Investment Q&A

Q: I am looking for ideas for 3 ETFs (to complement an existing portfolio):
(a) small cap equities (preferably, global; if not, then US-focused);
(b) global equities, ex-U.S.
(c) emerging markets.
This is for a LIRA account. I'd like all 3 ETFs to be non-hedged, in Canadian dollars, to be Canadian situs (ideally), and not to have 15% withholding on distributions. I think "VEE" might meet all of these criteria for an emerging markets fund (am not sure).
Ted

Q:
about a year ago peter was on bnn and had covalon as a top pick, the next week the awful crista freeland had her saudi arabia tweet and covalon has been going downhill ever since culminating in last weeks disaster..i was a huge shareholder , but that week of freeland i sold every share i had never to return.
a lot of members who are afraid to lose one dollar have held on ever since ,and you seem to enable them by all the questions on covalon.
my question is why do you persist with covalon holding it in the growth portfolio as well,there is absolutely no reason to be there and you do this with a few others as well, the stars group comes to mine. i do not get it.
dave

Q: Peter and His Wonder Team
Reitman's 15M share buy back at $3.00 did not sell out. So how should a share holder interprete that. Is it good or bad news? Thanks!

Q: Is TRI affected by the rumoured interest of the London Stock Exchange in Refinitiv? If so, what would be the expected impact be and how do you view TRI going forward - as an income only stock or growth and income because of their cash balance?

Appreciate your insight

Paul F

Q: I just noticed that 60% of ZAG’s holdings are other BMO bond ETFs, and the rest are direct bonds. I am wondering about the implications of this of MER, yield, and taxation.

In the BMO documentation for ZAG, they note “as ZAG is a fund of fund, the management fees charged are reduced by those accrued in the underlying funds,” which I find confusing. ZAG’s MER is 0.09%, but the underlying ETFs have MERs ranging from 0.11% to 0.33%. Is the 0.09% MER in addition to the MER paid to the underlying ETFs, or is it just 0.09%?

Does the ‘fund of funds’ characteristic of ZAG mean there are taxation issues in terms of it’s dividends being eligible dividends in Canada?

Are the dividends considered eligible dividends or interest?

Thanks again,

Fed

Q: Good day 5i team: recently I have increasd my weight in ZST .and have felt that in the when not if correction ensuse think it may offer reasonable downside protection.can you advise on any alternative that might be better not counting high interest savings. Tks and all the best Larry

Q: I am building a resp with a 10 year time span. I want to hold an insurance company instead of bank as the financial component .
Which do you prefer , or would you suggest another instead.
Thanks

Q: What sectors/industry do you see as the most promising over the short, medium and long term?

Q: Good morning
As retirees, and still with a longer-term horizon, my wife and I own (and like) Suncor (integrated), Prairie Sky (no debt) and Peyto (low cost producer) for minimal risk; second, dividend income, and third, capital growth. Oil & Gas is 4% of our diversified portfolio. We plan to keep Suncor. I am considering Freehold Royalty, Tourmaline, and Ensign Energy Services as possible replacements for PSK and PEY.
Q1: Do you feel the stock price declines in the Canadian oil and gas sector represent investor capitulation?
Q2: I would appreciate your comments on the 3 stocks being considered. Would any of TOU, FRU or ESI better meet our investment objectives, compared to our current holdings, PSK and PEY?
Thank you for your advice on this.
Edward

Q: Hi. my exposure to HMMJ is about 3%. My position is down about 20%. The fiasco with Canntrust seems to have tarnished the industry somewhat. What are your feelings going forward, buy, sell or just wait it out

Q: Your opinion on 2nd QT .

Q: Good Morning 5i
Could you comment on the Health Canada sales of dried marihuana and oils sales information for May 2019 released today? What does it mean for company such as WEED's upcoming financials? Thank you.

Q: Just a general question on the rules for tax loss selling. If I sell a stock and immediately sell puts on the same stock (expiry more than 30 days in the future). Do I still qualify for the tax benefit? Does the strike price have an impact?

Always appreciate your insight.
Peter

Q: What would 5i's top 3 picks in each of these categories be? (US and Can).
1) Artificial Intelligence
2) Cloud
3) Internet Security

Q: Re David's question about book value differences, that could change in a number of different ways, such as reinvested dividends on ETF's, stocks sold at a gain and new stocks repurchased, etc.

Q: Regarding earlier question on seeming overcontribution to TFSA, the discrepancy most likely involves dividend reinvestments which are added to book value.

Q: Hi.
What are your current thoughts about the prospects for FLY.
Thanks team for your help.
Ian

Q: Yiwen's question today.. I believe TTD is trade desk and not Tinkerine studios.

Q: I have owned AKT.A:CA in the past and sold at a loss but have kept in on my watchlist. What do we need to see happen for it to be buyable and a potential timeline for that? Also wondering if a dividend cut is likely?

Thanks very much.

Q: Hi Folks
Have enough for one more buy in my TFSA. Looking to add either DIS or UTX - your opinion please on which one you would suggest at this time for growth as this will be a long term hold.
Thanks