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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: I work in tech and for that reason I had told myself no need to add further exposure to tech by holding tech stocks. Now I kind of regret that strategy. I wonder what percentage of exposure to tech In my portfolio is sensible? Is it too late to enter? Do you think tech stocks are in a bubble? Can you suggest some names (ETFs/stocks) in canada and US that would be good choices if we decided to add some exposure to tech?
Read Answer Asked by Mahdi on October 15, 2020
Q: 5i, thank you again for all the great advice! I saw someone asking a question about these bond / high interest ETFs earlier today. Do you have other suggestions for bond / high interest ETFs? I have a longer investment horizon, but currently are 40% equity and 60% cash. I want to put some of this cash to work in a relatively safer manner.
Read Answer Asked by Haifeng on October 15, 2020
Q: Good morning, thoughts on the new ETF HCAL that uses 25% leverage on Canadian bank stocks.
Will this ETF suffer similar long term erosion like the double and triple levered ETF'S?
Read Answer Asked by Robert on October 15, 2020
Q: Could you please provide your take on pending antitrust legislation in the US against big tech, especially Amazon. I own both SHOP and LSPD and am wondering about adding. My dilemma is I’m unsure if the legislation would be negative as all tech gets sideswiped or positive as it would impair Amazon’s competitive advantage, thus opening the door for improved growth for smaller tech companies. Your guidance is greatly appreciated.
Read Answer Asked by Warren on October 15, 2020
Q: May I get your overall impression of the newly launched Invesco NASDAQ Next Gen 100 ETF (QQQJ)? Is it wise to let it grow larger before considering a position? Could it be viewed as an advantageous alternative or complement to IWO for US small/mid cap exposure?
Read Answer Asked by Peter on October 15, 2020
Q: For a balanced portfolio with the next 3-5 years in mind, what are your suggested weightings in preferreds, utilities and high yield bonds. Given low interest rates preferreds in particular seem like a place investors will go to seek higher yields with some opportunity for growth.
Read Answer Asked by Curtis on October 15, 2020
Q: Earlier this year I bought some shares in Boralex which has done very well for me so far. I am thinking now might be a good time to invest further in green energy companies and was hoping you might be able to point me in the right direction. Should I buy more Boralex? Or are there other companies that I should be buying now? Thanks!
Read Answer Asked by William on October 15, 2020
Q: Re todays acquisition announcement I assume this should prove to be a positive move for the company, and I assume the share issue is needed to complete the takeover. However, I am puzzled and do not understand the forward purchase arrangements that appear to accompany the deal. Can you explain the latter please and comment on their acquisition. Thank you.
Read Answer Asked by Mike on October 15, 2020
Q: I am looking to deploy some U.S. dollars into a basket
of U.S. smaller cap stocks with growth potential as that
appears to be what you recommend in Canadian holdings.
That strategy appears productive. Would you be willing to
identify candidates for such a basket?
Thank you, Calvin
Read Answer Asked by Calvin on October 15, 2020
Q: Hi 5iTeam,
TXF currently pays around 8.5% in dividend. From what I can gather, the underlying stocks in this etf pays minimal dividend and some don't pay a dividend at all. So I just wondering how TXF manage to pay such a high dividend. Your thoughts on this would be appreciated.
Also I would like to know the average yield of this etf going back the last 10 years.
Thanks again for your great work...
Read Answer Asked by Harry on October 15, 2020
Q: In general, what is your advice on covered calls in this market? If favourable, for technology QQQX and BST are on my watch list. There are many others. What do you advice as to most preferred ETF, if any?
As well, there are more complicated ETFs which factor in covered calls - RPAR, SWAN, and NTSK, for example. What is your view of such financial products?
Read Answer Asked by sam on October 15, 2020
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