Investment Q&A

Q: Gentlemen, Good Morning,
HMOP, actively managed ETF that seeks federal tax-exempt income by investing in municipal securities with 2.9% distribution and 0.29% fees. Is it good for income on a taxable account ?
Other alternative ?
Thanks Regards

Q: A year ago a member asked about BL.UN. You had suggested RBOT ETF. They both have a MER of 0.9%. I think BL.UN is a CEF. They have quite different holdings. I am looking for a Canadian Fund or ETF with Hi TEch holdings in my RRIF. The top holding of BL.UN seemed to fit. I appreciate your view on this.

Q: Hi,
I'm looking for advice to build a TFSA portfolio. It can be all stock, all ETFs or a combination of both. Probably, no more than 8-10 securities. I am more of an income oriented investor with a time horizon of 4-5 years.
Thank you

Q: It has been a while since GSB has been discussed in the 5i question forum and a lot has changed at this company since. Although the stock has pulled back a bit recently, it has shown good momentum the last few months. Add in the special $.50 dividend paid last month and the stock does look interesting. Your thoughts? Does this company have legs and further upside in your opinion?

Q: Good morning:
What would be a name or names you folks would suggest that is on sale right now and would back the truck up at today’s prices.,
Thx
Mark

Q: I've been watching this stock for a while now, what do you think about the future outlook?

Q: Hi Peter, Ryan, and Team,

In the SYZ website, they list their various software solutions, and I notice that a lot are geared towards the public sector. With many governments adopting a "cutback" stance, both in Canada and the US, could this be one factor that's causing a drag on their share price? Unfortunately, our 0.8% weighting in SYZ was purchased close to its peak (at 13.49) and it's now trading at 11.10. Given my concerns about its product lineup, is it worth holding (in a TFSA) or is it time to move on? If a move is suggested, please list some possible alternatives in the same sector, both "aggressive", and "conservative". We already own these stocks in our combined portfolio, followed by their weightings:
CSU - 5.6%
ENGH - 2.6%
KXS - 1.1%
OTEX - 4.3%
XIT - 0.8% (we use XIT since it's commission-free with iTrade).

Thanks in advance for your valued advice.

Q: Looking at reducing my holding somewhat by taking some profits on CAE and moving those profits to increase my WSP holding.

Q: Good Morning, Buying VNR today at $26 gets you a risk-free 30 cents on July 15th which is a 1.1% monthly return. I know its small potatoes but as an alternative for the cash portion of a portfolio does this make sense or am I missing something?

Q: Do you like any NASDAC based etfs for sale in Canada?

Q: I have many utility companies in my portfolio and I wish to dump the two weakest and use the money to add to the stronger ones to prepare for the down cycle. What do you suggest.

Q: Your thoughts on today’s announcement?? Also, would you ever pick up coverage again?? Once bitten?? What would you have to see?

Q: Hi,
Between XYL, LLL and FLIR which one would you pick for a long term hold medium risk.
Thank you

Q: There has recently been a lot of shares sold by insiders. Is this a concern?

Q: I have an elderly parent who owns shares purchased a long time ago. The company it appears still exists, although may have reorganized. How would I find out who holds the shares so that they could be sold. Would the company have a record? I have the notice of annual meeting from computershare but nothing on there about the holder of the shares. Thanks.

Q: I was surprised to see that BAM outperformed VFV over 5 years and longer, especially noticeable over the past 5 years. Which was less volatile over these periods and how do you measure volatility?

Q: SIS is in my TFSA for a couple of years. It is 4% underwater. I put it there for growth. Do you think it is dead money for a long while or do you think I should hold on to it? Is it too late to switch it to AQN?

Q: Any preference between CRM and AAPL?

Q: Is it time to let these two go or are they still a hold?

Lyle

Q: I asked a question earlier about international exposure in US dollars. At that time you said VEA would work. I am just getting ready to put your advice into practice at the moment but I notice that VEA holds 8.7% Canadian. According to your analytics program, I really have to reduce my Canadian exposure and so was wondering whether there was another all world etf with no Canadian. Perhaps, though, 8.7 % is not that bad.
thanks