Q: In your response to Francesco on March 13, 2024, you indicated that HEQT is 34% US but I think that is only the large cap portion. Also, previously you noted HEQT had 65% US exposure. A plot of historical trends of XWD and HEQT show almost identical plots. Did I miss something? What are the MERs?
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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 hold two small positions, which combine to about 2.5%, in New Gold Mining and Triple Flag Precious Metals. I am considering a switch to Lilly Pharmaceuticals. At the moment, my exposure to the materials and health care sectors are about 5% each: this would change my weighting to 2.5% materials and 7.5% health care.
My questions are which of LLY or (TFPM + NGD) have a more favourable outlook on a three-year horizon, and would this potential impact on my portfolio diversification outweigh any potential gains?
My questions are which of LLY or (TFPM + NGD) have a more favourable outlook on a three-year horizon, and would this potential impact on my portfolio diversification outweigh any potential gains?
Q: Hi 5i,
I am down about 20% on all these companies and am interested if you would consider them a long term hold for income.
I am down about 20% on all these companies and am interested if you would consider them a long term hold for income.
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Berkshire Hathaway Inc. (BRK.B)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Where would you rank Berkshire in the above stocks today? Seems fairly cheap according to price targets.
Thank you
Thank you
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Chevron Corporation (CVX)
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DTE Energy Company (DTE)
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Edison International (EIX)
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NextEra Energy Inc. (NEE)
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NiSource Inc (NI)
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DBA Sempra (SRE)
Q: What US dividend stocks do you like right now for income that are good dividend growers and have a yield of at least 2.5%? Thanks.
Q: Park Lawn, BCE and BEP taking a tidy beating in the wife’s income portfolio. While we enjoy the divs, the red ink is off-putting to be fair.
We are a few years away from drawing on her account, so at what point would you consider averaging down on these. There is a fairly large cash balance waiting to be deployed.
We are a few years away from drawing on her account, so at what point would you consider averaging down on these. There is a fairly large cash balance waiting to be deployed.
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Enbridge Inc. (ENB)
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TC Energy Corporation (TRP)
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Pembina Pipeline Corporation (PPL)
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AltaGas Ltd. (ALA)
Q: I own all of the above. I am up with PPL and ALA and about break even with ENB and TRP. I feel too much pipeline exposure??
Which two would you keep?
Thanks for everything
Dave.
Public Question.
Which two would you keep?
Thanks for everything
Dave.
Public Question.
Q: Do you recommend AMD now, and if so, why? Is the P/E ratio too high?
Q: Am retired so my cash portfolio is full of banks, utilities, Brookfield cos, etc.. No materials , so looking at dipping my toe into this sector with either LIF or WTE. Re LIF : the metrics for iron ore are good ,China slowdown negative, US infrastructure program positive ?
Re WTE : Jimmy Patterson a strong shareholder , well run operator, moving more potash, less coal through its terminal ?
What is your opinion on these two companies ?
Balance sheet strength ? Would you recommend one over the other , both or neither for my purpose ? Thanks. Derek
Re WTE : Jimmy Patterson a strong shareholder , well run operator, moving more potash, less coal through its terminal ?
What is your opinion on these two companies ?
Balance sheet strength ? Would you recommend one over the other , both or neither for my purpose ? Thanks. Derek
Q: AMD The perpectives for this stock are sometimes contradictory. Some analysts see it as as a promising competitor of nvidia with a great future. Others on the contrary are very more sceptical...about a possible sustainable performance. What are you appreciation on a 2-3 years range? Thank you very much
Q: I cannot find SCHC (Schwab International Small-Cap Equity ETF) in the database.
This US-listed ETF is about 20% Canadian stocks and 80% outside North America. When held in an RRSP my understanding is that latter (outside NA) is subject to foreign withholding tax. But what about the Canadian stocks, any withholding tax?
This US-listed ETF is about 20% Canadian stocks and 80% outside North America. When held in an RRSP my understanding is that latter (outside NA) is subject to foreign withholding tax. But what about the Canadian stocks, any withholding tax?
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ARK Innovation ETF (ARKK)
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Invesco WilderHill Clean Energy ETF (PBW)
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ARK Genomic Revolution ETF (ARKG)
Q: Hello, I have bought these during Covid and now >70% down. They are in TFSA and RESP so I can’t claim the tax loss. I don’t need the money for next 5 years in RESP, and can hold for long time in TFSA, would you suggest holding them or take a loss and use the rest of the funds somewhere else (VRT or GOOGL)? Thank for your service.
Regards
Rahul
Regards
Rahul
Q: Can you please give best advice for purchasing a Copper stock today and also a recommended etf with Copper exposure. Thanks
Q: Peter; Did PRL meet, beat EPS etc - and do you feel it’s on the right track to keep growing? Thanks.
Rod
Rod
Q: Would like your review of results. Do you think this is a good entry point for a 5 year hold and what return can I reasonably expect over 5 years, Thanks John
Q: While you may not see much growth in Bell for the near future, is this not a rare opportunity for a dividend/income investor to lock in an 8%+ dividend in a secure company?
Am I missing something?
Am I missing something?
Q: any idea when this stock will start trading again? Thank you
Q: is nwh.un worth keeping after their latist earnings report ?
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Linamar Corporation (LNR)
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BRP Inc. Subordinate Voting Shares (DOO)
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Ag Growth International Inc. (AFN)
Q: Hi guys
Looking at three companies in the Industrial/Consumer areas. Looking out a year to 3 years what would be your favorite(s) in regards to total return. Can you also give the forward P/E for the 3 stocks?
Much thanks
Stuart
Looking at three companies in the Industrial/Consumer areas. Looking out a year to 3 years what would be your favorite(s) in regards to total return. Can you also give the forward P/E for the 3 stocks?
Much thanks
Stuart
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Vanguard Dividend Appreciation FTF (VIG)
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SPDR S&P 500 ETF Trust (SPY)
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INVESCO QQQ Trust (QQQ)
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Vanguard Total International Stock (VXUS)
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Vanguard Total Stock Market ETF (VTI)
Q: Hi, I'm thinking of gradually reducing my individual stocks and moving into etfs for an all around set it and forget it roughly $3 million portfolio for someone retiring in the next few months. Can you give me your suggested etfs and percentages to hold to accomplish this balance? A chunk of these funds are not invested yet so I'd also like to know how you would suggest deploying these funds? Would you edge in gradually over a period of time or just get the money working? I'd really appreciate any advice you could give me in this format.
Thank you as always!
Thank you as always!