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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: Hi Peter and Team,
I am constructing $40K TFSA account. My time horizon is for 5+ years holding. Can you suggest diversified ETFs and Stocks (US and Canadian) that are a good buy at this time and a have potential to grow in the future.
Thanks,
Read Answer Asked by Yousef on January 22, 2021
Q: I am considering selling rei.un and splitting the proceeds between dir.un and iip.un. what do you think?? Also, which do you prefer: dir.un, smu.un or grt.un.
thanks
judy
Read Answer Asked by deirdre on January 22, 2021
Q: I have been lucky with MS which I accumulated during periods when many analysts seemed to misunderstand the poor thing. MS has become a full position. However when reviewing some analyses following MS’ recent results, opinions read as if they were written by bipolar CFAs. Views seem too divided for me to base a decision on. Is it time for me to trim MS —or best to ignore the noise and keep holding. Please do give your reasoning and I would appreciate very much your updating your response to my September 2, 2020 question on MS.
Read Answer Asked by Adam on January 22, 2021
Q: There seems to be lots of buzz in the media lately about dividend stocks being hit hard when inflation/interest rates rise. What are your thoughts on this? Isn't this just short term noise for the long term dividend investor.
Read Answer Asked by Joe on January 22, 2021
Q: Hi 5i Team - It is my understanding that most of the Canadian start-up technology companies are going with private funding rather than public, resulting in a scarcity of technology companies to invest in on the TSX or Vancouver Exchange. First, could you comment on the accuracy of this assessment. Secondly do you know of any such companies that are available to the general public for investment or may be planning an IPO over the next year. This would not include more established companies such as LSPD, KXS or of course SHOP. Thanks again for all your advice over the years. Your service has been invaluable over these years and continues to be so.
Rob
Read Answer Asked by Rob on January 22, 2021
Q: Hello,

I am looking into ETFs in Canada to compliment the portfolio I have created with your model portfolios, profiles and question support. I may be out to lunch, but my thought is to purchase some ETFs to diversify my investments. Is that smart? I currently am planning to move funds from a questrade managed portfolio, and either add it to my customized portfolio or to invest in ETFs. I appreciated reading your ETF and Mutual Fund newsletter and am considering some of the broad etfs, however I am against investing in the energy sector. Also interested in expanding my clean energy or ESG sector with another ETF. Do you have suggestions? Curious about ESGY?

Thanks for your guidance!

Please take off 3 questions.

Thanks,
Ellen
Read Answer Asked by Ellen on January 22, 2021
Q: Hello, from a peace of mind perspective, what happens to an ETF or mutual fund if the company selling it goes out of business or decides to close the instrument ? Do the underlying stocks get sold and dispersed to the mutual fund holders ?

Thanks.
Read Answer Asked by Robbie on January 22, 2021
Q: What ETF would you suggest for a non-registered account for a higher risk tolerance with emphasis on growth and a 10 year minimum timeline ? VGRO/XGRO sound good but the dividend yields seem low to really take advantage of the dividend tax credit.
Read Answer Asked by S on January 21, 2021
Q: PLX is an Israeli Bio co. not showing in your system.
I bought a small position 6 months ago as I am very interested in the diseases they are working to try to alleviate and potentially cure. It has gone up in price nicely this week after company update to shareholders.
Would appreciate your views. Is this a hold or worth buying more at this stage. John.
Read Answer Asked by JOHN on January 21, 2021
Q: Good afternoon:
I have a Foundation account that I am managing
for my late mother, and was wondering if you could suggest 6 mutual funds to invest in. I am not allowed to invest in any higher risk funds. (I do like
the Mawer group of funds.)
Thanks!

Read Answer Asked by James on January 21, 2021
Q: First a big thank you for the terrific returns we received in 2020 thanks to your stellar guidance (our largest holdings we first discovered through 5i -hello LSPD,XBC and WELL!). We gifted our kids memberships in December and praise your service to everyone. This is truly an invaluable service.
Now to the question, my brother is tired of paying high fees for his CIBC pension holdings. When I looked into this for him last year, some pools had MER in the 2% range! He’s moved the following into cash and is looking for lower fee/higher return alternatives in the following areas of his pension account:
-Imperial Canadian Dividend Income Pool
-Imperial Canadian Equity High Income Pool
-Imperial US Equity Pool
-Imperial International Equity Pool
-Imperial Short Term Bond Pool
-Imperial Long Term Bond Pool
Please charge as many questions as required.
Read Answer Asked by Warren on January 21, 2021
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