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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: Despite the pullback in "green" energy stocks they still look expensive to me (AQN a possible exception). BLX and PIF have forward E/P over 50x according to the Globe.
Would you expect a better entry point, and if choosing an ETF do you have a preference between ZCLN and HCLN.
Read Answer Asked by Peter on May 05, 2021
Q: Hello,
In Portfolio analytics the following comment now appears since last update:

You hold over 10 funds.
The more diversified funds held, the more "market-like" a portfolio becomes and the chance exists for unnecessary fees to be charged.

Can you elaborate on what the intention of this message is? Should I look at holding less than 10 funds in order to make my portfolio more efficient?

Love this tool! Thanks for all your help.
Read Answer Asked by Mauro on May 05, 2021
Q: You had been recommending QETH.UN for ether investment and you yesterday recommended ETHH.B. Is one preferable over the other? And if one wants to hold for a minimum of 5 years might it be worth selling QETH now and incurring a taxable gain to switch (gain of 70%) or just stick with QETH? Much obliged - Ken
Read Answer Asked by Ken on May 05, 2021
Q: What are your thoughts on the Innovator Defined Outcome ETF's. Has there been enough history to determine if they do what they say they will do? I am specifically looking at PMAY which tracks gains in SPY up to a cap of 8.62% in a year and has a buffer for the first 15% of decline.
Read Answer Asked by ROB on May 05, 2021
Q: I have some USD within my business account from US client payments. Rather than holding as cash at the current exchange rate, I'm thinking of investing it into something that would produce some yield. It's within my Canadian Corporation, not sure the implications around US Dividends within a Corp?

I see more upside in the individual tickers mentioned, but buying the index is an easier means of setting and forgetting. Any insight or other names that would be of interest? I'd say I'm less open to significant risk with this capital coming from the Corp.
Read Answer Asked by Don on May 04, 2021
Q: Hi 5i team:
I am looking to add to my portfolio an International ETF ex Canada (in US dollars), I want to get more ex-Canada diversification.
Have been researching URTH (iShares MSCI World ETF), but is not in your database .. please add. Could you suggest another 2 or 3 ETF's with the above criteria to purchase in USD. What do you think of VT ? Thanks as always for your guidance.
Steve
Read Answer Asked by STEVEN on May 04, 2021
Q: Can you comment about all-commodity etfs such as PDBC and can you recommend one or two? Any based in Canada? Thanks Bill
Read Answer Asked by Bill on May 03, 2021
Q: A lot of interest exists for the lithium industry. I was wondering what your opinion is and possible recommendations to participate in the growth of this sector of mining, or perhaps it is too late to experience much upside.
Read Answer Asked by Steven on May 03, 2021
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