Q: Came across ZFC - BMO SIA Focused Canadian Equity Fund ETF Series in doing ETF research. Holdings are 100% Canadian ... Top 10 holdings account for about 67% of the fund (AC, QBR.B, CAE, WCN, BAD, GIB.A, CSU, CAR.UN, EFN). MER is on the high side .75 What is the 5i opinion on this for a more aggressive ETF for Canadian holdings ? Thanks as always for your advice, Steve.
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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: What are your thoughts about this water ETF ? Thanks.
Q: Does the 50% investment in X-ELIO have an accretive affect on earnings?
Thanks
Bob Rose
Thanks
Bob Rose
Q: Hi Everyone at 5i! I am in the process of reducing the number of holdings in my US portfolio . I own several related to healthcare. I just recently sold off my JNJ at a profit. I am under water on CAH and WBA. I propose to sell CAH and WBA at a capital loss to offset my gain on JNJ. I intend to keep MDT. Does this seem reasonable to you?. Cheers, Tamara
Q: This seems to be a relatively new US REIT. Have you had a chance to form any opinions on this REIT? Do you have any info on the payout ratio and how safe the divi might be??
Q: Hello 5i,
This is not a question, merely a comment from my perspective. I hold VET in two separate account and it is held for dividend income as opposed to looking for any significant capital gains.
On paper, my "losses" are substantial. However, in reality, unlike others who have sold, I have actually lost absolutely nothing - and I fully expect that by keeping this holding for the dividend (cut or not), should the time arrive when I do choose to sell, it will likely be because I am back in the black on it and will realize a gain. Meanwhile the dividend helps keep me "in the lifestyle to which I have become accustomed".
While it could happen that VET will go to Zero, be de-listed and cease to exist as a viable company, I am betting against it.
In a sector decline such as we are seeing in the Canadian energy space, I am not sure selling out at a significant loss is necessarily the only solution unless one can really benefit from the tax benefit on the loss - and in the case of VET, they have a great deal of exposure outside of Canada as well.
Anyway, I am happy to hold, collect the dividend and wait until the tide turns, which I am convinced it will do over some unknown period of time.
Just my perspective, nothing more.....
Cheers,
Mike
This is not a question, merely a comment from my perspective. I hold VET in two separate account and it is held for dividend income as opposed to looking for any significant capital gains.
On paper, my "losses" are substantial. However, in reality, unlike others who have sold, I have actually lost absolutely nothing - and I fully expect that by keeping this holding for the dividend (cut or not), should the time arrive when I do choose to sell, it will likely be because I am back in the black on it and will realize a gain. Meanwhile the dividend helps keep me "in the lifestyle to which I have become accustomed".
While it could happen that VET will go to Zero, be de-listed and cease to exist as a viable company, I am betting against it.
In a sector decline such as we are seeing in the Canadian energy space, I am not sure selling out at a significant loss is necessarily the only solution unless one can really benefit from the tax benefit on the loss - and in the case of VET, they have a great deal of exposure outside of Canada as well.
Anyway, I am happy to hold, collect the dividend and wait until the tide turns, which I am convinced it will do over some unknown period of time.
Just my perspective, nothing more.....
Cheers,
Mike
Q: whta's going on with VET, you seem to defend against dumping it
why this sudden price drop, i lost already a bundle since you argued a week ago for common sense/patience and against selling it,
pls no offense is meant,
your insight if possible
Art
why this sudden price drop, i lost already a bundle since you argued a week ago for common sense/patience and against selling it,
pls no offense is meant,
your insight if possible
Art
Q: Peter and His Wonder Team
DSX just tendered shares at a higher price than current market. It was over subscribed. Is this good or bad news? Does it mean that new buys want in or current owns are happy to get out?
Thanks!
DSX just tendered shares at a higher price than current market. It was over subscribed. Is this good or bad news? Does it mean that new buys want in or current owns are happy to get out?
Thanks!
Q: Good day team do you see this company getting shorted ,it keeps going down like a rocket ,i do not want to lose much more capital what alternatives do i have i know the sector is unlike here thanks Norm
Q: Apparently, by way of a Dutch auction, Encana will be buying back stock at a minimum price of USD $4.70; if so, why would anyone be selling at today's price of USD $4.16?
