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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: I recently read your article "Cap-Weight vs Equal
Weighted Indices" in etf-mutual fund letter which generally concluded that equal weighted etf's out performed cap weighted etf's. However, I'm wondering if this is still true if higher MRE's and higher taxes (due to higher turnover) are taken into account. In other words what's the after tax comparison, say if you were in the 40-50% tax bracket? Do you have some idea or do you know some studies on this?

Thanks
Read Answer Asked by Steven on July 22, 2019
Q: I have a non-registered US dollar account with a discount (bank) brokerage. I wish to transfer some of the cash in the account to Canadian dollars. What is the most cost-effective route to achieve this. Thank you in advance
Read Answer Asked by DAVE on July 22, 2019
Q: Hey 5i,
Could you comment on the upcoming ipo of green for life? Do you know a date? Projected share price? They’ve been growing very quickly through acquisition, and some lucrative public contracts. Looking at how other waste companies have done in the past (waste connection, waste management inc.) it has potential to be a great “ground floor” opportunity. Thanks for your insight.
Read Answer Asked by david on July 22, 2019
Q: The Canadian materials ETF "XMA" seems to have broken resistance from 2017-2018. I see that 50% of its constituents are gold and silver streamers, plus, gold mining companies. I think I like this ETF as a lower-stress asset to bet on precious metals going higher, but instead of betting only on gold miners with XGD, XMA holds other sectors like metal miners. My question is.... what do you think about the other 50% in that ETF? Are those other companies also looking good/better?
Read Answer Asked by Matt on July 22, 2019
Q: I am looking to allocate 10 to 15 % of my retirement portfolio to the real estate market split between Canada and the USA. I would like to keep it to 4 ETF's . Suggestions please.
Read Answer Asked by darcy on July 22, 2019
Q: I am now trying to balance our Equity Portfolio By Industry.Since I still need to reduce our Canadian investments,could you recommend 3 non-Canadian investments for each of the following categories-Consumer Defensive,Health Care and Utilities.
Unfortunately any fiture transactions will be in our TFSAs.
Read Answer Asked by James on July 22, 2019
Q: Hi,
Could you please comment on AT.TO. It has done nothing but go down since being listed on the TSX (I thought this would give it a boost). Does it look like perhaps the top is in? Are there any catalysts to drive this higher and why is it being sold down daily?

Thank you,
Lenny
Read Answer Asked by Lenny on July 22, 2019
Q: In my question on Absolute Software, you mentioned that there are better growth prospects out there. I am looking for growth. Would that be Otex, Descartes, Enghouse or some other faster grower in that field.
Read Answer Asked by Helen on July 22, 2019