Q: Could you comment on Q1 please and how you think they will do going forward. Also, what you think of their current debt levels. Thanks!
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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: Sold long term income position JNJ due to concerns with law suits, Looking for a replacement in the same sector, already own GUD and MRK.
Considering ABBV, PFE or MDT, please provide your preference on these and if there is other recommendation for long term income hold.
Please provide a bit of rationale in your choice.
Thanks
Considering ABBV, PFE or MDT, please provide your preference on these and if there is other recommendation for long term income hold.
Please provide a bit of rationale in your choice.
Thanks
- BMO Real Return Bond Index ETF (ZRR)
- iShares Canadian Real Return Bond Index ETF (XRB)
- iShares TIPS Bond ETF (TIP)
- iShares 0-5 Year TIPS Bond ETF (STIP)
Q: Please recommend Canadian and US ETFs that invest in inflation linked bonds.
Thanks as usual.
LSM
Thanks as usual.
LSM
- Global X Active Canadian Bond ETF (HAD)
- iShares Core Canadian Universe Bond Index ETF (XBB)
- Mackenzie Core Plus Canadian Fixed Income ETF (MKB)
Q: Dear 5i,
Can I please get your opinion regarding these 3 Canadian Aggregate Bond ETF's.
MKB and HAD have MER's approx. 4 times higher than the passive XBB ETF. It looks like the overall Total Return performance is better with MKB and HAD but, only by about 0.5 to 1%.
1. Do you think it is worth paying the extra fees for MKB and HAD?
2. If yes, which one would you choose between MKB and HAD?
3. With interest rates already very low does it make any sense to purchase any Canadian aggregate bonds?
thanks
Can I please get your opinion regarding these 3 Canadian Aggregate Bond ETF's.
MKB and HAD have MER's approx. 4 times higher than the passive XBB ETF. It looks like the overall Total Return performance is better with MKB and HAD but, only by about 0.5 to 1%.
1. Do you think it is worth paying the extra fees for MKB and HAD?
2. If yes, which one would you choose between MKB and HAD?
3. With interest rates already very low does it make any sense to purchase any Canadian aggregate bonds?
thanks
Q: What are some ETF'S that rotate the sectors ?
Q: Hi 5i,
I'm interested in Flutter. Which symbol should I use: PDYPF or PDYPY? (Liquidity, foreign exchange, etc)
TIA!
I'm interested in Flutter. Which symbol should I use: PDYPF or PDYPY? (Liquidity, foreign exchange, etc)
TIA!
Q: How much cash (in total and dollars per share) does GUD have? Does this represent a potential floor for the stock? Just curious whether 5i likes the risk / reward.
Q: I noticed that on your May monthly portfolio report NFI is only 1.2%. Is this a wait and see before adding more ? What is holding you back from adding to this stock?
Thanks
Thanks
Q: Hi,
In all of the recent turmoil, I missed that The Stars Group was bought out. As such, I obviously didn't do anything and noticed today that I have the Flutter shares in my account - which are actually up quite nicely from the bought price. I'm content to continue to do nothing and let these Flutter shares hopefully continue to appreciate.
Any red or yellow flags from your perspective on Flutter, realizing that you don't follow it.
Thanks,
Robert
In all of the recent turmoil, I missed that The Stars Group was bought out. As such, I obviously didn't do anything and noticed today that I have the Flutter shares in my account - which are actually up quite nicely from the bought price. I'm content to continue to do nothing and let these Flutter shares hopefully continue to appreciate.
Any red or yellow flags from your perspective on Flutter, realizing that you don't follow it.
Thanks,
Robert
Q: Last november I bought a small position (1%) in Tudor Gold as a more speculative complement to a 4% position in KL. I find their assets in the Golden Triangle, BC quite interesting.
KL didn't move much, but TUD more than tripled with the very strong run last week and with quite good volumes as well.
So now I have a total 7.5% gold miner/explorer position. Do you think it's too high in a balanced portfolio?
Do you have an idea what's going on with Tudor? Do you think it would be time to take some profits or letting it grow to 5% is also reasonable?
Thank you,
KL didn't move much, but TUD more than tripled with the very strong run last week and with quite good volumes as well.
So now I have a total 7.5% gold miner/explorer position. Do you think it's too high in a balanced portfolio?
Do you have an idea what's going on with Tudor? Do you think it would be time to take some profits or letting it grow to 5% is also reasonable?
Thank you,
- Cisco Systems Inc. (CSCO)
- Intel Corporation (INTC)
- Microsoft Corporation (MSFT)
- QUALCOMM Incorporated (QCOM)
Q: I own IBM but not the others. Do you think the Red Hat acquisition will result in IBM significantly narrowing the performance gap between itself and the others. Respective dividend yields are not an issue.
Q: Hi, I see online education as a growing theme for the future. I was wondering if there are any growing companies in this sector you could suggest other than GOOG and MSFT..I was looking at a company call D2L but seems it is not listed.
