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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: Hello 5i Team
A general question on ETFs.
Have you come across a table correlating the Vanguard Canada ETF and the Vanguard US ETF.
Specifically, I cannot determine if VIU (Vanguard Canada ETF trading on TSX in C$) has an equivalent Vanguard US (trading on the NYSE in US$) ETF.
Expanding this question, have you seen a table correlating all companies (IShares, Vanguard etc.) Canadian ETFs against their US counterparts.
Thanks in advance for the great service.
Read Answer Asked by Stephen on September 07, 2018
Q: I am a conservative investor who would appreciate your recommendations as to the best 5 US stocks/ETFs to own over the next 2-3 years. Dividends are not necessary, however preference is for low risk stock recommendations.
Read Answer Asked by Dale on September 07, 2018
Q: Raising cash and moving it into PSA. So far 10%.
Sold Zub.un into strength today . This gives a further 2% to add to current position in PSA.
Considering selling KWH.UN . Another 1% to add to PSA. Your thoughts please.
How will Kwh.un fare under recessionary pressure?
Read Answer Asked by Roy on September 07, 2018
Q: Hi there,

I've held Shopify for almost 2 years and have had great gains on it. I noticed in the last ~6 months or so, when people have asked about your favourite growth names, Shopify is not being mentioned as much. I believe it was often mentioned as one of your favourite growth ideas about 18 - 24 months ago. How would Shopify rank in your top growth ideas and what are your current top 8 growth ideas?

Thanks!
Read Answer Asked by Michael on September 07, 2018
Q: Hello 5i team,
Your “Financial Facelift Folly” article was very interesting and has “hit home”.
Ten years ago, when I was 65, my RRSP portfolio was around $500k. I established an expense budget that I qualified as generous and that would have helped me maintain the way of life that I was accustomed to. If I achieved a compound annual return of 7%, I would have maintained my income needs for the next 25 years (on a constant $ basis).
Since then, however, I quadrupled my RRSP/RRIF portfolio in 10 years (around 15% compound annual return) and it stands now significantly higher. By the same token; I was never able to spend the amounts budgeted, this fact allowed me to unexpectedly save some additional cash and maximize my TFSA contributions.
However, at age 75, I am no longer comfortable to have 100% of my portfolio invested in equities.
I have revised my expense budget upwards just to be on the safe side and then projected the return I needed in order to meet my revised income needs. This projection shows that I can achieve that goal even if my rate of return matches inflation.
I have now the option to invest all my portfolio in guaranteed GIC’s which I consider as the “worst case scenario”.
For the sake of argument, I got in touch with 2 advisors and they both recommended the usual 50% equities / 50% fixed income; one wonders whose interest were they considering?
I decided (1) to exit the equity market for now, (2) to continue my membership in 5i Research and (3) to tip toe into the equity market in due course, after an eventual recession; but I’ll cross that bridge when I get to it.
I am now sleeping better and so is my wife.
Greetings to all and many thanks for your contribution.
Antoine Sepetdjian
Read Answer Asked by Antoine on September 07, 2018
Q: A friend father age 82 recently sold his residence and is looking to invest. Wants to be in the market. Can you suggest 3 to 5 ETF's for him to invest. Thinking Canadian and Us market , as well as a Bond ETF. Has a small registered fund & TFSA.
Read Answer Asked by David on September 07, 2018
Q: Yesterday I asked the ? if you had any suggestions for an alternative to Fortis that pays a decent dividend and has some growth prospects, utility or not. Unfortunately, I forgot to mention that I already
own Algonquin @ Brookfield Renewables, my bad.
Any other suggestions.
Thanks: Jerry
Read Answer Asked by Jerry on September 07, 2018
Q: Hexo (Hydropothecary) has an activist investor that owns 2.5% of shares is pushing for HEXO to put the company up for sale , privatize it etc What percentage of a company does an institution require before it can push for any change? Is HEXO required to take action? If the company is to put it up for sale and assume it gets $10 per share, would a similar price be offered to shareholders if it goes private (rather than selling publicly). I can see why the activist is pushing for change as HEXO has made significant progress (in deals) and the price has not reflected the positive aspects incomparison to other companies like Canopy, Tilray etc Do you think HEXO will take this seriously (I know it is speculative on your part, but from your experience) Lastly, Stars group is now in the dog category and moving well below 200 day average. This is not good news. Comments please
Read Answer Asked by umedali on September 07, 2018
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