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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: With more concern about an economic slow down or hopefully not, recession on the horizon, I have been thinking about being more defensive than I have been in the past.
So, I was wondering how well did the Low Volatility ETF's hold up during the big meltdown of 2020, and did they actually do the job that the name implies, and not go down as much as the rest of the TSX.
Would you be more inclined to just hold some XIU, or just ZLB, or both, along with 10-15 individual highest conviction stocks, and try to enjoy the next 6-12 months some what worry free.

Thanks
Read Answer Asked by Greg on April 19, 2022
Q: Given your recent answer regarding CROX, I had a look at the sector and noticed big moves yesterday. Also many of these are very near lows for the year. My question is would you put money to work in the sector now? Do you have a few favourites and is there an ETF that emphasizes this retail/clothing part of consumer discretionary as opposed to something like XLY which emphasizes very different segments? Thank-you again.
Read Answer Asked by Alex on April 19, 2022
Q: I am interested in adding a copper producing company to my portfolio.
I would appreciate your comments on 2 or 3 that I might consider.
Read Answer Asked by Gary on April 18, 2022
Q: Good Day to 5I team: With banks trending down I am down about 7% but still with a 4% dividend.With VRIF my core retirement income holding also in a downward trend am down about 5% with a 4% dividend. Would you consider one or the other a sell for tax loss and. Investing proceeds in a 1 year gic at 2.45% to take shelter from what may or may not transpire into a resession and redeploy funds when markets look better? Which do you feel has a better chance of revovery?
Read Answer Asked by Larry on April 14, 2022
Q: I m 73 years old with God willing at least another 10 years left. My Lightspeed is down 70%,$11,000. leaving me with $4,530 in my TFSA. Can you see any timeline for a turn around or should I be sucking it up and putting it in something else? Was looking at LIFE-T as a safety measure but wondering if you have some other suggestions.
Thank you for what you do for us
Read Answer Asked by Bonnie on April 13, 2022
Q: Hello Team.. As interest rates climb my strategy is to slowly buy into bond funds (now in cash).. maybe ZAG or XSH. For example at 3.48 % for ZAG, that's a reasonable dividend and the rate hikes have barely begun. My question is -although the unit price of the fund will decrease "is the payout stable or increasing" as maturing bonds are replaced at higher yields.Steady buying at lower unit prices (and higher dividend)could help kill the pain of the early buying-what do you think.( 71 year old income investor soon to be starting RIF withdrawals) Thank you yet again..best regards Gary
Read Answer Asked by Gary on April 12, 2022
Q: Two part question, deduct as many points as you like.

I'm just wondering if anyone at 5I has glanced at the 195 page(!!) short report that Spruce Point put out last week on Stryker. Anything in particular to be concerned about? I own it in my RRSP, and have been slowly adding to my position. It is the only stock that I own in the health care sector.

Also, what would be your top pick, CA or US in this sector, if I wanted to diversify my portfolio?

Thank you for all that you do.

Read Answer Asked by Ed on April 12, 2022
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