Investment Q&A

Q: I hold this ETF in my riff along with canadian BCE and T Its performance and yield are not the best. I initially liked the mix rather than just adding something like verizon or ATT US telecom exposure. Is this worth holding in this enviroment? thanks for your opinion

Q: I have owned XIT since 2017 and use it as a proxy for my technology allocation. Based on trying to keep relatively close to my allocation targets, I have trimmed it 14 times and added it 3 times (most recently adding at $47 and $41.

It looks to my amateur eyes that we are near a reasonably strong technical support level of +/- $41, which leads me to consider topping up to my target weighting again. In January I also thought we had support at $46-47...wrong.

However, the forecasted aggressive interest rate hikes might be a headwind to each of the underlying stocks, in which case I am more than happy to sit on the cash to see what happens with the next rate increase or two.

So, it really comes down to SHOP, CSU, GIB.A, OTEX (over 74% of XIT). When you look at each individually, and then in aggregate, what does your crystal ball say for adding at this time? I suspect your answer would include...if it is an asset allocation question, just add/sell now.

Your thoughts? Thanks...Steve

Q: I recognize this is a timing question so apologies in advance. My portfolio is 100% equities (no bonds). As I approach retirement I am thinking of moving 20-25% of my RSP/LIRA into bond ETF's. With rising rates and high inflation am I best to wait this out until we get closer to the end of the rate hiking cycle? If I was to time it perfectly (I know, I know) would it be to buy the bond funds at the interest rate peak? Please recommend a few ETF's to achieve a balanced bond portfolio and any thoughts you have on timing this.
Thanks
Rob

Q: The US financials have come off in recent weeks. Is it a good time to be entering in VFH and or XLF?

Q: if the electrical grids have to be beefed up to accommodate charging many more EVs , what infrastructure electrical companies { power lines & transformers }and parts suppliers{ charging stations } that are publicly traded ,could be considered a wise investment with lots of future upside ?

Q: The preferred market is a little odd. CPD consists of 76% rate reset preferred yet is hurt by rising 5 year government rates. Which, of course, their future dividend is based off of. Do you have a feel for this and at what point does CPD become a buy given rising government of Canada bond rates?

Q: Is there an ETF for the USA LNG industry?
Thank you

Q: Hello. Trying to understand 2021 distributions from HCAL. According to the website the 2021 T3 distributions, per unit, was comprised of 0.07729 of eligible dividends and 3.50973 of capital gains for a total per unit distribution of 3.58702.

As it holds solely CAD banks, shouldn’t the eligible dividend portions be higher?

I’m confused!

Q: Bonjour, my broker suggested an ETF with very low trading volume. But she said that the volume was actually much bigger. Is it because of in-house market or transactions between brokers that do not show on regular exchanges? Not knowing bid/ask, I’m somewhat wary of not getting a fair price for what I buy or sell. I would much prefer an ETF with some steady volume. Comments please.

Q: The general rise in interest rates continued during the first quarter of 2022, continuing its pressure on the price of fixed income securities.
I would like to have your opinion.
Is it a good idea to buy fixed income indices right now like the Canadian Bond Index or the Canadian Real Return Bond Index or the High Yield Bond Index? What kind of return can we expect?

Q: HI,
In a reply to Les on March 21st, you indicated that you like XHY a high yield bond. are high yield bonds like XHY considered junk bonds? how would one know the credit quality (e.g. AAA vs BBB) of this ETF ?
thanks

Q: Could you please rate the following stocks and ETFs for total return over the next 5 years:

BAM.A
BEP.UN
CWW
SMH
V
IHI

How about E (excellent), VG (very good), G (good), F (forget it)?!

Thanks.

Q: Hi Peter, can you please provide your view on the Ninepoint Energy Fund? I think it is managed by a former Sprott PM unless I'm mistaken.

Thanks,

Chris

Q: This fund which was a great fund years ago will shortly be converted into a lower MER fund which I appreciate. However, this got me to look closer at recent performance which I don't think has been very good. I am considering switching it to something else. Can you recommend an ETF or another fund that would be a good replacement. We don't have a lot of foreign exposure other than this fund and a Mawer fund (MAW102) but we are otherwise very diversified in individual stocks.

Q: Dear 5i team.

Further to Cyril's question where you "hand selected a few of your favs from the three portfolios", is this a diversified enough list to put a small ETF portfolio together based on? Can you suggest which ETFs may be appropriate?

I recently upgraded to include your ETF portfolios. Can you "handpick your favs" in these given the current market backdrop, risks, and opportunities ahead?

Many thanks.

Q: What are the Canadian equivalents to the NYSE's XLP? I'm looking for an ETF on the TMX which has decent liquidity and market cap.

I'm thinking it might be better for me to simply buy several Cdn consumer stocks and 'build' my own ETF.

Thanks...

Q: Hi Peter, Ryan, and Team,

Another question about Nutrien......The following is an excerpt from a recent Morningstar report on NTR:

"While the market likely overvalues the fertilizer business' outlook, we
think investors undervalue the lithium business, which will generate the majority of future profits."

What is your view on the above statement?

Your recent answer to another member that used a baseball analogy was interesting, so would it be correct to say that NTR is not a 'buy and hold forever' type of stock?

Also, what would be your top picks for lithium stocks (any country), and Canadian ETFs that have substantial lithium exposure?

Thanks in advance for your insight.

Q: I have about half of my balanced income portfolio in equities and the remainder in cash. Although my stocks are balanced, I still hold no fixed income investments. I like the sleep at night cash but feel it is too big of a chunk to just let sit in cash., Can you please suggest an approach to fixed income and recommend a few possibilities to consider. As always, thanks for your help

Q: Greetings - Katie Stockton has just launched this actively managed etf which utilizes her technical analysis and rebalances monthly via 14 sector etfs. In down cycles she will use treasuries and gold to strive to reduce capital loss. Her Fairlead research company seems well respected in the industry. Aside from the usual caveats that a new etf needs some time to see how it will perform and the need for it to build sufficient liquidity do you have any views regarding Katie's track record as a technician, her reputation in the industry and the approach of active sector rotation based on technicals this particular etf will follow. Would appreciate your views. Thank you.

Q: Please rank in order the following etfs in a non registered account.
Main criteria being growth, dividend and mer.

Xuu
Vfv
Vun