Q: Trump has put Huawei on the restricted list. What stock(s) in the portfolios will be negatively impacted?(Pho?) Txs for u usual great services & views
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: The e-sports industry is increasing in popularity. Evolve will be lauching and ETF that will track the Solactive Electronics Gaming Index. Buying individual stocks in the sector is expensive and rather risky. Would you consider this ETF to be a good way to invest in this industry ?
Q: What stocks in addition to BAM&AQN pay dividends in US dollars?
Thank you.
Thank you.
Q: what are your 3 favorite small caps in canada, under a billion valuation.
and i know its not your mandate but a couple of smallcaps in the u.s. ,everytime you pick a u.s. stock for a member it seems to be a huge winner.
risk is not a factor. dave
and i know its not your mandate but a couple of smallcaps in the u.s. ,everytime you pick a u.s. stock for a member it seems to be a huge winner.
risk is not a factor. dave
Q: I have a friend late 70 having a comfort zone of having 50% of his wealth in money market fund(during the last 10years has lost money on bonds)
He is interested of very safe 6 US ,$ CAN and 1or 2 INTERNATIONAL ,total of 11-12.stocks for the the other part of his wealth.His income is going to covered from many funds.
I appreciate your advise, ebrahim
He is interested of very safe 6 US ,$ CAN and 1or 2 INTERNATIONAL ,total of 11-12.stocks for the the other part of his wealth.His income is going to covered from many funds.
I appreciate your advise, ebrahim
Q: Hi there,
I recently heard that the DKAM Capital Ideas Fund has re-opened. I used to follow Jason on BNN when he made appearances and was overall impressed with his stock selection. Would you recommend his fun? Also, if I were interested in purchasing units, how would I go about doing so?
Thanks!
I recently heard that the DKAM Capital Ideas Fund has re-opened. I used to follow Jason on BNN when he made appearances and was overall impressed with his stock selection. Would you recommend his fun? Also, if I were interested in purchasing units, how would I go about doing so?
Thanks!
Q: My husband and I are basically retired (I still am working a couple of days a week as I enjoy it) so our income is now from CPP, his OAS, and investments.
I have been reading about pensionizing income after retirement, especially if a person doesn't have a corporate pension. The literature talks about annuities. With low interest rates they are more expensive then if interest rates are higher but regardless they would provide guaranteed income, although not indexed. This provides some income security. What is your opinion on annuities? My husband is 68 and I am 63.
I have been reading about pensionizing income after retirement, especially if a person doesn't have a corporate pension. The literature talks about annuities. With low interest rates they are more expensive then if interest rates are higher but regardless they would provide guaranteed income, although not indexed. This provides some income security. What is your opinion on annuities? My husband is 68 and I am 63.
Q: This is not a question about this particular company but simply an example. The notice today on earnings for Carbonite stated:
Non-GAAP EPS were $.44 above estimates for $.36
Net EPS was $.06 missing forecasts by a nickle
It goes on to talk about actual and estimated sales both on an Non-GAAP and GAAP basis.
Can you explain what the difference is between the GAAP and Non-GAAP numbers? and how Non-GAAP earnings of .$44 turn into $ .06 when shown on a NET basis and for your DIY investors, which should we pay attention to?
Non-GAAP EPS were $.44 above estimates for $.36
Net EPS was $.06 missing forecasts by a nickle
It goes on to talk about actual and estimated sales both on an Non-GAAP and GAAP basis.
Can you explain what the difference is between the GAAP and Non-GAAP numbers? and how Non-GAAP earnings of .$44 turn into $ .06 when shown on a NET basis and for your DIY investors, which should we pay attention to?
Q: Would you please give me an assessment of Robo advisors -in particular ,Wealthsimple.
Q: Where could I find quotes and info on convertible bond issues in Canada And the US. Thanks
Q: sorry guys to ask this again. List of Cdn stocks paying dividends in US dollars. i had the list but lost it and cannot locate through the search button.Trying to avoid all the exchange fees i am paying (of course all hidden - you just have to see how they set the exchange rate to see where all the hidden fees are).
Q: hello 5i:
I'm underweight a few US sectors and waiting for a small market correction. Could you give me your top 2 blue chip names, and top 2 growth names in each of the following sectors: industrials, technology, health care and consumer staples. Thanks, and I realize that the US is not your focus.
