Investment Q&A

Q: Appreciate your prior "guess" on the odds of SE getting the banking license.
They have now been officially awarded a full digital bank license. What do you see next for the company?

Q: Hi group now that we can see recovery on the horizon (vaccine) what is your present top 4 sectors / along with your top 3 stocks in each of those sectors. I am attempting to prepare ahead of the economy recovering. Also 2 nd question is it time to dump some of my losing stocks like GUD, ENB, FTS and put the cash to better performing sectors/stocks. Thanks for your help on this

Q: Hi there,
Brookfield Renewable has tumbled faster and farther in the last week or so than at any point since March. Is there a sector reason behind this (ie fears of rising rates) or is it company related?

Q: Hello Peter,
Please watch this link....it's only 1min. This is very worrisome. Pierre Poilievre suggests "lock away your money". What would you suggest? If decide they want to go after ou savings (which BTW I think it's very possible), what would they "grab"? How would they go about doing this assault?....Do you think they could go after trading accounts? Or maybe the cash on trading accounts? Maybe savings accts., GIC's, etc.
How do protect ourselves?
As you may know, Trudeau w/NDP (which represent majority) are in agreement to tax on the equity of your home (principal residence) when you sell it. Also, they are planning (maybe they've already done it, don't know) on taxing inheritance to pay for all the free money they are giving away.....BTW Canada apparently has the highest debt, by far, of the G20.
Thank you very much!
Silvia

https://www.facebook.com/PierrePoilievreMP/videos/4692225587515077/

Q: If you were entering new money today to try to yield at least 4 or 5 percent, what would be your top 5-10 dividend income stocks in Canada that you feel would be a safe hold for at least ten years? Alternatively, what would be your top dividend stocks in the U.S. obviously yielding less?

Q: Do you know why BMO emerging market ETF (ZEM) contain 10.7% of US holding ?

Q: I believe that wednesday will be a big day for these 2 companies from what i read it will be the second reading of bill c-13 and then if that passes the last one would be in the middle of february if i am correct. MY QUESTION WOULD BE DO YOU SEE BOTH OF THESE COMPANIES GETTING LEGALIZED gambling here in canada and if so which do you feel , which one of these 2 would be a stronger company. Thks again

Q: Hello 5i team,

Allied Properties REIT announced last week that they are going to raise their distributions starting January 2021. This is surprising given the uncertainty that COVID has cast over office real estate.

How should investors make sense of this distribution increase? Can we take this as an indication of good Q4 performance thus far?

Thanks!

Q: With copper prices moving higher and a good probability that demand will continue to increase due to economic recovery and possible infrastructure spending etc, what is the best way to position for an uptrending copper price? I think it makes sense to have a position in a mid or large cap producer for exposure. However, I'm also wondering if there are any companies on your radar that have "good" projects that are uneconomical at lower copper prices but could come online if we see copper above $4-$5. My understanding is that copper reserves are dwindling and demand could outpace supply into the near future or longer. So if we see new all time highs in the copper price, what companies could see the best returns in this scenario. I realize this situation has a few 'ifs' but would appreciate your insights. Thanks very much for your service.

Q: The above positions are held by my daughter's trade account and I would like to transfer a few into her TFSA. Of these, what order would you do it in, aka rank?.......(For information purposes, she currently holds these US positions in her TFSA...PLTR, ROKU, TTD and VEEV in addition to a diverse group of Cdn positions.)......Please deduct extra credits!!!
........Many thanks for the wonderful advice...Tom

Q: Thanks for the quick answer. Just a follow up to my "renewables" question. My 3rd question was meant to compare ZUT versus the covered call equivalent ZWU (not ZWC, which I also own). Rereading your answer a few times makes me believe that you thought the intended comparison was between ZUT vs ZWC...not so.

It appears to me that the total return for ZUT handily beats that of ZWU. My question related to where we are in the market cycle. My understanding is the covered call overlay system works best in a slightly rising, flat or slightly falling market...I think. Otherwise the CC ETF will underperform in a bull market. So, based on where you believe we are in the market cycle, which ETF is best...ZUT or ZWU. This ETF is intended to improve my asset allocation by increasing my Utilities and Energy exposure. Again, I already own ZWC. Based on where I think we are, I am leaning towards ZUT for total return. Your thoughts?

Thanks for the clarification...Steve

Q: ZCH seem to have low daily volume. Can you suggest an alternative pure China ETF. Thank you.

Q: Given OTPP large position in GFL, could you provide you current view on the company?
I am looking for growth.

Q: A while back you were asked about this company and you had favorable remarks regarding this one and mentioned 'We do not know it well but it reads very well overall for a small cap. '. Since that time it was making a nice move and I recall that there was a $12.00 target placed on it. Just recently, however, this one has started to drift downwards and I really don't know if there is any reason for this other than it is a needed correction and will bounce back . Please comment. The ticker is OESX and when I entered that in 'Companies Addressed in This Question' it is not found.

Q: Thank you for this recommendation years ago. Stay safe

Q: Hello:
We are hearing a lot of chatter about the switch to Value stocks; away from growth stocks.
What are your favourite Value stocks ETFs in Canada and the US. Both for small caps and large caps.

Q: Good day,

Would you have a problem buying ZNQ today for a long tern RESP hold, instead of buying the 5 biggest companies of the etf? Thanks as always for the great service.

Q: One of your portfolio stocks I do not own. I am impressed with their purchase and the possibilities as a result. I am mostly comfortable with the price but looking for a little reassurance, or not, as to buying a half position today.

Thanks

Q: Retired dividend-income investor. Your answer today about an ETF with a focus on renewables hit all of my markers. I've been struggling how to address the renewables latest trend and your answer solves my dilemma (already own AQN, FTS, TRP).

Q#1 = So, if XUT has roughly 45% renewables, what % renewables does ZUT have?

Also, it appears that ZUT outperforms XUT over multiple time periods and has a slightly larger dividend. ZUT is also equal weighted while XUT is not.

Q#2 = Which would you choose, XUT vs ZUT and why? I'm leaning towards ZUT.

Q#3 = Now, throw in where we are in the market cycle. Assume you chose ZUT in question #2, what would you think of ZWU? ZWU has a covered call overlay that helps to deliver a 7.9% dividend vs ZUT of 3.5%. I know you are not keen on CC ETF's in an expanding market as they limit the upside.

Thanks for your guidance...much appreciated...Steve

Q: Hi 5i
Given the current economics what is your opinion of TOG as an energy play and risk level ? Do you have any suggestions on perhaps better opportunites in this space.
thx
Jim