Investment Q&A

Q: Are there any Canadian Small Cap Index ETFS that you would recommend?

Q: What is going on with Enphase stock? It has gone almost straight down since mid-december. It's last quarter looked quite good. Is it worries over the next quarter?

Q: Which of these is a better long term hold for an income investor?
Both of these are showing very high yields, PEY at 11%!? Is this sustainable?
I currently hold PEY in a cash account and am down although I'd like to add more to this sector.

I see a few options here:
Sell PEY, buy PNE and hold
Sell PEY, buy PNE return to PEY after tax loss harvested
Buy more PEY over allotment and sell excess after tax loss harvested
Any thoughts on these options?

Thanks

Q: TD has gone down about $3 in the last couple of days while other banks have not. Are you aware of any reason why?
Thank you.

Q: Hi,

Is the rotation into the value sector done? or do you think it is still a good idea to stay/buy into value plays.

If so, what is your favourite value ETF in North America and Globally as well. I gave the above ETFs as a guide and please don't be limited to these choices.

Thanks .
Mano.

Q: I'm wondering about the big drop in JNJ today?

Q: Hi There,
Do you expect the energy and resources sectors to continue to do well in 2023? I'm contemplating selling SU and/or Teck and moving the money into a US mid cap ETF such as VO. Apple to Oranges I know, however looking for the best risk/reward scenario.
You thoughts please.
Thank you

Q: YGOG, YAMZ Wondering if you have any opinion on these new ETFs. They're very small, but Purpose isn't a sketchy outfit. They look interesting if only because, in principle, a dedicated manager selling puts or covered calls on a stock like Google or Amazon should be able to generate decent returns. The volatility is high enough for meaningful premium but the underlying companies are also good, profitable businesses not at risk of going to zero.

Thoughts?

Q: Could you give some suggestions for ETF's that track the Nasdaq and DOW? What account would you hold them in and are there any that trade in Canadian dollars?

Thanks

Q: Hi team,

I suggested 2 years ago a section or category on your questions page to help investors to understand the meaning and importance of key terms such as P/E, P/B, ROE, ect...Here is the question raised then:

What is exactly the meaning of "Capped" for an ETF.

May I suggest a category in your list of questions which would be 'vocabulary" or "meaning of..." for quick reference for unexperienced investors like me. It could avoid repetitive questions. I knew at some point what "capped" meant, but I forgot....

Many thanks,

Jacques IDS

Asked by Jacques on November 02, 2020

Any chance to see it appear this year ? Or, alternatively, what would be a good source to find the meaning and significance of stock market terms ?

Gratefully,

Jacques IDS

Q: Can you explain the difference between the above three and which one you prefer.
Thank you.

Q: Can you please tell me what the difference is between BN and BAM? What one is better/why did they split it out?

Q: I'm at looking at the following companies to invest in next; how would you rank them based on current values?

Q: I think I know the answer but can you confirm that the payment from this is considered interest and not a dividend by CRA? With that in mind what are your top picks for yield and capital preservation with a dividend yield to save taxes?
Thanks
Richard

Q: It's time to add to my TFSA. I own ADBE, GOOG, AAPL, NVDA, PYPL, QCOM, CRM and TOL in this account, where longterm growth is the investment objective. Should any of these be switched? Please recommend replacements if so and ignore sector/market cap considerations. I wish to add to either NVDA or PYPL, which of these should I add to? Deduct as many credits as required. Thanks, and wishing you all the best for 2023.

Q: Why has the last year been so tough for SLF? Shouldn't they benefit from higher interest rates?

Q: I don't understand. A recent 5i answer on AQN stated:
"On an operating cash flow basis, the dividend was still coverered in the 12 months to Sept 30."
As I look at the Balance & Income Sheets as of Q3:
Working capital is $-579,890,000
Net income for the 3 quarters this year is $-182,000,000.

AQN will payout $0.92 per share in dividends for the year. They've already committed to $0.22 for Q4
676 million shares x $0.92 = $616,400,000 payable in dividends for the 2022 year ($154,000,000 to be paid in Q4)

Somehow, somewhere isn't it true that the dividend payments must be impacting that negative working capital, the negative net income, the increasing debt amount and increasing interest to service the debt? In essence, aren't the dividends coming from borrowing, whether directly or indirectly?

Thanks, always appreciate 5i's perspective.

Q: Is EGLX still a good bet in my TFSA? What are the analysts saying?

Q: Hello 5i team,
Just a few questions on FSZ. It seems that the stock has been in a holding pattern for the past 2.5 years. Where is the payout ratio at these days with the stock? Has the AUM increased or decreased in the last few quarters?

Are you still confident of this stock in the income portfolio?

Andrew

Q: Wondering if you can help me figure this out Peter,

Bought 360shares of BAM.A at $54.62. Spin off took place and I ended up with 90 shares of Bam and 360 shares of BN. In making my calculations after everything is settled, it looks like Today I am sitting at roughly $19,678 - original investment was 19,680.

Is this a sell, hold or buy right now??? Its a little confusing for a simpleton such as me.

Thank you for all you do

gm