Investment Q&A

Q: Can you name a few securities that you would recommend in an effort to capitalize on the potential bond market opportunity as outlined in your March 16th market report?

Please rank and provide a brief explanation for the ranking.

Q: Oil and nat gas seem to be subjects of market manipulation. Especially in light of OPEC’s sudden announcement. Can you suggest a couple of non levered etf’s that track nat gas. Greatly appreciated.

Q: What are the pros and cons of buying HXT.ca

Thanks ralph

Q: Would you prefer XRE over ZRE and is their an actively managed REIT ETF or product you could recommend?

Q: Hi, would this market environment, IE any pending recession or downturn, is the consumer staple sector a good place to allocate some funds, if so can you name any ETF's.
Many thank's James

Q: I am not sure that i got the correct information but is it possible that over the last 10 years the unhedged ETFs have far outperformed the hedged ETF. If that is the case, why
Thanks, Peter

Q: Is this ETF still worth holding or could my money be better invested?

Q: For high yield ETF's like HMAX, ZWB, JEPI, etc, how is the monthly or quarterly payout taxed - interest, dividend, capital gains? If it varies by ETF on these examples, how is it determined? Thanks.

Q: Dear 5i team.

There have been a few questions lately on HMAX vs ZWB and all the responses thus far discuss the upside potential and difference in strategy. What are the downside risks of these two aproaches to their covered call strategies? Has the recent volitility in Banks given us any insights into this part of the question, or are we still in speculate on outcomes mode. If the latter, please provide some educated speculation on impact of continued downward draft in Bank equity prices.

Thanks for your insights.

Arthur.

Q: Are there any advantages to purchasing an international ETF off of a US exchange in US dollars. My understanding is that withholdings taxes would be the same as Canadian ETF's as long as both ETF's hold individual securities.

Q: Is there an ETF that replicates or comes close to the Beat-The-TSX (BTSX) approach?
I always enjoyed reading David Stanley's and other authors cover the BTSX in the Canadian MoneySaver Magazine.
Thanks
Frank

Q: How do these two ETF's compare?

Q: WOW a 14 % yield ! Too good to be true ?
Good/ bad points of this product and should this
ETF play any role in a RRIF. Thanks. Derek

Q: Please give me your read on this ETF. Is it a good allocation of capital in a growth industry, capital preservation and diversity?
Much appreciated.

Q: FLI has a good dividend but it is on its declining share value. It is contradictory in its performance as higher interest is supposed lift Life Ins companies earnings. Please advise what is the way to find out how these ETF burning through capital and do you have alternatives for this sector of financial cos.?

Q: I hold these ETFs in both TFSA and RIFF accounts. Every month activity shows dividend in and out with 0$ net result . Tried to get an explanation from the discount broker but no help. Can you illuminate for me why the activity is shown that way?
Many thanks

Q: Hello everyone,

I have U.S. cash on the sideline and would like to "park" it short term (3/6 mths), can you suggest where to place 20th$ ?
I need to keep funds in U.S. dollars.
Thanks and all the best !

Q: If a person had a modest amount to invest in their new RSP, say ~$8K, and a long time horizon, what would you suggest? Medium risk with DRIP if possible.

Q: Thank you for your reply this morning on my question about ZWB and HMAX . In your reply you indicated a preference for ZWB because of the upside potential being greater . Am I right in assuming that if that is the case HMAX would be the less volatile of the two ?

Also in 2018 I asked 5I to crunch the numbers on the big five banks over the 18 years { 2000 to 2018 }... I would assume that is a long enough segment to determine an average annual return of dividend plus capital gain. The answer I got ranged between 11% on the low end { TD } to 14.3% on the high end { RY }...... Please correct my reasoning but to me it looks like HMAX with its' current 15.1% dividend based on today's cost of the ETF is going to slightly beat those numbers annually, have less volatility, and give me diversification as an added bonus ? ..... Please advise if my reasoning is sound .....Thanks Garth .....

Q: Wondering what your take is this week on entering ZWK? Would you wait a bit longer for the dust to settle? Goal is dividend income but for 5 year hold, not 20!