRO was hands down the winner for the 2 and 3 year relative time periods from July 15th i.e., 10.6 and 20.5% for HGRO versus 2.9 and 5.7% for VGRO. I realize VGRO has a 2.2% dividend (according to G&M) but not that doesn’t make up the difference. I also realize HGRO is just shy of 3 years history but close enough for me.

Is HGRO doing something with significant increased risk or is something wrong with my research oven?

Maybe an article in your ETF & Mutual Fund Update report would be helpful.

Thanks, as usual.

Q: Can I have your opinion on SBBC. It has had a very tough year but seems to be turning around. Having such a small market cap now what are your thoughts on taking a small position in it knowing the risk with such a small cap.

Q: What are your current views on EVA's growth prospects and the "safety" of its dividend? Thanks!

Q: Thursday,Jpm and Ry shares declined the latter around 5% as a result of Jpm and others missing estimates.
Friday Jpm recovered most of thursdays losses but not Ry. How come?
Higher interest rates and low unemployment should be good for the banks
Confused

Q: How would you allocate a large amount of cash in todays environment?
Lump sum or DCA?

Q: Why would anyone buy Advantex Marketing International Inc? It has zero employees, it has a P/E of -0.3, no dividend nor potential of a dividend. And yet the stock seems to be trading, all-be-it between 1 and 1.5 cents a share. What could people possibly be hoping for when buying this stock?

Q: Biorem makes air emissions control systems. Between Aug and Dec 2021 they repurchased about 23.4 million shares, leaving 15.5 million outstanding. My guess, is that TPFG Capital exited the company. Is this good, bad, normal, common? Tx in advance.

Q: Looking for your assessment if you did not already hold would you start a smallish spec position today

Q: Hi, Any comments on recent price action .Why Sylogist continues to make new multi year lows, while Tech sector, in general has gained some traction, over past week or so. There was a mention here of stock's long term support at $6.50 - $6.75 level. Why would retail investors keep selling, despite its solid organic growth prospects/possible acquisitions and very low risk to dividend ? based on its history dividend yield is now flirting with 7.50 - 8% - Is there a concern of a dividend cut ? We beefed up our holding along with 5i recently and like the company. What is the next support level and is it worth buying more now? We have owned it for several years and stock has fallen below our ACB of $6.57 and weight has dropped from 5% to below 2.5%. Thanks

Q: Greetings,

1) Which vehicle manufacturers may potentially "catch up" with Tesla over the next decade? (U.S or Canadian listed)

2) I have compared Ford vs General Motors and even though they seemingly do the same thing their current state of affairs appear different. Should we Buy Ford or GM or both (hedge my bets!) ?


Many thanks!

Q: Have 3% position in Amzn @ C$20.977 incurring some 32% loss. Its July Prime Day event was the best ever,so thinking of adding despite this painful bearish market backdrop.Please provide U usual great advices & views. Thanks

Q: hello 5i:
Recently, I asked about selling AC and moving the money to EIF. You were positive on this. AC has been sold, and though good earnings growth for EIF is projected, I've found that they miss Analyst expectations on all metrics (Earnings/Share, Cash Flow, and Free Cash Flow) as often, or more, than they hit them.
With that in mind, how much faith can I put in an Earnings Growth projection? Is there a metric I'm missing and should be looking at?
Is there and Industrial space company similar to this, but with a better record of meeting expectations?
thanks
Paul L

Q: Good afternoon 5i,

TD has the dividend payments of VIU and VEE respectively at $0.80 and $0.86. Is there a withholding on these amounts since they're foreign or is that automatically built in to the price for share. I'm simply trying to estimate my dividend payment from both.

Why do their payments vary quarter to quarter when other ETF's (e.g. ZSP) keep the same payment rate per quarter?

Thanks in advance. - Jeff

Q: You mentioned that Topicus operates in $USD. Did you mean that they make their acquisitions using this currency, or is it the currency utilized by their operating groups on a day to day basis? Thanks.

Q: Hi Peter

SYZ has declined significantly. I know you have been positive in your recent answers. That’s encouraging.
I wanted to ask why SYZ declined by so much?
They have withstood well in the past 10 year bear markets. What’s different this time that they are on a free fall

Q: Hi all,

Looking for another company that will compliment my holding of ENB. Was thinking of TCL. Would those two be too much of an overlap? Any other suggestion would be appreciated for a large cap with dividends stock.
Thanks