Investment Q&A

Q: I've asked a few questions on GDXY before but I'm still trying to get my head around the reasons for the fluctuations in yield . As I understand it they invest in the Van Eck gold miners index writing covered calls .... Nothing particularly spooky there. There are other covered call ETF's that invest in gold mines . But none of them have a yield anywhere near what GDXY does..... So I would like an explanation of why ? Two months ago the dividend that went into my account was 59% { calculated annually " } . Last month it was 68% { calculated annually } . This morning it was 26.9% { calculated annually } ...... That's a considerable difference from the previous two months . And looking at both the VIX { for volatility in option pricing } and a graph of gold prices doesn't account for it ..... Please explain just exactly how this fund works ? .....And why the considerable drop ? ...... Also please confirm my calculation of this month's yield ? ..... { If my financial institution screwed up the amount that should have gone into my account I want to know about it } .....Thanks again for your terrific service .....

Q: Greetings - To postpone tax liability from income, I would like to develop a balanced portfolio of stocks and ETFs for the medium term (3-10 years) that do not pay dividends or interest. Rather, I would prefer to incur the tax liability upon selling the holdings (capital gains). I am aware of Global X Total Return ETFs and stocks like BRK.B that do not pay annual dividends. Do you have any other suggestions? Thanks

Q: Your thoughts on 2nd quarter earnings for Whitecap Resources? Thanks

Q: Whitecap has crept up to 5.5% position in my portfolio and is now my 3rd biggest position. This is in part due to the combing with Veren.

I believe they have a good management team and balance sheet is fairly decent.

The dividend is quite nice as well.

If I think there is room to move is it too risky letting this run to 7% or is it time to rebalance and take a bit off the table.

If you can't give personal advice;)

Hypothetically if you had a 5.5% position in WCP would you let it run and monitor or trim it up a bit;)

Thanks, Colin.

Q: What are your current top 10 Canadian and American stocks for a minimum 10 year hold?
Thanks

Q: Hello,
What is going on with Canadian rails, both down past year and over past month CNR 7% & CP 4% ?
Thank you,

Q: What's your opinion on Kraft Heinz, looking forward? For such a big company there are few questions on 5i about it.

Q: Hello there,
What are your thoughts on HIVE and its AI / high-performance computing business. Do they have any potential in developing that segment knowing the high amount of funding required to be competitive.
Thank you.

Q: What are your thoughts on CME earnings. Would you buy more or hold for long term

Thank you for the great service

Q: Hi,
Could you comment on earnings please? Do you feel today's drop is overdone and would you hold, buy or sell?
Thanks!

Q: Any reason for AW recent surge to close to1yr H.Add,Sell or Hold. Txs for u usual great views & services

Q: Good Morning

Any idea why byd dropped so much today see no news other then a large number of trades happening?
Thks
Marcel

Q: Hi 5i, would you please give me your opinion on RCAT ?, is it a buy ? for a 2-3 year hold, thanks

Q: Thoughts on the quarter from MSCI.
THANKS
Rob

Q: Hi 5i, Trying to move into more ETFs in our RIF & LIF accounts from individual stocks for income and preservation of capital. Please rate these ETFs for a long term hold. Any additional suggestion would be appreciated. TIA

Q: Hello,
From what i gather, VUN has similar performance to SPY except that it is in cdn dollars. Since SPY has greater exposure to tech companies, i was wondering if it is best to diversify slightly by putting one third in VUN (total us market), XQLT (ishares msci usa quality ) and VGG (US dividend appreciation ) or do you think it is best to just have one VUN , or VGG or XQLT. I am looking for an etf that is not too heavily weighted on technology. Much appreciated.

Q: What would be your answer if today’s Roy’s question was about RRSP or RIFF account ?
What bond ETF would you suggest if any or is it just better to get sitting like CASH?

Q: Could you please provide an update on Teck. Copper is at a very high price while this company seems to be struggling. If the outlook is questionable do you have another recommendation in the sector?

Thanks for such a great service.

Dave.

Q: In 2021, you were asked about these two companies, do you still have a similar view these days? What are your thoughts about them please? Thanks

Q: Hello 5i
Could I have your assessment of PureCycle Tech?
The technology ,if effective, has a huge market.
Thank you
Dave