Q: I have been trying to find research information in 5i questions and on my trading platform, RBC Direct Investing for TTAI - FCF International Quality ETF mentioned on the latest podcast, but I can't find it using the ticker or description. Can you help me with where to look? If this isn't an ETF that is available to me through RBC DI, is there a comparable ETF for international market compounders? Thanks!
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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: Hi, what would you replace NVO with? Thanks and Greetings, Peter.
Q: Hi
Happy New Year
Could you have a look at this bond/corporate note and provide some feedback? I am wanting to add it to my US portfolio. I see that its end date is 2081? As well it can be redeemable as early as 2026? Could you confirm these dates as well. Thanks, Len
Happy New Year
Could you have a look at this bond/corporate note and provide some feedback? I am wanting to add it to my US portfolio. I see that its end date is 2081? As well it can be redeemable as early as 2026? Could you confirm these dates as well. Thanks, Len
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Celestica Inc. (CLS)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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WELL Health Technologies Corp. (WELL)
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Propel Holdings Inc. (PRL)
Q: i've done well in 2024 with a number of 5i canadian small and mid cap picks such as CLS, PRL,TVK, WELL, HPS, etc.
I did similarly well with a number of picks in 2021 only to watch those gains evaporate in 2022.
I know 5i prefer not trying to time the market but i'm watching my 2024 winners trend down, some more than others.
I still believe in the fundamentals of my 2024 winners but if the market is trending down is there not some point one should step aside, take the profit and wait for a new or renewed uptrend?
I did similarly well with a number of picks in 2021 only to watch those gains evaporate in 2022.
I know 5i prefer not trying to time the market but i'm watching my 2024 winners trend down, some more than others.
I still believe in the fundamentals of my 2024 winners but if the market is trending down is there not some point one should step aside, take the profit and wait for a new or renewed uptrend?
Q: In follow-up to the Q&A on Howard Marks' recent memo, out of the current "Mag 7", which one do you think is most likely to be in the S&P500's top 20 companies in 20 years, and which one do you think is least likely to be there? Feel free to make two picks for each or decline to respond. I own 5 of the 7.
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
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Vanguard Dividend Appreciation FTF (VIG)
Q: Good Morning
Is there an unhedged version of VGH ?
Can you recommend any other unhedged ETF similar to VIG but listed in the Toronto Stock Exchange ?
Thank you
Is there an unhedged version of VGH ?
Can you recommend any other unhedged ETF similar to VIG but listed in the Toronto Stock Exchange ?
Thank you
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Royal Bank of Canada (RY)
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Bank of Nova Scotia (The) (BNS)
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BCE Inc. (BCE)
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Sun Life Financial Inc. (SLF)
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Restaurant Brands International Inc. (QSR)
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Northland Power Inc. (NPI)
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North West Company Inc. (The) (NWC)
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Exchange Income Corporation (EIF)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: These 9 stocks were approximately equally weighted in unregistered dividend account before NPI and BCE took a big dive. The overall yield of the account is around 4.8% which I have been happy with, but the loss of capital in the 2 mentioned is troubling.
Objective of the account is to generate retirement dividend income for the next 5 to 10 years.
Other accounts provide pretty decent diversification by sector / geography / growth etc.
Question 1. Should I take the loss on these two and redeploy into the other holdings?
Question 2. Any glaring omissions in this account which you think I should add in here?
Objective of the account is to generate retirement dividend income for the next 5 to 10 years.
Other accounts provide pretty decent diversification by sector / geography / growth etc.
Question 1. Should I take the loss on these two and redeploy into the other holdings?
Question 2. Any glaring omissions in this account which you think I should add in here?
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iShares Russell 2000 Growth ETF (IWO)
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iShares MSCI World Index ETF (XWD)
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RBC Quant U.S. Dividend Leaders ETF (RUD)
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Vanguard S&P 500 Index ETF (VFV)
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Financial Select Sector SPDR (XLF)
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Vanguard S&P 500 ETF (VOO)
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Vanguard Dividend Appreciation FTF (VIG)
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Vanguard High Dividend Yield Indx ETF (VYM)
Q: I currently own a full weigh of the above listed ETFs and in light of President Trump's economic policies that are likely to benefit the financial sector, I'm looking at possibly adding XLF: US ETF to my US$ Non Registered account.
