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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: Hello 5i,
How would you compare these two ETF's in terms of overlap in geography and sector allocation? We have both - initially VXUS for International, then adding IDV for both yield and diversification within International. We also hold ZWE, ZWG, and VEE yet we still need to increase our International by about 1.80 %. Yield is very important to us as these will be used for RRIF income in the very immediate future.
Any thoughts would be greatly appreciated, as always!!
Thanks!!
Cheers,
Mike
Read Answer Asked by Mike on October 28, 2022
Q: I submitted the below question the afternoon of Oct 24 & as of the morning of Oct 27 have not received a reply. Does the question require extra time to research or did the question get misplaced? What is the average time for a question to get answered?
What do you think of Whirlpool, WHR, as an investment. Presently their dividend is $7 US or 5.3%. Is the dividend sustainable. Thanks … Cal
Read Answer Asked by cal on October 28, 2022
Q: In a response to a recent question 5i answered: “its TAM is only going to grow “. What is TAM? On this subject, would 5i consider a glossary of acronyms placed on the site to enable your clients to further understand what’s being discussed?!!
Read Answer Asked by Rob on October 28, 2022
Q: ATD has had a nice run lately. I have held this company for a long time now and it is very steady. Current weight is 5.3% of my portfolio, but that and PBH are my Consumer defensive positions which are in line with analytic recommendations.

Any good reason to trim or trade at this time?

Or a recommend weight?

Only logic on a trade is it seems to go up settle down for a while and then marches back up. Not something I normally do, but an option.

Thanks.

Read Answer Asked by Colin on October 28, 2022
Q: Hi, there was a G&M piece under Tim Schulfelt’s by-line today which kind of boiled down to an opinion by some that the past success of growth by acquisition companies may be challenging to maintain going forward due to higher inflation and costs of capital. The article sites many familiar names (ATD, BYD, CSU, GIB, DSG, ENGH, TFII, PBH, CCL) that have had a good run and I guess suggesting that may coming to an end or at least slowing dramatically. There seemed to be a conclusion that going forward investors might want to shift focus to good old boring organic growth stories. Just interested in your comments.
Read Answer Asked by Stephen R. on October 28, 2022
Q: All above are my loosers,looks like reit is hammered badly,can STAG.N Be proxy for all this stocks REIYS WILL
Perhaps hurt more in December tax selling.
Read Answer Asked by Nizar on October 28, 2022
Q: IF the tech sector has had its day (decades) in the sun and will not outperform coming out of this bear market, what do you think will outperform instead? Next 10 years or so.
Read Answer Asked by Eric on October 28, 2022
Q: If I have to pick two names out of 4 which one it would be for Growth in TFSA

ATA, GDI, TRI, BYD,
Read Answer Asked by Mahendiali on October 28, 2022
Q: Can you please give me your 8 top stock picks for someone retiring in 8 years. Thank you, I value your teams opinion.
Read Answer Asked by Cheryl on October 28, 2022
Q: I need to increase the overall international exposure in my portfolio (currently 15%).
I am considering using VE as a simple way to increase international exposure to 30%.

1) Is VE appropriate for this purpose?
2) What other ETF(s) might be suitable?
3) Given VE is down 20% in the past 12 mos would you make a single large purchase, or several smaller ones over time?
Thanks,
Trevor
Read Answer Asked by Trevor on October 28, 2022
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