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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'm going to retire next year and have recently received a inheritance. I have this money in a non registered account. PA is telling me that I need more US and international exposure. I'm looking at ETF's with dividends but being non Canadian holding I will not get the tax credit. Should I still look at dividend ETF's and not worry about the tax? I have a low to median risk for these non Canadian ETF's. I have a diversified group of large cap Canadian stocks to take advantage of the dividend tax credit. Can you give me some names to look at buying?
Thanks Greg
Read Answer Asked by Greg on February 27, 2020
Q: Hi Team, My friend was convinced to buy this fund. What can you tell me about its performance, distribution, cost on closing the position & management fee. What better alternative can she consider as first time investor? Exchange traded funds?
Thank you
Read Answer Asked by Victoria Y on February 27, 2020
Q: Good morning - I have owned VUS (CAD hedged US Total Market ETF) for many years in a taxable account. I would like to switch to VTI (the un-hedged version of the same ETF) but would realize a large capital gain. Is there any way an individual could synthetically gain the same USD exposure via a swap or option contract? I would obviously like to avoid high fees to do this. Thanks
Read Answer Asked by Gary on February 27, 2020
Q: Dear Team,
Recently I purchased AC at $49.50 and now it has really dropped. Would you advise to hang on to it and would this even be a good time to purchase more?
Some advice would really be appreciated. It is about 2% of my portfolio.
Thank you,
John G.
Read Answer Asked by John on February 27, 2020
Q: Is it possible that in this day and age a major North American exchange (TSX) can be down for better than half the day, when the markets are moving 5%?


Sheldon
Read Answer Asked by Sheldon on February 27, 2020
Q: Hi 5i team,

There is no much working in the market these days, which I guess is an understatement. Two stocks that are positively correlated with the virus are MRNA and GILD. There is only one dated question on MRNA. It is developing a potential vaccine for the disease. There is a recent question on GILD, but you did not mention the potential of the drug it is developing to treat people with the disease, likely due to how the question was posed. Both companies are fast-tracking their efforts. MRNA seems to have gone parabolic and hence, looks a lot more risky here. GILD was a value trap for years with a poor pipeline but seems to be breaking out now, which I attribute to the potential of the new drug, if it works.

What are your thoughts on MRNA and GILD is view of their efforts to combat the coronavirus?

Thanks again.
Dave
Read Answer Asked by Dave on February 27, 2020
Q: I am watching and waiting for the market to settle down and then the market will take another step or steps higher in the coming months and years. I will be adding to my current complement of stocks with the cash that I have recently set aside. Any other advice?
Read Answer Asked by Clayton on February 27, 2020
Q: North American markets have had a great run the past two years and now it looks like we are in for a prolonged period of selling, especially given that the corvid 19 virus is not a "one off" event but a protracted worry and uncertainty exacerbated by disinformation on social media. The markets were long overdue for such a correction. For the meantime, I have gone to cash in registered and non-registered accounts and bought inverse etfs like HQD (2X Nasdaq bear), HXD (2X SPX60), and HUV (volatility index) to continue making modest gains during the downturn (instead of losing money!). Are there any other defensive (inverse) etfs you could recommend?
Read Answer Asked by David on February 27, 2020
Q: Hi, I would appreciate if you can suggest few names outside oil & gas or mining sector which are a buying opportunity today due to market sell off.
Thanks
Read Answer Asked by Harpinder on February 27, 2020
Q: Hi Guys,
Bought some puts on the above as insurance a few weeks ago and so far so good, they are the 104$ strike that expire in June, not sure if I should grab the profits now or wait a little longer. I know you boys trade options in the US so any insight would be appreciated as I'm relatively newcomer to options.
Thanks
Anthony
Read Answer Asked by Anthony on February 27, 2020
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