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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: hi, I hold the above in my USD account. I was thinking of trimming NVDA now and see if there is a pullback to repurchase, over the next few weeks/months. MMM not doing much, and you mention not much growth. dividend is nice, but I don't need it. do you think trimming or selling MMM and adding to any of above (?BABA, down again). or do you have any other ideas for the USD account ( growthy, but low-low mid risk). thx, chris
Read Answer Asked by chris on March 09, 2023
Q: Would you initiate an investment of BIR at the current share price? Is its dividend safe? How would you rank BIR against two other small high yield O&G companies - PHX and CJ in terms of likely combined return over the next two years? Thanks.
Read Answer Asked by Victor on March 09, 2023
Q: i have been buying the canadain depository receipt stocks lately thinking this is the way to purchase these top us stocks. the details are a little vague. today i found another version called yield shares by purpose with a higher risk profile. again a little vague. would you approve one or both of these investments
Read Answer Asked by allen on March 09, 2023
Q: I am interested in establishing a 2% position in the Consumer Defensive space, and I am debating between Loblaws and Premium Brands. This position is meant to be held for an extended time period of several years. Which company would be better positioned to provide me a substantial return, and if asked to choose, towards which one might you lean? If there is another opportunity in this space that you feel would better fit the aims I have described, I would be happy to read your thoughts. Thanks so much, and I look forward to reading your feedback.
Read Answer Asked by Domenic on March 09, 2023
Q: Subject Preferred Shares are up for reset June 1, 2023. In the event company redeems on this date (they redeemed ENB.PR. J USD last year), is there any recommendation to avoid large currency related capital gain on this shareholder uncontrollable event while Can $ is particualrly weak vs US$?
Thank you
Read Answer Asked by Mark on March 09, 2023
Q: Purpose recently introduced a series of Yield Shares which each cover a popular company such as Google, Apple, Tesla, Amazon and the one I’m interested in, Berkshire Hathaway. They use covered calls and leverage to enhance yield but still allowing opportunity to participate in growth. Management fee seems reasonable at .40%
I’m thinking this might be a good way to participate in Berkshire’s investment expertise while getting some income.
Your thoughts on this investment.
Read Answer Asked by Bruce on March 09, 2023
Q: Hi there, I have EDGE and curious about XEXP. I know you don't normally go for new / low AUM ETFs but could you provide some analysis on whether you might make the switch from EDGE to the new Blackrock fund? I think hoping to get your thoughts as follows (charge multiple questions if warranted):

1. please compare the two products ignoring the differences in track record / AUM

2. If an investor likes XEXP better from a product design perspective, when might you be comfortable moving in (6 months and 100m AUM? less, more?)

Thanks!
Read Answer Asked by Chris on March 08, 2023
Q: Hello,

This is one statement from the fund facts(The ETF will employ a currency hedging strategy that seeks to hedge its exposure to U.S. dollars or other foreign currencies within the non-Canadian fixed income asset class.)
I assume that the U.S and foreign Equity holding are unhedged? And is the cost to hedge the US bonds included in the MER?

Also if XBAL is held in a RRSP will I get the withholding taxes back from the US dividends.

Thank you.

Derek
Read Answer Asked by Derek on March 08, 2023
Q: These stocks of the same company appear to be trading at around a difference of US$10. The 5i blog is very helpful in explaining the difference in the two classes of shares and notes that the only real difference between them is that the BIPC class of share has a broader range of appeal for certain buyers and therefore greater demand than the BIP class.

So my question. Is the current difference in pricing related solely to a greater demand for the BIPC shares? Maybe I have missed something?
Read Answer Asked by angus on March 08, 2023
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