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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: What is the relative performance of S&P etfs over the last 1,3 and 5 year periods for esg qualifying funds versus funds not claiming esg credentials? Trying to evaluate Musk's comments that esg is a sham.
Read Answer Asked by Mark on November 14, 2024
Q: I am looking for an ETF in CAD that does not involve hedging that is focused on manufacturing / industrial with a global focus. If global is not available then at least the focus is on USA. I found XGI but it hedges and has an MER of .68%. VIS will cover USA but is in USD.

Thank you

Paul
Read Answer Asked by paul on November 14, 2024
Q: We have about 1/3 of our portfolio in a HISA earning about 4%. This was done since at our age ('50's) we decided that was the approximate amount we should have in "non-equities". But we'd like to target a low-risk return on this portion of about 6%, and HISA rates are also coming down. So we want to move this to other "non-equity" areas. What is your best suggestion on this? Bond ETF - of so which ones are best right now? Or other ideas?
Read Answer Asked by Kel on November 14, 2024
Q: Hi there,

Grateful for your thoughts on Avidity Biosciences Inc (rna-q), Janux Therapeutics Inc (janx-q) and Longboard Pharmaceuticals Inc (lbph-q). Worth buying in a TFSA for strong capital appreciation ?

Thank you for your good attention,

Jacques IDS
Read Answer Asked by Jacques on November 14, 2024
Q: Hello Peter,
For a 30 year old that wants to invest for the long term and not have to worry about following the markets constantly, what is your opinion on investing on the 5 ETFs: 40 % to VBAL ( as it contains bond portfolio) and 60 percent to the rest of the 4 ETFS. I know there is some duplication but wanted your opinion.. thanks for the service.
Read Answer Asked by umedali on November 14, 2024
Q: I believe in the past you have suggest a maximum amount of a portfolio that would be allocated to a single fund company. I have generally tried to target 15% max with any single fund company, but haven't been able to find where I originally came up this value. Is this a reasonable split or unnecessarily cautious? I currently hold ETF's from BMO, Vanguard, iShares, and Global X (formerly Horizons).

Read Answer Asked by Jeffrey on November 13, 2024
Q: Hi 5i Aurinia pharma seems to have turned the corner with earnings and is also getting the drug into hospitals They are again reducing staff this time by 45%. They also have a new drug in trails. Please put on your speculative hat for the questions.

-would drug (Lupkynis) be of interest at this stage in development for another company to buy them and what would the buyout price be for the right company.
-going forward they will make about $220,000,000 a year this took about 3 1/2 years with a covid launch, what do you see max sale's being with the current set up and how many years to get there.
-Do you think Aurinia is a good speculative buy.

Thank you for your service!
Read Answer Asked by Mark on November 13, 2024
Q: While questions on FOUR go back to its going public over 4 years ago, you recently seem to have become more bullish on the company. Is that because it has become profitable or are there other reasons? The payment space appears to be very competitive and I wonder what FOUR has that the others didn't or don't have. Finally, your data source lists it as a tech stock but in previous answers, you suggest it is a financial stock. Do you have strong feelings as to its classification?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on November 13, 2024
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