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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: Why is the VIX so low just weeks prior to a politically driven US debt crisis. A similar crisis in 2011 exhibited extreme volatility until an agreement was reached . In the short term downside risk seems more probable than markets going up. You cannot time the markets but what would you suggest as a near term strategy to protect your portfolio.
Read Answer Asked by Edward on May 08, 2023
Q: Hi Peter, Ryan, and Team,

Lately, Telus is under-performing Bell by quite a lot. On days when both stock prices are increasing, BCE goes up by a greater percentage than T, and conversely, when there's a decline, BCE declines less. We own both in our combined accounts, and Portfolio Analytics indicates that our Communication Services sector should be increased. If we wish to do this, is BCE the safer stock?

Also, is there something going on here that is causing this under-performance of Telus?

Thanks as always for your sage advice.
Read Answer Asked by Jerry on May 08, 2023
Q: Reviewing my portfolio and these are my losers. Any point hanging on to any of them? Surprised at BN as it always seems to have positive reviews and CYBR which I though would ride the technology wave.
Read Answer Asked by Steven on May 08, 2023
Q: I've been looking for an addition to the US side of my tfsa, sort of looking at the following (bn tri qlcm blk bac) but would appreciate any other suggestions, looking for growth with dividends, if possible, buy and hold investor and can take volatility.
Read Answer Asked by dennis on May 08, 2023
Q: I know you sold AC out of the 5i portfolio this year but I opted to wait for a bit.
It has now crawled back to my avg cost price and I do plan on selling. I know this is a 'timing' issue, but could you dust off your crystal ball and give an opinion based on any current information you're hearing, on whether to sell now or wait until after results are announced ?
Thank you.
Read Answer Asked by Alexandra on May 08, 2023
Q: Hi Team,
I was looking to add funds to one of the following 3 names: Bn, ATZ, or ATS. If had to choose which name would be the best buy today? My intention is to buy and hold long term.

Separately, what's your take on recent market negativity? Things seem to be escalating to the down side with Powell continuing to have his rosey goggles on continuing to raise rates as banks continue to fail, literally during his bumbling speech telling the world how solid US banks are? I know my confidence in the guy has dwindled as of late. Perhaps now is not a good time to buy and I should wait a bit with any new purchases? Opinion? Thanks

Shane.
Read Answer Asked by Shane on May 08, 2023
Q: One source describes RBC and TD banks as having wide-moats; BNS and CM banks it describes as having narrow-moats.

Do you agree?

Is this something that someone who has a concentrated portfolio should especially heed?

All the best!

R

By the way, I really appreciate all 5i/Cdn $ Svr does. Thank you!
Read Answer Asked by Roderick Jay on May 08, 2023
Q: I have a few questions about money market ETFs and high interest savings ETFs. Can you suggest one or two MM ETFs or HIS ETFs? Additionally, do they have monthly interest distributions and experience daily price changes? Do these distributions count as taxable interest? Are they available for purchase without charges and do they have management expenses (MERs)? Lastly, are these ETFs tradeable daily with high liquidity?
Read Answer Asked by Dev on May 08, 2023
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