Investment Q&A

Q: What are a few relatively safe material sector stocks that my daughter, mid 30's, could thinking about holding in her RRSP for the long term???......thanks for the suggestions as me, I tend to shy away from material sector stocks.........Tom

Q: What do you think about this ETF for the rest of this year? I like the chart , it's turning up. Thanks

Q: What are the differences between IWO and IWR?

Thanks

Q: If a person was looking at income with some growth, long term would you prefer FIE or another financial ETF or one or more banks. If banks, which are your top choices.

Q: I am reviewing my portfolio and realized that XEI has grown to be about 20% of my annual income earned from my investments. If it was an individual stock I would be concerned and divest some of it. As an ETF should I still be concerned? I am retired and have no work pension.

Q: Hi All at 5i!!
I own both of these . Am I being a bit redundant ? If I were to sell one , which one would you suggest??
Cheers ,
Tamara

Q: Am considering purchasing the above and adding to over time. Would appreciate your thoughts re this security compared to SPY or VOO or other you might prefer.

Q: I'm looking at those two broad-based commodity ETFs and would appreciate knowing what you think of them.

Thanks

Q: Hi 5i Team,

What are your thoughts on Horizons ETFs, specifically BKCL? I'm in search of high quality covered call ETFs ( US, Canada, and International) with good distribution yield.

Best,
Matt

Q: Hi There, I have some USD funds, non-registered USD account. Can you please me give a few ideas to park in a high interest, tax efficient investment for a 2-3 months?

Thanks!

Q: In an answer to John you stated that you would expect ZWU " would likely retain its' share price better than UMAX " . Though UMAX hasn't been around long enough for a comparison I think one can speculate on what return might be expected as fifty percent of their portfolio are utility stocks with no calls written on them . So I would think the capital gain would be fifty percent of the utilities index. For example if the index returned 8% annually UMAX should return 4% which would reflect the percentage of the portfolio that is stocks { half the portfolio }. I would think that might be a good educated guess ..... ZWU on the other hand has been around for a while. So my question is has ZWU historically beaten fifty percent of the annual return of the utilities index ? And what has their historical annual percentage been compared to the utilities index ? ......
What I am shooting for here is a way to calculate whether the difference between ZWU's return and the utilities index return is enough compensate for a 5.6% lag in yield between it and UMAX ...... Thanks Garth .....

Q: Are there ETF's that cover Canadian mining in cobalt, copper, graphite, nickel and uranium, possibly also lithium and magnesium?

Q: Wow, 13.7 % is almost too good to be true ; is it ?
This would seem ideal for my RRIF ; a very high yield on solid Canadian companies. Will the covered call aspect make distributions fluctuate ?
I need clarification on the last sentence of your response to John today:

“ZWU will likely retain its share price better than UMAX. “

Are you saying ZWU will not go down as much as UMAX or go up as much ( or both ) ?

Thanks . Derek.

Q: How risky is HYG?

thanks

Q: In my previous question, I asked for recommendation for a few AI-related stocks. Your response to my question included a link to a page that contains individual AI-related stocks. I clicked on it, but the link didn't work because of an invalid url.

Would you please either provide the names in your reply or send me another link with a valid url.

Cheers,
H

Q: I would like to know how all in one ETFs, that include bonds and stocks, are taxed in a registered account. Is there an advantage to these ETFs versus holding bonds separately which are taxed at a higher rate than stocks?

Q: What are your top 4-5 picks (stocks or ETFs) for an RRSP with a 15-20 year horizon?

Thanks,

Q: Somewhat similar etf's with significantly different yields.

umax at 13.7% and zmu at 8.1%

would umax not be the obvious choice for an income investor?

thankyou

Q: I'm looking to park some cash and let it earn some interest. My bank doesn't offer any meaningful savings interest rate and I'm not interested in a GIC. Can you please recommend a couple of money market funds or ETFs I could buy through my non-registered iTrade account.

Q: Seeking 'safer' income stocks, would you be able to comment on the latest earnings from these 2 ETF's?
How sustainable are the current payouts and would it be better to purchase the larger Cap HHL for stability?
Thanks in advance, Ted.