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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Please indicate what ETF that Barbara was asking about. Your response to her question was today (January 3rd).
Read Answer Asked by Danny-boy on January 03, 2022
Q: It has been a great year. Thanks to all of you for your awesome help with investment ideas, Nobody does it better.
Have a Happy, Healthy and Prosperous New Year.
Thanks

Read Answer Asked by Madeline on January 03, 2022
Q: Happy New year to the 5i Team,

Nice to see the CEO and other insiders buying on Dec 29th, same day I decided to take a position.

My request is, please provide comparison metrics to their piers in this space. In a past post you mentioned it could be a takeover candidate, who would possibly be interested if you had to guess?

Thanks again for your valuable service!
Read Answer Asked by Christopher on January 03, 2022
Q: Happy New Year to all at 5i and to the everybody reading this. Hoping that 2022 is a good year for all of us and our families, from a financial perspective and one of well being, health and happiness.

Reviewing some of the past questions, I see that the ECN distribution is treated partially as a dividend and partioally as a "Return on Capital". For the latter, would you know how this is to be treated for tax purposes? i.e. Is it a capital gain, income, ...

Thank You.
Read Answer Asked by Walter on January 03, 2022
Q: New member of 5i Research, switched from Motley fool, I find the reports and coverage easier to follow. I don't see US equities coverage. Does 5I only cover Canadian equities?
Read Answer Asked by Shobhit on January 03, 2022
Q: Hi Folks,
I am looking to add BAM.A to my TFSA for 2022 - I was wondering though, if higher interest rates and inflation could have a negative affect on the company. Appreciate your comments.
Thanks
Read Answer Asked by JOHN on January 03, 2022
Q: "Give a person a fish and they eat for a day. Teach a person how to fish and they eat for a lifetime." Thank you for teaching your membership how to become better fishermen (or fisherpeople). You folks should be proud of the work you do.


Joel
Read Answer Asked by Joel on January 03, 2022
Q: Hi Peter, Ryan, and Team,

For a TFSA that includes all sectors except for Consumer Cyclical (don't know how I let this happen!), what would be your top five Canadian picks in Consumer Cyclicals for 2022? Should all 6K go into one of them, or should two or three be purchased for diversification purposes?

Thanks in advance for your valued assistance, and the best of the season to everyone at 5i as well as your members. I've learned so much from all of you!
Read Answer Asked by Jerry on January 03, 2022
Q: What ETFs do you recommend for a retired senior with a company pension age 79. I am a conservative investor. How should covid developments affect my selection?
Read Answer Asked by Donald on January 03, 2022
Q: I have about 10% of my portfolio in these bond ETFs XBB 2%, CLF 4%, XSB 2%, XSH 1%, PMIF 1%. They have shown a negative performance recently with CLF down 7%. The coupon reduces the losses. Will increased interest rates improve their performance? An alternative is to reduce my exposure and buy something like BCE with a low beta and a better yield (5% +). I am 79 years old and have pension income. My portfolio is conservative holding a large proportion in banks, telecoms and utilities. I am looking for stocks, ETFs with a low beta and good yield..
Read Answer Asked by Donald on January 03, 2022
Q: FRDM This ETF is interesting in that its emerging market country selection is derived from qualitative metrics based on economic and personal freedoms. In the most recent annual report there is no exposure to certain large emerging markets countries that would score poorly on those metrics. Are you able to provide your opinion on this ETF based on investment merits? Thank you and happy holidays!
Read Answer Asked by Barbara on January 03, 2022
Q: I want to initiate positions in my unregistered investment account, but if I buy all 8 above stocks, each position would be extremely small. (But that is still an option.) Considering thoughts on inflation and interest rates, could you put these in order of priority for purchase now. These positions would primarily be for safety, with a bit of income, which is non-essential, and some growth, which is also not essential. Just looking for your confidence level of these as companies for the longish term.
Read Answer Asked by Gordon on January 03, 2022
Q: Hi, currently holding these Cad ETFs in RSP. What would be the best equivalent ETF's to buy in the US if I were to convert my holdings to USD and buy the US ETF. Looking for equivalent exposure with lower MER, better tax efficiency, etc... I've included some of my choices, would these be the best ones to switch to? Other ETFs are welcome if I haven't listed them below. Thanks and Happy holidays, looking forward to a great 2022!

VGG to VIG
XEF to either VXUS/VEA/IEFA
VEE to VWO
ZUH to either XHC/VHT/XLV
VUN/VUS TO VOO
Read Answer Asked by Keith on January 03, 2022
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