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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: I am looking to finally replace the following mutual funds held in a self admin RSP account, to equivalent ETFs.
FID269 - Fid Monthly Inc;
FID5973 - Fid Global Innovation;
FID207 - Fid Global Concentrated Equity;
RBC460 - Sel Bal Ptf
TDB2760 - Td Retirement Balance
TDB652 - Td Global Entertainment & communication
TDB976 - Td Health Science
TDB2580 Td Tactical Monthly Inc
My goal is to replace these mutual funds with long term, high yielding where possible, low MER, CDN or US $ equivalent ETFs. Please provide 2 or 3 suggestions for each. Please deduct as many credit s as need.
Thank you for all the invaluable investment help you provide.


Read Answer Asked by Mark on October 15, 2021
Q: 1. I hold some TFII and would like to have your outlook and the future growth of the company

2. Can I get your order of preference between IIP.UN, CAR.UN and TCN and how do you see them going forward. Both IIP.UN and CAR.UN have been trending sideways for some time now .

Thank you

Read Answer Asked by Kristelle on October 15, 2021
Q: Hi 5i,

For a new position and a 5+ year hold do you currently prefer IWM over IWO? Or could you recommend another ETF that would be good small cap exposure. Would IWO be a bit more challenged in a higher inflation environment?
Read Answer Asked by Dean on October 15, 2021
Q: BTAI May your please provide your assessment of this company. I have been a holder for past two years only to see it decline by 45 %, with a further 15% decline today.
Do you like it, and if so, would you been keen on continuing to hold? Thank you
Read Answer Asked by Karim on October 15, 2021
Q: Hi 5i,
I know you haven’t been big fans of WBA due to their debt load. They had a decent earnings beat today, boosted by Covid vaccinations. They took a majority interest in Village MD to open more health clinics attached to their drugstores. They are also considering exiting the sale of tobacco products.
What are your thoughts on WBA these days with this renewed health focus?
Thanks again.
Read Answer Asked by Dave on October 15, 2021
Q: Hi the great team, can you name some examples of positive momentum stock . Thanks.
Read Answer Asked by victor on October 15, 2021
Q: Looking at some recommended company's that are near 52 week lows that have a lot of future growth and years of multiple upside. Can you suggest your top 5 companies that fit this criteria(and why you believe the upside potential). I would like to set and forget(for years) for my next few purchases. thx for the great service
Read Answer Asked by Chris on October 15, 2021
Q: You had mentioned "GSY initially purchased a swap on the AFRM shares to hedge away market exposure" in response to another on GSY..Could you explain how share swaps works in this context? Thanks.

Regards,

Shyam
Read Answer Asked by Shyam on October 15, 2021
Q: While Cielo seems to be getting its act together my take is that current work relates to pilot plant development and it will be some while yet before capacity, and revenues begin to emerge. Do you have a time line that might be used to commit to a worthwhile investment and what product competition they could face roughly within that timeframe?

Read Answer Asked by Mike on October 15, 2021
Q: What are your thoughts on the latest Mawer mutual fund - MAW 180 and does it have place in a well diversified portfolio?
Also is there a withholding tax if held outside of a RSP.
Thank you
Read Answer Asked by Francesco on October 15, 2021
Q: I'm interested in these ETF themes, how would you rank them long term? Do you see any overlap between ICLN and LIT? And if I wanted to go the individual stock route instead of the ETF, what would be your top two individual stock picks within each ETF (either cad or us listed). Thank you!
Read Answer Asked by Keith on October 15, 2021
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