Investment Q&A

Q: Would you please suggest 2 or 3 US balanced funds, available in Cdn$ and hedged. Thanks

Q: Hi, Can I get your perspective on U.S. Real estate. I am looking at investing in the US REITS and was wondering if now is a good time. I am looking at the following companies as well as the VNQ . Do you think the US reits is a good area to look into seeing as the US economy seems to be doing well and interest rates are low. Thanks

Q: Two preferred issues trading at 6.42% yield versus 5.74% yield. Reset in June 2023 and Dec 2022 respectively. Can you answer why two preferred issues would trade a such a yield spread?

Q: 'Buffered ETF'
What do you think of these products? I just listen to the last Bloomberg 'Trillions' podcast on ETF and I found them compelling (very good podcast BTW). I hold about 10 % cash and 15% in PSA and PSU in my mothers account (she's 63). I felt I needed to reduce the risk in her portfolio from a sudden downside but would like to capture some of the potential upside. I would considered to use the 10% cash and buy buffered SP500 ETF in October and November lets say.

Would be great also to have a more detailed analysis in about these products in your ETF and mutual fund update.
PSEP:
I understand that the MER is 0,79% and I will not get the dividends. On the other hand, this protect the investment for the first 15 % (or what ever is remaining of the buffer) until next September and a chance to get a few % upside. Am I getting this right?

Q: Hi 5i Team - Could you provide me with an update on Trilogy Metals. In particular any information you can provide on their cash situation, debt, insider ownership/recent buying or selling, opinion of management, noteworthy recent activity and general views on the potential of this company. Thank you.

Q: Your thoughts please on this company given that uranium may be in big demand.

Q: Very disappointing ! You should stay out of politics !
Shame on you for publishing a question, from Paul, full of hate for Québec. Your way to help national unity ?

Jacques, Montréal

Q: With the Bloc doing so well in the election and the PM sure to lavish our taxes their way, what companies generate a lot of income from Quebec, and/or are candidates for charity ? Thanks.

Q: My Reit and Utilities have become underweight in my portfolio (not because they haven't done well - other stocks have just done better). What would be your top three value investments in these sectors today (they all seem a bit expensive right now) in both the US and Canada. i am looking for both income and a bit of growth.

Q: Hello,
I would like to know if there is an easy way to find ETF's which provide dividends on a monthly basis. Is there a list out there I can use or would you have a short list of such dividend payers? I do own XDV which is a monthly payer. I believe that using a DRIP in my account with monthly dividends should grow my portfolio faster over the long term.

Thanks for all your help.

PS: I love the portfolio analytics feature you have added.

Q: What are your thoughts on this ETF as a buying opportunity?

Q: Hello 5i, the S&P/TSX30 is based on growth over past three years . Looking forward what would be your top 8 for growth over the next three years?
I realize this is a bit of crystal ball work but I would like to hear your thoughts!!
Regards Dave

Q: I have BNS at 3% in my TFSA and have been considering switching to BAM.A.CA for diversification in the financial sector and for possible increased growth. I realize the dividend from BAM is less than BNS and am not aware of which currency BAM is paid out in. I would appreciate your input re pro /con of making this switch.

Q: Are there any ETF that cover Germany, India, China
Thanks for the help

Q: Where would you put new money to work in a TFSA as of today? My portfolio is fairly well balanced and I won"t need the money even at 74 years of age for a long time. (Ever the optimist).

Q: What are your thoughts on Osb buy sell hold thanks

Q: What are your top renewable energy picks
Thanks for the great work

Q: Gentlemen,
Your thoughts on Purpose Speciality Lending Trust as alternative investment.
Thanks

Q: Hi folks, what is typically the best week to pick up quality companies that have been subject to tax selling? I'm sure waiting until end of December is too long, but right now likely too early. Is there a typical week where these stocks are at their bottom?

Q: I realize that these two companies are in cyclical industries, and are both currently in a down cycle, but roughly how long before either company will be back in an upward cycle, thanks?