Investment Q&A

Q: Hello Folks:
I feel because of increasing demand for green energy, specifically EV batteries, the future may see increasing pressure on scarce mineral resources required for this shift. I do not do ETF's, however perhaps one specializing in a range of metals for this industry would be sound strategy. I could move a portion of our tech. money this direction.
What do you think of this idea and do you have suggestions of suitable equities?
Thank you for your great service
brian

Q: I have Canadian cash to purchase an S&P 500 index etf in a non registered account with no immediate need to withdraw any funds. Please explain the differences and advantages/disadvantages of using an etf that is hedged or non hedged C$ versus converting to US$ to buy the index? What are your favourites of each? Which approach do you recommend using now?

Q: I already own AAPL, AMD, AMZN, CRWD, J, AND MS.
I was looking at CRM, FB, GOOG and AVGO. I would appreciate your recommendations and am looking at adding 5 companies.

Thank you.

Donna

Q: Hello 5i Team
I am researching Bitcoin ETFs and it appears there are four ETF trading in the Canadian market (CI Galaxy Bitcoin ETF; Evolve Bitcoin ETF, Ninepoint Bitcoin ETF; and Purpose Bitcoin ETF).
Questions I have are:
1 – Are there any other Bitcoin ETF available in Canada?
2 – Do Bitcoin ETF trade in the US market or are Bitcoin ETF in the USA waiting for SEC approval?
3 – All four Canadian listed ETF trade in both Canadian and US dollar versions on the TSX – which is the better version to purchase and why?
4 – What are the Assets under management for each ETF (as of end of day June 04)?
5 – What would be your ranking of ETF to purchase?
Thank you

Q: Hello 5i team,

I'd like to say I enjoy this first class product. The questions obviously are one of the pillars of this service. Offering fantastic insight and vision for all who read.

Looking for confirmation and guidance.
Without specific weights etc is this a sound plan to stick to longterm?

Non registered account is now growing and will be holding CDN stocks.
Former holding was XIC

RRSP is in USD and holds VTI and VXUS
I like the currency diversification and funds. And norberts gambit reduced the cost.
I also pay into an employer matched pension.

TFSA growth stocks in both CDN and USD
I am looking at mid to longterm ETF'S for growth. Without regard to sector etc.
My portfolio is balanced.

My selections are:

SMH
VTWO
BOTZ
MTUM
IWO
QQQJ
ARKK


Could you please rank these in terms of your conviction on success. If one stands out and comes to mind that isn't here please add it.
I would like to add 2 funds.

Thank you very much.

Q: Could you please provide your latest thoughts on this company. Back in February you appear to be favourable Has your opinion changed after they reported in April. The stock has been acting very well from a technical perspective.
I am thinking of taking an initial position in my TFSA.
Thanks for the years of many successful investment ideas.

Q: what is the best source to find upcoming dates for companies quarterly meetings/disclosures. thanks

Q: Would appreciate your opinion and outlook for the Major Drilling Group. MDI

Q: Hello,

Since the last question, insiders have continued to buy, and debt seems to be more manageable now, at least according to TD Bank / ThomsonReuters. I'd be grateful to hear any update in your thinking on this one, half a year later.

On a related note, I've noticed over the years that CFOs tend to buy less than other officers, such as CEOs and Directors. Is it stretching things to assume CFOs are more conservative by nature, and that significant insider buying by a CFO is a slightly stronger indicator than by another officer? Am curious to hear your take.

Please deduct two credits.

Thanks,

Marc.

Q: Hi,
Can you provide a list of 5 Canadian companies who specialize in automation in order stability and growth.
Thank you
Ed

Q: Dear 5i,
Regarding the MOAT ETF traded on US exchange.
I like their selection methodology and performance.
Can you offer some similar ETF's that might be available on our Canadian exchange.
I'm afraid I have not been able to find any comparables.
thanks

Q: Hi team,
I have been out of the energy sector for a long time but am considering getting some exposure in that area again. What would be your top 3 picks in this area and why.

Thanks as always for your advice.
Paula

Q: What are the pros and cons of the new Longevity Pension Fund recently announced by Purpose Investments?

Q: Could you please take a look at this company and comment on the potential of it and the industry.
Many thanks,

Q: Good day may I have your thoughts on JEPI etf please.
Thanks again

Q: This may be outside your area, but perhaps someone will comment.

I want to prepare a home budget of income and outgo and would like to have it for just myself and also as a couple. I currently use pencil and paper and don't find Excel to be user friendly. Any recommendations?
Thanks!

Q: SKE just came out with a news release stating that they are doing a 1:4 share rollback. I believe they are doing this so they can list on the NYSE.

I used to own this one but sold at a profit. I nevertheless may buy back at some point.

I noticed 2 dates were mentioned - June 7 and June 10. Can you explain what will happen and when exactly? Also, I have often seen stock prices go down (at least temporarily) after these rollbacks. Do you anticipate that the share price will go down with this rollback?

Q: Can you please recommend two or three smaller Canadian gold stocks for a two year hold, risk is okay.

Thanks for the great service

Q: I just listened to an interview with Rick Rule. He had mentioned that Canadian mid tier oil companies were under valued. Do you share this opinion and are their some standouts in this space that you can mention? Additionally, what would be your top 3 mid tier oil company picks?
Your insights are much appreciated
trev

Q: good afternoon - with all the news on hacking and ransomware attacks I have become concerned with the safety of my investment accounts and I expect many of your members will share this concern. How worrisome is this for individual investors? For those, like myself, who deal with a major bank ( RBC Direct, etc) I assume the banks provide cybersecurity at their end but what about at my point of access to my accounts. I currently use a commercial password protection program but wonder if I should be doing more. This may be out of your field of expertise but you are likley wary about protecting your own accounts and would appreciate any guidance you can offer. many thanks , al