skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Norbert Gambit - FYI:

5i has good thread here (https://www.5iresearch.ca/forums/viewthread/328), but this link has good concise broker-specific how-to info here (https://www.dividendearner.com/dlr-norbert-gambit/) titled
'Convert CAD and USD for less than $20 with DLR'.

Hope it is helpful to members; I just used it.
Read Answer Asked by Paul on June 12, 2019
Q: Do you like VA or better to invest in a different ETF? I own only this ETF and AFG Global Dividend Fund. The VA ETF has not performed that well and wonder if I should invest a better overall global ETF? If so what would be your recommendation?

Thanks
Read Answer Asked on June 12, 2019
Q: Hello, I am looking to add to my international holdings and was hoping you can recommend an etf similar to xtr. I already have enough exposure to North America so I am trying to find a diversified etf (50/50 equities and fixed inc.) with a decent yield that does not include the U.S. or Canada. Thank you.
Read Answer Asked by Adam on June 12, 2019
Q: Can I please get the groups collective opinion on Blackberry with respect to entering a position now and where you see them going based on a comprehensive analysis.
Or are there factors and or other better potential buys out there now?
If so, what might those alternatives be?

Thank-you for your valued service.

SA
Read Answer Asked by Alex on June 12, 2019
Q: I have some cash that I want to park for 6 months or so with the ability to withdraw
some when needed. Can you recommend something?
Thank You
Peter
Read Answer Asked by Peter on June 12, 2019
Q: For the next 6-12 months, do you think moving from XBB into CLF or ZPS would provide greater security? Thanks.
Read Answer Asked by Curtis on June 12, 2019
Q: I have $ 50,000 to invest I would like to invest in some preferred shares I do not need the funds anytime soon Could you give me some investing criteria to assess whether the pref shares are good value I know alot depends on interest rates but i want to buy companies that are solid

Thank you
Paul
Read Answer Asked by Paul on June 12, 2019
Q: We have( for me) a quite large sum of money invested in managed products. Any new money is going into Canadian equities ( 30%) following your portfolios and a mix of ETF roughly
30% USA at 10% SPY, 10% VIG, 10%IWO
30% International currently VE
10% emerging currently VEE
( I know "where is your fixed income" you ask, my spouse has a federal government pension which I count as our fixed income)
To date these sums are relatively small. As I start to shift large sums from our managed products to my self managed portfolio ( following the above ratios) I am ok with the mix in the USA spread to 3 etfs run by 3 different companies. With the international and emerging I am a bit concerned about putting all that cash with one fund (and company). Is this concern silly or should I have some diversification within my ETF holdings ( both in terms of funds and companies). For example instead of having 30% of my holdings in VE I would split it 15% VE and 15% XEF. So I guess the short questions are:

1. What is the max an investor should have in any one ETF( %)
2. What is the max an investor should have with any one company ( $ or %)
Read Answer Asked by Tom on June 12, 2019
Q: Hello team,

On my trading platform, P/E is showing 45 and on the same platform they have a "Value Analyzer" Says the stock is under valued.

Is it possible that the stock is under valued even when the share price is at all time highs.

Your thoughts,

Thank you and have a great day!
Read Answer Asked by Rino on June 12, 2019
Q: Gentlemen, Good Morning,
HMOP, actively managed ETF that seeks federal tax-exempt income by investing in municipal securities with 2.9% distribution and 0.29% fees. Is it good for income on a taxable account ?
Other alternative ?
Thanks Regards

Read Answer Asked by Djamel on June 12, 2019
Q: A year ago a member asked about BL.UN. You had suggested RBOT ETF. They both have a MER of 0.9%. I think BL.UN is a CEF. They have quite different holdings. I am looking for a Canadian Fund or ETF with Hi TEch holdings in my RRIF. The top holding of BL.UN seemed to fit. I appreciate your view on this.
Read Answer Asked by Ford on June 12, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!