Investment Q&A

Q: Hi 5i Team,
I am looking for a recommendation of an ETF to invest in US dividends for a non registered account, trading on the TSX. I would like a combination of dividend growers and some higher dividend names in the fund

Thank you!

Q: HI 5i team,
I want to purchase ETF that has Alphabet, Amazon, Microsoft, Apple as its largest holdings. What's the best choice that you will recommend for Canadian listed etf and for US listed etf? Many thanks.

Q: I'm going to retire next year and have recently received a inheritance. I have this money in a non registered account. PA is telling me that I need more US and international exposure. I'm looking at ETF's with dividends but being non Canadian holding I will not get the tax credit. Should I still look at dividend ETF's and not worry about the tax? I have a low to median risk for these non Canadian ETF's. I have a diversified group of large cap Canadian stocks to take advantage of the dividend tax credit. Can you give me some names to look at buying?
Thanks Greg

Q: Good morning - I have owned VUS (CAD hedged US Total Market ETF) for many years in a taxable account. I would like to switch to VTI (the un-hedged version of the same ETF) but would realize a large capital gain. Is there any way an individual could synthetically gain the same USD exposure via a swap or option contract? I would obviously like to avoid high fees to do this. Thanks

Q: Hi 5i team,

There is no much working in the market these days, which I guess is an understatement. Two stocks that are positively correlated with the virus are MRNA and GILD. There is only one dated question on MRNA. It is developing a potential vaccine for the disease. There is a recent question on GILD, but you did not mention the potential of the drug it is developing to treat people with the disease, likely due to how the question was posed. Both companies are fast-tracking their efforts. MRNA seems to have gone parabolic and hence, looks a lot more risky here. GILD was a value trap for years with a poor pipeline but seems to be breaking out now, which I attribute to the potential of the new drug, if it works.

What are your thoughts on MRNA and GILD is view of their efforts to combat the coronavirus?

Thanks again.
Dave

Q: Could you please advise what earnings expectations are for TTD?

Thank you, Peter

Q: Big pop today on earnings.
Dividend still a lofty (around) 14%.

I know you have seen this company as high risk in the past.

Have you changed your mind based on current metrics..... or now ( with the corona virus) too risky to buy?

Thanks.

Q: Can you please recommend some US stocks which have become attractive buys with the recent market decline.

Q: Thoughts on UBX:US?

Q: Please give me your opinion about PLUG,PWFL,VSLR, AGYS for next three to five years.

Thanks,

Q: Hi 5i Team,
Pls comment on Amarin Corp ‘s earning and give your outlook of this company. Share price dropped 7% at the time of writing.
I am holding a small position, buy more, hold or sell?
Thank you for your professional advice and help as always.

Q: I am thinking to take a position in natural gas producers. The past 5 years have been poor and this may be a good entry point. I feel that a long term hold may be worthwhile especially because of the future potential of LNG.
What do you think of the sector and do you have any recommendations.
What do you think of AR and UNG. Thank you

Q: The yield on Ford is approaching 8%. That seems a little ridiculous and very tempting. What are your thoughts for a long term hold that is primarily yield oriented?

Thank-you.

Q: Please comment on Expedia's recent performance and quarter 's result, how do you think its long term future? Would you initiate a buy today? Thank you.

Q: I am thinking of buying this company, but was surprised to see a lot of insider sells. What do you think?

Q: Hi, I am 42 and just signed up for your portfolio analysis service. One of the key gaps noted was an over-sized focus on Canadian equities and etfs, and particularly a gap in sufficient international investments.
With a 20+ investment horizon for an existing rrsp portfolio, could you suggest some holdings to build a better international base? I already use Both general and thematic etfs but would be happy to add some more targeted stocks of ideas as well.

Thanks so much

Peter

Q: Over a year since last question; what are your current thoughts please?

Q: I'm interested in somehow purchasing shares or ownership in SpaceX which is privately listed at the moment. I know that Baron Partners Fund (BPTRX) has ownership in the U.S. but I haven't found a way to purchase Baron Funds from my current self-directed TD account. Do you know of any Canadian brokers or ways to buy into Baron funds?

Q: In light of the Coronavirus pandemic, there's no question that some of the big US names will experience a direct hit to their bottom line. I am currently considering purchasing Starbucks and Disney shares when shortsighted Mr. Market starts selling off.

Firstly, do you agree that there is an opportunity to be had for capital appreciation in the two companies I mentioned.

Secondly, can you please recommend three or more other US or Canadian companies with a huge presence in China (or Asia) that are directly affected by the pandemic but will most certainly continue to do well in the future given its durable competitive advantage?

Q: Thanks for the virus update. Good to get a consolidated view. Regardless of the pullback do you think semi conductors are attractive and would you prefer an ETF or a specific stock.? Thanks