Investment Q&A

Q: There was a report on the news that Ottawa Hydro needs build a substation every year now instead of every five years. This is due to population increase but also due to EVs and heat pump installations.
This is of course not unique to one city or Canada.
Who would benefit from this increase demand in infrastructure build up?

Q: What are your current thoughts on MDA. Has the recent announcement of the $1 billion contract for the Canadarm3 changed the outlook for this company?

Q: Calamos has started these structured etf's the first of which commenced May 1. They are based on the S&P or the Nasdaq or the Russell. A new monthly fund starts each month with the aim to protect all the invested capital if the etf is held for one year with a capped upside of approximately 10%. They are targeting retirees who cannot replace lost capital as an alternative to holding cash. Structured investing isn't new however the etf wrapper providing capital gains after a one year hold for US residents and a 100% protection rather than some lessor protection as well as a .7% MER all seem to provide substantial improvement compared with other prior structured offerings regarding fees and advertised protection as well as tax treatment on gains in a cash account. Calamos also seems to have a long history of options and hedging investment and claims a significant expertise. As a retiree I am seeking, respectfully and if possible, Peter's assessment of this series of etf's as a way to seek equity-like returns based on the S&P etf set up Calamos is offering as an alternative to a money market holding or even an HSAV.CA corporate class holding which provides capital gains but at around 5% instead of the greater potential on offer. Any comment on the reset of downside protection and upside cap each year would be appreciated. Finally if there is any possible liquidity issue that needs consideration please comment. I recognize this as a big ask however these etf's should have wide interest among retirees seeking a US equity play which aims to protect against any capital loss while providing double the current return of a risk-free holding which likely applies to a substantial portion of your subscription base. Thank you in advance Peter. Hope you're not taking the summer off!!!

Q: I saw this article on Reuters re NVO and assume that's why it has come off the past couple of days. Does this issue also affect LLY? If no, is it time to switch? If yes, is it time to get out of NVO? "Patients using Novo Nordisk's wildly popular weight-loss drug Wegovy and its similar medicines for type 2 diabetes may be at increased risk for a sight-threatening eye condition, according to data from a study published on Wednesday."

Q: Is there a comparable (covered call strategy, risk, rate of return, and multi-sector approach) etf that trades on the US market?
Thank you

Q: Looking at ETF SPYG for my $US Acct. Holdings are sub-set (about 228) of S&P 500 said to have better growth. MER=0.04%.

Appears similar to VOO, VUG, MER also similar. Looking for growth, not income. For 3-5 year hold, Please comment on SPYG and compare to the two Vanguard ETFs.

Thank you,
IslandJohn

Q: Hi,

Long time subscriber and was curious as to the weightings of these four stocks in the BP. ranging from 1.15% to 1.76%. Conventional wisdom is that as weightings get closer to 1%, any movement has less effect on the overall portfolio.

What does one look for to justify holding on to these smaller holdings? I have a long time frame, and I know three of the four are recent additions, with OTEX being increased once.

Just looking for my held to be held, I suppose.

Thanks in advance.

Q: And another question about GSY, after a couple in the last day or 2. One answer was that there was no news that would explain its recent strong stock price. You have often said that new highs were a positive and not necessarily a reason to sell.....but I can't help but wonder if it is time to take profits, but of course would want to get your views. What is your current outlook for where the share price might go from here? With the rise in price, its financial matrices are thinning out....how does it compare to other similar financial alternatives? As always, thank you for your excellent service.

Q: Hello,
I would like a comparison analysis of these two companies on their business and which one do you think is a better business to hold for 5-10 Years?

Q: Hello 5i
Your answer to Brian on July 3 , you recommended VUG what would be the Canadian equivalent ETF or the closest to it.
Thanks

Q: Good morning

Go easy CEO is stepping down at the end of the year is this any cause for concern?

thks
Marse

Q: when did 5i launch 2013?

Q: A final (?) adjustment to my RRIF. I would like to add some Tech with a dividend component. I would appreciate your thoughts on HTA as an option. If you have other comments or suggestions they would be most welcome. Thanks Dan.

Q: My question is about "keeping cash", I read that prudent professionals like to keep between 10% and 20% on portfolio. Can you share your view on this? Thanks

Q: Would you consider the CEO compensation package to be excessive or is this just business similar to TSLA and Musk? Thx

Q: Hey 5i Team: At one point today these two were trading in the same range.Which one would you buy and why? Tks. Larry

Q: What is your opinion on the latest quarter of the Constellation Brand? Is it a good buy after the dip in the share after the earning report? is there any specific reasons for the share price to drop?

Q: Would you consider these good buying points,and reasons for their recent pullbacks thanks

Q: What is your opinion on QC copper and gold inc?

Thanks,

George

Q: May I have your current thoughts on FM? It seems the newly elected president is looking at getting third party verification of the mine’s level of environmental danger. Does FM have a good reputation in that aspect of the operation. There was a recent heap leach mine failure in Turkey with fatalities. Did that occur at an FM mine?
Thanks,
Jim