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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: Happy New Year Peter and the 5i team! Thank you for another year of useful steady independent information flow to guide 5i members.

I am considering adding 5 large-cap or mid-cap Canadian sustainable dividend growth stocks that are currently under-valued in unloved sectors and now yielding at least 3%. MFC and SU stand out. What is your opinion about both as medium risk investments over the next 3-5 years?

In addition, please indicate your 3 best stock alternatives, and 3 best ETFs, in the medium risk large cap or mid-cap Canadian space with a solid record of dividend growth.

I realize this is a broad request so please deduct points as you deem appropriate.
Thank-you.
Read Answer Asked by SG on January 04, 2021
Q: BMO Notice about ZRE ETF reinvested distributions. Amount they quote is 1.05 on their web site.

TORONTO, Dec. 18, 2020 /CNW/ - BMO Asset Management Inc. and BMO Investments Inc. today announced the 2020 annual reinvested distributions for BMO Exchange Traded Funds (BMO ETFs) and ETF Series of the BMO Mutual Funds (ETF Series)1. These annual reinvested distributions generally represent realized capital gains and special income within the BMO ETFs and ETF Series, and are paid to unitholders, as required, to ensure that the BMO ETFs and ETF Series are not liable for ordinary income tax.

Unitholders of record at close of business on December 30, 2020 will receive the 2020 annual reinvested distributions. The actual taxable amounts, including the tax characteristics, will be reported in 2021.

Please note that the cash distributions will be reported separately and may be applicable to some ETFs and/or ETF series making annual reinvested distributions.
Read Answer Asked by William on December 31, 2020
Q: Happy holidays to Peter and Ryan and the team!

In addition to the BE portfolio, I'm trying to ensure we have good international exposure. To cover that need, we so far have positions in OUSA, ZWE, and ZZZD (was really just parking cash here to get some yield without too much risk so happy to move out of this). I am thinking that exposure to the big internet names might be a good idea and was looking at OGIG. Of course, I worry adding this now will be buying the top. Any thoughts on the sector and the ETF? Any other thoughts for better international exposure?
Read Answer Asked by Marc on December 31, 2020
Q: hi,
I am planning to convert my high MER cost BMO MFs to EFTs. These MF (Approx $35000) are in RESP and the withdrawal horizon will be spanned between 2 to 15 years. Please suggest 1 or 3 ETFs.

Thanks,
Read Answer Asked by Kapil on December 31, 2020
Q: Two questions however no need to answer until new year but first, before I forget, where do I find current year information on ROC for this ETF? I have checked i-share web site, fund prospectus , fact sheet but cannot find the info. Seems I only learn about the current ROC payout in the following year when I receive the tax statements from TD Direct Investing. Finally, where is XTR best held by a retiree with a DB pension: TFSA or non-registered account?
Read Answer Asked by William Ross on December 30, 2020
Q: I am still very curious about QBTC.U and how exactly they invest capital. I haven’t been able to find out much about it. Is BITCOIN the only asset the fund has? Do they trade bitcoin to gain value or is the value directly tied to the price of bitcoin? If they are holding bitcoin as a static asset, why would the value of the fund drop when they issue new shares if that new capital goes directly into additional bitcoin coins?
Read Answer Asked by Robert on December 30, 2020
Q: Hi there,
Hi there,
I am in the process of exploring the cloud computing sector to build a position with new money starting in the new year in my tfsa.
I don't mind risk at all, but am interested in growth longer term. Appreciate your thoughts on the outlook of the sector as a whole over the next 3 to 5 years.
Thanks so much for again contributing to my stock literacy over the past year and best of the season to all of you. Stay safe!
Read Answer Asked by Erna on December 30, 2020
Q: Hi Peter

I understand that portfolio choices are personal. For an income investor, what would you recommend as a relatively safe percentage of covered call ETFs to hold? I currently have 20% in diversified covered call ETFs. Is it too much?

Thanks
Read Answer Asked by Greyhair on December 30, 2020
Q: Whats are your thoughts on the following sets of ETFs ?

Set -1

iShares Core S&P U.S. Total Market Index ETF (XUU)
Vanguard High Dividend Yield ETF (VYM)
Invesco QQQ (QQQ)

set-2

XEC, XEF, XIC, VUN
Read Answer Asked by Kapil on December 29, 2020
Q: I'm also looking for some exposure to Healthcare. Not many options in Canada. I use to own Medtronic, Abbott and United Health. Are those good places to start in the U.S? Can you rank them in order of preference? Any others that seem appealing? I'd like to stay away from the stocks surrounding the vaccine since they seem speculative at the moment.

Thanks,
Jason
Read Answer Asked by Jason on December 29, 2020
Q: Would you invest in this ETF if you wanted to participate in the EV trend? What would be a good investment for a more conservative investor who does not like to take much risk? Would you prefer a single stock instead? If so, which would you recommend? Thank you for your invaluable service.
Read Answer Asked by Stella on December 29, 2020
Q: Can you please recommend a couple of ETFs for an RESP with a six year time frame? Thank you!
Read Answer Asked by Susan on December 28, 2020
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