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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: I have been watching KraneShares Global Carbon ETF for a while now as an interesting investment with no correlation to the general market. It seems to do nothing but go up regardless of markets. I have been waiting for even a slight pullback that never seems to materialize and if I buy in at this point I feel like I would simply be chasing the hot money. Do you view this ETF appropriate for a long term hold or is it more for trading? How closely does it track the actual cost of carbon credits and does this correlation decay over time? Can it trade at a large premium or discount to the underlying moves in the cost of credits? I would really like a better understanding of this fund. Your thought and advice. Thanks.
Read Answer Asked by Steven on December 06, 2021
Q: I was going to sell 2 energy stocks . I am underweight in industrials, materials consumer discretionary and consumer staples.
Could you recommend your top two Canadian companies in each sector for growth.
On the other hand would it be just as well or would you favour Canadian ETF for each sector and could you list your favorite for each sector?
Thanks
Jeff
Read Answer Asked by JEFF on December 06, 2021
Q: Good morning,
I have noticed that my holdings in the above shares have declined to about the issue price of $25 in the last couple of weeks. I understand that BIP.PR.D is due to reset in January 2022 and ALA.PR.K in February. The price movement suggests to me that the companies plan to recall these shares but I haven't found any statements that they intend do so. It would make sense if they did as they will otherwise have to continue to pay a 5% dividend for the next five years. Do you have any information on this? I'm thinking that if I can buy more shares at $25 or less I will get one dividend and then a return of my $25 or I will continue to get 5% on those shares for the next 5 years.
Read Answer Asked by Ken on December 03, 2021
Q: Hi Team,
On your response to M Atal today, I am concern by
"The main issue is the tax deferral set up". ?
Horizons has already had to change its structure to adapt to new tax regulations. Horizon clients knows that, I had HXT & HXCN before the change structure. The change structure was made smoothly.
Can you develop "The main Issue" ? Do you mean Horizon will not be able to maintain the TRI structure in future ?
I like TRI structure for deferred gains.
Thanks
Best Regards
Read Answer Asked by Djamel on December 03, 2021
Q: What sequence would you add for largest overall return for 2 years and least risk for AND, ANRG, DCBO, LCFS, NBLY, STLC
Read Answer Asked by David on December 03, 2021
Q: hello 5i:
At present, we have no preferred shares in our portfolio and I'd like to add some. In a September question directed to you, you said:

"We are very comfortable with the credit of Fortis for income investors. We would rank: I, M, J, H, K, G, F"
Can you explain why the series I is ranked first? I'm looking at both the series I and the series M as there is a fairly large difference in yields. Is there a higher yielding company, utility-like, that provides a yield of 4-5% that would be considered very safe (almost bond-like; obviously looking for yield)
thanks
Paul L
Read Answer Asked by Paul on December 03, 2021
Q: Hi there, I've held FFH for a number of years in my unregistered account. I'm down 6%. This morning TD notified me of a corporate action which I don't understand. Can you explain what it means? I'm a growth oriented investor anyway and wonder if I should just sell and move on.( I already own the big 6 banks plus IFC and SLF.)

Thanks,
Andrea
Read Answer Asked by Andrea on December 03, 2021
Q: Hi Everyone at 5i! I need your advice. I have a non registered portfolio, half I have invested in Canadian and US growth and income stocks. The other half I would like to invest in something more secure. GICs come to mind, but with low interest rates, inflation and unfavourable taxation, they seem like a loosing proposition. Any low risk suggestions??? Thank you for all that you do!!! Cheers, Tamara
Read Answer Asked by Tamara on December 03, 2021
Q: Dear 5i,
I have CCPC and my savings in this corporate account are significant (over 1M). I am comfortable with 80(stocks)/20(bonds) portfolio and my time frame is 20+ years.

My plan was to buy the following etfs:
Canada - VCN.TO (24%)
US - HULC.TO (32%)
Developed Markets - HXDM.TO (16%)
Emerging markets - HXEM.TO (8%)
Bonds - HBB.TO (20%)

Questions:
1) Do you think this geographical asset allocation is adequate?
2) Horizon etfs consist 76% of this portfolio. Do you think this is good idea, or should be limit my exposure to horizon stocks. If yes, what percentage of exposure would you recommend and which etfs I should replace them with?


Read Answer Asked by Atal on December 03, 2021
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