Investment Q&A

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

Q: When Trump won the White House in the last election stock market rebounded sharply. If he is successful next month I would think we would see the same, however if Biden wins his election platform is quite different and wonder what your opinion would be if this is the case.
As an investor should we be locking in gains now.
Thanks and look forward to response
Rick

Q: Hi 5i,
I'm not happy about the performance of GSK, what do you think about the performance going forward, also what else could you recommend for international exposure. Currently own Merk and Pfizer.
Thanks!

Q: In general, what type of strategy would u guys recommend if a person wanted to stay involved in the Stock Market with a four to five year time horizon, but still wanted to preserve his capital mostly, thanks?

Q: Hi Guys,

If you were starting a North American balance portfolio, which communication companies (communications sector) would you pick? Please provide 2 names (3% each).

Thanks,

Jim

Q: Please give your best guesstimate for oil and gas companies that can continue their current dividend at $30 or more a Barrel and current natural gas prices
thank you

Q: Hi Peter
Can you recommend any companies with carbon capture and storage technology with growth potential?

Q: I switched from bep.un to bepc the first day I could. Then I switched back when the spread was around $11.00. Now the spread is around $17.00. I guess this is a lesson in supply and demand since the big institutions can only by BEPC. But it seems way over done, doesn't it?
Btw, why would Brookfield maintain both a trust and a regular equity for the same company? Do you think they will completely switch over at some point?

Q: Hi,
I was wondering how you view Sony and Activision blizzard. Would you own them moving forward? There were reports that Sony would decrease production on the PS5 last month, but they denied the reports.

Q: My question relates to sector allocation. Specifically, I am significantly overweight in Utilities (23%), but underweight in Energy (3%). That said, most of my utilities are related to renewable energy (AQN, BEP/BEPC and NPI, as well as FTS which is starting to tilt toward renewables). Does it make sense to 'assign' a portion of these stocks to the Energy sector? And if so, what percentage of each would you suggest could be reassigned? Thank you.

Q: May I have your view on this stock please. Buy, sell or hold?

Q: Do you like Apha is it a buy sell or hold Thanks

Q: What is driving the price lately

Q: Am I too late to enter the chip space, namely Nvidia or AMD? Should I buy one or the other or both?

Your thoughts please.

Bob

Q: Hi group your thoughts on on-line car buying does the virus hitting harder this winter increase profitability. Which stocks do you like in this space and why Thanks

Q: what are your top TSX choices in the renewable energy space for the next three to five years? Please give your arguments for this selection. Thanks

Q: Hi 5i team,
I haven’t asked a question in a while. The reason being is that the Q&A is so comprehensive it practically covers all of my holdings, which is great. While the bulk of my funds are in the U.S. for growth, I keep a smaller chunk in Canada, so I am not fully exposed to the U.S. dollar. I recently added some beaten up stocks, such as GIL, GOOS and MX, which are quietly moving higher almost every day. A couple could be considered value. Is this a rotational trade or are some institutional investors finally coming back to Canada?
Thanks again for the insight.
Dave

Q: Hi team
this stock has run up from $ 59 to now $ 68 in 2 weeks span

are there any news in this company to account for that?

I did have a half position, is it a hold, buy or sell?

I think one gets a nice dividend, would you add on to Magna at this stage ?
not sure if you can tell us the seasonal trend for this stock as well, thanks
Michael

Q: Hello 5i staff,
Good morning to you. I have a reasonable portfolio of stocks but have been thinking of increasing holdings in six or seven stocks and dropping others, in order to consolidate. Currently I am selling puts on the stocks that I am interested in and was wondering what you thought of that as a strategy. For instance, I currentlly have puts out on Alimentation Couchetarde, BAM and CNR amongst others, I am not in a hurry and am happy to collect the premiums. But, I can see that if these stocks continue going up, I may never get them. And on the otherside, if there is a market crash, I will get them for sure. But, may more for them than I would at the time, Now, I am talking about stocks that I already hold 3 percent of my portfolio in. Would certainly appreciate your comments, as usual.
thanks

Q: HI Team,

Your responses to DKNG so far have been fairly cautious. What do you need to see from them to become more willing to give them your blessing?

How do you compare them to someone like The Stars Group who you have liked in the past? Is this more a valuation and "newness" caution?

Thanks!