Q: Hi guys! In regards to energy stocks, the stage after 'fearful' I call the 'vomit stage' and thats where energy stocks are now. So shouldn't one buy when everyone is running for the hills? i.e encana and vermillion
thanks!
thanks!
Q: Please comment on what results are expected in PKI's upcoming Q2 report.
Q: It's been said that this name has the best balance sheet in the producer business - would you agree and if so, would that make a dividend cut less likely, come what may?
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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WPT Industrial Real Estate Investment Trust (WIR.U)
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Real Estate Select Sector SPDR Fund (The) (XLRE)
Q: I currently have no investments in the REIT sector and have about 10% cash. Would you say this would be a good time to step into WPT Industrial or Canadian Apt Properties for income and some growth? Please provide your insight on a comparison. On the US side how do you view XLRE? I am retired and looking for some stability and wouldn't mind allocating to 2 properties. Thanks.
Q: I am looking for a short term, low volatility, ETF earning better than the daily interest in my chequing account.
Q: Good morning 5i,
In the interests of simplifying my financial affairs for those who may have to look after them at some point, I have been moving in the direction of efts in my rif accounts on the US side. Up to this point I haven't considered doing the same for Canadian stocks, for two reasons: One is the capital gains that must be paid, as they are in a taxable account for the most part. Second, because of the fear that Canadian efts, like the Canadian economy, concentrate on only a few sectors. I thought, therefore, that I could simply make up my own etf out of individual companies that I buy. I can see, though, that one could suffer a real loss if one of these blew up, something like SNC Lavelan, which had previously been a staple in Canadian portfolios until recently. Also, there is the difficulty of managing these stocks by someone else, not used to doing so. I could approach it over a number of years to avoid some of the capital gain problem. So, I was wondering what you thought of this move in general? Also,I would appreciate your view on the relative dangers of holding Canadian efts? Which Canadian efts would be the best, general market or more focused? Appreciate greatly your reflections on this question.
In the interests of simplifying my financial affairs for those who may have to look after them at some point, I have been moving in the direction of efts in my rif accounts on the US side. Up to this point I haven't considered doing the same for Canadian stocks, for two reasons: One is the capital gains that must be paid, as they are in a taxable account for the most part. Second, because of the fear that Canadian efts, like the Canadian economy, concentrate on only a few sectors. I thought, therefore, that I could simply make up my own etf out of individual companies that I buy. I can see, though, that one could suffer a real loss if one of these blew up, something like SNC Lavelan, which had previously been a staple in Canadian portfolios until recently. Also, there is the difficulty of managing these stocks by someone else, not used to doing so. I could approach it over a number of years to avoid some of the capital gain problem. So, I was wondering what you thought of this move in general? Also,I would appreciate your view on the relative dangers of holding Canadian efts? Which Canadian efts would be the best, general market or more focused? Appreciate greatly your reflections on this question.
Q: I bought some stock in HIVE and MAV two years ago and the performance is down a lot since.
I do not need the money now.
Based on your experience, do you see the HIVE coming back to its stock price of around 3 to 4 $ and MAV coming back to around 14$ in the future ?
Do you recommend me to hold on to both stocks or do you recommend me sell them at a loss?
Thank you
I do not need the money now.
Based on your experience, do you see the HIVE coming back to its stock price of around 3 to 4 $ and MAV coming back to around 14$ in the future ?
Do you recommend me to hold on to both stocks or do you recommend me sell them at a loss?
Thank you
Q: Husky is in an unloved sector and has never been a preferred name in that sector for various reasons, but at $10.70 is it getting to a point where it should be considered over some of the usual go to names. The yield is decent and the balance sheet is good... not sure why it is getting punished so severely for a q that seemed within expectations.
Q: Q2 results - comments?
Q: I am hanging on to Quarterhill pending news on the Apple court case. It has been in a narrow trading range for three weeks now. They offer no press release but I think earnings is August 12. There are rumours that the US courts may consider all patents worthless. Is this true. If so, Quarterhill could be worth nothing. I own a lot so am a little concerned about this rumour, true or false. Thanks.