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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: In recent questions, you have recommended VEE as a Canadian emerging markets ETF. In the past, you often recommended ZEM. Is this observation correct? If it is correct, why do you now prefer VEE to ZEM?

For a TFSA account, would you still prefer VEE to ZEM? If I am reading the company information correctly, ZEM appears to be more tax efficient and has had a higher return over the last 5 years.

Your advice is most appreciated. Thank you.
Read Answer Asked by Dale on October 20, 2020
Q: Thanks for the presentations at the Canadian Fin. Summit.

My question is regarding taxation of ETF's. I'd like to know if I understood correctly. I have VWO, GDXJ and ZID all in my RRSP (USD and CAD accounts respectively). Are you advising that they should be moved to non-registered accounts?

Read Answer Asked by James on October 20, 2020
Q: I hold TD and RY in my portfolio and I am considering adding another Canadian bank. I have narrowed my search to BNS and National. Can I have your thoughts on both and which one you prefer at this time. Thank You.
Read Answer Asked by Brian on October 20, 2020
Q: Good day!

I've noticed a trend with respect to your recommendations for RESP ETF holdings with a longer timeframe (10-15yrs). You seem to like VGRO +/- IWO. I'm looking for growth and can tolerate risk. Currency doesn't matter.

VGRO has a 19.9% weighing of bond ETF's and the rest are a combination of other vanguard ETF's. In looking at performance since its inception, it lags behind IWO which often lags behind the S&P 500 ETFs. From a non-expert viewpoint it would seem that a combination of large and mid cap US/CAN ETF's would achieve similar purpose and improve returns by eliminating the bond component.

1. What am I missing re VGRO? is it that the bond component satisfies the usual 80/20 combination as an all-in-one and is simply easy?

2. If you were to improve the 'all-in-one' VGRO using a combination of ETF's, which US/CAN growth/index ETF's would you assemble to eliminate the bond component? Perhaps a combination of XIC, VFV/ZSP/VOO, VTI, VUG, ZQQ or others you think work better?

3. Out of the S&P 500 ETF's, do you have a preference between ZSP or VFV? Is there an advantage to holding the US listed SPY, IVV or VOO vs the Canadian-listed? and if so, which do you prefer?

4. If you were to devote 25% of the RESP to high potential equities, which would you choose?

Thanks!
Read Answer Asked by Bart on October 20, 2020
Q: Looking to Mr. Buffett's behaviour in the past, he seems to be investing in whole industries, like airlines and most recently with the Japanese trading houses.

Do you think taking a similar strategy works in select Canadian industries as well?

For example:
Buy and hold all the Big 5 Canadian Banks (BMO, BNS, TD, RBC, CM)
Buy and hold all Major Grocers (Empire, Metro, Loblaw)
Buy and hold all Major Telecoms (Rogers, Telus, BCE)

Or do you think there's a better way to mimic this through an ETF?
Read Answer Asked by Eugene on October 20, 2020
Q: What are your thoughts on IRM?
It seems like a stable recurring and loyal customber-based business and they are branching out into data centre businesses as well with their reputation for records management.
Interestingly I note an 18-20% short interest - could this lead to an asymmetric upside potential if their business improved due to a short-covering rally?
I do love the dividend as well and hope it's sustainable.

Read Answer Asked by Neelesh on October 20, 2020
Q: Can I get your thoughts on the valuation of the healthcare industry? Could you provide a few picks on dividend paying healthcare stocks?

Thanks,

Joe
Read Answer Asked by Joe on October 20, 2020
Q: Hi Peter
for a TFSA account, would Bep.un be preferred to Bep.ca ?
I am going to start a partial position

In a RRSP account, which one would you prefer ?
I got some shares of Bepc from a spin out from the Bep.un in the RRSp
should I leave it as it is or which one do you prefer; if a switch is needed for
long term hold

thanks
I am retired

Michael
Read Answer Asked by Michael on October 20, 2020
Q: Hi 5i team,
Rogers and Altice are back again with a higher offer for CGO and CCA. The Audet family, who hold the controlling interests, have rejected it again and have stated that this is not a negotiating ploy. The revised offer will be submitted to the Boards of CCA and CGO. What in your view typically happens in hostile bids with a controlling shareholder? Does the controlling shareholder really control how these events unfold or do the minority shareholders start applying pressure to start negotiating and then it becomes merely a matter of price?
Thanks for the insight.
Dave
Read Answer Asked by Dave on October 20, 2020
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