Investment Q&A

Q: There are quite a few commodity ETFs (e.g., PDBC, DBC, GSG, FTGC, DJP, COMT, BCI, USCI, GCC, RJI, COMB, COM; listed in descending order of assets held; minimum US$100,000,000). Although I own resource stocks (SU, CVE, TOU, NTR, AEM, FNV, XGD, PAAS), I don’t have commodity exposure per se. I am interested in buying one (or two) commodity ETFs within my RSP. Since I already own oil and precious metal stocks, I would prefer an ETF that includes commodities beyond just oil/gold/silver (although some exposure to these commodities within the ETF is of course okay). And I don’t want extra paperwork like a K-1 form (although I don’t think this applies to an RSP, not sure). Can you suggest one or two commodity ETFs based on these parameters, and what would be the basis for your recommendation(s)? Do you think some commodity exposure (~1% of total portfolio) is reasonable in case higher inflation is looming?

Ted

Q: I would like to purchase these two ETF's for income and safety.
What are your thoughts on each as far as income and safety or would recommend something else?

Q: thoughts on the latest news from Maxr with regards to stock offering? Thx

Q: So I'm a lot less diversified than I thought and have something like 35+% of my investments in Tech. I have a good deal of money in XUS, XUU, and XAW. I thought I was getting diversification, but I didn't realize how heavily weighted in Tech (25% or more) these ETFs were. A few smaller investments (SKYY, IGV, GOOG) put me far more into the Tech space than I realized.

What's the best way to invest in broad ETFs without being so heavily invested into Tech? I feel like 20% is already a high weighting for this sector

Q: Hello 5i team, curious to know your thoughts about covered call ETFs, and whether they provide any interesting opportunities for portfolio diversification/hedging. If yes, would appreciate any suggested ETFs for Canadian, US and more international exposure. Thank you!

Q: What is your take on the lawsuit filed against the company in regards to its revenues accounting practices and its lack of internal controls over financial reporting?Does this raise concerns for your long term view of the company?Or is there going to be s shuffle in management?

Q: I can't find when the NUVEI shares' lockup ends. Could you provide the date pls and how many shares are locked up? Would you be wary of it?
Also, I can see NVEI and NVEI.U ticker symbols. Does that mean I can buy in $CAN NVEI and get $US by selling the same shares as NVEI.U?

Q: Could I get your opinion on these three stocks .
Thanks
Jim.

Q: I have about 5% of my portfolio in CPD ETF. So far it's been a nice, steady-eddie performer with a good dividend. In fact, it's been moving steadily upward for the last year now. But when I look back on its history it has been anything but a good performer. It was almost $20 in 2007 and is now just over $13. Why was this such a lousy investment for so long and what has reversed so strongly in just the last year? I don't see any point in its history when it went up so fast except in 2009. More importantly, is this likely to continue for a while or do you think it will revert to its previous behaviour?

Q: Hi which of these 3 ETF'S would you recommend for exposure to European markets ZEQ,VE,XEH, could you list them in your preference.
Thank you for your service
James

Q: What are your thoughts on this company? I have a small position in this company that I want to either double up or sell.

Q: Hi Peter & Team
which of these two mid cap value ETF would you choose and why?
IJJ & IWS
I can see IJJ has out-performed a bit more over the last year.
I am looking for a five year hold in my TFSA.
This would be around 20% of my holdings with 80% in growth (ARKK, ARKF and Cdn growth stocks.
Thanks, Ron

Q: Am looking to purchase TM or a suitable auto/auto parts company for 5 year hold, in RSP. Suggestions, rankings, please. Thanks!

Q: Hello
Can you give me two reliable ETF in CAD and two ETF in USD in regards to travel and leisure that will benefit with the re-opening economy.
Thank you

Q: Hi Guys,
I bought COPX as a way to invest indirectly in the change over to EV's given that an EV uses double the amount of copper in each vehicle and would hold for a number of years. I still think its a good choice, however I'm now thinking perhaps I should have spread the risk with a broader based commodity ETF, can you suggest a broader based commodity ETF in Canada & the USA that you would consider building a position in over time.
Best regards,
Tom

Q: What do you think of this fund? How does it generate its income for shareholders?

I notice it is a close end fund, can you educate us on the pros and cons of close and open ended?

Thank you

Q: What is your opinion about this Co?
Thanks for your help.

Q: Looking for a travel play, it would be my only one. Of the above which would you recommend?

Cam

Q: My largest bond fund is pmo205. As bond funds go, it is highly rated. The effective (avg?) duration is 3 yrs. In this interest rate environment, would you replace it with short-terms bond funds (hfr, csd)?

Q: Can you tell me what your thoughts are on Globex Data, and if you think it might be worthwhile picking up at some point where would you be comfortable entering. TIA!