Investment Q&A

Q: What Canadian ETF would you recommend that follows the S&P 500 index. Of your top choice please suggest a hedged and unhedged ETF and which would you recommend, hedged or unhedged. Is your recommendation solely based on the ETFs MER. Thanks … Cal

Q: What does 5i think about Caldwell Partners Q1 results as rapid growth continues? Of note their is still the 800K per quarter acquisition charge as it relates to the purchase of IQ Talent Partners which goes to Nil at the end of 2022. More acquisitions on the way given the strong balance sheet?

Q: FSZ bought back a large block at much lower price than the market. Would you guess that this is part of a larger plan, perhaps restructuring, merger...etc. Since they spent lots of cash, would that also constrain them from an acquisition. With high dividends, cash flow and low P/E why this stock is not getting traction? Appreciate your opinion, thanks

Q: Hi,
Relying on the adage that there are "no stupid questions", can you confirm that the principal is guaranteed in PSA? I couldn't find that explicitly stated anywhere, other than the statement that there is no lock-up, which means something else to me.

Thanks
Robert

Q: Might you have any insight into a company or companies that manufacture syringes?? Looking for a more unique Covid play than Pfizer
Thanks

Q: Hi,

I'm looking for an average beta US ETF with some growth, to hold forever.
VOO has a beta 1. Over five years its done 17.86 % annually
IUSG has a beta 1.1 Over five years, its returned 23.4% annually
VGT .has a beta of .9 over five years, 31.46% annually.
So both IUSG and VGT have lower beta and higher returns than VOO?? And both VGT and IUSG have done much better in the recent tech selloff? Seems hard to believe? While past performance is no guarantee, the numbers suggest I should choose VGT. What do you think?

Q: Can I purchase VGRO commission free? And if not what do you consider a good alternative that would be commission free ?

Q: I am looking for an index fund that follows the Canadian market, and I have been using XIU for some time. I have funds allocated to each of my two children in the same account, and I want to buy analogous, but unique, index funds to make the bookkeeping simpler. I have come across HXT (claims to follow TSX60) and VCE (claims to follow FTSE Canada index, of which I am unfamiliar), both of which seem to be cut from similar cloth. Can you provide insight on the following:

- Can I consider these three ETFs interchangeable, or are there profound differences between them?

- Do they have similar expense ratios, or is there one that is an outlier (being either more expensive or cost-efficient)?

- Is there another Canadian index ETF that you would recommend above these?

I have separate US S&P ETFs and I feel I have enough selection options, which is why my question is limited to ETFs which follow the Canadian TSX60 index. As always, I appreciate any insight you may have to offer, and I look forward to your response.

Q: Please rank for growth in 2022. Thanks!

Q: why did lnr rise a lot yesterday?

Q: No questions since Sept. Do you have any update info on ESE.

Q: Hello Team,

What are your thoughts on these 3 companies? If you are positive on them what would be your opinion of a good entry price, great entry price and table pound.

Thank you!

Q: Renewable energy has been beaten up over the last year and seems to be fairly cheap at the moment. With quantitative tightening and raising interest rates on the horizon, would it be prudent to wait to see what happens with inflation before moving into this sector? Which of these names do you prefer? Thanks.

Q: I would like to add more healthcare to both my Canadian and US portfolios. I am OK with ETF's, or, good stocks that you like. I currently own small positions in NBLY and WELL, so I would be looking for something outside of those two companies. My timeframe for the investment is long-term (10+ years).

Thanks in advance

Q: I am looking to add a position to AQN to increase utility exposure in my portfolio. I had bought AQN in December at 17.50, I see the price still hovering at that level, Is it good to increase the exposure in AQN at this level or would you recommend alternative stock?

Q: MY pf is low in the materials sector and my diversification is low on international side.

I am considering ETF's as a means of flushing both out and wondered if you had two or three that you would recommend . . . from Canadian to international.

Q: Hello 5i

I see that Veritas Investment Research downgraded NBLY to sell on January 10. How very strange. It is really rare to see the rating sold by analysts and especially not for a stock like NBLY. On what is their logic based?

Thanks

Q: In my TFSA, I have enjoyed the returns of CM, BMO, SLF, SIS. Not so much GUD and XBC. However, still good news. Am thinking of adding one of ANRG, ATA or T.
Very balanced otherwise, willing to take on risk. Please rank or should I add to the conservative side. Please free to suggest others....CTS? Well?

Q: I am constantly mystified by the stock market. SHOP dropped 8 % today on no news. As far as I can see there was very little volume (282,000) shares. My question is why would anyone sell these shares at 8% less today than yesterday when there is no news. What possible reason would there be? SHOP is currently the 2nd largest company in Canada. They provide a internet service for people trying to do business on-line. They have had consecutively better and better quarters. They have a very discernable moat. They have a huge future market. I can't see the downside, at least for the foreseeable future. For me it is like someone selling their Apple shares in 2007 because they felt the iphone wasn't going to succeed. My question is: why do people sell shares in profitable companies, at huge losses?

Q: Sentiment has shifted against Shopify. Stock seems to be free fall some days. Many analysts are lowering expectations. Is this an opportunity to buy? I don't understand all about the company that has made them what they are. What is their strength and what makes them so different? Can you provide a comment on where you see them in 1 year, 2 years, 3 years and beyond from now. Will their past growth continue into the future? What has made them so different and successful?