Investment Q&A

Q: What's your opinion on etf's that follow insider buying like the PKW
Invesco BuyBack Achievers ETF. I was trying to look up others like KNOW Direxion All Cap Insider Sentiment Shares and The Guggenheim Insider Sentiment ETF (NFO)which I can't even find the ticker in my td trading accounts for the latter two and finally the INK Canadian Insider (CIN) Index.

If there are trading vehicles/etfs that one can add to their portfolio do you recommend them or stick to using them as tools to find individual stocks such as Oracle ORCL the top holding in PKW Invesco BuyBack Achievers ETF. I'm confused by Oracle because it looks like there's more selling so I don't why it would be a top holding. Anyways just trying to educate myself please help. P.s. is there any stocks in these indexes that attract your attention? Cheers

Q: Ruchir Sharma, Chairman of Rockefeller International and Founder & Chief Investment Officer at Breakout Capital suggests that the US$ may have peaked and that it will start to decline in 2023 due to nat'l debt. The narrative was suggesting that USA role as world leader is starting to wane. Conversely, if the C$ strengthens, Cdn exports will be negatively impacted. Does 5I have an opinion on the matter?

Carl

Q: These are my current holdings and I am looking forward to 2023. They are held in relatively the same quantities in 5 different accounts, a RRIF, 2 TFSA's and 2 Non registered accounts. I am retired an enjoy the income. Do you see any issues with these holdings or have any suggestions looking forward. The only non dividend holding is AR.
Take any extra credits as necessary. Thank you in advance. Enjoy and appreciate 5i'S help. Happy New Year.

Q: I’m looking to put a fairly large cash position to work (my portfolio is 30% cash) over the short term and would like to atleast gain some income (while I wait for a short-term recession scenario to play out) but limit large equity exposure. Can you give some short term bond etfs or some liquid traded products that would serve that purpose. I own a large position in zwb already but realize I’ll still get dinged in a pull back (at which point I’d shift that position back into underlying bank equities for a recovery). And also what kind of yields would I be looking at? I also would like to be paid out atleast monthly. Thanks

Q: I need to add income equities to the TFSA as the income target is underwater. With this, I'm pondering adding BMO Covered Call Canadian Banks ETF(ZWB-T) to the TFSA for extra income, rather than say ENB that I would prefer to hold in a trading account and also rather than hold a small capitalization stock like AW.UN. What do you say about this option, ZWB for a mate over the age of 71?
If you are aligned with this approach, are there other Covered Call ETFs that you would suggest from my consideration?
Many thanks for the hints!!!......Tom

Q: HPS and HPF - what are the prospects for these two funds, and I assume the outlook for and relevance of preferred interest rates to investment in one of these funds?

HPS.A - not related to the above - do you expect Hammond to raise capital by way of share issue, or otherwise, for the announced 40m expansion commitment.

Q: Hi there,

I've been digging into a few of the Fidelity funds which have seemed to perform well over the short, medium and longterm. What are your thoughts about the follow funds and if you were going to build an asset allocation using one or a selective mix of the funds, how would you go about doing so? Also, can you please provide any insights on the different classes of mutual funds available? I believe F and F5 are available to DIY investors.

Fidelity Canadian Growth Company Fund
Fidelity Canadian Large Cap Fund
Fidelity Canadian Opportunities Fund
Fidelity Greater Canada Fund
Fidelity Special Situations Fund

Thanks!

Q: I am looking for a good ETF focusing on dividends. What are you thoughts on HAL. Are there others you would consider better options?

Q: Which industrials are you favouring in Canada these days? I have EIF, TFII and am looking for additional suggestions. Many thanks

Q: Please list 5 small or microcap companies that you like right now and would be comfortable purchasing.Thank you

Q: Hello 5i Could you explain the recent sale transaction to Kuya Silver Corporation.
As I read this it looks like ELBM is now a royalty company only. Could you also give an opinion as to ELBM as a company to invest in.

Q: Both have had a good run but I just own Starbucks. I'm considering swapping it for TJX. What do you think?

Q: I'm looking to start a dividend paying portfolio. Can you recommend 7 companies to start out with? thanks

Q: Is there anywhere on this website that we can see all the questions that we have asked ourselves? There used to be a few years ago.
Thanks

Q: Are there any Canadian Small Cap Index ETFS that you would recommend?

Q: What is going on with Enphase stock? It has gone almost straight down since mid-december. It's last quarter looked quite good. Is it worries over the next quarter?

Q: Which of these is a better long term hold for an income investor?
Both of these are showing very high yields, PEY at 11%!? Is this sustainable?
I currently hold PEY in a cash account and am down although I'd like to add more to this sector.

I see a few options here:
Sell PEY, buy PNE and hold
Sell PEY, buy PNE return to PEY after tax loss harvested
Buy more PEY over allotment and sell excess after tax loss harvested
Any thoughts on these options?

Thanks

Q: TD has gone down about $3 in the last couple of days while other banks have not. Are you aware of any reason why?
Thank you.

Q: Hi,

Is the rotation into the value sector done? or do you think it is still a good idea to stay/buy into value plays.

If so, what is your favourite value ETF in North America and Globally as well. I gave the above ETFs as a guide and please don't be limited to these choices.

Thanks .
Mano.

Q: I'm wondering about the big drop in JNJ today?