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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: Hello:

Wondering if TXF is beaten down enough to provide a good entry point. Is there a better ETF for similar exposure in CAD?

What are 5i's thoughts on HHL for weathering the next year or two with possible recession and general market uncertainties? I expect healthcare may see less volatility but would like your perspective, please.

Thank you for your great service!

Read Answer Asked by Marilou on July 12, 2022
Q: hi folks:

can you provide an update/outlook on these 4 pot stocks?

thanks

the pot industry has been decimated, likely due to massive over capacity

soooooooooo, can you provide a quick review of these 4 as the ones i think are the potential eventual survivors?

and, should you feel strongly about any others pls note (or, no thanks anytime anywhere!!)

thanks in advance for your ongoing advice and insights
Read Answer Asked by Robert on July 12, 2022
Q: I currently hold investments in Fidelity Balanced Income Private Pool and Franklin Quotential Diversified Income. I will be transferring the funds from these mutual funds to ETFs with lower management fees. Please provide a list of 5 suitable ETFs and rank them from 1 to 5. Thank you.
Read Answer Asked by Don on July 11, 2022
Q: 5-I,

What is your opinion on ETF that are not cap weighted? I am looking for one that covers the S & P but may have reduced volatility if for example the FANG stocks were not such large component? Are there any other ones that would cover outside North America as well?

As a side comment I hope the membership really appreciates how valuable it is to have a service such as 5-I in times like these. The answers are thorough , very specific and absent of spin, from a highly educated and experienced source.

Paul
Read Answer Asked by paul on July 11, 2022
Q: With global recession concerns and uncertainty of energy supply to certain European countries, especially Germany, would you sell holdings in HEDJ (hedged to USD) and EWG (unhedged) ? Or would you hide under the bed and ride out the storms? These (along with Japan and Korea) were added in recent years to add diversification ). Under current conditions the proceeds could be deployed in the US markets where selling seems at least a tad overdone. The latter would dilute diversity in portfolio. What would you do? Take advantage of current US markets or leave investments spread out in the dismal markets in Germany and other regions.

Please do include your BRUTALLY frank opinion on the assumptions I have made (implicit in the question). Your frank opinion please (*BE* rude... please)
Read Answer Asked by Adam on July 11, 2022
Q: With the increase of rates, five years are becoming more interesting. I'm thinking of creating a ladder of bonds to hold to maturity, but when I look at my broker I have difficulty in discerning the type of bond it is as described in the title of the bond. Do you know of an website that describes what these codes mean? For example what does the bond TRP TR HYB C-2027 4.65%18MAY77 mean? Specifically TR and HYB? Where do you find such bond codes?
Read Answer Asked by Steven on July 11, 2022
Q: Hi 5i,
Do you know where one might find several years worth of MFRP's for Canadian listed ETF's? I can find last years and current year but no others.
I am interested in seeing how the sector allocations have changed over the last 5 years for VDY.TO and XEI.TO ETF's. Hope you can help.
Read Answer Asked by Ian on July 11, 2022
Q: Hello:

I would like your opinion, in general, about commodities and their path forward, especially precious metals and oil. At what point are we in the commodity cycle and what is the timeline that you foresee for it? Do you have any specific predictions about oil and metals? Thanks. Flo
Read Answer Asked by Florence on July 10, 2022
Q: 7:19 AM 7/8/2022
Our retirement income portfolios are heavily weighted to higher dividend companies : banks, utilities, pipelines, telecoms, BIP and BEP, and CNR.
We are considering adding one or more of the following companies: PKI, EIF, NWC, SLF, TRP.
We would expect them to provide reliable increasing dividends plus some ongoing share price growth over the years.
Could you please indicate what order you would purchase them and maybe a comment or two on each for a very long term hold.
Thanking you.......... Paul W K.
Read Answer Asked by Paul on July 10, 2022
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