Investment Q&A

Q: Do you know of an ETF that mimics the S&P/TSX Venture (CDNX) Composite Index?

Q: What is your detailed opinion of Maxar "surviving". I have a massive position that is under water to over 100k. There is at least 10 USA law firms initiating class actions. I do not see any listed in Canada? Is their a Canadian firm representing shareholders? Should I participate in this, since the USA law firms advise on participation status as 100k. My book value is around $50.00 per share. I know the company will never see this price. However, my focus is on their ability to survive and muster up some kind of low $20-$30s pricing on their assets. Or, accept defeat, and try to recoup through class action, or sell. How valid is the class action? The cost of defending against 10+ suits must be intense, and will not go away. If you can peer down into this well of doom, please provide some comments. Thank you

Q: If you did not own this, would you buy it today or would you wait for things to settle? Are there other stocks within this sector that you would purchase in lieu of NFI. What is their payout ratio?
Thanks for your service

Q: Hello, I have a chunk of American money recently deposited in my non registered account. I hold some money in FLOT, and SHY . Could you make some suggestions for the cash. It should be fairly conservative . You could suggest stocks as well as fixed income.

Q: Would you consider SKT a dividend aristocrat, and is it not way oversold right now? I do not see any negative news or reason for the strong pull-back.

Q: Notice your old boss bought half a million into this company. For him, that's chump change.

Would you reccommend taking a position in it? Do you know the management, etc?

Sheldon

Q: Could I get your thoughts on how HHL might behave in a recession. I understand Healthcare as a sector would be a Defensive sector however I also understand 5i is not to crazy about the cover call aspect, believing it would not protect again the down side. So how would HHL behave? Would the price fall greater than the average defensive share price, or would investors still consider it a defensive play and hold steady the price. Or would the cover call aspect cease to work and the dividends reduce? If it's more an impact on the dividends, is there a way of telling how much the
cover calling is adding to the dividends and therefore what dividends could be expected in times of a recession. Thanks

Q: Hello
Could you comment on RME and CERV earnings please and give opinion on outlook??
I have held small position in both for maybe 10 years. Things appear to be looking up after many years in the penalty box..

Thank you

Q: I would like to set up a passive portfolio for my mother. Could you please recommend indexes in Canada and the United states that would reflect the market while giving diversification.

Q: why the sudden drop in past month

Q: Would you recommend adding to a 1/2 position or would there be other stocks you would recommend in lieu of ENGH? If so, which ones would they be, in order of your preference?
Thanks for your service

Q: I am wondering why the secondary offering is about 10% below the closing price of the shares? That seems like a huge discount, much larger than most secondary offerings. Why such a large discount? And do you think this will have an impact on the share price going forward (after the closing, assuming it does close)?

Q: I am currently considering the purchase of the ZDH ETF for a non-registered account. I would appreciate your advice about the tax implications, especially given that this ETF has a high yield and is invested primarily in European and Asian equities.

Where can I find out how different ETFs compare for tax in Canada? The Morningstar site offers a "tax analysis" section, but it does not make sense to me. For example, using the site's "since inception" returns, the ratio of "tax-adjusted return" to "pre-tax" return for XIC (Canada) is 86%, and for DGRO (US) is 94%. This would seem to imply that a Canadian investor would pay less in taxes buying a US ETF than a Canadian ETF. The same ratio for ZDH is 76%.

I would like to understand (1) is there a better site other than Morningstar, where I can find out the tax implications of buying ETFs which hold foreign equities; and (2) how much of an impact do the taxes have on the investment returns when one buys ETFs with foreign equities (i.e. if the pretax return for a foreign ETF is 8%, what return would I need from a Canadian ETF to keep the same after-tax amount?).

Thank you.

Q: Any thoughts on these lesser known royalty/streaming metals stocks? Also how would you rank them?

Q: Dear 5i..I am still struggling with the fixed income portion of my portfolio and I am ok with a low but stable, steady income stream (age 68) but I don't wish to see erosion of my capital..my question is-over a period of 15 to 20 years(or longer) as I begin the deaccumulation process do you see any significant difference between bonds and laddered GIC's knowing in fact that both options are yielding peanuts. I would appreciate your comments and alternate strategy...regards. gary

Q: Your thoughts on these two companies. Recent gains in both.

Q: Hey there guys. Wondering about appropriate allocation for my rrsp for longterm holdings (using etfs). Focused on low cost, and good diversification, geographically especially. Keeping in mind my tfsa will be almost exclusively Canadian stocks and ETFs. So for the rrsp 50% VTI, 40% SPDW, 10% HXT. I know spdw holds a bit of Canada too. Thanks for your amazing work, it is very much appreciated,
Jer in Ottawa

Q: Hi All at 5i! I was thinking of swapping my PBH shares for QSR, in hopes for more growth. I would value your thoughts on this. Cheers, Tamara

Q: Good day team ,looking for advice on dividend fund or etf for rsp.i have agf series q interpipeline and sentry energy funds for longer timeframe i have 10 g to ad not sure on what ,thanks for all the great help my investments choices are better since joining your team

Q: Your opinion please as to 5 best value buys (most down for no great reason) according to the following criteria

Canadian Dividend paying, large blue chip type company, any sector

thanks

Ernie