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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
A quick question.
I know BMO/ishares have equivalent ETFs to VBAL/VEQT/VGRO.
Are there any equivalents to these all in one ETFs offered US ETF companies?.
Vanguard's US site doesn't show any.
Any one else in the States offering all in one ETFs?
I am hoping if they do offer, their fees will be lower than the Vanguard's here in Canada.
Thanks.
Read Answer Asked by Savalai on December 16, 2020
Q: According to Portfolio Analytics, I'm underweight in Industrial, Consumer Defensive, Utilities and Energy. Can you please give me three names to consider in each category? I'm also overweight in North America so, to the extent that there are good international names in these categories, please include them. I have a fairly long investment horizon: 5 years until my children hit post-secondary and 20-30 years before retirement.
Thanks.
Read Answer Asked by Ben on December 15, 2020
Q: Hi 5i,
I had seen a report you produce earlier this year listing the companies that cut their dividends. I thought you were going to update it regularly. I am having difficulty locating it in the website. Would you please provide the path to it. Thanks
Read Answer Asked by Gordon on December 15, 2020
Q: Hi

Your recent answer to Steven on December 08 2020 appears to favor EDGE. (Not able to pull this symbol on your database yet. Comes up as Edge therapeutics)
I also know that ARKK is one of your favorites through your answers to others' questions.
Now that AUM is going up with EDGE, and their lower fees (50% less than ARKK) would you say EDGE for a 2% initial position and for adding a little bit more if there is a correction is reasonable?
I am bit surprised that a Canadian ETF company offers an all in ETF for a lower fees compared to its US counterparts. How do they do it?!!
Read Answer Asked by Savalai on December 15, 2020
Q: This company was first brought to my attention by an employee of People Corp, stock was .44 when I first looked, pretty sure I asked the first question ever in this forumn. I watched it for a while, bought in as business and liquiditiy improved, adding to my holdings a few times as I felt more comfortable. Didnt take too long and more than once it ran to a 10% position in my portfolio, so I trimmed it back. Yesterday I sold all my shares for a very nice gain. My point, how you manage your positions is just as , perhaps more important as finding good stocks to buy. Thanks for that!
Read Answer Asked by Charles on December 15, 2020
Q: The average P/E of my stock and ETF portfolio (63) reflects the tech/momentum binge I've been on since Spring 2020. I'm considerably overweight in tech yet I'm finding it difficult to jettison or trim any of my names in that sector. Can you please help by identifying 5 of these that you're less bullish on compared to the others? I have a reasonably long investment horizon and good risk tolerance (5 yrs until my children's post-secondary education and ~20 until retirement). Thanks again.
Read Answer Asked by Ben on December 15, 2020
Q: Yesterday I noticed my book value of BEPC had dropped by about 30%. This morning my online self directed platform still hadn’t adjusted my shares owned to reflect a 3 for 2 split. How long should it take for my brokerage firm to show the correct number of shares owned and why would a company do a 3 for 2 split in the first place?
Read Answer Asked by Rob on December 15, 2020
Q: Good morning, I need some assistance with an ETF I hold in my RRSP that has just been delisted;
KOL Vaneck Vectors ETF has been delisted after close December 14th, 2020. Its liquidation date is December 22, 2020. I have never had a delisted ETF. What are the options to receive payment with this delisted ETF and how/where do I figure out NAV payment calculated and to be received?

Thank you, Lexi
Read Answer Asked by Lexi on December 15, 2020
Q: I'm looking for your updated views on Inseego as it has been fairly flat since your last question in September. Their CEO was on Mad Money last week and I found the story he told to be compelling. I wonder if you could please describe what their position is within the market, who their main competitors are and what the total addressable market is as 5G gets rolling? Are we in the first or the fifth inning in terms of where INSG can run? At 1.5 billion in what I gather is a huge potential market it would be nice to know if you would rate it is a buy? Perhaps for good measure you can suggest if this has more or less room to run than Marvell and how they are different.

Thanks
Read Answer Asked by Tim on December 15, 2020
Q: Good morning. I am setting up RESP’s for infant grandson’s. I am thinking at this age the portfolio could be aggressive growth equities. There is only a small ($1000.00)initial amount that would be supplemented with small (one or two hundred dollar) irregular contributions. To avoid/reduce trading costs, in the beginning at least, it might be best to go with ETF’s which can be purchased at no cost? Would you agree? And if so can you suggest some aggressive growth type ETF’s. I am thinking XIT, Canadian tech companies could be one.
Thank you.

David
Read Answer Asked by David on December 15, 2020
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