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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 5i team: I am looking to add to my portfolio an International ETF ex Canada (in US dollars), I want to get more ex-Canada diversification. Am leaning toward XAW:U (shares Core MSCI All Country World ex-Cda) as it seems to get high marks from the research I have done. Could you suggest another 2 or 3 as alternatives in US dollars. What do you think of VT ? Thanks as always for your guidance.
Steve
Read Answer Asked by STEVEN on November 13, 2019
Q: RE: Nov 12, 2019 Q: I found your response to Leonard’s question regarding which accounts international ETFs are best placed quite interesting.

When both (a) VWO's extra withholding tax and (b) VEE's better return than VWO (longer term - 7 years) factors are considered together, which has produced the best 'real' return (and be likely to in the future)?

VEE vs VWO Performance (approx):
- VEE: Dividend: 2.8% 7-Year: +36.9% YTD: +9.2%
- VWO: Dividend: 2.7% 7-Year: +5.5% YTD: +7.6%

Thanks!
Read Answer Asked by Paul on November 13, 2019
Q: I've read some comments posted about CCL and it being a dog. Even with the drop today the total return YTD is north of 8%. Not a home run by any means like BYD, AAPL, CSU or some others but in the grand scheme of things 8.5% is not what i would consider a dog. Now if you want a dog just mention Concordia Healthcare or Advanz Pharma as they are known as now. at pretty much a 100% loss that is what I consider a dog. Compares to that I'll take CCL's performance any day. Just my perspective
Read Answer Asked by Richard on November 13, 2019
Q: What is your opinion on newer ETFs that are basically high interest savings account? I'm referring specifically to Purpose High Savings Interest ETF and CI First Asset High Interest Savings ETF. Is there any risk here or do they pay such low interest rates that just holding cash or a cashable GIC would be preferable? Thanks.
Read Answer Asked by Paul W on November 13, 2019
Q: Hi,

If I understand correctly, 5I isn't very bullish on the oil and gas sector now; however, it seems like you have high expectations from QST. I can see the appeal that QST can have regarding environmentally conscious needs, but wouldn't the companies they serve have to start doing better before QST would see huge growth?

thanks as always for your insights,
Brad
Read Answer Asked by Brad on November 13, 2019
Q: There have been a few questions lately about dividends paid in USD into USD denominated accounts. In my experience with RBC, the USD-denominated dividends of BEP.UN were first converted to Cdn dollars at the official exchange rate by the company that distributed the dividends and then converted back to US-dollars at RBC's exchange rate. As a result, one gets less of a dividend than expected and, in my mind, this defeats the purpose of collecting the dividend in the USD-denominated account. Buyer beware.
Read Answer Asked by richard on November 13, 2019
Q: Hi Group recently I have taken a hit on ZTS (poor quarter results + SYK (acquisition another company) I was up 15% + 20% respectively presently breaking even or slightly up > to date. Should I sell one or both or keep one or both and why ? thanks for your advise.
Read Answer Asked by Terence on November 13, 2019
Q: I am thinking of selling pbh. Do you have a US stock in the same sector that you would prefer? Or would you just hold on pbh. Thanks.
Read Answer Asked by William on November 13, 2019
Q: Hi, I have been increasingly hearing that after a long period of growth stocks significantly outperforming value stocks that the tide may be turning and a major shift to value stocks may be underway and in the early stages. Time will tell if this is correct but meantime would you be able to recommend some value oriented Canadian ETF’s that would most benefit frommsuch a rotation? Thanks.
Read Answer Asked by Gary on November 13, 2019
Q: Stability and steady growth? Acknowledge early trading but down 10%. This thing is a dog. My fault, should have sold prior to earnings, but have to say a tad frustrated with these responses which don’t in my opinion critically assess potential alternatives and the reluctance to call a dog a dog.
Read Answer Asked by Patrick on November 13, 2019
Q: Hello
I recently sold some SU and one lot filled at 42.745. I thought stocks of this value trade at even penny increments. Is this normal or did broker make mistake?

Read Answer Asked by Greg on November 13, 2019
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