Investment Q&A

Q: Recently, you answered a question about a US balanced portfolio with a 10 year time frame. What would the Canadian equivalent look like, with a bias for more growth at a reasonable price?

Q: Van Eck Vectors Biotech E.T.F. BBH (Nasdaq)
1. I rarely buy ETFs. When I do, I favor ones with less than 50 holdings. I am under the impression that an ETF with a large number of holdings is so diluted that you tend not to get as much upside/downside. Is this this approach favoring higher beta better or worse than one that ignores the number of holdings?
2. BBH has a relatively concentrated portfolio of 26 biotech businesses.
3. Your insight into BBH please? Substance only please; have already reviewed material including ETF.com, ETF Channel.
4. If you think others are better , please do suggest names. I have not researched IBB or XBB.

Q: Hello 5i Team

I am reviewing global infrastructure / real asset closed end funds as a means to diversify into US/Global infrastructure companies. Two examples I could find on the Canadian Market are Brookfield Global Infrastructure Securities Income Fund (BGI.UN) and Middlefield Global Real Asset Fund (RA.UN).
Questions are:

1 - Which is the better choice BGI.UN or RA.UN?
2 - Any Canadian or US listed ETFs that I should be looking at?
3 - Any other Canadian Closed End Funds I should be looking at?
4 - Any US listed Closed End Funds I should be looking at?
5 - What is a reasonable MER for these products (BGI.UN is 1.25 % and RA.UN is 1.10 %)?
6 - What is the minimum assets under management (AUM) I should be looking at ( BGI.UN is +/- $102M and RA.UN is +/- $100M)?
7 - Any other items to review?
Thanks

Q: Hello, can you make a comparison between these 2 etfs? I already have XBB, so my goal is to maintain a minimum 2% revenue stream in my RRSP and shorten the duration as well. Maybe you have another suggestion? Thanks.

Q: Your opinion on its team up with Ivanhoe Cambridge.Txs for u usual great services & views.

Q: May I have your overview of the significance in terms of dividend security, market risk and general health of the Big 5 Cdn. banks now that they have all finished reporting. Were there any issues that you saw as alarming, or even concerning in terms of the short term future -- say 1 year or so. Clearly, a lot depends upon the outcome of Covid, but assuming a vaccine by mid to late 2021, what is your take? Thanks, Don

Q: Looking for some guidance on my International equity holdings. All of my Int’l holdings are in the above ETFs and are in my RRSP accounts. The Int’l portion represents 10% of my total investment portfolio. Generally I look for a balance between income and growth with dividends used to supplement my pension income. I have 9 years before I have to RIF.
I have only recently added ZEM for its emerging markets exposure and tax friendly structure. While the other holdings have provided good yield I have not been happy with the lack of growth even before the latest correction. I am generally comparing the lack of growth to the US market which may not be a fair comparison.
Could I have your opinion on my holdings and any suggestions for improvements and why. I am looking for good diversification across the world, ex North America, with a view to a balance between income and growth. Would like to keep my holdings in CAD.

Q: Can I get your thoughts on this ETF as a way to have some gold exposure along with regular income?

Q: Need to have your opinion on the seasonal rotation ETF. It comes with a relatively high fees with MER of 2.66. But it has performed well relative to the index TSX. So do you think this fee is justified and do you like the stratergy?

Q: Earnings look good and guidance as well. After hours muted .
I know staff may still own docu, what are the feelings around the water cooler

Q: Hi,

If WTE loses it contract with teck would it be detremental to the company?

Thank you

Q: HELLO,
Does this a company have a good growth potential and financially sound?
Regards

Q: Hi
Is it a good entry point and it Canfor financially sound?

Thank you

Q: Hello 5i,
Just wondering your solid opinion on EDOG as opposed to some of the other DoD’s out there like IDOG and SDOG?
Cheers,
Rick

Q: Hello 5i team. I am starting an investment accounts for my daughter who has started working. She & I are interested in, for her TFSA, co's such as Google, Apple, Microsoft and other tech consumer names. Is there a Cdn dollar ETF with distributions, that invests in this space. I am additionally considering ZWH & CDZ to round off as a starting base.

Q: Hi,
How does the company's financial balance sheet and backlog?
I Greatly appreciate your quick and focused responses.

Q: Hi,
Is it to late to take a position in the company, if it is not too late, would a full or half position good at this time.

Regards

Q: Q2 looks like an across-the-board blowout.
Did you see anything negative?

Q: HI guys.. Could you explain why the large increase in this stock the last week. Thanks a lot ,, RegardsCliff

Q: Hi
Any company specific reason why TEAM traded lower today? Thanks very much!
LIL