Investment Q&A

Q: Hi, further to your reply on real return bonds to Alex on April 28th, I am trying to understand the return I could expect to receive on XRB from the underlying bonds vs. the inflation component.

For XRB, Blackrock currently shows the weighted average coupon at 2.33% and the the weighted YTM (coupon plus amortized realized gain/loss) at 3.43%. My understanding is that YTM is the true measure of bond return. If I bought this ETF could I theoretically expect to receive a 3.43% return from the underlying bonds in addition to an annual principal increase from inflation. So if inflation averaged 3% per year could I expect 3.43% YTM plus 3% inflation principal increase = 6.43% total annual return. Is that generally how it would work? Also would the annual principal increase just be added to the NAV of the ETF?

Thanks.

Q: want to have your opinion on Fru.to , the stock is up from the lows but nowhere near the 2014 highs even if oil price have skyrocket thx

Q: As a follow up to my last question, do you think Keyera is better than Pembina in the sense that it is almost exclusively natural gas processing, storage, etc. vs Pembina that has more exposure to oil. I understand that Keyera is much smaller, but given that I also own Enbridge size is not my biggest concern as long as its big enough.

Thanks,
Jason

Q: How secure is the Telus offer - should I just sell at $30 and move on or wait to get the $33 offer?

Q: I have had both of the above for quite some time.
In this environment with supply chain and overall disruption what is your analysis of these two stocks going forward.
Also NUE where would yo see this going over the year.
Thanks very much. Happy Fathers Day to you who are Dads.

Q: Hi Guys,

Which 20 lower risk stocks would you recommend to build out a $2,000,000 portfolio that will produce $ 80,000 in dividend income?

Would you want to spread out the risk and be in many sectors and stay only in Canada to take advantage of the dividend tax credit laws?

How much of the div is taxed if it’s a U.S stock compared to a Canadian stock?

Thank you for all your help & great services

Nick

Q: How do we follow Peter or Ryan on twitter?


Sheldon

Q: low share count price to book. 0.413 your thought on this as an investment or just focus on better stocks

Q: Dear 5i team.

Please provide an updated view of FLOW given recent Q results reported.
It's fall from IPO to current penny stock status is alarming. What ,in your view, does the Founder/now CEO need to do to right this ship and get the stock back to IPO levels? Can you give us a sense of the numbers they need to achieve to make this a possibility?

Many thanks for your insights.

Q: What is your advice on buying gold stocks right now? Why? Is AEM on your buy list? Thanks very much

Q: Morningstar is giving FNF a five star rating at its current valuation with Point & Figure analysis indicating continued declines ahead. What is your perspective on FNF's future growth prospects and its continued ability to pay its healthy dividend?

Q: Hi! I'm researching midstream companies. They all have a lot of debt given the capital intensive nature of the business. How do you evaluate if it is too much debt. All the ratios seems high, but they're like that for all the companies. For example, PPL has LTD of $10 billion and total equity of $14 billion, almost 70%! KEY has LTD of $3.7 billion or there about and not equity since it is in a deficit position. Help please!

Jason

Q: I am considering investment in HHL primarily for the Dividend but it has also pulled back in this market, so potential growth as well. Is Healthcare and Dividend ETF's fairly safe in this current market? Is there another ETF with good income and some potential for growth. Thanks

Q: Good day team,

First things first, thanks for your steady advice during this downturn. A calming voice is very much appreciated.

My portfolio so far is adequately diversified. Believe it or not it is still up on the year. I have some play money which Im planning on using to make a bet against commodities, in particular copper and/or oil and gas. One idea comes to mind is buying puts against TECK. Any other suggestions? Either stocks or ETFs?

Q: MU was a sell according to https://seekingalpha.com/article/4518385-micron-demand-and-pricing-declines-on-the-way?mailingid=28065169&messageid=must_reads&serial=28065169.372026&utm_campaign=Must%2BRead%2BJune%2B15%2C%2B2022&utm_content=seeking_alpha&utm_medium=email&utm_source=seeking_alpha&utm_term=must_reads
Time to sell or do you think there is more upside?

Q: I am thinking of investing in these three ETFs because I believe we are getting near the bottom of the market and all three of these ETFs have good growth prospects over the next 2 years. Would you agree with my thinking?

Thanks. David

Q: I am considering HTA for my RRIF. I understand the higher than dividend income received is because of their covered call practice.
Is their covered call income impacted by the recent sector decline and how so ? Does this income vary depending upon their practice and if so, how do they maintain their consistent distribution? HTA has been touted as an investment vehicle safer ( less decline) than owning the individual stocks because of the covered call strategy , has this proven to be true ? Thanks Derek

Q: Hi Ryan,
Several years ago I engaged with 5i for a portfolio analysis. I'm a recently retired investor. 5i strongly encouraged me to include a fixed income component to stabilize portfolio fluctuations and lower volatility.

With that advice and for tax purposes I purchased XBB, CLF, and PMIF into my RRSP. Now that the interest rates are marching steadily upwards I'm in a significant capital loss situation on my portfolio's bond allocation.

At this point do you suggest I just hold through the cycle and absorb the loss or should I sell and reallocate funds? Perhaps into some solid Canadian dividend payers? (eg. GWO?)

As always, much appreciate your advice and guidance in these unprecedented times. Thank-you.

Q: Hi! Looking for 2 midstream companies for my dividend portfolio. I will use ENB for one pick and would like your recommendation for another option with a good dividend and some future dividend growth.

Thanks,
Jason

Q: Hi team,

If inflation is actually such a problem (and not just supply chain/staffing issues) why do you think gold has not performed far better?