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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: 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
Q: Tangerine has brought out some new etfs
1.would these be similar to scotia’s etf’s ?
2. Since they are new and priced at around. $10 is there any advantage to getting in at this early stage or is it advisable to go with an already established etf such as existing scotia etf’s or vanguard....or any other established etf’s ?
Would you recommend the tangerine etf’s ?
Appreciate your advice
Read Answer Asked by Indra on January 21, 2021
Q: Followup to my question on materials that you answered today...My apologies....the ERO should have been the Canadian selection - I didn't notice it was showing the US one (Barclays). Would you add this to the selections you said you "lean to" or still keep the list as you stated in your answer. Thanks again.
Read Answer Asked by Alexandra on January 21, 2021
Q: Where can I small investor get info on convertible debentures? I would like to get some high-yield debt exposure but I am sure how to search for possible targets? I found that chemtrade logisitics has a 8.5 per cent convertible debenture but I have had a hard time finding details on it? Do debentures pay the interest owed on a regular basis, such as every six months, or is it more variable?
Read Answer Asked by Paul on January 21, 2021
Q: Hello 5i team,

What do you guys think are the "worst" companies currently in the TSX60 index that you think will under-perform in the coming years? Why?

Are there any fundamental/financial metrics that you think are the most predictive of poor future performance that investors should look out for?

Thanks!
Read Answer Asked by Alex on January 21, 2021
Q: I think I understand (mostly?) how the overall choice of holdings in this ETF are determined .
But how is the weighting of any individual holding in this fund determined? E.g. current holdings in the utilities sector include RNW (with a current 4.32% yield) at the top of the list at 3.08%, INE (2.4% yield) at 2.59%, CPX (5.44% yield) at 2.17%, ACO.X (4.51% yield) at 0.92%. Are Blackrock including some assessment of the other metrics of the companies in question (perhaps explaining the comparatively high 0.66 MER)?
Why would e.g. LNF, which would seem to otherwise qualify (2.58% yield with a 17-year streak of increasing dividends) be excluded?
Read Answer Asked by Lotar on January 21, 2021
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