Investment Q&A

Q: Hi,
Today (April 04) you answered Jacques' question by suggesting a switch from EMA to FTS. Would you suggest the same for BEPC/and H? I am trying to "replicate" the performance of an ETF by holding some of the utility companies. Hence this question.

Q: According to Prefblog.com these preferred will be redeemed.
I see nothing on Brookfield site (not unusual) https://bep.brookfield.com/bep/stock-distributions/preferred-shares , or Yahoo Finance.
Do you know more? Thanks.

Q: VUG seems to have out performed VOO over the years. Is there an argument for VOO over VUG if one just wanted to own just one ETF.

Q: your view on ptk please and how they might
fit in to the chip craze if at all.

Q: Hi, 5i

I'm not sure I have the correct ticker symbol above as there were three to choose from for Flutter. I've held this stock since the Amaya days and, simply because of my own inaction and intertia, I now have something crazy like a 1500% return.

My question is around this special meeting and vote. Can you just touch on the pros and cons of what I'm voting on and what you think is the path to continuing to see a great return?

Thanks for doing what you do.

Robert

Q: EMA has underperformed in my view and I'm considering replacing it. Should I hope or would you suggest a replacement. It is part of my daughter's TFSA

Q: Which of the two companies would you prefer investing in at this time?

Thanks

Q: Transition metals. You mentioned SETM in another query. What about XETM? Are there others that could be considered too?

Q: Hello 5i,
We now have a number of shares of Solventum Corp. (as a "reorganization" from 3M) in a Spousal RRSP, soon to be RRIF.
Normally, we are dividend-oriented (retirees looking for income) and as a result I don't know what to make of this little "windfall".
What can you tell us, or what should we know about this equity? What do you think its prospects are for the medium term, 3 - 5 years? Should we keep or sell?
If I understand correctly, it has been placed in the Healthcare sector. I have just asked a previous question (not yet answered) about needing something else in Healthcare beyond our primary holding of HHL. Can you see this as a viable option for us?
Many thanks for any light you can shed on this!!
Cheers,
Mike

Q: Need to sell from RESP , Please rank in terms of selling .

Many Thanks

Greg

Q: Hi 5i, pls provide your opinion, long term rating of Dollarama's results. I've had it as a core position for last several years and would like to know if the future still looks bright - future is 5+ years. Thx

Q: are there any economic implications when both gold and oil and gas are rising in value at the same time ? Thank you.

Q: Hi Peter and 5i,
Who would you favor for growth over the next 5 years between TCS and Well?
Thanks you for your always awesome feedback.

Q: Do you feel that copper stocks are a good investment at this time and if so what would be your top 3 picks. Thank You.

Q: If only one of the above Industrial REITs could be owned, which one would you choose and why? Thanks for your insight.

Q: We bought a 2-year GIC through TD Bank but issued by EQ Bank. Interest is paid at maturity. When we received the T5 it included an amount for interest for the first year. It doesn't seem correct to be taxed on interest which is not yet received. Is this an industry practice? I've asked TD and am waiting their reply.

Thank you for your view.

Q: If you held 5 or 6 real estate type positions in a diversified portfolio, and wanted to consolidate a bit, would you be in favour of selling a smallish position in SVI and add to medium sized positions in DIR.UN and/or GRT.UN. If yes, would you add to both or just DIR.UN?

Q: Question, analysts -- this comes out of a little frustration. I trade on TD Waterhouse and today wasn't able to get this questioned answered by TD. Analyst Scott Buck of H.C. Wainwright has just changed his potential price for EGLX to $1.36. Prior he had this crazy speculative stock at a huge multiple. TD Waterhouse ranks him in the top of the class on todays main trading page for this pick. He as well has MOGO @ $10.86, while it trades at $1.88 Buck apparently has an average net return on his analysist picks of -10%. For an average investor, how the heck is Buck visible and relevant?!? Why would a company like TD give him a high rating & such great exposure?

Q: After receiving a t3 from a high dividend paying etf I was a bit suprised to see a bit over 60% of the distribution was Return of Capitol - as I see it basically getting my own $ back on that 60% portion. Sitting with my accountant I walked away with more questions than answers, for instance would a pure play dividend stock paying half the yeild as this etf be a better investment, what happens if I hold this for years and my intitial investment is returned, do I still get the 10% distribution? Is the ROC a mute point if this etf is held, in a registered account? I realize these questions may not be in your area of expertise, also am thinking many people are buying these high paying ETF's not realizing a big portion of the advertised yield is ROC.

Q: I'm new here and am looking to increase my international exposure. Can you recommend a few international ETFs that don't have US exposure and some that include it as part of their holdings? Should I look to these ETFs to include exposure to both established and emerging markets or strictly more developed countries? I'm looking at investing between 30% of my portfolio as I already own QQQ which represents approximately 12% of my holdings now). Thank you in advance, Elaine.