On another topic, what are your thoughts about the upcoming IPO of Palantir..it seems to be nice investment opportunity. With a great leader, I read a book by Peter Thiel ..he seems to be a of a very high caliber. I have great respect for him.
Cheers,
Shyam
On another topic, what are your thoughts about the upcoming IPO of Palantir..it seems to be nice investment opportunity. With a great leader, I read a book by Peter Thiel ..he seems to be a of a very high caliber. I have great respect for him.
Cheers,
Shyam
Q: Hi 5i team,
CLDR has been on my watch lists for awhile. It seems to be at a decent valuation on P/S for a cloud stock. In the past week or so, it has been subject to some takeover speculation by IBM. I don’t like buying a company just on takeover speculation, but it is a nice kicker if the underlying fundamentals of the company are solid. Is CDLR a decent buy in the data management space and what is your outlook from here?
Thanks again for the insight.
Dave
CLDR has been on my watch lists for awhile. It seems to be at a decent valuation on P/S for a cloud stock. In the past week or so, it has been subject to some takeover speculation by IBM. I don’t like buying a company just on takeover speculation, but it is a nice kicker if the underlying fundamentals of the company are solid. Is CDLR a decent buy in the data management space and what is your outlook from here?
Thanks again for the insight.
Dave
Q: Good morning 5i,
Accounting for the current climate. Longterm safety and growth. What would your top canadian midcap stocks in each sector be?
As always thank you for the fantastic advice.
It's been a huge boost!
Accounting for the current climate. Longterm safety and growth. What would your top canadian midcap stocks in each sector be?
As always thank you for the fantastic advice.
It's been a huge boost!
Q: Can you please provide your thoughts long term potential for TCN and comment on current valuation?
Thanks
Thanks
Q: Hi Peter and team,
Freegold Ventures has absolutely ripped higher the last few days on high volume and is up a lot again today. Any idea what's happening there?
Thanks!
Freegold Ventures has absolutely ripped higher the last few days on high volume and is up a lot again today. Any idea what's happening there?
Thanks!
- iShares Russell 2000 Growth ETF (IWO)
- BMO MSCI Emerging Markets Index ETF (ZEM)
- Vanguard Dividend Appreciation FTF (VIG)
- INVESCO QQQ Trust (QQQ)
- First Trust ISE Cloud Computing Index Fund (SKYY)
- Vanguard International Dividend Appreciation ETF (VIGI)
- Vanguard High Dividend Yield Indx ETF (VYM)
Q: I have $40,000 US to invest for 5 -10 years. With half of that amount I would like to buy about four equity-based ETFs for capital appreciation. Some I have read about include QQQ , BBH, and VGT. Are these good choices? Please add other recommendations.
For the other half, I would like more income based ETFs with a sensible degree of risk, such as VIG. Please add other recommendations.
I am not interested in Canadian based ETFs but International based ETFs would be alright.
I do no previous experience with ETFs.
For the other half, I would like more income based ETFs with a sensible degree of risk, such as VIG. Please add other recommendations.
I am not interested in Canadian based ETFs but International based ETFs would be alright.
I do no previous experience with ETFs.
- BMO S&P 500 Index ETF (ZSP)
- BMO US Dividend ETF (ZDY)
- iShares S&P/TSX 60 Index ETF (XIU)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
Q: My son has asked my advice on how best to invest ~$13K he holds in GICs in registered accounts. He has a very young family and wants to begin investing on the right foot with this initial investment while adding to it over time, funds permitting. My personal investing approach has been to invest in high quality, primarily Canadian, dividend paying equities but for him, just starting out and with many investing years ahead of him, EFTs seem a far more appropriate and safer choice.
Would you consider 60% CDZ and 40% ZDY a good suggestion for him or would you recommend other EFTs that better track the indexes like XIU and ZSP? Do you consider just two EFTs sufficient diversification until his portfolio grows larger? What about the percentage Canada/U.S. split? Does 60/40 seem OK? Many thanks for your thoughts on the matter.
Would you consider 60% CDZ and 40% ZDY a good suggestion for him or would you recommend other EFTs that better track the indexes like XIU and ZSP? Do you consider just two EFTs sufficient diversification until his portfolio grows larger? What about the percentage Canada/U.S. split? Does 60/40 seem OK? Many thanks for your thoughts on the matter.
- Health Care Select Sector SPDR (XLV)
- Technology Select Sector SPDR ETF (XLK)
- Consumer Discretionary Select Sector SPDR (XLY)
Q: I have a well diversified Canadian Stock portfolio. However, that being said, there are no Consumer, Technology or Health Care stocks in that portfolio.
Do you think that low cost, diversified, market weighted US ETFs XLP, XLY, XLK, XLV is a smart way to cover the sectors lacking in my portfolio.
Many Thanks.
Do you think that low cost, diversified, market weighted US ETFs XLP, XLY, XLK, XLV is a smart way to cover the sectors lacking in my portfolio.
Many Thanks.
Q: Are there any renewable energy etfs, specifically with hydrogen or fuel cells companies
?
?