Investment Q&A

Q: Morning Peter and team,

Would you please recommend a number of ETFs for emerging markets.

Cheers,

Q: ATD has been stagnating lately and I am considering swapping some of it for Dollarama. Your opinion is appreciated. Joe

Q: Could you speak to the issue of how Canadian investors should respond to proposed tariffs by the Trump administration before March 4th and after March 4th, assuming tariffs are implemented. Please give an example of the type of companies you would sell and buy? Thanks

Q: Hello,
I have a question about adding fixed income to a portfolio.
My registered portfolio is all equities, mostly large cap dividend payers and some growthier names thanks to 5i, reasonably well diversified, a little heavy on financials.
I am happy with the results and will be relying on it as my main source of retirement income in about 5 years.
I am thinking it is time to gradually add some fixed income, to decrease volatility somewhat and increase predictability, targeting a 70/30 equity/fixed income split over time.
Would like to keep it simple with ideally 2 ETFs, was thinking XBB or ZAG plus something else.
I see that the Canadian Money Saver portfolio uses XBB, CBO, CPD and XHY for fixed income.
What would you pair with XBB/ZAG in this scenario?
Is a US fixed income component a good idea?
What do you think of combining a passive bond universe ETF with an actively managed ETF/fund?

Thanks as always.

Q: How long do you expect them to last. Americans are upset, Also all the firings that are taking place, I understand PAY DOWN the HUGE US DEBT is a good idea Canada should start to pay down their debt as well,

These moves will cause Republicans to loose seats in 2 years time next Election. RAK

Q: Hello 5i
Could I have your current assessment of ROOT?
Thank you
Dave

Q: Hi,

What letter rating would you give the above company? It trades in Hong Kong? Or your general take....

Q: Please let me know your thoughts on investing in Doman Building Materials Group Ltd...

- I saw an interview with the founder on BNN last week I think and was somewhat intrigued...

- General Overall thoughts and opinion...
- US Lumber Tariff issues...?
- Do you think worth investing in at present or in future Or No altogether...?
- I see they have a few options to Invest/Participate...

Thanks in advance...
M

Q: I found a couple of stocks that I would like to put on my watch list. First is Sentinel One Inc. . It had a quarterly report not to long a go. The stock seemed to have a good report and the market seem to approve the quarterly report, but then sold off and has been going downward. Can you tell me what you know about this company, and the reason it went down in value.
Second stock is Five 9, it too seemed to have a good quarterly report and now is selling off. Again if you can elaborate on this company. With both of these stocks are they a buy, sell, to hold.
The other thing I should note, I was thinking of buying them for a trade not a long term hold.

Thank You very much for you good service, I'll await your reply.
Earl

Q: Hi 5i, and would welcome your review of the recent Quarterly results from Sprout Social, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns and the merits as a long-term hold and any competitive advantage that they may hold in the space they operate in? Thanks kindly.

Q: Hi 5i,
I am usually not one to panic when it comes to investing but the steep and sharp decline of the stock market this morning (Thank you Trump) has me very concerned. Is this a time to sell stocks with any gains left or just sit tight and ride it out.

Q: I hold the following High dividend players: CALL, DGS, GLCC, HDIV, HMAX, HPYT, QQCC and QQQY. Can you please rate these as safest and best for growth. I am down on HMAX, HPYT and QQQY. I hold so many as I am leery to place all dollars on one player. Or are there some I should sell.

Q: Hi Peter and 5i Team,

I’m wondering why, for all periods (3 month, 6 month, 1 year, YTD, 3 years, and 5 years) MNT beats both CGL and CGL.C even though the M.E.R. Of MNT is slightly higher than the other two. Is MNT a good way to get some gold exposure in these turbulent times? Thanks as always for your insight.

Q: As we begin to trim tech and add more defence, does the "Beating the TSX" strategy deserve some consideration ?
Do income guys really invest in BCE and lose 30% value in exchange for a 12% dividend ? ... that makes no sense.
TD , BNS but still no RY ( why ) ?
Given this year's BTTSX list , where would you put your income investment dollar ? Go Jets

Enbridge (ENB)
BCE (BCE)
TC Energy Corp (TRP)
Canadian Natural Resources (CNQ)
Bank of Nova Scotia (BNS)
Telus (T)
Pembina Pipeline (PPL)
Emera (EMA)
TD Bank (TD)
Power Corp (POW)

Q: How would you rate these today for a buy?

Q: Good Morning, to the best of your knowledge do any of the Brookfield companies require a T11135 to be filled out?

Q: Hello 5I.
I have a loss on BCE of about 30%.
Now I bought for the steady 7% div at the time and now am down a lot. Is there a stock with. Good future to switch too or just ride it out as it could recover in time and could be close to the bottom? Thanks.

Q: What do you think of the recent quarter? The stock has under performed gold lately and I'm thinking to add more. Their cash margins look great and I'm bullish on gold. I already hold a full position in AEM but am looking for growth and I like the safety over miners with the royalty and streaming model.

Q: This seems like a pretty safe place to generate some dividend income, would appreciate your opinion.

Q: DYNF— iShares U.S. Equity Factor Rotation Active ETF (not in your data base). Does this ETF look promising to you going forward ? Based on information in the fund sheet , this ETF is a diversified and tactical exposure to style factors via a factor rotation model. ETF.com says “... The [ETF] model allows securities to be included in multiple equity style factors rather than being solely assigned to a single style factor”.

DYNF has performed very well over the years. It has a 5-star rating from Morningstar based on past performance; Morningstar rates it ‘bronze’ looking forward. I don’t expect the ETF to deliver returns similar to what returns of the past ten years. Nevertheless, in your opinion is this ETF a worthy addition to a portfolio? Unfortunately, my ‘portfolios are overly aggressive and lack dividends, so this ETF is may not be the best. I assume however that since the manager uses several different factors, DYNF may well continue to surpass the S&P 500. Is the above a logical or wrong-headed assumption? If you have better suggestions please advise (US or Europe only) :sab: