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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: Hi. I’m thinking of investing 2 to 4% of my portfolio in crypto as a diversifier: half in Bitcoin and half in Ethereum. But for a number of reasons I don’t want to invest directly myself, I’m thinking ETFs might be a good option. Have you done some research on Canadian Bitcoin ETFs and Ethereum ETFs? Which ETF for each coin would you recommend? Do you know which ones purchase the crytos directly? Or do they use future contracts, which I understand when they are rolled over causes slippage in the price of the ETF versus the underlying Bitcoin. Also, in the consideration is which one has the best MER? And final consideration which one has the best tracking error. Could you tell the best ETF for both Bitcoin and Ethereum, and why. Or are there better options in the US? Or do you think it is just a bad strategy overall?
Read Answer Asked by Steven on July 31, 2023
Q: I have a 5% holding of TRP in my income orientated non registered account , now at a 10% loss. I have a tendency to hold on to declining stocks for too long. Spin outs complicate my fairly
concentrated portfolio used to fund my retirement. What do you expect share price reaction to be over the period until spin out ? Any ideas on replacement ? I want to stay away from energy infrastructure and already own BEPC.
Thanks. Derek
Read Answer Asked by Derek on July 31, 2023
Q: Any update on this one? I see 5 analysts all with strong buy and a $17 USD price target, representing pretty good upside. I've owned it long enough to be down 36% and while I like it, there does seem to be a lot of other fish in the proverbial sea these days where my $ might be better.

If I hold, how much longer do I give them?
Read Answer Asked by Cameron on July 31, 2023
Q: MREL is actively managed by "experts in real estate",but has an extremely disapointing performance in my view,I just sold most of my shares in order to reinvest in a new ETF.Is it a good time to invest in a REIT ETF , or do you suggest another sector (materials,finance,etc..) considering the macroeconomics and present global context?
Read Answer Asked by Jean-Yves on July 31, 2023
Q: Hi 5i,
I hope you might help with my education ...
I have trouble getting my mind around the concept and basis for owning hedged vs unhedged. I know it has to do with currency valuations but beyond that I'm afraid I don't really understand it.
As a real world example to work off, I've owned TXF (the hedged version) for a long time and have noticed that it's pretty consistently been out-performed by its unhedged counterpart, TXF.B. I bought some TXF.B thinking to at least even things up and ironically since then the hedged version has been doing somewhat better.
My problem is that I really don't understand the mechanics of how it works, and why hedged is better in some circumstances but not in others - and even what those circumstances are.
I know hedging is something i should understand better, and I hope you can give me a primer, even though it's likely a pretty basic concept and also likely not that difficult to understand. I just seem to have a block and don't feel like I've grasped the concept or the important factors to consider when thinking about it.
Thanks!
Peter
Read Answer Asked by Peter on July 31, 2023
Q: Hi there,

ELA Envela Corp looks very interesting company. Can I please get your opinion on the company/stock and if you'd rate it a buy or sell?

Thanks!
Read Answer Asked by Michael on July 31, 2023
Q: Hi 5i, came across a very cool site full of information on economic events, pls share with the group. And no I'm not getting any commish :;

https://tradingeconomics.com/calendar
Read Answer Asked by Christopher on July 31, 2023
Q: Hello,
I'm thinking of adding HHL.b but concerned with the very low trading volume. If you compare volume of HHL to HHL.b, there is marked difference or improvement with HHL and higher volume. Question - is there actual market trading of HHL.b or perhaps might this be an internal currency conversion within Harvest ETF's. Hope this is clear, any feedback or explanation on why there is such a delta between the two ETF's trading volume would be appreciated.
THx Steve
Read Answer Asked by Stephen on July 31, 2023
Q: I would like to add to one of the above as a new position.
Please indicate your preference and possibly the position size. Are there any I should stay away from/
Thank you for your info.
Albert
Read Answer Asked by ALBERT on July 31, 2023
Q: Hello,

There hasn't been a question on this company since 2021 - can I get your updated opinion of it? They just reported earnings this week and beat EPS estimates.

For a portfolio light on industrials, would you recommend it? If not, can you list a few industrials that you consider better - US or CDN.

Thank you,
Read Answer Asked by Doris on July 31, 2023
Q: Which company do you have more confidence in for capital preservation? Thanks.
Read Answer Asked by Cheryl on July 31, 2023
Q: Hold I get your thoughts on the latest quarter and also your thoughts on the company in general and do you think this drop in price is an attractive entry point for a 1-2 year hold Thanks
Read Answer Asked by Greg on July 31, 2023
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