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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: Please recommend a good U.S. tech etf and also a finteck one in Canadian funds if possible. THANKS
Read Answer Asked by John on May 13, 2019
Q: When you reccommend an ETF portfolio as part of PA, is it dynamic or static? Will the allocations be the a year from now as they are today?

If they do change will they change automatically, eg with market movements, my age etc?

Thanks

Sheldon
Read Answer Asked by Sheldon on May 13, 2019
Q: I have subscriptions to both 5i Research and to the ETF & Mutual Fund Newsletter. Is there any way that these subscriptions can be linked, or must they be kept separate?

In the ETF Model Portfolios you recommend VSP and XQQ. Both ETFs are "Canadian Hedged". Are there non-hedged versions of these ETFs available? Why do you prefer the Canadian Hedged versions at this time?

Read Answer Asked by Joyce on May 13, 2019
Q: Hi 5I,
I have held Boardwalk for a long time (perhaps to long) and watched the stock pickup momentum in the summer of 2018 only to sell off and not recover.
Is this worth holding? Or move on to another income name that you could recommend. My thesis to own Boardwalk was that is was best of breed and carried a conservative payout with a fair REIT growth profile until the energy slide occur. I thought perhaps Boardwalk stock would start to return to a cover (or at least return some of the slide), but the energy climate seems to continue to impact the investor sentiment.

The recommendation does not have to be a REIT, and I have been looking at topping up CSH & NWC (not sure if this is too small cap to compare) to a 5i weighting %.

If selling BEI is the best option should I wait past May 15-19 earning release? Might get a bit more of clarity or hope of improvement (could be worse as well).
Read Answer Asked by Dean on May 13, 2019
Q: WEF has been in losing ground for a year, and seems to have been range-bound for the four years previous. Do you think that yet more bad news on duties is already priced-in, or could things get quite a bit worse from here? Interestingly, Tier 2 data shows a disproportion of bids (vs asks) close-by the trading price; I would have thought this implied buyer confidence in future prospects - yet the price is not being supported.
Read Answer Asked by John on May 13, 2019
Q: Can you explain the rationale for recent move of the selling of shares by the major shareholders? They sold at quite a discount to where the stock has been. None of the funds raise will be used by the company. My understanding is that they hold 500M and could only sell 140M. Plus expectation is to list on a major exchange - is this signalling that won't happen soon. Thanks
Read Answer Asked by Aubrey on May 13, 2019
Q: I am sure your recent article regarding foreign content was aimed specifically at me...haha. You nailed it! My method (illustrated in your article) resulted in 35% foreign content. The Domiciled method was 10% It sparked a fair bit of inflection on how I determine my asset allocation and I am still working through some scenarios. Probably another question for another time.

Q#1 = I am a retired, conservative, dividend-income investor. If I wanted a one-stop shop USA ETF that pays a good dividend, I was thinking of ZWH-ZWS. I already own ZWC and ZWE. I like the covered call strategy, especially at this point in the market cycle. Are there others I should consider?

Q#2 = Would you go unhedged...I am guessing yes, based on your previous "hedging" answers?

Q#3 = I understand that if I wanted to buy a USA ETF, like ZWH or ZWS, that the preferred placement would be in my RRSP...due to the withholding tax issue and the "distribution" tax benefits. That, however, would require a major overhaul on a reasonably successful asset allocation already in place.

What about purchasing ZWH-ZWS in my Cash account? I understand the distribution would be comprised of Capital Gains, Interest Income, Dividends and ROC and each would be taxed accordingly....no problem. What about the withholding tax? I thought Canada had an agreement with the USA that there would essentially be no double taxation. So, if the USA withheld tax, then this would become a tax credit against Canadian tax owing...with this being reflected in the T3-T5 issued annually. Please help me to understand.

Thanks for your help...again, great article...Steve
Read Answer Asked by Stephen on May 13, 2019
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