Investment Q&A

Q: Hi,
Is there a small cap focused ETF that trades in Canada that you can recommend?

Thanks
David

Q: Dear 5i, Is this starting to get interesting at a P/B of .48 ? If not, at what price would you consider it a BUY ? Do you consider the 9.3% yield safe and if so, on what metrics do you base your reasoning ? Many thanks !

Q: How do you determine what the total holdings are of this and other etf's above and beyond their top 10 holdings. Also is their an easy way to determine whether an etf's payout is partly return of capital. Thank you

Q: Many experts, including yourselves, have picked TVE in the mid cap space. I have owned it for about 8 months and it has not been keeping pace with other midcap energy stocks.
Could I get your thoughts on the reasons and do you still like it. If not, could you recommend a couple other names.

Q: I am a retired income investor. All my income except CPP comes from my investments. Right now I am quite well diversified and I did not go to much cash so far nor do not intend to. However, I am now thinking that I should make some changes to be underweight some sectors and overweight others. Right now I am overweight ENB (I consider it a utility), BEP.UN, T, SLF, the Cdn banks and BCE. I also own a lot of the various BMO covered calls ETFs. Two areas I am light is Consumer Staples which the gurus say will hold up well now and I hold no US stocks. One can argue whether we are now in recession or it is coming but I am sure it is or will be real especially since our government says it does not think about economic policy. I am thinking of reducing the covered calls and increasing my exposure to stocks because I believe the stocks will perform better during and as we come out of this. This will further skew my diversity but these are not normal times.
I would like your thoughts on this and a recommendation for "safe" income producing Consumer Staples and a US ETF.
Many thanks

Q: Can you explain the extreme volatility of KRBN in recent months. Is this a safe long term investment? Your thoughts please.

Q: This LNG related (FSRU) company went public in April. May I please get your thoughts? Thanks.

Q: As a diversifier an investment in farmland seems interesting. Looked at Acretrader but wondering if there are 3 or 4 ETFs Cdn or US that you would recommend to invest in this theme. Are there any individual stocks in this area that you like. Do you agree this could be a worthwhile piece of the investment puzzle for a longterm position. Thanks for your anticipated input.

Q: Can you recommend a diversified etf with a high dividend that targets canadian market. Looking for sectors that are not to voltile.
T Steve

Q: Hi,
Your outlook for this company in the rising interest scenario. Is rising rate will be headwind or tailwind for this company? Companies past financial figures are good form investors point of view. In last 10 years it is buying back shares (share count down 50%), increasing dividend (dividend increased to 400%), sales are rising (almost doubled). Can It be considered as a good investment? If not then can you suggest some good alternative?
Thanks

Q: Own both ZDI and PDI to cover international divs, Was going to sell PDI as a tax-loss and put proceeds into ZDI. Do I need both ZDI and PID or does ZDI provide enough diversification? Thanks Ron

Q: what are the 6 safest dividend stocks?

Q: I own TOI at a considerable loss and thinking of a tax loss sale with possible later re-purchase. Any thoughts on what Topicus might do over the next few months?
Thanks

Q: It pays monthly distribution. It works out 7.41% at the current market price of 17.81. Is it considered as good income generating holding? If not then can you suggest a name? I hold ENB and ALA.
Thanks

Q: Does the posted yield of about 13% include the .65% management or should .65 be deducted from 13 to reflect the actual yield.
What is your "ballpark guess" as to the percentages of dividends, capital gains and return of capital.
What is the % of U.S. withholding tax. Is it just on dividends or capital gains and roc as well.
Thanks so much

Q: I hold NVDA AMD and MDB in registered accounts and they are now down 47% - 18% - 39% respectively. As there is unfortunately no tax benefit to selling, should I continue to ride them out or bite the bullet and redeploy to recoup some of my losses within a 3 yr time frame. If redeploy is the answer, some suggestions please.

Thanks.

Q: With the great relief rally over the past 3 days, KXS has gone down about the same %.

Is there something that we are missing? Can't blame it on the market right now.

Sheldon

Q: Hi there, I’m a big fan of the Balanced Equity portfolio. If you had to create a US Balanced Equity Portfolio using CDRs, what stocks would you purchase to create such a portfolio?

Q: Interactive Brokers has a program called "Stock Yield Enhancement Program". I do not see this being offered by all brokers. Assuming the criteria is met to participate in the program, why wouldn't everyone be doing this - what would be the major risk participating in the program?

Q: Hi Peter and Team! I always look forward to your articles in the National Post. Because of the uncertainty in the world, investing in banks and utilities seems the safe way to go, but I agree that there will a future period ( hopefully soon) that growth stocks will be favoured again. In reference to your article, could you list five growth stocks and five small caps that are poised to provide good returns ? Cheers, Tamara