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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,

Was looking at these two mid cap ETF's and noticed that for VO, the market cap of companies that it holds is a lot higher than the companies held in IJH. I would have thought that mid cap companies are usually around $2-15B. Many of the VO companies are >$40B, whereas the IJH companies are <$20B. Why the large difference in market cap between these two ETF's? What is the average mkt cap of holdings for each ETF? And would you be indifferent between IJH and VO? Thanks!
Read Answer Asked by Keith on January 15, 2024
Q: Hi team,

In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.

Could you provide a list of aggressive US growth stocks ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on January 15, 2024
Q: How things change, 6 months ago or the past year, so many questions on where to deposit money for a 4% yield, than the market goes up nicely and no more questions on money markets. Now i suppose those that missed out are now trying to catch up at higher stock prices. Once Again buy good stocks with earnings and stay invested.
Read Answer Asked by eugene on January 15, 2024
Q: Hello, the distribution paid by these ETFs is starting to come down, even before the new rules becoming effective Jan 31th. Distributions will also follow the BoC rate when it starts going down as well. What would happen if shareholders start selling PSA, CSAV or CASH en masse? Is there some sort of marketmaker for these ETFs that, no matter what, will keep the share price close to NAV? Thanks.
Read Answer Asked by Martin on January 15, 2024
Q: Hi 5i team,

I am wondering if we should switch from the Canadian to the US spot Bitcoin ETFs, which have lower fees and higher liquidity. The US ETFs charge as low as low as 0.20%, while the Canadian ones charge around 0.88%. The US ETFs also have more trading volume and assets than the Canadian ones.

However, moving to the US ETFs would also involve some costs and risks, such as currency conversion, tax implications, and exchange rate fluctuations. It might also be too early to judge the performance of the US ETFs, as they are very new.

Please share your thoughts.

Best,
Matt
Read Answer Asked by Matt on January 15, 2024
Q: Expanding on my recent question about my desire to reduce exposure in the Financial Services sector, today's article in the Globe & Mail is of concern:

"Non-prime lenders warn thousands of borrowers they could be cut off because of new maximum interest rates"

Should this cause me to rethink my strategy to reduce TD to raise the cash? As you pointed out in your answer, GSY is significantly riskier than the our other holdings in this sector.

We are seniors (75 & 80) and the stocks referred to are in a RRIF.

Your thoughts? Thanks!
Read Answer Asked by Jerry on January 15, 2024
Q: Hi 5i
Currently a share holder of WBA....
Regarding previous 5i comments about WBA, its debt and large dividend.......
Now that WBA has cut dividend by nearly 50%, where do you see it going from here?
Is it a good time to consider or still require wait and see? Attractive entry point at what price?
What has to happen next in this story?
Thx
jim
Read Answer Asked by jim on January 15, 2024
Q: on friday i asked:
why do 4 different S&P 500 index funds all have different dividend yields?
To simplify, if we narrow it down to just VFV and VOO, it is the 15% witholding tax on VFV that accounts for the difference. In an RRSP VOO gets exempt.
It seems like we are getting punished for purchasing a Canadian domiciled fund.
So then it comes down to picking the best of 2 bad options:
VOO and pay roughtly 1.5% exchange on the purchase and then again on the sale
or
VFV and always pay a 15% witholding tax on dividends.

Have i misconstured anything?
Is it still a cointoss between VFV and VOO
Read Answer Asked by Rob on January 15, 2024
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