Investment Q&A

Q: What do you think about the Etf’s ZEF and EMLC at this time. If you had to pick one, which would it be or both.
Thanks

Q: Hi 5i,
I would appreciate your thoughts on these two CDN listed ETF's that employ two different methods for creating a US Low Volatility ETF.
ZLU uses individual stock Beta and XMU optimizes for minimum portfolio Variance.
ZLU reconstitutes/rebalances once per year and XMU does it twice per year.
ZLU trading volumes appear higher than XMU but, XMU underlying US ETF is very high and high market value.
ZLU holdings are 103 and ZMU is 215.
MER's are about the same for both at approx. 0.33
I intend to use these in my RRSP and TFSA and trade them based on monthly trends.
ZLU holds the stock directly so there may be some saving in an RRSP. XMU holds the underlying US ETF for exposure.
Which one would you buy for a RRSP/TFSA?
Can you suggest alternatives that might be better for US Low Volatility sold on a CDN exchange?

thanks

Q: Is NKE still attractive as a medium-long term buy after the pullback? Seems like they are still doing well in China in spite over all the trade issues going on.

Q: What is the record like for Veritas on these types of calls ? i.e.: sell the banks.

All the best for your launch today !

Q: Bought this one the same time I bought NFI last January: made huge pkg. acquisition and took on a lot of debt - so, stock got killed - was doing well up until then. Noticed not increasing dividend annually - maybe paying down debt., which is fine. Added to it recently to hold 2000 SHS - small % of my portfolio. Comments please.

Q: can you give us your thoughts on KEYS as related to 5G and its position in the supply chain and growth prospects? Thanks as ever

Q: Curious to hear your thoughts on starting a position in Markel (about a 3% position). The stock has got beaten up lately and from what I've read some of this weakness seems to be from the Equities they hold being down with the rest of the market when they reported earnings last. Many of these have recovered well. It looks like a good US stock for a TFSA because it doesn't pay a dividend. Planning to hold for 15+ years.

Q: Please comment on their earnings. Do you think it can reach its previous high's

Q: Would make research easier if you had a section about fixed income instead of grouping with dividend securities.
Why not ?
Thanks !

Q: CLIQ( 2.0%) NFI(2.2%) TCL.A(2.4%) WEF(2.7%) I am in a loss position in these 4 stocks and have some cash and wondered if I should top all of these stocks to a 3% weight ? All of these stock are held in a RRSP account and have 20 years before retirement.
Thanks

Q: Owned this one for a long time in my RIF: down a lot, cut dividend, I guess a lot of debt. and project west coast USA still not complete. Should I hold and/or add to my position?

Q: What is your take on buying VEQT ETF? Do you see the potential of growth as the ETF is opened recently, or it is risky? thanks.

Q: Hello 5i,
I am not very bullish on the Canadian economy considering the provincial and federal politics and lack of leadership in regards to the Energy and now Agricultural Industry.
So I am thinking of splitting my portfolio up into 3 categories, Growth Stocks, Dividend Paying Stocks and ETF's for global and sector diversification. ZLU & ZWH for US low volatility and Dividend, CDZ for Canadian Dividend and VGRO & XWD for global diversification and growth. Your thoughts or recommendations would be appreciated.
Thanks,
SF

Q: Any thoughts on this reverse takeover - the reason i ask is that their product seems to have a bit of a following but I am concerned about a few of the players in this one. It is small so more interested if you have any knowledge of the management.

Q: I have a question about Richard's Packaging Income Fund ; I am looking to put new money in either CCL or RPI. 5-year time horizon. Is there a preference?

Q: Hi, you mention that from when the yield curve first inverts, and when a recession begins, can be hard to time. Do you have dates, or a chart showing the correlation of these two. I'd like to be able to articulate this with more understanding. Thanks.

Q: Can you please give me your opinion about a company called StoneCo (STNE) listed on the Nasdaq. Warren Buffet recently made an investment.

Thanks you for your excellent service.

Q: I hold some ING in my US margin account and was puzzled by this statement from the ING report of Feb 12, 2019

Proposed dividend of €1.10 per share
In line with the Group's dividend policy, a proposal to distribute a dividend of €1.10 per share will be presented to the Annual General Meeting of shareholders on 11th June 2019, representing a distribution rate of 36%. This dividend will be payable in cash or shares, according to the holder's preference.

Is this an annual dividend?
If not annual how often is it paid?
Is one share of an ADR = one ING share?
In USD should I consider that about $1.25?

Thanks....

Q: As a follow up to my earlier question about GSY. I see their Free Cash Flows are highly variable over the past few years and were negative (-228 million) in 2018. With negative cash flows, how do they cover their dividend, and what is they payout ratio?

C.

Q: Hi,

With the takeover of GS, I'm looking for a new name in the world of Canadian Finance. I can't find a company that pays the great divy (with special) that GS did, so I'm looking for some growth. With the recent pullback of GSY, would you support moving my cash into GSY as a within-sector replacement?

When did GSY last raise their divvy and did they give a reason why?

Cam