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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: Thank you for your answer on my inquiry on these new leveraged ETF's HCAL and HDIV ..... Your answer showed HCAL beat both the covered call bank ETF and the bank ETF { albeit under the short one year time frame of the ETF's existence } ...... A while ago I asked 5I to crunch the numbers on all of the big five banks from the turn of the century to the date of the question and give the annual return { dividend plus capital gain } .... The answer I got was an annual return of 11% on the low end to 14% on the high end ..... Your answer to my question on HCAL included the following quote .... " But we would cautious on seeing them as 'safe'. In a bad market, or course, weaker returns will be worsened with leverage. " ...... It is my understanding that these securities are not structured like the 2X and 3X leveraged ones that rebalance daily to achieve the required return ...... My question is regarding your caution on safety ...... Can I not ignore the down turns in favour of the long term return of the banking sector while collecting a superior return ? Those historical 11% to 14% annual bank returns are averaged including the down turns .... It seems to me looking at the sector's long term history the security would offer the same safety as the banking sector with a superior return ..... Please advise if I am looking at this correctly ? I am considering the security to represent my weighting in the banking sector ...... I am delaying my purchase until I fully understand your remarks on " safety " ....... Thank you for your help .....
Read Answer Asked by Garth on October 25, 2021
Q: Can you comment about Co-operatives Limited memorandum of understanding and what this means for near and future earnings.

Is this a big area that WCP can grow in the future? Carbon capture looks like a big opportunity as net zero goals are put in place for companies in the future.

Also do you have a some names for pure play for carbon capture company that you would recommend?

Take as many question credits you feel appropriate to answer the above
Read Answer Asked by Kenny on October 25, 2021
Q: I was wondering which energy (especially oil) companies look like they are moving into renewable energies as a transition away from oil.
Read Answer Asked by Federico on October 25, 2021
Q: Do you expect Acuity Ad's earnings to be vulnerable to Apple's recent privacy changes? Still good to ride out the recent dip with a long term growth goal?
Read Answer Asked by Ralph on October 25, 2021
Q: This is out for Ipo soon..Would appreciate your thoughts. Thanks.

Shyam
Read Answer Asked by Shyam on October 25, 2021
Q: If inflation is going to be a concern, do you have 5 company suggestions in the US and Canada that would have pricing and so earnings power? Thank you
Read Answer Asked by Michael on October 25, 2021
Q: Hi Guys, What is your opinion about D2L IPO? How does it’s software rate against competitors? Any advantage this company has? Thanks
Read Answer Asked by Sudhir on October 25, 2021
Q: My 22 year old daughter has $7G to invest. She has dual citizenship with the US and has been told that she will be taxed on TFSA gains. Do you have any recommendations for her based on this?

Also, could you recommend some ETF’s for her?

Thank you so much.
Read Answer Asked by Maxine on October 25, 2021
Q: Hello 5i,
Portfolio Analytics indicates that I need to add about 1.35% to my Consumer Discretionary/Cyclical and further that I need to increase my U.S. exposure by about 3.05%, so I am looking for a U.S. name that pays a decent dividend above, say, 2.25% in this sector & geography.
Some names that came up from a link (U.S. Dividend Aristocrats) you had previously supplied, in response to another question, that I was considering are:
Genuine Parts - GPC
Leggatt & Platt - LEG
McDonald's - MCD
VF Corp - VFC
So, my questions are:
1. Out of my list are there any concerns over dividend safety?
2. Safety of business in general?
3. Given my need for dividend income in this sector, would you have any other suggestions you might prefer over these names in terms of safety of both business and dividend?
My current Cons. Discretionary/Cyclical holdings are LNF in Canada and MGA (Magna) on the U.S. side.
Retired, income-oriented investor otherwise well-balanced and diversified.
Thanks for any help you can provide - always very much appreciated!!!
Cheers,
Mike
Read Answer Asked by Mike on October 25, 2021
Q: I currently hold Abbvie and looking to add a second health care sector name to our portfolio. This is a dividend focused portfolio and I'm considering AMGN right now given its 3.8% yield and 5 year dividend growth rate of over 10%. Any thoughts on AMGN and/or another preferred health care holding to add to our Abbvie holding?
Read Answer Asked by Serei on October 25, 2021
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