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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 5i. I hope all is well and you took a break at Easter.
I have noticed in the G&M that john heinzl reports on a dividend portfolio. I like his sense of humor on Stars & Dogs but I really wonder about his dividend hog portfolio. The same newspaper lets me create portfolios for comparison. I started with the same about of money (about $116K) and pretended to invest in October 2017 like he did. I made three one ETF portfolios. Made one portfolio with ETF HXT, One with VDY and One with WXM. All three of these one ETF portfolios beat JH’s significantly and WXM was a clear winner beating it by about $50K i.e., turning $116K into about $200k from Oct 2017 to now. The other two ETFs were not far behind. $50K can pay for a few dinners!
My question is whether you see any issues with WXM in the current investment environment and with the above comparisons.
Thanks as usual for this great service and patience with my questions. Thanks Danny-boy
Read Answer Asked by Danny-boy on April 12, 2023
Q: I own prefered share ETFs in a diversified revenue/dividend RRSP portfolio.those ETF are at loss(10-20%) and at a lowest annual stock value.I did believe that those ETF would bring a least , a certain stability,wich is obviously not the case.I shall keep those ETF if there were a reasonnable probability of returning to previous values (+10%..),and sell them if more downtrend is expected.In this perspective,your impression as "hold","sell"(or eventually "buy" !)will be greatly appreciated.
Read Answer Asked by Jean-Yves on April 12, 2023
Q: I have small positions in Chorus Aviation, North West Health Care, Lightspeed and Topicus; I'm down in all - and wondering how much patience is warranted - and considering Nuvei. Could you rate these in terms of possible upside and when one might expect this?

Thanks,
Read Answer Asked by Valerie on April 12, 2023
Q: Hi 5i
I would like to replace AEM in my LIF account with another basic material holding. My goal is growth. Both NTR and WFG are looking interesting now. Could you give your opinion of which would likely be the better play for a long term. With the pending slow down/recession would you switch now or wait?
Thanks
Read Answer Asked by Gary on April 12, 2023
Q: Hi Peter, Ryan, and Team,

A 5i member (Rajeev) stated in a recent question that he had an overweight core ownership of Constellation Software. We agree with you about the benefits of keeping the "free" TOI and LMN shares we received from these CSU spinoffs. However, does your answer imply that since we are presently overweight in Technology (largely because of CSU) should we consider reducing exposure to CSU? This would be a very hard thing to do, so it's a dilemma, to say the least!

As always, thanks for your insight.
Read Answer Asked by Jerry on April 12, 2023
Q: Hello, after 2/3 weeks of trading, Lumine shares flirted with a low of $14 and now appears have bounced back above $15.50. Trading volume also appears be declining now. ( Initial few days traded a few millions shares each day ). Do you think, selling by Index funds/ETF's is almost done ? if so, would you still wait to buy/add until shares trade down to $12.50 - $13.50 level or $14 could be the near term floor ? Thank You
Read Answer Asked by rajeev on April 11, 2023
Q: Hi, What % of TOI and LMN common shares are owned by CSU ( including any preferred or other class to be converted to common, in future ). Also, what % of market capitalization of CSU, the two companies make up, respectively, based on current values. I guess, what we are trying to assess is that, to what extent and why it makes sense to own TOI and LMN shares, while already having an overweight core ownership of Constellation Software. Thank You
Read Answer Asked by rajeev on April 11, 2023
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