Investment Q&A

Q: I have US dollars and I am looking for a high interest savings etf similar to PSA but trading in USD.

Thank you

Q: What do you think of spmo, as an alternative to the s&p500 or qqqq

Q: long time holder of XDV (15 yrs). I see XDIV has outperformed by far since its inception with similar yield and lower MER. For what is worth XDIV has a 5 star Morningstar rating vs 2 stars for XDV. Thinking of switching my XDV for XDIV. Your opinion please.

Q: Kindly contrast these two for growth, for a 12 month horizon, and on timing/price basis for a Buy.

I appreciate your diligence 5i. Thank you.

Q: Hello

Where do you suggest 5i members reference historical P/E avg s for any CDN or USA equities ?

Q: Peter and His Wonder Team
MATR just reported quarterly results. In general how would you rate this quarter. What is your prognosis going forward.
Is it still a buy as some analysts maintain? Thanks as always!

Q: What would be your top 5 picks for Cdn dividend paying companies that have a safe and growing dividend? No financials please. Thank you.

Q: Can I have your comments on the latest results from Quarterhill . It has a huge backlog of work, but it seems to find it very hard to make a profit. Any hope here , or time to move on ?

Q: I’d like to know what you think of small cap CDB.V (Cordoba Minerals). Their main project (Alacran) is in Columbia. Recently they partnered up with Chinese mine construction co. JCHX, who purchased 50% of the Alacran project for $US100,000,000. This certainly makes the current market cap of CAD$45M look cheap. Years ago this was a favoured stock of Brent Cook and Joe Mazumdar, but they lost interest when Robert Friedland took control of the company (via IE), citing that further development had lost its urgency and near term returns unlikely. They were quite correct, as it’s 5 years later and little has happened except share price collapse helped by RF diluting retail shareholders to oblivion. Things do finally seem to be looking positive with the JCHX involvement, so I’d like your opinion, how the future might play out for this stock considering IE’s significant control position and the small retail float, – e.g. Given RF’s prior behaviour in similar circumstances do you think he’s likely to either promote this and liquidate part of his investment in future, or continue to grind the retail float to dust? (PS, they have another greenfield asset in Nevada with Bell Copper (BCU), but it’s not clear if this option has any value)

Q: What 5-10 core stocks would you buy today in a new portfolio, in both CAD and USD.

Q: I am not sure why NTR is up so much today. Is there any news that I have missed or Do you know the reason.

Thanks for the great service

Q: How does HBM compare to the others ? Do you have a favourite ? Thank you.

Q: Could I get a list of the best Small Cap ETF's to buy for Canada, USA & International?

Thank you.

Q: Hello,
I have owned these 3 stocks for a few years now and doing some portfolio cleanup and wondering if still worth holding - long term. I don’t trade. Can you please briefly comment on their potential individually and if some should be sold, in what order in your opinion. Thank you.

Q: Hello,
Can you please recommend a few US blue chip large cap with reasonable valuation, decent dividend, some growth, buy and forget type of stock. I am reviewing my portfolio and looking for some ideas. No need to comment on why you like the names. Thank you,

Q: Could you please recommend your top 5 solid, dividend-growing companies? what would be your buy prices for each? Thanks.

Q: in the globe and mail this weekend ian mcgugan wrote about how dividend investing has lost its mojo. just wanted your take on this story.

Q: Looking to get rid of some of my losers.
Between DND and REAL which would you let go first?
Thank you

Q: Hope everyone had a great long weekend!

I've a question well outside of your regular commentary on Canadian and US markets. Fevertree Drinks PLC had a great run from listing until 2018, and then again after sinking when Covid hit until January 2022. The stock has since hit what appears to be another floor and has bounced along it since.

I am curious what your thoughts are, if any, on their performance, what management issues has led to their share price challenge and what they are doing about it, and lastly the stocks potential for value appreciation over the next 3-5 years.

Thanks very much

Q: Sorry about this tax loss question but I find it a little confusing regarding the minimum 30 day waiting period.
If I sold all my BCE shares on April 16 for a loss.
What is the "earliest" exact date I can start buying BCE back and still claim
the loss in my taxable account?