Investment Q&A

Q: could your recommend a low volatility ETF for the Canadian, US and International market? would you prefer a Canadian or International ETF over the US given that the US has had such a large run?
thanks

Q: Would you still recommend CDZ as the best Canadian Dividend ETF for retirees? Is it a good basic Canadian equity fund?

Q: Hello 5i team!

Your thought on adding ARKF (Ark ETF Fintech) versus buying Zillow or Open Door. With ARKF, I will add some bitcoins & fintech to my portfolio that I didn't own as well real estate selling/buying online. Zillow is down significantly after retreating from buying real estate, is it time to step in at today pricing. Thank you!

Q: Is MTY Foods a good place to get into now. Seems like they are reducing their debt while making some strategic acquisitions. On a multiples basis is there a margin of safety to get into this name at this point?

Q: I was listening to BNN market call and a guest explained that it is best to buy a stock or ETF when its price is under its NAV and to sell it when it is above its NAV. Can you explain a bit about the NAV and tell me where I find this info?
thanks

Q: My virtual 'conservative growth' portfolio has the above 10 stocks in equal wights. What two stocks would you add to round it out please? Please assume that I have 45% outside of this portfolio in fixed income. Are 12 stocks enough in your view? I know there are many factors but please answer the best that you can ... maybe assume it is you.

Q: As a retired income plus some growth couple in late 70's with only RRIF and tfsa accounts pls help. We had abbv 5.5%, zuh 5% then added mrk 3.5% lately based on the Covid pill and positive 5i info only to see a 15% drop on news and selloff. Should we sell mrk with the loss or hold. If sell what woul you suggest to add. Thanks

Q: 5i
Can you please provide me with 3 stocks you would consider 'Bargain Prices' today!
Thanks

Q: Hello 5i Team

I purchased Morguard Corporation in 2020 at $105.00. I am beginning to become disillusioned with this company. Any thoughts on whether it is worth keeping or should I sell and move on.

Two potential replacement real estate stocks would be either Tricon Residential (TCN) or Mainstreet Equity (MEQ).

What would be your thoughts on the best purchase?

How was MEQ year end results announced earlier this week?

Thank you

Q: I currently own the Mackenzie Greenship Global Environmental All Cap Fund Series F (MFC 5786). I would like to know what do you think of this fund and if I would be better to own an ETF or stocks instead. If it is the case what it might be?

Q: Looking to buy the dip and start positions in these names.

Could you rank these and suggest a reasonable target buy-in price or advise if you feel they are buyable now?

Q: Hi 5i;
Just a follow up to my question and your answer about IDR this morning, so that I can better analyze ETF's which I have to say I find to be a perplexing exercise.
You wrote that IDR has "fees" of 1.28%, but both CIBC and BMO indicate that its MER is .98% - approximately a 30% difference, so quite significant. Is there more to the cost of ownership than just MER which I should consider when reviewing ETFs that would account for the difference? If so, where do I look to find this information?
You also indicated that IDR 's "small size" is $61M while CIBC seems to peg it's value at $107.4M and BMO at $109.8M - again quite significantly different. Am I missing something in my understanding of the value as stated by the likes of CIBC/BMO that I should be aware of when looking at ETFs, going forward?
Thanks - I appreciate your advice.
Peter

Q: C3ai just announced a $500 million contract with the US DoD. The stock reaction has been muted. Shouldn't the stock price have reacted better with such a deal. If not why not? Thanks

Kenn

Q: If the pundits prove correct and higher interest rates become a reality how much downside you expect for BEPC?

Thanks.

Q: I have a small position in WOW and I had not noticed that WOW was being acquired. I just read over the NR, but cannot tell what happens to my shares - will I get Genius Brand shares? And light you can shed would be great - thanks!

https://www.globenewswire.com/news-release/2021/10/27/2321906/0/en/Genius-Brands-Announces-Transformational-Acquisition-of-WOW-Unlimited-Media-Inc-Creating-a-Global-Animation-Digital-Media-Powerhouse.html

Q: Other than cyclicality, do you know of any good reasons not to add to my Stelco holdings in the $30's for the dividend portion of my portfolio?

Q: Please clarify the ex dividend date for ECN’s special dividend. You have now given different answers ‘to this question, probably due to the company’ s confusing press release.

Q: Looks like the ex-dividend date is now Dec 23; what is due bill?

Q: This morning, SGML announced a private placement at CDN$11.75/share, but since the opening the share price has gone from $12.50 to $12.62. Shouldn't the price go down to approximate the offering price? Or is it that the offering cap ($60M) is considered immaterial vs the market cap ($1.1B)?

Q: Hello -
In a recent Q&A, your team mentioned that TRP is cheap. It currently has an approximate PE of 30X. Do you see the "E" increasing in the near future to make this ratio look more reasonable? Or from what metric do you see this stock as being inexpensive ?

I also see negative Free Cash flow for the last number of years. Is this concerning?

With growing demand for EV's going forward, how much of a negative impact will this have on ENB and TRP ? Is one slightly more vulnerable to the changeover from ICE to EV than the other?

Thanks.