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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: Dear 5I:
The CEO of IGM believes they have done enough acquisitions, and wants to do a pivot and concentrate more on organic growth. The dividend is good, and secure, B/S good, Price at a wide discount to NAV, The big drawback that I see is that it is much lower in price than it was 10 years ago. Ugh!!! Any "chance in your mind"that his dream could turn to reality.
Thanks, BEN.
Read Answer Asked by BEN on January 09, 2024
Q: hi, would you consider these more on the risky side, or just smaller cap? I read Hammond EPS around 15 which seems fine to me. I can't find an EPS on LMN?
is this a decent entry point for each? if not, what price would be a more reasonable entry point?
cheers, Chris
Read Answer Asked by chris on January 09, 2024
Q: hi, can I get your top pick(s?) for a US market(s?) ETF CDN$ hedged long term hold.
cheers, Chris
Read Answer Asked by chris on January 09, 2024
Q: If a full position in a stock portfolio is typically around 5%, the portfolio would contain approx 20 individual holdings. What is the similar tactic for an etf portfolio?
Read Answer Asked by Steven on January 09, 2024
Q: Hello, Would you please provide your comments on EQL as a safety play (reduce MAG7 weight) to VFV? I hold a very oversized position between VFV & VOO and am looking for your recommendation for an equal weight in CA$. Could you also provide a US$ version that you would recommend?
Thank you.
Read Answer Asked by Randy on January 09, 2024
Q: Hello Peter,
I will greatly appreciate your thoughts on my thinking process as I construct my portfolio for this year. I would like to know how closely your thinking aligns with mine and what would you do differently.
I am a retired senior, not risk averse yet mindful of the necessity to curb excessive enthusiasm. I like to think I keep the risk to reward tilted towards the latter.
My thinking goes like this. I expect the Canadian economy to go through a mild recession or at best ride the US economy to <= 1% growth. Hence, I want to allocate 30% Canada and 70% US (including marginal international through ETFs).
I feel that since interest rates have peaked, the stock market should return higher than historical average this year. I think the allocation should be 20% income, 25% balanced, 30%growth,10% investor suite and 10-15% trading opportunities. I think that automated AI/technical based trading software will have a larger presence, making the market a little more volatile and provide with trading opportunities.
I also think that more interest rate cuts in Canada than the US, the income portfolio should be all Canadian. High yielding stocks should provide capital appreciation as well in this environment.
I am not considering Shopify and CSU as part of a portfolio. I already own them and they are qa significant part of my assets. Any adjustment will have significant tax consequences. If required I will take decisions independent of the portfolio.
I look forward eagerly to your feedback.
Regards
Rajiv
Read Answer Asked by Rajiv on January 09, 2024
Q: Hi 5i,
A question regarding TOU:
I've reviewed its website - very impressive and informative by the way! - and can't find any indication that TOU intends to send gas to the Canadian west coast for export as LNG. All gas it markets for LNG export seems to go through the US to the east coast or the Gulf.
I'm wondering if I understand this correctly and, if so, why wouldn't TOU take advantage of west coast LNG facilities in Canada and is it missing out by not doing so? (I know the TOU management is very smart so if they don't send gas to our west coast there's no doubt good reason - but I don't know what it might be ...).
Thanks for any insight you're able to provide.
Peter
Read Answer Asked by Peter on January 09, 2024
Q: Hi, Can you suggest some chip equipment makers and your thoughts on them.

Cheers, Chris

All the best for the new year to staff and members
Read Answer Asked by Christopher on January 09, 2024
Q: Hello
On Jan 4th, I asked a question about the best place to hold VGG for tax efficiency. I was told that a TFSA or RRSP would be best. However, I read an article by Moez Mahrez in Canadian Money saver and looked at the tax efficiency table posted on the same website. If I am correct in my interpretation, both of these sites seem to recommend holding an ETF that trades in CAD but is US listed in a RRSP first and then a non-registered account because the dividend that incurs US withholding tax is recoverable in the non-registered account. In a TFSA, the dividend incurs withholding tax but it is not recoverable. Am I correct in my interpretation?
thanks for your help
Read Answer Asked by Mary on January 09, 2024
Q: can you tell me if holding VEE, ZEM, or XEC has any advantage over the other in terms of tax efficiency? Also, can you rank order in terms of which account emerging market etf should be held for tax efficiency (please rank best to worse).
thanks
Read Answer Asked by Mary on January 09, 2024
Q: Good morning,

I'm in search of a Low to Medium risk Monthly Income fund that will provide a an additional and reliable income stream for next 15 to 20 years with no legacy issue. The amount to be invested is $100,000 and I'm looking at taking out $600 per month for the next 15 to 20 years.

Q1. Of the two Monthly funds mentioned, which would you recommend and why?

Q2. Would you kindly recommend your best mutual fund idea for a monthly income fund?

Q3. Would the purchase of an annuity be a better option?

Thank you and I will await your sage recommendation for a Monthly Income Fund.
Read Answer Asked by Francesco on January 09, 2024
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