Investment Q&A

Q: Hello 5i
I know that a managemnt team must manage a covered call fund so it is not a passive ETF. Is 0.72% too high an MER to pay for a covered call ETF such as ZWH? This seems more like payment for a mutual fund.
Thank you
Stanley

Q: Hi! I am wondering where you feel opportunities in the market exist. When oil was negative very few advisors were pounding the table to buy. It seems now looking back it was a no brainer and seems so foolish that I wasn't loading up on these bargains. Will we look back and say why didn't we buy high growth tech? Or, is it beaten up renewables/bond funds you favour if adding new money? Where do the opportunities lie based on current geopolitical risks and risk of recession/stagflation?

Q: Do you have any rate reset prefs that you think are worthwhile here? Thanks

Q: thoughts on the quarter please?

Q: What are your thoughts on Carbon Capture ETF from Ninpoint for the long term >5 yrs? Do you think it would serve as a portfolio diversified? Or do you think the market would disappear if the conservatives gain power?

Q: I have a small percentage in each of these companies, I would like to add to some or all can you tell me in order of preference you would suggest I add them.
Thanks, Dorothy

Q: You have this company in your growth portfolio at $94 . What are the chances it will return to that level any time soon?

Q: Is there any indication that MEG will institute a dividend?

Q: I have a question about portfolio allocation for a pre-retirement investor. I have 5 years before retirement, and when retired, I will have to rely on my investments only as I have no public sector or corporate pensions. While my current investments seem sufficient for retirement, I am concerned about inflation and bear markets, so portfolio allocation is very important to me.

My current sector allocation is 10% energy, 10% health, 20% financials, 10% industrials, 15% tech, 5% telecom, 5% utilities, 5% materials, 5% consumer staples, 10% consumer discretionary, 5% real estate.
My geo allocation is 33% Canada, 60% USA, 5% developed, 2% developing. I currently have about 25% in cash that will be moved to short-term bonds when interest rates stabilize.

Do you consider this sector and geo allocation reasonable? What allocation would you recommend for a typical pre-retirement investor with a relatively low tolerance to risk?

Q: what does the market expect next week?



Thx

Q: Has Chemtrade Logistics CHE.un declared or paid any dividends other than the usual monthly distribution?

Q: Is there a reason for the near 7% drop on Friday, following a stellar quarterly report as well as increased guidance for the upcoming year? Was the announced change in CEO that poorly received?

Q: Please comment on Mgni's Q1 results released on May 4,& guidance. Apparently Rev & Eps beat estimates. On May 5 it closed at $10.94 + 0.32 despite great Bear attack on the markets.On may 6 dropped $1.07 to $9.87.Any reasons. Txs for u usual great services & views.May have asked similiar Q earlier

Q: Is it possible that SHOP will renege on its 10 for 1 split? By the time it does it, it will be a penny stock and have to reverse split.


Sheldon

Q: More of a comment, post if you feel relevant to others. I received a Tax Residency Form from my Financial Institution; asking me to declare whether I am a resident of the United States or other Countries for tax purposes. Not happy, I contacted my FI and was told this originated via IRS to CRA. I questioned why received when I have never been anything other than Canadian, they said possibly due to US stocks even though these are only held in registered accounts

Q: They raised $5.5 million in march at 1.40.
Why do you think the current .52 sp is so low.
Is this the bottom?
Thank you

Q: Hi Team,
Atz beat earnings and things appear to be going strong on all fronts for the business…yet the stock tanks some more today. Is this one of those disconnects where an investor should be buying more shares ?
Also …with the brutal tech selloff what are some of todays choices to buy for potential multi bagger over the next few years once the carnage stops? Thanks!
Shane

Q: What is the 1Q revenue and earnings estimates for Dutch Bros reporting on May 11, 2022?

Q: Hi 5i

I'm far too naive/optimistic to believe we are headed for seriously tough times ahead - just what will it take for markets to settle down a bit and what indicators do you monitor to give a hint of turning a corner ?

Thanks

Q: Thinking of initiating a position in BIP.UN after trimming some enbridge . It will yield less but other than that it will further diversify things. Your thoughts please on transaction and entry point price ?