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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: In addition to the Income portfolio, please suggest 10 diversified Canadian large cap stocks that should produce a total return of 8% with minimum volatility and a dividend ie no roller coaster ride. Thank you
Read Answer Asked by Richard on July 18, 2022
Q: I would like you to compare AMT and CCI. Do you think either of them work in this environment, and if so which would you prefer for a long term hold. I note that CCI has a higher yield but I am also curious about their growth prospects.
Thanks for your advice.
Ian
Read Answer Asked by Ian on July 18, 2022
Q: Emerging market indices have been underperforming for some time now and are ostensibly quite undervalued relative to peers in aggregate. I happen to hold a fairly sizeable portion of my portfolio (~15%) in XEC. As such, I am curious as to your opinion on whether or not holding emerging market exposure is a valuable form of diversification in today's landscape. Finally, acknowledging you lack a crystal ball, do you anticipate emerging markets reverting to the mean in the foreseeable future?
Read Answer Asked by Andrew on July 18, 2022
Q: Crystal Ball question here, but IF CWL keeps executing and growing, where would you predict the stock could be in 5-10 years? A possible take-over target? A major international headhunting/staffing company? Any comparables out there?
Read Answer Asked by Jeff on July 18, 2022
Q: I have some money to invest and looking for growth over the next 5 to 7 years. Between the 3, which one would you side with at the moment. If you have a better suggestion, feel free to give your insight. Thanks !
Read Answer Asked by jean on July 18, 2022
Q: Greetings, I already own PBH, ATB and COST but would like to add a consumer non-cyc. In order, I would like to protect against loss of capital, receive a greater than 2% dividend, and enjoy some reasonable growth. Which of the two above would you choose for a long term hold? If you could choose a U.S. name, is there one you prefer over both? Thank-you!
Read Answer Asked by Stephen R. on July 18, 2022
Q: I am a retired income investor who derives all his income from investments. For obvious reasons I am a fan of covered calls and own the various ZWs and HDIV. I also own the canadian banks and ENB. Most of these have held up fairly well in the turmoil. My question is do the covered call ETF administrators try to keep the return % approx level as the ETF value changes. I note that the RBC quoted return for HDIV is noeth of 10% but ZWC is approx 7% which is not much change from where it was in April. Other ZWs are similar. It would seem that BMO manage the return whereas Harvest do not.
Read Answer Asked by Don on July 18, 2022
Q: Do you have a preference between these 3 ETFs, or is it pretty much a draw?

Thanks.
Read Answer Asked by Alan on July 18, 2022
Q: I hope all is well at 5i and you are enjoying the sunny summer. I wish we had more rain here in Niagara.

Garth asked an interesting question last week which you answered on Friday. He was asking about all-in-one ETFs and specifically such as VGRO, XGRO, ZGRO or HGRO. 5i recommended VGRO over ZGRO with no mention of HGRO.

I did my usual half-baked research (engineer not a financial guy) and found some interesting things using the G&M watchlist plot routines. I just plotted a comparison of ETFs using 1, 2 and 3 year intervals relative to last Friday (July 15th). First, I compared VCNS, VBAL, and VGRO. To my surprise, the worst performer for each relative time interval (1,2 and 3 years) was VCNS and the best by far was VGRO. For 1,2 and 3 years VCNS was -13.4, -7.5 and -3.7% while VGO was -12.7, 2.9 and 5.7% from July 15th). Seems Garth was on to something by asking about GRO ETFs.

Then I compared the 4 GRO ETFs that Garth was asking about. The one year returns relative to July 15th were all essentially the same at about -13%. However, HGRO was hands down the winner for the 2 and 3 year relative time periods from July 15th i.e., 10.6 and 20.5% for HGRO versus 2.9 and 5.7% for VGRO. I realize VGRO has a 2.2% dividend (according to G&M) but not that doesn’t make up the difference. I also realize HGRO is just shy of 3 years history but close enough for me.

Is HGRO doing something with significant increased risk or is something wrong with my research oven?

Maybe an article in your ETF & Mutual Fund Update report would be helpful.

Thanks, as usual.
Read Answer Asked by Danny-boy on July 18, 2022
Q: Thursday,Jpm and Ry shares declined the latter around 5% as a result of Jpm and others missing estimates.
Friday Jpm recovered most of thursdays losses but not Ry. How come?
Higher interest rates and low unemployment should be good for the banks
Confused
Read Answer Asked by Terry on July 18, 2022
Q: How would you allocate a large amount of cash in todays environment?
Lump sum or DCA?
Read Answer Asked by Timothy on July 18, 2022
Q: Hi, Any comments on recent price action .Why Sylogist continues to make new multi year lows, while Tech sector, in general has gained some traction, over past week or so. There was a mention here of stock's long term support at $6.50 - $6.75 level. Why would retail investors keep selling, despite its solid organic growth prospects/possible acquisitions and very low risk to dividend ? based on its history dividend yield is now flirting with 7.50 - 8% - Is there a concern of a dividend cut ? We beefed up our holding along with 5i recently and like the company. What is the next support level and is it worth buying more now? We have owned it for several years and stock has fallen below our ACB of $6.57 and weight has dropped from 5% to below 2.5%. Thanks
Read Answer Asked by rajeev on July 18, 2022
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