Investment Q&A

Q: FRDM This ETF is interesting in that its emerging market country selection is derived from qualitative metrics based on economic and personal freedoms. In the most recent annual report there is no exposure to certain large emerging markets countries that would score poorly on those metrics. Are you able to provide your opinion on this ETF based on investment merits? Thank you and happy holidays!

Q: Hi, currently holding these Cad ETFs in RSP. What would be the best equivalent ETF's to buy in the US if I were to convert my holdings to USD and buy the US ETF. Looking for equivalent exposure with lower MER, better tax efficiency, etc... I've included some of my choices, would these be the best ones to switch to? Other ETFs are welcome if I haven't listed them below. Thanks and Happy holidays, looking forward to a great 2022!

VGG to VIG
XEF to either VXUS/VEA/IEFA
VEE to VWO
ZUH to either XHC/VHT/XLV
VUN/VUS TO VOO

Q: Good morning. I have had RBF7280 for decades. It yields 3.43% and has an MER of 1.43. Would it be comparable to XHY which has a higher yield and a lower MER? Is there another alternative that you can suggest?
I don't trade or worry very much since I started with 5i a few years ago. Thank. John

Q: Yesterday eit.un announced the following special distribution of 44¢/share

"The estimated special distribution will be paid by issuance of the same class of units of the fund, and immediately thereafter, issued and outstanding units of the fund will be consolidated such that the number of issued and outstanding units of the fund will not change."

Why do they not just pay the unit holder the cash? Do I end up with more units/fewer units? Why do they do it this way?
Many Thanks

Q: CNN SAID PURPOSE IS COMING OUT WITH A YIELD VERSION, SHOULD I SWITCH?

Q: What does your most educated outlook say about emerging markets in the up-coming year? ZEM a good spot to put some cash to work? As always, your pragmatic views are most appreciated!! Ron

Q: I am interested in investing part of my TFSA in cyber security US/Canada stocks/ETFs.
Are Cyber Security ETF (CYBR-T) and Evolve Cyber Security ETF (CAD Hedged) good buy? Are CrowdStrike (NASDAQ:CRWD) and Palantir Technologies (NYSE:PLTR) good buy at their current price levels and are they high risk/high valuation, strong growth stocks?
Please provide the preference of your choices of three cyber security stocks and three ETFs and rank them, and brief reasons why you choose those stocks/ETFs. Thank you.

Q: HI
i understand that high yield bonds do better than the other types of bonds in an increasing interest rate environment. Do you agree? Can you recommend some high yield bond ETFS?
thanks

Q: Do you know of a similar ETF to IBB that trades in Canadian Dollars? Thanks!

Q: Your Portfolio Analytics is expressing serious concerns about my lack of International content. It seems reasonably pleased with my CDN and US content. I was looking at ETF VEA but maybe a combination of it and an emerging market ETF. Oh, No or limited China please! I looked at VEE holdings and Yahoo says it is 100% VWO which seems weird and maybe wrong.
Have a great holiday season and thanks for your your great work!!

Q: Could you please give your views on this fund as health care investment.
Thank you

Q: Hi Team,

Would you consider this an attractive price to add to a long-term core position in this ETF?


Thanks

Q: I would like your thoughts on the two above referenced companies. I realize that these two securities are quite different but which of the two would you recommend for a 5 year time frame.Thank You and enjoy the Christmas season.

Q: Hello Peter and team,
Can you please provide explanations of how these etfs work in terms of hedge and unhedged. XSP tracks the 500 US index but it is hedged to the canadian dollar. Does this mean that if the Canadian dollar goes up, there will be no impact currency wise. Tech.B tracks the 6 large tech companies but it is unhedged. What does that mean in relation to the tech etf which tracks same stocks but it is neither hedged or unhedged as the tech.b is doing better lately? Much appreciated, and thank you.

Q: Hi 5i
If unable to answer this Q that's okay.
Surprised at 7% price decline on VIGI - International Dividend ETF.

One Top holding in ETF is down 11% ( Novo nordisk) but that is all I can see.
It went X-Div today but the Annual Div is only 1% total.

Is there anything visible in your data that may reveal how in one day a 1/2 year of gains has been wiped out in a large cap Dividend ETF?
Current price is $US 82.58 down $US 6.12

Thanks
DAve

Q: VET is my worst performing oil stock, and I’m thinking of selling as a tax loss harvest. Which stock would you buy as it’s replacement? I’m thinking of perhaps NNRG? Do you agree with this strategy? Do you have another “better” replacement?
Thanks

Q: I would like to gain some more exposure into areas outside of Canada and the US, specifically China and India. I think ETF is the way to go. Would you suggest a couple? Any concerns with these areas currently? Would you suggest denominated in C$, US$ or any other currency for diversification?

Thanks, Mike

Q: Great response to Dennis’ Dec 18 question about today’s Tech sector valuations vs. the 2000 Tech bust – one of your finest. I remember it well. I wanted to transfer my 15K Technology mutual fund to something else, but my advisor didn’t think it was a good idea. It eventually shrunk to 2K. Obviously I do my own investing these days.

My question is actually on ARKK. I do like the disruptor make-up of this portfolio. So, besides your above response, I also think that for this reason ARKK is a more solid investment compared to many dot-com stocks 20+ years ago.

However, on the other hand I respect your response to another question that was specific to this ETF. You point out that “The average price/sales ratio of its holdings is 10X, so it needs to be considered very risky.”

Is there any past history on the average P/S that Tech stocks have typically traded at? Or at what approx. ratio would 5i Research feel “more comfortable” in taking a position?

Q: Thoughts on this US Dividend ETF: DIVB:US?

If it is reasonable can you add it to database so Portfolio Analytics picks it up please?

Q: i see Ninepoint shows symbol NACO:CN as an alternative credit fund
is this a good fund for diversifying a portfolio?
Or are any of ninepoint income funds good bets?