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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, What are your thoughts on Nextracker earnings and outlook ? CC is scheduled for 5 PM. We took a starter 1% position, last week, after reviewing several favorable comments from 5i team. What would you recommend going forward - Add to the position gradually, starting, Tomorrow Or, wait for stock to settle Or, wait for another quarter ? Also, would appreciate decent price levels to accumulate.

Thank You
Read Answer Asked by rajeev on May 16, 2024
Q: Hi, With CDN interest rates maybe coming down I'm wondering if a switch from a covered call utility ETF (ZWU) to an equal weight ETF like ZUT makes sense? ZUT though has a fairly high MER, so is there a better option, or maybe better to just buy individual stocks. Thanks.
Read Answer Asked by Jeff on May 16, 2024
Q: Hi Peter,
For my RRIF, I want to invest in covered calls ETFs that generate high income with some growth potential for long term hold. Given the current market with possible near term interest rate cut, please share your top four Canadian listed covered call ETFs and top four US listed, with their respective current yield. Thanks.
Read Answer Asked by Willie on May 16, 2024
Q: Hello, what is your opinion about Five Below ?

They plan to achieve 3500 stores by 2030 (in 2023 they opened 205 and plan to open 230 in 2024) and now have 1544 stores and grow sales at around 15% per year.
Easy to understand business model
468 millions in cash and no debt
Francois Rochon of Giverny likes the company (5% of portfolio)
They talk about shrink headwinds (can you explain) and not sure about their moat since a lot of competition in the US.
But the share price has been going down 35% this year.

Thanks

Read Answer Asked by jean on May 16, 2024
Q: Hi. I’m looking for a Canadian-listed ex-North America equity ETF for a TFSA. And am familiar with the options you usually refer to, such as VIU. My question is whether there are more “actively” managed ETF’s (focused on developed markets) which you would consider. Such as QIE.

A separate related question. Are there U.S.-listed alternatives you would consider, in spite of the withholding tax. And is the withholding tax less of a deterrent than we make it to be.

Thanks.
Read Answer Asked by James on May 16, 2024
Q: You recently answered about RRSP being the ideal account to hold viu in to minimize withholding tax - does this apply to VEE and ZSP too?

Thanks in advance. - Jeff
Read Answer Asked by Jeff on May 16, 2024
Q: A recent question/answer mentioned AGNC,NLY, BXMT. All have high yields 13-14%
Are these rates sustainable over a 3-5 year period. Would AGNC likely be the safest with only a 10.3 PE?

Thanks
Read Answer Asked by Donald on May 16, 2024
Q: With most companies having reported earnings, which would be your top 5 with respect to ‘best earnings’? Thank you
Read Answer Asked by Arash on May 16, 2024
Q: Hello Peter and team

To complement my all ETFs portfolio : VEQT 40%, QQQ 10%, VGT 10%, MOAT 10%, I intend to add 6 of the above 7 stocks for 5% each.
Does it make sense, please feel free to substitute and suggest other stocks and explain why.
This is for a 10 years hold with minimum or no trading in this account.
Thank you
Raouf














Read Answer Asked by Raoul on May 16, 2024
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