Q: The US financials have come off in recent weeks. Is it a good time to be entering in VFH and or XLF?
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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.
- Plug Power Inc. (PLUG)
- Ormat Technologies Inc. (ORA)
- Invesco WilderHill Clean Energy ETF (PBW)
- Blink Charging Co. (BLNK)
- ChargePoint Holdings Inc. (CHPT)
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
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!
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.
- iShares Core Canadian Universe Bond Index ETF (XBB)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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?
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
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
- Visa Inc. (V)
- Brookfield Renewable Partners L.P. (BEP.UN)
- iShares Global Water Index ETF (CWW)
- iShares U.S. Medical Devices ETF (IHI)
- VanEck Vectors Semiconductor ETF (SMH)
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.
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
Thanks,
Chris
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
- Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF (VSS)
- Templeton Global Smaller Companies Fund A (TML737)
- iShares Core S&P Small-Cap ETF (IJR)
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.
- iShares Russell 2000 Growth ETF (IWO)
- BMO Low Volatility Canadian Equity ETF (ZLB)
- BMO MSCI Emerging Markets Index ETF (ZEM)
- BMO S&P 500 Index ETF (ZSP)
- iShares Core MSCI EAFE IMI Index ETF (XEF)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- CI Morningstar Canada Momentum Index ETF (WXM)
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.
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...
I'm thinking it might be better for me to simply buy several Cdn consumer stocks and 'build' my own ETF.
Thanks...
- Lithium Americas Corp. (LAC)
- Albemarle Corporation (ALB)
- Global X Lithium & Battery Tech ETF (LIT)
- Nutrien Ltd. (NTR)
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.
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.
- iShares Core Canadian Short Term Bond Index ETF (XSB)
- iShares Floating Rate Index ETF (XFR)
- Vanguard Canadian Short-Term Bond Index ETF (VSB)
- iShares Floating Rate Bond ETF (FLOT)
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.
- iShares Core S&P U.S. Total Market Index ETF (XUU)
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard U.S. Total Market Index ETF (VUN)
Q: Please rank in order the following etfs in a non registered account.
Main criteria being growth, dividend and mer.
Xuu
Vfv
Vun
Main criteria being growth, dividend and mer.
Xuu
Vfv
Vun
Q: Hi,
For fixed income, from your Q&A, it still make sense to have some holdings in inflation protected bond funds. In your opinion, would it be a good idea to shift most bond holdings into funds like these until inflation abates? What are your favourite inflation protected funds in the US and Canada?
Thank you, Michael
For fixed income, from your Q&A, it still make sense to have some holdings in inflation protected bond funds. In your opinion, would it be a good idea to shift most bond holdings into funds like these until inflation abates? What are your favourite inflation protected funds in the US and Canada?
Thank you, Michael
- Invesco DB Agriculture Fund (DBA)
- Teucrium Wheat Fund (WEAT)
- Teucrium Corn Fund (CORN)
- VanEck Agribusiness ETF (MOO)
Q: Hello .. is there a good quality Canadian etf to cover wheat, oats, potash, barley, and canola? … and/or, an international etf for these? Thanks
Q: I have just learned of this new Canadian bank ETF. It looks good but it is difficult to find anything to help form an opinion. What are your thoughts?
Thanks,
Doug
Thanks,
Doug