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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: I read with tremendous interest the Credit Suisse Global Investment Returns Yearbook 2023 Summary Edition you recently forwarded to members. Impressively researched. Two follow up questions for 5i. First, do you concur with the Report's conclusions that there is an 80% likelihood that inflation will linger for several years? And secondly, the Report suggests the best hedge against inflation is a
balanced portfolio of collateralized commodity futures. Do you agree? And if an investor were to follow this advice, how would one proceed (i.e. what sort of vehicle(s) and what portfolio %)? Thank you.
Read Answer Asked by Maureen on March 01, 2023
Q: I am optomistic that Peter and Eric Nuttall are bullish on the gas sector, as in the 5i reply to Kevin's query (Feb 27). What are your views on XES? Technically, it looks like it has a huge runway to the upside ...Thanks....Lionel
Read Answer Asked by Lionel on February 28, 2023
Q: Hi...I am trying to decide between a growth ex-North America International ETF and a growth Emerging Market ETF. Would have have 2-3 suggestions for each and why I would choose one over the other?
Read Answer Asked by Maxine on February 27, 2023
Q: In have TXF in my registered account and its dividend has been high @12%. Recently along with tech stocks it has lost over 20% of its value. I want to know where can I find how the high dividend is generated from its components income, capital draw down and options trading (about 30%). And would really like your view of this ETF.

I am a new subscriber and I do appreciate your prompt and wise advice thank you.
Read Answer Asked by Ritwik on February 27, 2023
Q: Hi Guys
will the default level not go through the roof on all these Corporate Bonds in the next few years when they have to re issue debt at much higher levels ? and wont a recession really contribute to high bankruptcies.
What kind of a correction in this ETF can we expect, something along the lines of 30 %, Algonquin Power was sure hit hard with higher floating rates.
Thanks Gord
Read Answer Asked by Gordon on February 27, 2023
Q: COWZ seems to have outperformed broader indexes like SPY and RSP. It seems to have outperformed several other factor or other specialized ETFs like SCHD and JEPI. I say ‘seems’ because neither RBC-DI nor iTRADE charts identify if dividends are included in the stock charts depicted on their respective platforms.

I am puzzled because COWZ trades more than broader ETFs and has higher trading fees ; also its MER is higher at 0.49 (source ETF.com). Am I missing something or is COWZ indeed a good vehicle for a portfolio? Would you top up existing positions in JEP and SCHEDULED or start a modest position in COWZ? I would appreciate if you would add color to your answer.
Read Answer Asked by Adam on February 24, 2023
Q: Hi Peter,
I would like your opinions on Discount Bonds ETFs vs regular bond ETFs. My understanding is that discount bonds etf is earning interest income comparable to regular bond etfs, but when the central banks decide to cut rate down the road, discount bonds etf will generate higher capital gain than regular bond etfs. So at this point of inflation and rate movement, is it better to purchase discount bonds etfs? Which discount bonds etf is your favourite? How’s your favourite as compared to DXDB and ZDB? Thanks.
Read Answer Asked by Willie on February 23, 2023
Q: Hi, my broker advised to get a BA (bankers accepted note) to park cash. Could you advise on pros and cons compared to a-cash etf. Eg. PSA.It pays 4.6% at maturity. Can you buy these with online brokers.
Read Answer Asked by Brad on February 23, 2023