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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 team,

What is the significance of the Morning Star annotations (v.g. *** Silver) when you look at an ETF or stock ? Does it change frequently and for what reason ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on March 28, 2025
Q: Just few more covered call gold ETF questions and I promise to stop flogging this horse and make a decision ..... Of the five ETF's 5i recommended { AMAX, CGXF,BASE,GLCC,GDXY } Could 5i give me the return, unit price gain/loss plus dividends for each ETF as a percentage ? .... As both AMAX and GDXY have only been around a year just go back for that period of time for each one. This will be long enough for me to assess as I am looking for gold volatility pre and post Trump's election.....

I notice all have an upward trend except GDXY. Could 5i speculate on the reason why ? Of course the question is does that 32.5% dividend more than make up for it ? I should be able to see that by your evaluations of returns for the other ETF's in comparison ......

And finally, hypothetically, if 5i were forced to choose one or two of these to " hide " in while assessing just exactly how bad Trump is going to make things for Canada . Which would be your two favorites, first and second, and why ? ...... Thanks for your terrific service ..... Garth .....
Read Answer Asked by Garth on March 27, 2025
Q: Hi there,

I'm evaluating the fixed income portion of my portfolio and am debating between a ladder GIC vs a HISA ETF. I understand GICs are locked in rates and HISA etfs are floating, but can you provide any insight as to the general historical differences in performance over historical time? In other words, say 100k split into 5 rungs of 20k vs 100k in a floating rate HISA etf - is there any difference in performance historically?

Thank you!
Read Answer Asked by Michael on March 27, 2025
Q: In the description of the ETF, it mentions the following: "The Fund will invest primarily in debt instruments of Canadian corporations that are not investment grade." -- I have difficulty reconciling the "not investment grade" with your previous comment "solid, fairly conservative ETF, especially considering we are entering a tarif war. What am I missing?

André
Read Answer Asked by André on March 27, 2025
Q: I'm impressed by the performance of the Hamilton Etfs, managing a crazy high 'dividend' and not really losing price. How will the Hamilton covered call ETFs (I've listed only a couple examples) do in a down market -- will they outperform or underperform the market ? I know they are new products; are these ETFs at risk of 'bait and switch' in terms of some unseen fees or reduced distributions?
Read Answer Asked by Patrick on March 26, 2025
Q: Given the increasing focus on defence spending both in North America and Europe, do you have some conviction stocks (accessible to a Canadian retail investor) that will likely benefit from this trend?
Read Answer Asked by JAMES on March 26, 2025
Q: Hi. I recently transferred $20,000 into my RRSP Direct Investing account. I would like to invest the money into some quality ETFs, perhaps three or four. I know you are not clairvoyants, however based on geo-politics and recent tariff threats, which ETFs (either Canadian, American or other parts of the world) would you invest in at this particular time. It would be for a 2/3 year hold. Thanks for the advice in advance.
Read Answer Asked by Mike on March 25, 2025
Q: Just a little more clarification on my question on GDXY . First what is a " synthetic call/write strategy " ? I suspect understanding that will help me understand the very large 32.5% yield ......And second the only GDX gold stock I can find is a 5 cent stock Goldex Resources Corporation ? Which I don't find encouraging for a purchase of GDXY . Could you elaborate on the relationship ? ..... Or if I have the wrong company point me in the direction of the right stock symbol ? .... Thanks again for your terrific service ......
Read Answer Asked by Garth on March 25, 2025