Investment Q&A

Q: Just finished reading the Money Saver's email warning " Avoiding The Yield Trap " on covered call ETF's . Where it mentions ETF's yielding in excess of 10% yet uses a BMO banking covered call as an example . I believe all the Hamilton ETF covered call products yield in that 10% or better area and in the case of the banking ETF ZWB used as an example, HMAX yields 15% which beats ZEB's 10 year return by over 5% . And that doesn't take into account the 50% of the HMAX portfolio that contains the underlying stock which should return 50% of the return on ZEB .....If ZEB over 10 years returns 9.6% then HMAX should return the annual yield of 15% plus 4.8% reflecting the 50% of the portfolio containing the underlying stock .... There will also be a small capital gain/loss reflecting the covered call side of their holdings which I have no idea how to calculate so have ignored .... Please explain how I would be missing out growth in the banking sector using the example the Money Saver used were I to purchase HMAX instead of ZWB ? 15% + 4.8% = 19.8% which doubles ZEB's return ...... Please explain the flaws in my logic. { I suspect they are there I just don't know what they are }

Also could 5i give me a list of all the Hamilton ETF products that operate like HMAX { 50% of the portfolio with the underlying securities } with an explanation of what sector they represent, their current yield in percent , and annual dividend amount { I'd like this number so I can calculate the yield on any given day while I follow them and make my decisions on whether and when to purchase }

Thanks for your great service in helping us DIY investors ......

Q: Hi Peter & 5i,
Q1 - CSU and VGT values have caused my TECH sector allocation to be overweight. Knowing you can't personalize weightings and keeping in mind the theory of letting your winners run. Would you see a trim of CSU and VGT and putting those proceeds into GSY as good switch for future growth? Or would I be just shuffling future growth from one sector to another?
Q2 - In showdown of TIH and EIF which one would you recommend for overall future returns? Do you have concerns about the debt levels of EIF versus the EBITDA? No such concerns with TIH.
Thanks always for your great insight and advice.

Q: Hi 5i
How do view CJT earnings today. How does this companys expected performance look going forward. Would 5i be interested in investing at this time. If so why or why not.... At what share price would you be interested....I have shorter time frame of 2 years.

Thx

Q: SPB is close to its 52 wks lows,I would sell this stock if there were a significant risk for the Cie and/or its dividend,and keep it if the Cie still looks safe , would you consider it as a Buy,hold,or sell in this perspective? thanks

Q: Hello. Cintas Corporation has consistently caught my attention, but its stock price continues to climb. What insights can you provide about this company? Do you believe it’s a suitable core component for a diversified portfolio with long-term growth potential? Is it a good buy at the current price? Thank you

Q: Any reason to hold on to this one?? Any replacement ideas??
Thanks

Q: I will not be able to join the US markets and four top stocks Webinar that will be held on February 27 at 1PM EST. Will it be recorded so that we can watch it later? Thank you

Q: Earnings came out yesterday. Please comment. Would you hold or sell at this time? Thank you for your guidance.

Q: For a short term investment (2/3 years max), do you prefer Equinox or Torex and why?

Thanks

Q: Thinking of taking profits on NTR and replacing with AEM based on better outlook. Is this a reasonable trade?

Q: I have just updated my portfolio analytics and am delighted with the results and the advice from it. 5i has been a big part of that, giving me the insight, information and confidence to make mostly good decisions.

I originally put a 30% allocation for bonds when I started 4 years ago, mostly because that's what was usually advised for those in my position (about 10 years out from retirement).

However, I have put no new money into bonds over that time because the ones I own have been the worst part of my portfolio. They did not act as ballast when the market went down - they seemed more volatile than most of my conservative equities. They also did not go up appreciatively when interest rates rose, and overall, even with the payouts, I'm in the red on these bonds over the past 4 years.

I heard you mention bonds in asset allocation on the recent podcast but I didn't sense any great endorsement of them. Other than the traditionally recommended 60-40 or 70-30 split, can you offer reasons not to sell them off and buy conservative stocks like CN, CSU, BN, etc or else broad-based index funds like XIC, XUU etc.?

Q: This is a company you have recommended in the past. I see now you feel it is a sell. Is there no chance for a turn around if one is a patient investor or is it at risk now of going out of business? If you can please describe what is happening with this company and their plans it would be most appreciated. Thank you!

Q: Hi Peter and Team,

What is the long term value of CCL.B? With the recent quick rise in the stock price tied to decent earnings, it looks like its at the top of the range it has been trading in since about 2016.... I think we've been holding this in the 5i model portfolio since 2010 which is great.

I am wondering if we have realized most of the potential here and this money could be redirected elsewhere that has a higher differential between the current price and the long term value?

Q: Hi 5i,

Looking for exposure to defense industry. MAL:CA has been a consideration. Would appreciate you thoughts on the stock moving forward and what other stocks you would consider for a long term 5+ year hold.

Thank you in advance.

Greg C.

Q: Hi 5i,

Your comments on recent quarter and year end results from Quanta Services (PWR) would be appreciated.

For a long term hold is this stock a buy, sell or hold?

Could you also provide other companies in this space that provide these kind of services to renewables? Do you see them as being any better than PWR?

Thanks!!

Q: Your current thoughts on CCO? I have it for materials and it's been sinking. Hold or jump ship and buy what in its' place? Thanks. Al

Q: Can you please clarify what happened to investors with Russian stocks or ETFs, after Russia invaded Ukraine. I have read that investors lost all of their money. Was this due to the actions of Western governments? It is hard to believe that all Russian companies suddenly became worthless. I am not familiar with the specifics as to what happened and am trying to understand the facts.

My question is raised from the risks of investment in China. I currently own Emerging Markets ETFs with large holdings in China. If China was to do something (e.g. invade Taiwan) which upset the Western Governments, I would like to assess the risk that these investments could zero.

Is this a legitimate concern? What are the facts as to what actually happened? Is it possible that Chinese equities could also become worthless with a significant change in the geopolitical situation?

Your advice and insights are most appreciated and valued. Thank-you.

Q: LOOSERS. FOXF,PUR-N &( ECR,NTR,CCO,IFP,MTY,NPI,SPB,WELL,WFG)ALL TSE

Q: You hold PKI.ca in the Income Portfolio and ATD in the Balanced Portfolio.

PKI has a higher dividend.

Is there an issue holding both in the same account? Is there any overlap?

Bob

Q: I have a question on the issue just announced- is this a decent entry point. With rates peaking and likely coming down this year would this be a good play? What is the outlook