Q: What is are you best ideas for small-midcap US EFT? I already have S&P 500 fund and several large caps.
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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 is the #1 problem with this company?, poor management? supply chain?. It seems they get all kind of orders, make basic buses, electric buses, what they just cannot deliver the product. If the supply chain improved would it make much of a difference or are there to many other issues?
Thanks Again
Thanks Again
Q: Could you make a case for each of these two Treasury ETF's ? Would you favour one over the other ?
Do you prefer other Treasury ETF's to these two ?
Do you prefer other Treasury ETF's to these two ?
- Enbridge Inc. (ENB)
- Fortis Inc. (FTS)
- Restaurant Brands International Inc. (QSR)
- Exchange Income Corporation (EIF)
- Nutrien Ltd. (NTR)
Q: Can you give me 4-5 Canadian non financial divvy stocks that look attractive to you right now? Thanks
- PayPal Holdings Inc. (PYPL)
- Visa Inc. (V)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- Shift4 Payments Inc. Class A (FOUR)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: I'm looking to sell some of my Lightspeed positions and looking for an alternative in the same space.
- I have a huge loss with LSPD, and looking for best proxy to recoup some losses going forward...
- Not interested in 5+ year investment, as too much can change...
- I'm looking for a recommendation of a candidate that has great prospects 1-2 years, 3 max
- I'm open to any suggestions & ideas other than the companies I listed in my question as well
- I have a huge loss with LSPD, and looking for best proxy to recoup some losses going forward...
- Not interested in 5+ year investment, as too much can change...
- I'm looking for a recommendation of a candidate that has great prospects 1-2 years, 3 max
- I'm open to any suggestions & ideas other than the companies I listed in my question as well
Q: Wealth simple mentions that investors are betting U.S. $3.7 billion that TD is heading south. 12 billion in unrealized losses on bonds, big stake in reeling Charles Schwab, massive exposure to teetering Canadian housing market, and terrible timing on purchase of U.S. regional bank. Any thoughts you could share on this?
- Fortis Inc. (FTS)
- Emera Incorporated (EMA)
- Algonquin Power & Utilities Corp. (AQN)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi Folks,
I have the above Utility companies in various accounts. I am looking to add 1 more to my TFSA ( currently have EMA ) and 1 more to my wife's TFSA ( currently has BEPC ) - can you suggest which one you would recommend that I add to each TFSA, either from the above OR something new.
Thanks
I have the above Utility companies in various accounts. I am looking to add 1 more to my TFSA ( currently have EMA ) and 1 more to my wife's TFSA ( currently has BEPC ) - can you suggest which one you would recommend that I add to each TFSA, either from the above OR something new.
Thanks
- Franco-Nevada Corporation (FNV)
- Wheaton Precious Metals Corp. (WPM)
- Barrick Gold Corporation (ABX)
- VanEck Gold Miners ETF (GDX)
- Barrick Gold Corporation (BC) (GOLD)
- VanEck Junior Gold Miners ETF (GDXJ)
Q: Can you please give me your top three Gold stocks and your top two Gold ETF's to invest in. Thanks in advance.
Q: Hi 5i Team,
Encore Wire Corp hit all time high after earning reported in February, but dropped more than 20% lately.
Could you pls give your update assessment of this company going forward.
Is it buyable? if so, would you pls suggest an entry point.
Thank you as always.
Encore Wire Corp hit all time high after earning reported in February, but dropped more than 20% lately.
Could you pls give your update assessment of this company going forward.
Is it buyable? if so, would you pls suggest an entry point.
Thank you as always.
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- CI Tech Giants Covered Call ETF (TXF)
- CI Tech Giants Covered Call ETF (TXF.B)
Q: Hi 5i,
I have a few of questions about a few tech ETF's - please deduct as many points as you think appropriate.
In comparing XIT to TXF.B I note that XIT has a better 5 year annualized return (16.03% to 7.87%) but TXF.B has outperformed XIT over the past 3 year annualized period by 10.23% to 8.38%. In addition, TXF.B pays a very healthy distribution (over 9% annually) while XIT pays none. And then finally, XIT is all Canadian and has over 75% of its NAV wrapped up in 4 names - CSU, SHOP, CGI and OTEX.
All that being the case, I wonder:
Is XIT too dependent on just a few names that are all in one geography to have the safety one expects (hopes for at least) in an ETF, both looked at in isolation and also when compared to a name like TXF.B?
XIT obviously hit it big with those 4 names (and especially CSU I'd think) but is its good return likely to continue into the future with so much reliance on so few contributors, all of which are in Canada?
Is there a site that does the hard work of comparing the actual returns of ETFs by analyzing the combination of capital gain combined with the contribution of distributions so that it's possible to get a true idea of the performance of an ETF like TXF.B with its 9% /year distribution compared to XIT's zero payout? and finally:
Between a hedged ETF like TXF vs an unhedged ETF like TXF.B which have identical holdings, which would you expect to do better over the next 3 years or so, and why? I note that unhedged TXE.B has outperformed hedged TXF over the past number of years, and I wonder if you think this trend will continue.
Thanks 5i, I look forward to reading your thoughts.
Peter
I have a few of questions about a few tech ETF's - please deduct as many points as you think appropriate.
