Investment Q&A

Q: Hi, I am currently underweight in my portfolio for each of the Healthcare, Industrial and Consumers Cyclical sectors. Can you please recommend a few ETFs in these sectors, preferably global and priced in CAD? Thanks!

Q: Hi Peter and Team,

This is the first question for this Middlefield ETF. I realize that its MER is quite high, but its performance appears to be above its peers. I am also impressed with its 5.085% distribution yield and its very low Beta of 0.34.

Portfolio Analytics indicates that we’re too low in the Healthcare sector as well as US holdings. This ETF could reduce the imbalance.

What is your opinion on MHCD at this time? Are there other ETFs in this sector that you find more compelling?

Thanks as always for your valued insight.

Q: Thanks for answering my question regarding Premum/Discount for TCSH canadian money market ETF. In your answer you stated "Indicated Yield" of 2.63%. I looked at the TD web site and could not find this metric. Can you tell me where I can find this important metric as well as help explain what "Indicated Yield" means? TD only provides current yield to maturity on their web site. Many thanks.

Q: What is the reason for the sell off over yesterday and today in key and ppl?

Q: Dear Peter et al:

I enjoyed your article , "This December, free up some time by ignoring these investing issues". A timely article. Well written. As a long term subscriber, I know that you live by these "principles" even when we pepper you with questions on target prices! :)

You didn't mention about what would make you "sell"! In other words, what are your exit strategies other than trimming your position sizes in those multi baggers!

I ask this b/c of my experience with Knight therapeutics, Payfare and a few others. Do you look at "opportunity costs" in your portfolio construction?

I value your words of wisdom, always!

Q: RECENT UPWARD MOMENTUM. WHAT ARE THE PROSPECTS? THANX

Q: Thoughts on FedEx? Do you mind providing historical PE that it typically trades at? Thank you

Q: I have both VIDY and VIU. How similar are they? Should I keep both for a long term hold? If I kept only one, which should I keep.
Thank you for your excellent advice.

Q: Hello, can I get an update on Ouster, seems to be trending down lately, is there any cause for concern here?
Thanks.

Q: I'm thinking of shifting some money out of S&P500 index and into XSU / EQL / VIU so I'm not so overpositioned in tech and whatnot. Good idea? Thoughts?

Reasoning:
XSU - smallcaps should outperform at somepoint?
EQL - same stocks but more equally weighted
VIU - north am excluded (also own ind stocks in cad and us)

Q: Hi...just went through the most recent questions on ZRE.

I have held ZRE for 3 years and am up roughly 10% total return....so a little over 3%/year. It is in my wife's TFSA, as she is more conservative.

I am a huge believer in asset allocation and have a 5% target weighting in REITs, with roughly half of that coming from ZRE. The balance is from CDZ and ZLB. My belief is you can rarely time "what sector is going to perform when", so I set my overall asset allocation and for the most part just leave it....trimming-adding when appropriate.

I also own a home, which I do not include in my investment asset allocation calculations. Technically then, I do not need to own any ZRE.

What is your current view on ZRE as you look forward for the next few years? I am quite content to continue to let it ride, believing it will have it's day.....but maybe I'm just being stubborn. Is your current crystal ball showing conditions that are positive for REITs

Thanks....Steve

Q: Any comments on Axon, has had a pretty rough 6 months. It was pretty highly recommended is it still high on your list to recommend for future growth?

Q: I would consider myself a long term investor tilted toward growth. For such an investor, what is your overall opinion of selling covered calls on long positions. I have dabbled in the past, but in the end I find that I do not enjoy the potential risk of giving away opportunities for growth just for the sake of earning some cash. It seems to me to be a short term gain, but a potential long term loss. Your thoughts on my perspective?
Thank you for your excellent service.
Cal

Q: Are you familiar with this one ? What are your thoughts - Is it a buy ? I see they have warrants - when do the warrants expire ?

Q: with all the noise recently regarding huge tariff threats on canadian fertilizers,
is npk a possible buy at these levels?

Q: TCSH ETF is classified as a money market product. I understand that the NAV will usually increase until the monthly distribution near the end of the month. What I don't understand is why this ETF always seems to trade at a price much higher than the actual NAV. I thought all money market ETF's would trade very close to NAV price.

Q: Hello,
I thought Costco's results were good, yet stock is down. Any comments on the results which would bring the stock price down? Also, would vgg on tsx be a good way to invest in US dividend paying stocks. If not, can you suggest one in Canadian dollars please. Much appreciated. Happy Holidays.

Q: Greetings 5i,

American tower, why is it near its 52 week low? Is it a good buy here?

Cheers!

Q: Making National Gas out of garbage…hmm what could possibly go wrong….. can you say Xebec or Greenlane Renewables,anyways,Bruce Campbell made this a top pick(again) on Market Call today,he really likes the company and it jumped 11% today.Could I get your opinion of this company in regards to growth,management,debt and more importantly profitability,would you recommend this here,if not what do you think would be a good entry point for a 2-3 year hold …thanks and Happy Holidays!!

Q: I like to purchase some US traded companies but I have no American cash. If a person wants to buy $10 to $15,000 (CAD) of a US traded stock, is it better to purchase a CDR or convert to US dollars at the current exchange rate? Does the exchange rate, or size of purchase make any difference when deciding which is the best course of action?
Thanks