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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: Robots: What are your estimates for the growth of robots over the next 3 to 5 years? Will this be a major growth industry compared to chips and AI now?

Who are the current leaders in that industry?

If you were to buy them, what would you buy and are they buyable at today’s prices?

Thanks for your help.
Read Answer Asked by Donald on May 08, 2026
Q: Hello, I have a small position in above 3 ETFs. Since my portfolio is ~ 60% stocks and I am 73, I am searching for a couple CDN and US bond ETFs . I was looking @ XHY but you have issued a sell ..
How about 2-3 corporate and 2-3 Government US and CDN ETF's, please.?
Thank you
Carlo
Read Answer Asked by Carlo on May 08, 2026
Q: Can you please provide an updated opinion on $ARM based on is most recent earnings and forecast? And rank it relative to its peers right now?
Read Answer Asked by Kel on May 08, 2026
Q: Hi 5i.

I was very surprised when you removed Acadian Timber from the Income portfolio this January, as I have always considered it a solid dividend stock. With the trade uncertainties with the US, its cross-border assets seemed like a great advantage. It has performed quite well lately. What was your reason for removing it from the portfolio? Will you still be providing updated reports on ADN?
Read Answer Asked by William on May 08, 2026
Q: I’d appreciate your opinion on the iShares MSCI South Korea ETF (EWY). I suspect I may have missed a good entry point for the S Korean market as EWY is up nearly 70% YTD as of early May, hitting record highs above $160.
This rally appears to be a "perfect storm" driven by the global semiconductor cycle and South Korean companies (notably Samsung and SK Hynix). Although a little late, before initiating a position in EWY and/or its major components, I ask your insight on:
- Technical Extension: With EWY trading significantly above its 50-day and 200-day moving averages and the RSI signaling overbought territory, do you view this as a "blow-off top" or the start of a multi-year re-rating?
- Structural Reforms: To what extent is the government's "Corporate Value-Up Program" and the reduction in the "Korea Discount" providing a permanent floor for valuations? Is this a structural inflection point that justifies buying even at these levels?
- Risk/Reward: Would you consider the high momentum but "expensive" EWY over ETFs covering other regions, e.g. China or India?
- Outlook: For a minimum 2–3-year hold, is it more likely than not that I will see a significant pullback (10-15%) before further upside, or does the AI tailwind make waiting for a "dip" in South Korean AI-related companies a losing strategy?
I am not keen on chasing performance, but I recognize the demographic and technological strength of South Korea, especially after recently attending a med and science conference there. Would you initiate a modest position now, or is EWY a "wait for a pullback" candidate in your thinking? :ao:
Read Answer Asked by Adam on May 08, 2026
Q: 2:15 PM 5/5/2026

Hello Peter.

I was quite interested to read Joseph's question today, May 5th and to study your answers and recommendations. It brought my attention the Hamilton Covered Call "MAX" ETFs which have attractive yields.

We have owned large positions in Canadian banks and utilities for decades mainly for the divided income but have never ventured to try covered calls on them so I was interested in HMAX and UMAX as a way of easing into this strategy to watch and learn about it without getting into the complexities of trading. We have always been buy-and-hold forever investors.

Questions

1. You said "Our covered call exposure is specifically to add tax-deferred income (ROC distributions)" so could you give some details on just what the distributions are and how they are taxed.... dividends, ROC, other?. Do the dividend incomes on the shares in the funds flow directly to the owner [me] as part of the distributions of the fund shares.

2. I presume that HMAX and UMAX are all Canadian for income tax purposes. Does this apply also to EMAX which is 79.7% in US? I do not want to own US stocks with all the taxation complexities and T1135.

3. Could you suggest a Canadian Covered Call ETF focused just on Canadian pipelines, midstream, and oil and gas production

Thank you........... Paul K.


Read Answer Asked by Paul on May 08, 2026
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