Q1. What would be your best idea for US$ ETF to add to a US$ Non Registered account at this time along with your rational for this choice?
Q2.What are your thoughts on XLF:US in terms of potential return for 2025 and the remainder of the Trump presidency?
Thank you and I look forward to your response.
Francesco
Q1. What would be your best idea for US$ ETF to add to a US$ Non Registered account at this time along with your rational for this choice?
Q2.What are your thoughts on XLF:US in terms of potential return for 2025 and the remainder of the Trump presidency?
Thank you and I look forward to your response.
Francesco
Q: Hello 5i Team
I have noticed that Black Berry stock has started to rise in price, is it because of improved fundamentals ? Is this a company that you would recommend for a 3 year purchase?
Thank you
I have noticed that Black Berry stock has started to rise in price, is it because of improved fundamentals ? Is this a company that you would recommend for a 3 year purchase?
Thank you
Q: Hello 5i
If BN is the only Brockfield Group stock in a portfolio. As a diversified conglomerate, up to what weighting percentage can it be held without becoming a bet on a stock?
Thanks
If BN is the only Brockfield Group stock in a portfolio. As a diversified conglomerate, up to what weighting percentage can it be held without becoming a bet on a stock?
Thanks
Q: Given Fridays sharp pullback would you consider this an ideal entry point?
Q: As a follow up to my question on January 8 regarding ETFs you suggested ZSP to represent S&P 500
Would HXS be a better alternative since there will be no withholding tax in the TFSA as per asked by Danny boy on January 10?
Would HXS be a better alternative since there will be no withholding tax in the TFSA as per asked by Danny boy on January 10?
Q: Can you please provide some feedback on OPFI? Is there a reason why there was a surge in price today? Thanks!
Q: Thanks for your reply on the effects of Trump tariffs on various stocks I own . I will be doing a little re-balancing based on your answers . However you didn't opine on two on the list . ENB which I would suspect may be affected by a tariff on oil and AND which has both Canadian and American operations though I'm not sure of how much of each they have. Thanks again for your terrific service ......
Q: Hi!
Regarding these 2 companies which one has more growth prospects, better value for 2025? Are they overlapping businesses or complimentary to each other? I have a nice gain in MS thinking about trimming and buying some GS.
Ok thanks!
Regarding these 2 companies which one has more growth prospects, better value for 2025? Are they overlapping businesses or complimentary to each other? I have a nice gain in MS thinking about trimming and buying some GS.
Ok thanks!
Q: I am trying to understand how an ETF like XIU works. Does a shareholder actually own any stocks when they own this etf, or do they just own shares in a fund that tracks the TSX 60, but doesn't actually own the individual companies?
Q: I note that dividends from this firm may be subject to withholding tax.
Can you name any Canadian companies who pay dividends/distributions in US dollars, and who might NOT be subject to holding tax?
I would prefer it if you knew firms who pay in excess of 5% dividends.
Thanks!
Paul
Can you name any Canadian companies who pay dividends/distributions in US dollars, and who might NOT be subject to holding tax?
I would prefer it if you knew firms who pay in excess of 5% dividends.
Thanks!
Paul
Q: You have remained quite positive on Hammond.
Can you advise where their products are produced (I suspect most products for NA are produced in Mexico, therefore subject to any Trump tarries on Mexico, but I may be wrong).
Also do they have the capability of doing some manufacturing in the US
Can you advise where their products are produced (I suspect most products for NA are produced in Mexico, therefore subject to any Trump tarries on Mexico, but I may be wrong).
Also do they have the capability of doing some manufacturing in the US
Q: I would like to sell SPB. I have a small position in SOBO so wondered if this is a good replacement for SPB ? This is for a RRSP account .
Thanks
Thanks
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BMO S&P 500 Index ETF (ZSP)
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Vanguard S&P 500 ETF (VOO)
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Vanguard Mega Cap Growth ETF (MGK)
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Evolve FANGMA Index ETF (TECH)
Q: Can you please recommend an equivalent ETF to VOO or MGK that is denominated in Cdn dollars. Thank you.