Investment Q&A

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Q: Good morning,
I mostly follow the Growth, Balanced and Income ETF portfolio's and was thinking about adding some VEE for international emerging markets. Would now be a good time in preparation for a world economy recovery.
Cheers
Carl

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Read Answer Asked by Carl on March 25, 2021

• WELL Health Technologies Corp. (WELL)
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Q: Would you be adding to a well position at this time?

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Read Answer Asked by Robert on March 25, 2021

• S&P/TSX Composite Index (TSX)
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Q: Do you think the federal budget (and any nasty surprises in it) could have a significant impact on the Canadian stock market? Do you think any sectors could get hurt, or benefit, more than others?

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Read Answer Asked by Jamie on March 25, 2021

Q: I have paid very little attention to preferred shares until fairly recently. I understand that in the event of bankruptcy the owners of these shares place higher than common shares and that they have higher dividends. That's about it. What I don't understand is why BAM.A would be up 8.5% ytd but BAM.PF.X would be up over 30%. and BAM.PF.B would be up 23%. Is this sort of outperformance likely to continue?

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Read Answer Asked by John on March 25, 2021

• Dynex Capital Inc. (DX)
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Q: Can you give me your opinion on Dynex Capital. The information I am looking at shows that the company has no debt, a low PE of 9, a 40% ROE, and a 8% Dividend. Would you be comfortable owning it in an income portfolio?
Many Thanks
John

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Read Answer Asked by John on March 25, 2021

• Vermilion Energy Inc. (VET)
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• Whitecap Resources Inc. (WCP)
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• Surge Energy Inc. (SGY)
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Q: I need a tax loss, which out of Surge Whitecap or Vermilion would you sell? Would you buy the stock back after 30 days?

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Read Answer Asked by Andrew on March 25, 2021

• Linamar Corporation (LNR)
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Q: How does the valuation for LNR stack up against MG. With MG being bigger more liquid, and a global leader, is LNR worth looking at? I must be reading the valuation stats wrong as they seem to look very good and low seems ok.

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Read Answer Asked by Dean on March 25, 2021

Q: My fixed income portfolio currently consists of HBB, XBB,XCB and XSB. Is this diversified enough or do I need some international and US bonds?

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Read Answer Asked by Joe on March 25, 2021

• Parkland Corporation (PKI)
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• Superior Plus Corp. (SPB)
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Q: I own these 2 companies and wish to consolidate into 1. They overlap in sectors to some degree with their propane distribution business. I like the management of PKI while the Brookfield investment in SPB provides strength.
Which has better growth potential ? How might the Brookfield connection play out for SPB ? In short, which one to keep and why? Thanks Derek.

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Read Answer Asked by Derek on March 25, 2021

• Great Panther Mining Limited (GPR)
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Q: Gpr had a good 2020. They have issued higher costs in 2021 in the the first half. The cfo has left recently. Do things look ok here? Or Would you get out? The sector has been weak and so has Gpr.

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Read Answer Asked by sean on March 25, 2021

• Alphabet Inc. (GOOG)
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• The Trade Desk Inc. (TTD)
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• Magnite Inc. (MGNI)
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Q: This has broken through support levels and is really acting badly. What is your
view on it given the Google news - still think its worth holding - or broken ?
Also TTD is similarly affected - any concerns

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Read Answer Asked by Scott on March 25, 2021

Q: Volkswagen- is this a sensible way to approach the EV manufacturers market? The P/E does look good compared to say, Tesla, which continues to scare me. I have positions in MG and ATA which I'm satisfied with and I don't want to reach into the fire but Volkswagen has been around a long time and I'm tempted. Your thoughts, please. All the best

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Read Answer Asked by alex on March 25, 2021

• Arianne Phosphate Inc. (DAN)
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Q: Dan seems to be attracting some serious investment albeit from intra-Quebec, governmentally affiliated sources. Is now the time to begin accumulating?

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Read Answer Asked by David on March 25, 2021

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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• iShares Core Canadian Universe Bond Index ETF (XBB)
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• iShares 20+ Year Treasury Bond ETF (TLT)
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• iShares 1-3 Year Treasury Bond ETF (SHY)
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Q: As a follow up to my question on fixed income, would you suggest I hold both XBB and CBO or pick one and if so, which one please? Similarly, hold both SHY and TLT or choose one and which one?

Thanks.

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Read Answer Asked by Gregory on March 25, 2021

• ARK Innovation ETF (ARKK)
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Q: What are the potential downfalls/risks in starting a position in ARK Innovation ETF today, and are there other alternate ETF options in this arena that are worth considering

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Read Answer Asked by jessie on March 25, 2021

• ONEOK Inc. (OKE)
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• Enbridge Inc. (ENB)
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• Enterprise Products Partners L.P. (EPD)
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Q: I am looking for an oil &pipeline company and am considering EPD & OKE.
Which would you prefer or if you have another suggestion... one in US market and one in Canada. Thank you

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Read Answer Asked by Teresa on March 25, 2021

• Miscellaneous (MISC)
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Q: In 2019, a TFSA account had the max contribution to date of 63,500. Then 20,000 was withdrawn later in 2019. No contributions were made in 2020,2021 which had 6000 limits. Would the max allowable contribution today be 32,000?

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Read Answer Asked by Ian on March 25, 2021

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH)
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
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Q: I have reviewed these two ETF for Healthcare sector allocation using CDN funds and wonder what 5i’s preference would be between the two and why your preference. My Healthcare sector currently is made up with small caps GUD and WELL and the 13% or so of VFV and VIG ETFs

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Read Answer Asked by Elizabeth on March 25, 2021

• Toronto Dominion Bank Ontario Non Cum 5 Yr Rate Reset Pfd Shs Ser 12 NVCC (TD.PR.FG)
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Q: On a previous question, TD announced Friday that these preferred will be redeemed. Likely for any preferred with high Minimum reset, so do not count too much on them if rates stay low. No mention of a possible conversion.

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Read Answer Asked by Denise on March 25, 2021

• Amazon.com Inc. (AMZN)
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• Sea Limited American Depositary Shares each representing one Class A (SE)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• MercadoLibre Inc. (MELI)
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Q: Currently have full positions in AMZN, SHOP and SE. What is your view of MELI? Would you advise peeling off 10-15% each to invest in MELI at todays market prices? How would you rank for growth over next 3-5 years?

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Read Answer Asked by sam on March 25, 2021