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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: Could you please inform me on what companies you would recommend for for renewable energy? Mainly interested in Wind and solar power as well as an overall alternative energy ETF. Also what weighting in a portfolio would you recommend for this sector?

Thank you for you great service and expertise.
Read Answer Asked by Richard on October 13, 2020
Q: My understanding of the network effect is that it creates a virtuous circle of growth and increasing strength for the best companies - they become more valuable as they gain size over time, e.g. SHOP, AMZN.
What are your favs in any sectors that meet this criteria?
Read Answer Asked by sam on October 13, 2020
Q: I just read this article in the G&M and was wondering your thoughts - “ The Hamilton Canadian Bank 1.25x Leverage ETF (HCAL), The Hamilton Canadian Bank 1.25x Leverage ETF (HCAL) invests in all Big Six bank stocks.

But what’s novel here is that the fund employs 25-per-cent leverage. For every $100 invested you will get $125 worth of exposure to the Big Six. The sweetener: Leverage will boost the dividend, to more than 6 per cent based on current bank stock prices.
Read Answer Asked by Cam on October 13, 2020
Q: Without regard to sector what are you top picks in cyclicals also renewable sectors?
Read Answer Asked by Roy on October 13, 2020
Q: Last April United Technologies became Raytheon and spun off Carrier and Otis. Initially Revenue Canada (CRA) deemed the Carrier and OTIS spin-off values as 100% taxable (incredible I know) as opposed to a 50% taxable capital gain. I know this is not your area of expertise but I'm sure many of your members were affected due to the sheer size of UTX. Do you know if the CRA ruling has been changed or is it still 100% taxable?
Read Answer Asked by DAVE on October 13, 2020
Q: My question is more for education and is about a companies daily trading volume. For example; I have been following Tucows (TC) for some time and for a company having a market cap of almost 800 million; why does it have such a low daily trading volume? The recent deal it made for the sale of Tucows TING mobile to DISH earlier this year was given good reviews.
Thanks 5i
Read Answer Asked by mike on October 13, 2020
Q: Hello Peter, Ryan and Team,

I've been reading more about Sprout Social, and the idea of social media management sounds like a valuable corporate service for the current and future times. Can you give a little detail about how you see it as a potential higher-risk play? The share price has certainly rocketed up since the IPO, and I'm undecided about whether to wait for a pullback (if there is one) or jump in and hope the momentum continues. Any thoughts would be appreciated. Thank you. Brad
Read Answer Asked by Bradley on October 13, 2020
Q: Hello 5i Team
I want to invest in an Emerging Markets Bond Fund or ETF. My preference is to invest in Canadian Funds. Choices I have found are:
iShares J.P. Morgan USD Emerging Markets Bond Index ETF (CAD-Hedged) – Symbol XEB.CA
BMO Emerging Markets Bond Hedged to CAD Index ETF – Symbol ZEF.CA
RBC Emerging Markets Bond Fund Series D – Fund Code RBF1097:CA

Questions I have are:
1 – It is not clear from BlackRock’s website, but is XEB 100 % invested in BlackRock’s US ETF EMB:US ?
1 – XEB and ZEF net assets are $97M and $380M, is the lower net assets a concern?
2 - XEB and ZEF average trading volume is 1,707 and 2,664, is the lower daily average volume a concern?
3 – Although the MER for RBF1097 is 1.07% is this a better choice than XEB/ZEF whose MER is 0.54% and 0.55 % as the net assets for RBF1097 is approximately $1.7B?
4 – Any other ETF/MF that I should review?
Thanks
Read Answer Asked by Stephen on October 09, 2020
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