In comparing XIT to TXF.B I note that XIT has a better 5 year annualized return (16.03% to 7.87%) but TXF.B has outperformed XIT over the past 3 year annualized period by 10.23% to 8.38%. In addition, TXF.B pays a very healthy distribution (over 9% annually) while XIT pays none. And then finally, XIT is all Canadian and has over 75% of its NAV wrapped up in 4 names - CSU, SHOP, CGI and OTEX.
All that being the case, I wonder:
Is XIT too dependent on just a few names that are all in one geography to have the safety one expects (hopes for at least) in an ETF, both looked at in isolation and also when compared to a name like TXF.B?
XIT obviously hit it big with those 4 names (and especially CSU I'd think) but is its good return likely to continue into the future with so much reliance on so few contributors, all of which are in Canada?
Is there a site that does the hard work of comparing the actual returns of ETFs by analyzing the combination of capital gain combined with the contribution of distributions so that it's possible to get a true idea of the performance of an ETF like TXF.B with its 9% /year distribution compared to XIT's zero payout? and finally:
Between a hedged ETF like TXF vs an unhedged ETF like TXF.B which have identical holdings, which would you expect to do better over the next 3 years or so, and why? I note that unhedged TXE.B has outperformed hedged TXF over the past number of years, and I wonder if you think this trend will continue.
Thanks 5i, I look forward to reading your thoughts.
Peter
- Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
- Vanguard FTSE Europe ETF (VGK)
- Vanguard FTSE Emerging Markets ETF (VWO)
Q: I have no International exposure to date. Can you please suggest your top three International ETF's.
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Tesla Inc. (TSLA)
- Atrium Mortgage Investment Corporation (AI)
- Advanced Micro Devices Inc. (AMD)
- GLOBAL X FDS (BOTZ)
- iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
Q: Can I get your 3 or 4 picks for Ai stocks or ETF,s
Q: I am down 26% on goeasy this quarter.Should I dump or add at these price levels?
Q: I have an odd situation regarding capital loss on META. On a US$ basis there is a small capital gain. However, when converting to Canadian $ using actual exchange rates around acquisition dates for adjusted cost base, and using the 2022 annual average exchange rate from BoC for sale proceeds , I get a capital loss. This looks strange. I have checked several sources , and even asked ChatGPT to do the calculation. All calculation methods show results within 1%: a gain in US$ but a loss in Canadian $. Is this even acceptable to CRA? Or am I best to claim no gain, no loss? (I acknowledge of course: 5i are not tax advisors; that 5i is not responsible for whatever I report and whatever sources I use. I’d just appreciate knowing if this sort of bizarre thing does occur). Many thanks.
Q: Looking at one of these 2 candidates for a small (~1-2%) position in a TFSA.
Could you provide some input, and which would you prefer.
Thanks as always
T.
Could you provide some input, and which would you prefer.
Thanks as always
T.
- Precision Drilling Corporation (PD)
- MTY Food Group Inc. (MTY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- ECN Capital Corp. (ECN)
- Champion Iron Limited Ordinary Shares (CIA)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Trisura Group Ltd. (TSU)
- Nutrien Ltd. (NTR)
- First Capital Real Estate Investment Trust (FCR.UN)
Q: ATZ,CIA,FCR.UN,MTY,PD,NTR,TSU,TDM,GOOS,ECN,ALL TSE
Losses in all this stocks and confused need your Opinion Badly,I know they are maany stocks and Highly apreciate your help.
Losses in all this stocks and confused need your Opinion Badly,I know they are maany stocks and Highly apreciate your help.
Q: i am going to buy this stock next week. is there any reason i should not?
- Aon plc Class A (Ireland) (AON)
- Trisura Group Ltd. (TSU)
- Arthur J. Gallagher & Co. (AJG)
- Kinsale Capital Group Inc. (KNSL)
- RLI Corp. (DE) (RLI)
- Brown & Brown Inc. (BRO)
Q: I read from another source that KNSL and RLI are peers to TSU. You stated an evaluation comparison with AON, AJG and BRO in your previous report (jan22). Finviz classified the first group in ‘’Property & Casualty’’ and the second, more as ‘’Insurance Brokers’’. Could you please clarify which group should be used to compare. The second group did well since mid-march but the first one did so-so. The idea is if Trisura belongs more to the second group, it could represent a good entry point since they are still in the penalty box. Your thoughts are appreciated.
Tks
Tks
Q: Does this CNBC article bode well for Tantalus Systems GRID?
https://www.cnbc.com/2023/04/06/outdated-us-energy-grid-tons-of-clean-energy-stuck-waiting-in-line.html
https://www.cnbc.com/2023/04/06/outdated-us-energy-grid-tons-of-clean-energy-stuck-waiting-in-line.html
Q: I am catching up on my reading and got to your article about Canadian Stocks that pay US dividends.
I do own a number of them. Most of them are in US accounts at my broker I guess it makes sense to have all of them on the US side to avoid loss of currency conversion.
Are there any other reasons?
Thanks
Sheldon
I do own a number of them. Most of them are in US accounts at my broker I guess it makes sense to have all of them on the US side to avoid loss of currency conversion.
Are there any other reasons?
Thanks
Sheldon