Q: Do you have any thoughts on this new company in the cannabis space? Do insiders own a reasonable part?
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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: Crescent Point has bounced nicely from its lows, far more than other cdn oil names, any thoughts about reviewing your negative disposition toward the company?
Q: Hi
I do not find the entire list of the covered stocks. I must try randomly.
With the "old version", i think i was able to see the list of cies coverted. Is that true?
Thanks
I do not find the entire list of the covered stocks. I must try randomly.
With the "old version", i think i was able to see the list of cies coverted. Is that true?
Thanks
Q: Good morning 5i Team.
I'm starting to be concerned about the potential for a significant correction in the markets. I'm interested in your opinion on using a bear ETF on the TSX or S&P as a cost effective way to at least partially protect investments from significant correction? I've read that these tend to decay over time and should only be used for short periods. Is that correct? Does it apply only to the leveraged bear/bull etfs or all?
If the etf idea is not advisable, what would you suggest?
I've got a few questions in there so please take as many credits as necessary.
Thanks
Peter
I'm starting to be concerned about the potential for a significant correction in the markets. I'm interested in your opinion on using a bear ETF on the TSX or S&P as a cost effective way to at least partially protect investments from significant correction? I've read that these tend to decay over time and should only be used for short periods. Is that correct? Does it apply only to the leveraged bear/bull etfs or all?
If the etf idea is not advisable, what would you suggest?
I've got a few questions in there so please take as many credits as necessary.
Thanks
Peter
Q: Your thoughts on ZQQ as a long term (10+ years) RESP hold or would you just buy a low fee S&P 500 (maybe VFV) ?
Q: For diversification I would like to buy a global fund. I have quite a few GICs. but they are still trying to sell me Edgepoint Global Growth and Income. I wondered if Edgepoint Global Growth would be better. since the GIC make up my income portion of my portfolio. I think the MER is the same for both funds, so I am paying a higher fee for the bond portion.
I appreciate your opinion.
Shirley
I appreciate your opinion.
Shirley
Q: I am considering one of these two ETF’s to invest in. Which one would you recommend as being the one to offer a better rate of return and what is your assessment of both. I like these two because their 10 top holdings. I also really like a large number of their holdings but specifically want exposure to following: Apple, Amazon, Microsoft, Alphabet, Facebook, Netflix to name a few. Are there any other ETF’s that you would recommend that may be better?
- BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
- BMO Equal Weight US Banks Index ETF (ZBK)
- Financial Select Sector SPDR (XLF)
Q: ZBK- BAC,JPM,WFC,C, =20% of holdings, rest are midsized banks, 2017 return 10% TER 0.74%
ZUB 2017 return 17% TER 0.80 %
XLF- BAC,JPM,WFC,C, = 32% of holdings + Berkshire H at 11%,rest are regional banks, insurance, financial services, 2017 return 22% TER 0.14%
Is this accurate?
I am 50% non reg., 45% RSP, 5% TFSA, retired living comfortably
Looking at 3% position
Your choice (or choices i.e. split) and why
What account
Thanks
Derek
Thanks
ZUB 2017 return 17% TER 0.80 %
XLF- BAC,JPM,WFC,C, = 32% of holdings + Berkshire H at 11%,rest are regional banks, insurance, financial services, 2017 return 22% TER 0.14%
Is this accurate?
I am 50% non reg., 45% RSP, 5% TFSA, retired living comfortably
Looking at 3% position
Your choice (or choices i.e. split) and why
What account
Thanks
Derek
Thanks
Q: I have a position in my US dollar rrsp account in HACK and read of the management issues currently in litigation. What would you suggest regarding this holding - is it a buy sell or hold and what are your views concerning this issue. Is this likely to adversely affect this ETF longer term. I appreciate your thoughts on whether I ought to hang in or otherwise. Thanks so much.
Q: Are preferred shares a better investment for someone hoping to live on dividend income during retirement?
- BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA)
- BMO US High Dividend Covered Call ETF (ZWH)
Q: What percentage would you put into each of ZWA (hedged) and ZWH (unhedged), for long term, as a rule of thumb, without knowing the rest of one's portfolio, but figure it's a reasonable percentage of one's U.S. component. Thanks for your advice.
Q: As an additional comparison to my question of jan.11 re: xtr and zmi do you feel plv would be a better long term hold with more upside potential considering the payout is much more in line with a sustainable payout with maybe not having to rely on roc to meet the higher payout s of the xtr and zmi ? Also would consider any of these to be overvalued and or should an investor wait out a market correction? Thank you kindly Larry
Q: I'm looking for a breakdown of Enbridge's revenue/operations. Oil transportation and midstream services vs natural gas distribution (utility), vs renewable (wind/solar etc.). Could you give me an idea of the breakdown or point me in the right direction?
Thanks
Thanks
Q: I currently bought Enbridge and would like to buy either WCP or RRX ,should I buy both or just one? My Enbridge is 4% weight in my account so if I buy both at a 2.5 % weight then I will be up to 9% and would this be too much for this sector?
Thanks
Thanks
Q: I am overweight in a bank stock and will be selling some and since I have no bonds I am wondering if okay to just buy XHY as it would be a 5% position. This is for a RRSP account and not needed for at least 5-7 years.
Thanks
Thanks
- BMO MSCI China ESG Leaders Index ETF (ZCH)
- iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
Q: Are these 4 etf's the best way to invest in Europe and Emerging Markets or do you have better recommendations such as FEZ which you recommended some time ago, or VE or another I haven't listed. I would like to purchase what is in your opinion 4 etf's which best achieve the desired result.
Q: For growth of 2 to 5 years please name two stocks in any sector.
Thanks for your excellent advice!
Thanks for your excellent advice!
Q: Is the recent pullback on ATB Dec./Jan. profit taking? I can’t find any news. Seems a good time to add this one. What are your thoughts on the P/E and debt?
Q: Hi Peter and 5i staff,
I have a portfolio of Canadian stocks with reasonable sector weightings. If I were to add an ETF like VFV comprising of US Stocks, my weightings would seem quite high in many of the sectors. Do I need to re-balance ?
Thanks for all the great advice.
Ivan
I have a portfolio of Canadian stocks with reasonable sector weightings. If I were to add an ETF like VFV comprising of US Stocks, my weightings would seem quite high in many of the sectors. Do I need to re-balance ?
Thanks for all the great advice.
Ivan
Q: Looking for an entry point for a purchase of Aurora Cannabis (intending to likely exit before July, or in the event of a Constellation-style buy-in). What would your $ buy point potentially be, in light of the Cannimed situation. And where could you see this stock by July considering the current frenzy around this industry