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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: The mutual fund of PH&N has many of the shares used by 5I Research . Mawer also uses many of those companies.
Do you know any ETF that would be similar to those funds?
Those 2 funds are not available to individual investor.
Do you know any similar fund that is available in serie D or A?
Thank you.
Read Answer Asked by Monique on November 13, 2020
Q: I do not have any Health Care and am looking for an ETF. What is your opinion of ZUH.CA. How would you rate the BMO ETF's? What other two Health Care ETF's should be considered.
Thank you.
Read Answer Asked by Nadine on November 13, 2020
Q: My wife has 75% of her portfolio in laddered GICs and I am looking for a one-stop solution for the remaining 25%. Would XTR be a reasonable substitute for any of the major balanced ETFs such as VBAL, XBAL, ZBAL, or HBAL or would you recommend one of the latter? XTR pays a significantly higher dividend and appears to possess a similar structure, although not quite as globally diversified on the equity side. Your opinion please. Thanks.
Read Answer Asked by Paul W on November 13, 2020
Q: Please give an updated opinion on these four balanced ETFs for a retired, conservative investor and indicate order of preference for income and safety. Thanks!
Read Answer Asked by Paul W on November 13, 2020
Q: Hello, looking for emerging markets, ETFs you recommend ex China and ex India (as I already hold INDY and FXI). Also looking for non-Canadian REIT ETF recommendations (I hold XRE). Finally what are your thoughts on preferred share ETFs and which would you recommend (Canadian or not) outside of CPD.
Thanks!
Read Answer Asked by Sophie on November 13, 2020
Q: Hi - Need some insight. I have had SWK for awhile and it has done well, but I am not sure how much more room there is for it to grow. I am thinking of selling and using the money on ATVI. Only concern is that ATVI might be a "Covid" stock whose value will decline with a vaccine. What do you think about these moves?
Read Answer Asked by Patrick on November 13, 2020
Q: Hi 5iR team,

Piggybacking on a question asked on Nov 10 about their recent quarterly results.
Do you have any concerns over yet another financing from DND? (the financing release came out Nov 11 after the question was asked).
They just completed one in Sept for $50 mil and now another one for $175 mil. I assume this is targeted for future acquisitions....but never assume. ;)
I do like the cloud space and they are targeted for 60+% growth next quarter so that appears attractive.
I did initiate a 1/4 position @ $21.75 and plan to do so each quarter if the Q looks good...and if it is still on your 'good' list.

Cheers,
SteveMc
Read Answer Asked by Stephen on November 13, 2020
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