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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 response to David Michael's inquiry about how much one needs to save for retirement. I found Michael H. Mc Clung's book Living Off Your Money essential reading. I refer to it regularly. He analyzes extensive historical data on different portfolios, and his purpose in writing the book was to show how it is possible to produce more income with less risk.
Hope it helps
Mike
Read Answer Asked by michael on November 20, 2024
Q: Given one has decided to acquire these names, at what price would each become:

1) Attractive
2) Very Attractive
Read Answer Asked by Trevor on November 20, 2024
Q: I have some Canadian money to deploy into registered accounts. Looking for growth stock over next 3-10 years. please, low to med risk please.
Read Answer Asked by Brenda on November 20, 2024
Q: It was so nice to see Peter on Marketcall today. It’s been long overdue :)
His top picks included three US listed equities… If he had to pick three CAD Listed equities as his top picks on BNN, What would they be?
Read Answer Asked by Tina on November 20, 2024
Q: Back in 2020, I started a position in ZUQ BMO US High Quality ETF. I still have a copy from your ETF & Mutual Fund Update from 2020/21 about your ETF Madness Contest. XAW was the winner and it narrowly beat ZUQ in the semi finals. In it you said, “Overall, we would be comfortable with ZUQ taking an average investor’s entire US equity portfolio.” ZUQ beat ZSP in 5 year returns according to BMO’s ETF Comparison Tool, ZUQ 17.7% average return vs ZSP 16.2% average return. I’m building my portfolio and soon will build up ZUQ to a 50% position. Do you still feel that this ETF would still make you comfortable at a 50% position in an average investor’s entire US portfolio?
Read Answer Asked by Todd on November 20, 2024
Q: I bought Hershey in my RRSP in mid-2024. While mostly known for chocolate, the company has been diversifying into non-chocolatey snacks. However, the stock price remains down due to high cocoa prices. Would you be content to hold Hershey and collect the dividend until cocoa prices drop? Would you have some other suggestions? I tend to go for boring US dividend payers that also have some growth potential in my RRSP. My top holdings right now are MSFT, COST, MA, BIP.UN, ENB, and O. I also hold VOO as an underlying holding. Thank you.
Read Answer Asked by Kim on November 20, 2024
Q: With Amazon looking at SMR (nuclear) as their power supply for data centres it appears nuclear is more popular now. Are you aware of any
companies that provide a solution to nuclear waste and are traded on the public markets.
Read Answer Asked by Tim on November 20, 2024
Q: I would like to add some Int’l diversification to my TFSA by way of a CAD listed ETF. Could you recommend a couple of ETFs that would exclude Canada? Also another option that would exclude Canada and USA? Priority would be growth and if possible tax efficiency.
Read Answer Asked by Bruce on November 20, 2024
Q: Dear 5i Team I sold BYD recently. I would like to replace with something US. I have visa Costco, ISRG, Google, Lily Would you happen to know a few founder led companies I can do some research on? Thank you Brent
Read Answer Asked by Brent on November 20, 2024
Q: In the higher risk/higher reward small cap part of a portfolio, which of these 7 companies would you be interested in holding? BRM, E, FORA, MCB, MDA, ZDC, ZOMD. Any that stand out as particularly attractive, and any that you would be opposed to adding to an existing small cap portfolio?
Read Answer Asked by Dan on November 20, 2024
Q: Would like to hear your opinion of 2 health care sector ETFs, IHI for medical devices, and ZUH for general health care. The IHI has outperformed the ZUH. Would you hold both, or sell the ZUH and put the proceeds into an increased position in IHI?
Read Answer Asked by Dan on November 20, 2024
Q: Do you feel that BCE is near bottom? It appears for the past two weeks the stock is trending sideways.
What is the risk of cutting the dividend?
Are they making progress on reducing debt and expenses?
Is revenue staying constant, growing or falling based on quarterly reports for past two years?
What is managing forecasting going forward?

Would buy, hold or sell at this point and why
Read Answer Asked by David on November 20, 2024
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