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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: Gentlemen,
I am interested by :
1) Emerging Asia-Pacific ETF (US).
2) Mid Cap US
Please propose 3 ETF for each
Thanks BR
Read Answer Asked by Djamel on September 24, 2024
Q: Harvest recently launched 4 individual share etf’s which uses covered call and leverage.

The etf’s have only been out a few weeks but the leveraged versions seem to keep up with the individual stocks in terms of price appreciation.


How would you expect these etf’s to perform over the long term compared to the individual stock that it holds?

Would this be a way to get yield and price appreciation? Would you hold these etf’s instead of the underlying stock?

Read Answer Asked by Schoombee on September 24, 2024
Q: Of the two names in the utility sector can you reccommend 1? Looking for diversification in my portfolio post rate cuts. Tickers are PUI and IDU. Is 5% exposure appropriate?

Thank-you in advance.
Read Answer Asked by Lesley on September 24, 2024
Q: I asked something about BCAT a little while ago and I now have another question. It appears that the monthly distributions are issued as a return of capital; can you pls confirm if that is the case. And secondly, is a return of capital by a US entity still a return of capital for Canadian tax purposes, or does CRA treat it as interest? I know tax is not your forte, but any info you can provide would be great. Thanks for your excellent service.
Read Answer Asked by Leonard on September 24, 2024
Q: These are some of the bond ETFs you have previously suggested. You have recently noted that, while interest rates are dropping and long-term bonds should ultimately provide the most torque in this scenario, shorter-duration bonds should not be forgotten. Does this suggest that a 50/50 split between longer and shorter duration is best, or would you suggest some kind of uneven split for a retired-income investor looking for stability and reasonable growth? As a general strategy, would you also include some portion be allotted to convertible bonds?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on September 23, 2024
Q: 20% of my income portfolio is FIE (~6% yield) but I am considering a switch to XEI (~5% yield) for broader diversification. Which ETF is likely to perform better as interest rates decline?
Read Answer Asked by Jean on September 23, 2024
Q: Your thoughts and analysis of these 2 new listed etfs? I realize their size is minimal,but they apparently pay a healthy dividend. Do you see investor interest accelerating? Thanx.
Read Answer Asked by Steve on September 23, 2024
Q: I'm building US content into my portfolio, and am looking for medium risk ETFs. Do you have an estimated target and a recommendation for these two ETFs? I'd like both NASDAQ and S&P 500 exposures. Is the content of ZUE and XQQ content too overlapping for the two exposures?
Read Answer Asked by Ron on September 23, 2024
Q: I would appreciate your thoughts on ZID and JAPN. Do you think investing in India and Japan is a good idea and why. You may have thoughts on other ETF's that invest in these countries. Your input would be appreciated. Thank You.
Read Answer Asked by Brian on September 23, 2024
Q: I have never invested in precious metals although I own Bit coin. Now I would like to invest and will appreciate your opinion! Solid silver, solid gold that I store, gold Eft's, gold stocks or................ ???
I would like know your opinion on this and also why you would advise this approach?
Thanks, James.
Read Answer Asked by JAMES on September 22, 2024
Q: I have a number of Canadian Rate Reset and Perpetual Preferred Shares, which have done very well in the last number of months. These are held predominantly in a Registered LIF Account. The current yields are between 6~7%. The Rate Resets are laddered, resetting in different years. As the reset dates get closer it may impact the value, depending on BOC rate and reset rate. I was looking trimming these and allocating 20% of our Preferred shares BEPR for US exposure.


BEPR currently yields 9% which would increase our income, while providing greater diversification nIt seems to have paid a monthly since at least 2018.

What is 5’s view on BEPR and the safety of its distribution vs Canadian Preferred shares?
Read Answer Asked by Cory on September 22, 2024
Q: Hello Peter,
Given your last reply on well at 16 times forward earnings, is this stock mis priced by the market? I would think for growth company, investors would pile into the stock given the current decrease in rates which help small caps.. Any comments? Also, do you think xsu can go much higher or has it rallied already in expectation of rates going down? Lastly, i know you don't believe in market timing but when some stocks surge due to recent announcements on lower rates, is it worth selling and buying it back when markets settle.. much appreciated.
Read Answer Asked by umedali on September 20, 2024
Q: In my RRIF I hold the above 5 stocks in the "financial" sector:

1) What impact, positive or negative will interest rate reduction have on each of the stocks?
2) Would you please rate the 5 for total return possibility over the next 12-18 months, and
3) They represent about a 25% of the RRIF - would you be comfortable with this level of allocation n the current environment?

Thanks,
Terry
Read Answer Asked by Terry on September 20, 2024
Q: SPHQ ETF seems to have a good long term total return performance compared to SPY. When I looked in more detail it looks like Invesco changed the index 3 times since it's December 6, 2005 inception date. I'm trying to validate the active strategy but it's seems difficult to make any assumptions. Is it common for ETF providers to change underlying indexes? I looked at other Invesco ETF's and it seems like they in particular do it for some of there other ETF's as well. I would appreciate your thoughts.
Read Answer Asked by Ian on September 19, 2024
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