Paul L
I'm underweight a few US sectors and waiting for a small market correction. Could you give me your top 2 blue chip names, and top 2 growth names in each of the following sectors: industrials, technology, health care and consumer staples. Thanks, and I realize that the US is not your focus.
Paul L
-
Miscellaneous (MISC)
-
iShares MSCI Min Vol Global Index ETF (XMW)
-
Invesco S&P 500 Equal Weight ETF (RSP)
-
iShares MSCI USA Momentum Factor ETF (MTUM)
-
iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV)
-
Invesco S&P 500 Equal Weight Technology ETF (RYT)
-
iShares MSCI Global Multifactor ETF (ACWF)
Q: Could I please have a few of your top Smart Beta ETFs recommendations. I was hoping to get a few ETF ideas that cover USA, global and international only. A few that trade on the TSX and in the USA would be great. Thanks
Q: I would very much like your thoughts on "NBC Auto Callable Contingent Income Note Securities (Maturity-Monitored Barrier)" linked to the American market.
https://nbcstructuredsolutions.ca/detailProduit.aspx?lequel=04361&langue=en.
i see the principal is not protected if XSP-t drops 40%.
Thanks.
https://nbcstructuredsolutions.ca/detailProduit.aspx?lequel=04361&langue=en.
i see the principal is not protected if XSP-t drops 40%.
Thanks.
Q: Hi 5i Team, If a portfolio is made up of ETF's how many is too much. I am worried about the MER's, since a few sector etf's have to be added to improve the sector allocation. Also how are the MER's calculated, is it a percentage of the total invested in that fund per year or something else.
Thanks guys. Have a great day.
Ivan
Thanks guys. Have a great day.
Ivan
Q: Hello Team!
Working on reconfiguring my TFSA holdings. I’d like to shift to a pure growth strategy with a meduiim risk appetite. With a portfolio value Of 100k how many stocks would you hold and what would be your current favourites and would you equal weight them?
Thanks. KC
Working on reconfiguring my TFSA holdings. I’d like to shift to a pure growth strategy with a meduiim risk appetite. With a portfolio value Of 100k how many stocks would you hold and what would be your current favourites and would you equal weight them?
Thanks. KC
Q: My Portfolio Tracker is suggesting I move my Fixed Income allocation from 15% to 25% and my Geography from 17% International to 35% International. Given current market conditions which is most important to focus on first. Fixed Income or Geography?
My Fixed income ETF's are as follows:
CPD, VAB, XHY, and CBO.
Thanks.
My Fixed income ETF's are as follows:
CPD, VAB, XHY, and CBO.
Thanks.
Q: I understand that you are not tax experts but this is regarding reporting a superficial loss on the tax return. I understand that a loss cannot be claimed if it’s a superficial loss. How does this get reported on Schedule 3? Do I set the ACB the same as the proceeds of disposition resulting in $0 gain/loss or is there a more appropriate method? I also started a thread on the Forums section. Thanks
Q: What are your favorite longer term secular themed ETFs that may potentially provide a source of alpha. Growth focused. Have been looking at IHI, HACK, BOTZ/ROBO, SKYY as potential options but would like your analysis and suggestions. Thanks as always
Q: Would you suggest to sell RBF461 and portion of VBAl to raise Cash assuring no negative tax implications for me when withdrawing annually $20,000.
Symbol Name Shares $CAD Value Account Type Yield P/E 1 Yr Return Total Portfolio Weight
RBF461 RBC Select Conservative Portfolio Series A 594 $12,854.00 RRSP Mutual Fund 9.51% 16.4 3.64% 3.14%
VBAL Vanguard Balanced ETF Portfolio 1731 $44,227.00 RRSP Mutual Fund 1.93% 14 4.23% 10.79%
Symbol Name Shares $CAD Value Account Type Yield P/E 1 Yr Return Total Portfolio Weight
RBF461 RBC Select Conservative Portfolio Series A 594 $12,854.00 RRSP Mutual Fund 9.51% 16.4 3.64% 3.14%
VBAL Vanguard Balanced ETF Portfolio 1731 $44,227.00 RRSP Mutual Fund 1.93% 14 4.23% 10.79%