Investment Q&A

Q: Hi there,

I've been digging into a few of the Fidelity funds which have seemed to perform well over the short, medium and longterm. What are your thoughts about the follow funds and if you were going to build an asset allocation using one or a selective mix of the funds, how would you go about doing so? Also, can you please provide any insights on the different classes of mutual funds available? I believe F and F5 are available to DIY investors.

Fidelity Canadian Growth Company Fund
Fidelity Canadian Large Cap Fund
Fidelity Canadian Opportunities Fund
Fidelity Greater Canada Fund
Fidelity Special Situations Fund

Thanks!

Q: I am looking for a good ETF focusing on dividends. What are you thoughts on HAL. Are there others you would consider better options?

Q: Which industrials are you favouring in Canada these days? I have EIF, TFII and am looking for additional suggestions. Many thanks

Q: Please list 5 small or microcap companies that you like right now and would be comfortable purchasing.Thank you

Q: Hello 5i Could you explain the recent sale transaction to Kuya Silver Corporation.
As I read this it looks like ELBM is now a royalty company only. Could you also give an opinion as to ELBM as a company to invest in.

Q: Both have had a good run but I just own Starbucks. I'm considering swapping it for TJX. What do you think?

Q: I'm looking to start a dividend paying portfolio. Can you recommend 7 companies to start out with? thanks

Q: Is there anywhere on this website that we can see all the questions that we have asked ourselves? There used to be a few years ago.
Thanks

Q: Are there any Canadian Small Cap Index ETFS that you would recommend?

Q: What is going on with Enphase stock? It has gone almost straight down since mid-december. It's last quarter looked quite good. Is it worries over the next quarter?

Q: Which of these is a better long term hold for an income investor?
Both of these are showing very high yields, PEY at 11%!? Is this sustainable?
I currently hold PEY in a cash account and am down although I'd like to add more to this sector.

I see a few options here:
Sell PEY, buy PNE and hold
Sell PEY, buy PNE return to PEY after tax loss harvested
Buy more PEY over allotment and sell excess after tax loss harvested
Any thoughts on these options?

Thanks

Q: TD has gone down about $3 in the last couple of days while other banks have not. Are you aware of any reason why?
Thank you.

Q: Hi,

Is the rotation into the value sector done? or do you think it is still a good idea to stay/buy into value plays.

If so, what is your favourite value ETF in North America and Globally as well. I gave the above ETFs as a guide and please don't be limited to these choices.

Thanks .
Mano.

Q: I'm wondering about the big drop in JNJ today?

Q: Hi There,
Do you expect the energy and resources sectors to continue to do well in 2023? I'm contemplating selling SU and/or Teck and moving the money into a US mid cap ETF such as VO. Apple to Oranges I know, however looking for the best risk/reward scenario.
You thoughts please.
Thank you

Q: YGOG, YAMZ Wondering if you have any opinion on these new ETFs. They're very small, but Purpose isn't a sketchy outfit. They look interesting if only because, in principle, a dedicated manager selling puts or covered calls on a stock like Google or Amazon should be able to generate decent returns. The volatility is high enough for meaningful premium but the underlying companies are also good, profitable businesses not at risk of going to zero.

Thoughts?

Q: Could you give some suggestions for ETF's that track the Nasdaq and DOW? What account would you hold them in and are there any that trade in Canadian dollars?

Thanks

Q: Hi team,

I suggested 2 years ago a section or category on your questions page to help investors to understand the meaning and importance of key terms such as P/E, P/B, ROE, ect...Here is the question raised then:

What is exactly the meaning of "Capped" for an ETF.

May I suggest a category in your list of questions which would be 'vocabulary" or "meaning of..." for quick reference for unexperienced investors like me. It could avoid repetitive questions. I knew at some point what "capped" meant, but I forgot....

Many thanks,

Jacques IDS

Asked by Jacques on November 02, 2020

Any chance to see it appear this year ? Or, alternatively, what would be a good source to find the meaning and significance of stock market terms ?

Gratefully,

Jacques IDS

Q: Can you explain the difference between the above three and which one you prefer.
Thank you.

Q: Can you please tell me what the difference is between BN and BAM? What one is better/why did they split it out?