Investment Q&A

• Vanguard FTSE Emerging Markets ETF (VWO)
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• Vanguard Total International Stock (VXUS)
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• Vanguard FTSE Developed Markets ETF (VEA)
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• WisdomTree International SmallCap Dividend Fund (DLS)
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• WisdomTree International MidCap Dividend Fund (DIM)
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Q: Hi 5i,
Thinking of selling VXUS and buying VEA, VWO, DIM, DLS in its place to gain wider exposure to international stocks, what do you think of this idea. I will be able to control percentages in various market cap. companies too.

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Read Answer Asked by Mark on October 14, 2021

• BMO Mid Corporate Bond Index ETF (ZCM)
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• BMO Short Corporate Bond Index ETF (ZCS)
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• iShares Core Canadian Short Term Bond Index ETF (XSB)
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• Invesco Preferred ETF (PGX)
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• iShares U.S. Preferred Stock (PFF)
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• Vanguard Short-Term Bond ETF (BSV)
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• BMO US Preferred Share Index ETF (ZUP.U)
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• BMO US Preferred Share Index ETF (ZUP)
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• Vanguard Short-Term Government Bond ETF (VGSH)
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• Vanguard Short-Term Corporate Bond ETF (VCSH)
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• iShares 1-3 Year Credit Bond ETF (IGSB)
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Q: Hi 5iResearch team
I am in the process of doing re-weighting. I know the above etfs. The US bond etf (VGSH) has very low interest yield compared to the CAD ones (XSB, ZCS, and ZCM).

1. Are there other US bond etfs that are similar to the above CAD ones in terms of yield and risk?

2. ZUP is in CAD$ and US$. Can you please recommend two more (CAD or US) etfs that are similar to ZUP in terms of yield and risk?

Thank you for the great service.

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Read Answer Asked by Ahmed on October 14, 2021

• Caldwell Partners International Inc. (The) (CWL)
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Q: From a valuation point of view what is 5i's opinion on beginning a position in this stock at current trading levels given that CWL's stock is already up almost 150% in 2021?

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Read Answer Asked by Charles on October 14, 2021

Q: Have some US$. Thoughts on the Zero Coupon product from Pimco.

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Read Answer Asked by Keith on October 14, 2021

• Pinterest Inc. Class A (PINS)
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Q: when does this company report and what are the expected numbers? also with another part of management bailing out, co founder leaving, could this be in anticipation of some bad results pending? thanks....

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Read Answer Asked by adam on October 14, 2021

• Stingray Group Inc. Subordinate Voting Shares (RAY.A)
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• Converge Technology Solutions Corp. (CTS)
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Q: What's your opinion of CTS and RAY.A? Are they worth considering for a TFSA account, especially RAY.A given its dividend? Thank you.

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Read Answer Asked by Chris on October 14, 2021

• Vanguard Dividend Appreciation FTF (VIG)
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• Berkshire Hathaway Inc. (BRK.B)
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Q: In a tax free account, between these two, which would you recommend for a long term hold? Or is it a wash?

Thanks.

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Read Answer Asked by Joel on October 14, 2021

• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Q: BEPC is currently down 37% from its 52 week high. For a 3 year hold do you see this as a buy for good capital gain or more of a value trap? Thank you.

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Read Answer Asked by Richard on October 14, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Topicus.com Inc. (TOI)
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Q: Topicus or Shopify over the next 5 years? Or 50/50?

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Read Answer Asked by Gregory on October 14, 2021

• Vibe Growth Corporation. (VIBE)
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Q: I have a large loss on this one. Should I dump it now? Note it is in my TFSA.

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Read Answer Asked by Tim on October 14, 2021

• Good Natured Products Inc. (GDNP)
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Q: I was wondering if you heard any news that would have caused the halt in trading in this stock yesterday? Still in effect this morning.

Thanks

Dave.

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Read Answer Asked by David on October 14, 2021

• Questor Technology Inc. (QST)
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• Parkland Corporation (PKI)
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• Xebec Adsorption Inc. (XBC)
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• MFS Charter Income Trust (MCR)
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Q: your opinion about MCR please.
Why is this company lagging the oil sector?you would think it would move with oil price going up.
Is there a chance it would be a take-over candidate?
are there other companies that you prefer ,like Questor or XBC?

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Read Answer Asked by Josh on October 14, 2021

Q: On Harry's question on why is he down a couple hundred bucks when buying a US stock ,if he is buying from a Canadian dollar account it would be due to currency conversion.You can set US dollar accounts so you do not get hit with currency conversions.

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Read Answer Asked by lynn on October 14, 2021

• Apple Inc. (AAPL)
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Q: I have $10K to invest. Is it better to buy Apple shares directly or should I buy Canadian Depositary Receipts (CDRs). If the stock moves up 10% will CDR also move up by the same %. Apple pays dividends will I also get dividends if holding CDR. Is it safe to buy CDR what happens if it gets delisted?

Thanks for the great service

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Read Answer Asked by Hector on October 14, 2021

• WELL Health Technologies Corp. (WELL)
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Q: I've been watching the trading pattern for the last month. Bids and asks change every minute with what appears to be downward pressure. Most of us buy and hold for a decent amount of time. Is this some kind of computer program by large trading houses manipulating the price. If so is this common with all sorts of stocks.

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Read Answer Asked by Steve on October 14, 2021

• BMO Equal Weight Oil & Gas Index ETF (ZEO)
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• iShares S&P/TSX Capped Energy Index ETF (XEG)
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Q: Best energy ETF for a 12-18 month hold?

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Read Answer Asked by Lorne on October 14, 2021

• Lockheed Martin Corporation (LMT)
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• Roper Technologies Inc. (ROP)
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• Xylem Inc. New (XYL)
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• NV5 Global Inc. (NVEE)
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• Jacobs Solutions Inc. (J)
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Q: Please give me some US industrials (large and mid cap) that you like.

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Read Answer Asked by Gregory on October 14, 2021

• Aritzia Inc. Subordinate Voting Shares (ATZ)
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Q: May I have your comments on aritiza’s earnings please

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Read Answer Asked by Margot on October 14, 2021

• Greenlane Renewables Inc. (GRN)
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Q: Dear 5i,
Could you please give me your opinion with Greenlane.
Thanks
Rick

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Read Answer Asked by Rick on October 14, 2021

• BMO MSCI Emerging Markets Index ETF (ZEM)
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• iShares Core MSCI Emerging Markets IMI Index ETF (XEC)
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• Purpose International Dividend Fund (PID)
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• iShares Emerging Markets Dividend ETF (DVYE)
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Q: The above ETFs represent my current holdings for Intn’l Equity exposure and are held in my RRSP. I am able to add to my Intn’l exposure in my RRSP and would like your recommendation for a C$ ETF that might fill in any gaps that my current holdings don’t cover or alternatively I could just add to my current holdings.
I do not need to RIF for 8 more years but some dividend yield would be preferable as I do draw out my div/int earnings annually.

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Read Answer Asked by Bruce on October 14, 2021