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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: Hi:
I own IJR for usa small caps. Could you suggest an etf for mid caps?
Thanks, BEN.
Read Answer Asked by BEN on November 29, 2023
Q: I am considering getting into bond ETF's, given that we are apparently hitting pause on rate hikes and will potentially begin to cut rates in 2024. I realize that you cannot predict timing but would you consider this a good time to be getting into bonds?

What is your view on bond ETF's FCGB and DXDB, or can you offer another bond ETF to consider?

Thank you
Tim
Read Answer Asked by Timothy on November 29, 2023
Q: I understand that ZQQ is hedged to the Canadian dollar. Does that mean that the share price is unaffected by a decline in the C$ relative to the US$? If so, then presumably you don't want to be hedged if the C$ is rising relative to the US$. Is there an un-hedged version of ZQQ? Or do I have this backwards?
Read Answer Asked by Ken on November 29, 2023
Q: HI;
Today you had a question from Tim concerning the banks, and their outlook. I would like to buy some BMO; ZEB, however in the fund facts they state that they distribute any realized capital gains in December.
I do not want to get a tax slip for the yearly gains. Is my thinking off course? What do you suggest? , besides buying 6 stocks. If i wait till January , the price may have appreciated a lot.
Thanks, BEN.
Read Answer Asked by BEN on November 29, 2023
Q: After listening to Larry Berman on BNN yesterday I looked for the symbols for the small cap etf representing S&P 600 and couldn't find them .What ETF do you feel best represents the S&P 600 or US small caps ?
Read Answer Asked by lynn on November 28, 2023
Q: Please rank the above in terms of risk/reward and technicals
Read Answer Asked by Paul on November 28, 2023
Q: A little while ago I asked 5i what the current yield was for UMAX and HMAX as I wanted to target the yield for an entry point . Could 5i give me the formula to use so I can do this on my own ? Use HMAX as an example to illustrate using the formula ..... Thanks Garth
Read Answer Asked by Garth on November 27, 2023
Q: I am transferring a work RRSP in cash and need to invest the proceeds. $80k for a 63 year old. I am thinking of allocating this into ETF’s. Please recommend which ones and the allocation.
Can take on reasonable risk.
Read Answer Asked by Lois on November 27, 2023
Q: I currently hold XHC to give me some global health care exposure. It is ~ a whole position for me and is currently down 4.5%. My other Healthcare stocks are Well and Abbvie.
Do you have some other healthcare names that are solid but growing. With or without dividend.

Outside of Canada to get USA or World exposure.

Or would you stick with XHC?

Thanks.
Read Answer Asked by Colin on November 24, 2023
Q: BNN announced yesterday that TEMA whose funds are theme based has created a new ETF on the theme of weight loss. What is your opinion on the selection of the companies in this ETF. Can you provide the trading symbol for this ETF?

Thank you, Mike

Mike
Read Answer Asked by Michael on November 24, 2023
Q: I know you don't like comparing ETFs to single stocks...but I'm going to put a question out there anyway. I currently hold TELUS in a non-registered account. As I've held it for a very long time, I'm up 20%, but I feel the stock is stalled for a number of reasons. Given that I bought it for the dividend as well as some growth, I would appreciate your advice on trading it for HMAX. Please compare total estimated growth for both T and HMAX over the next 3-5 years. Additionally, with interest rates expected to begin falling next year, how would that impact the price of HMAX? Thank you.
Read Answer Asked by Maureen on November 24, 2023
Q: MoneySense recommended HXT as one of the best Canadian ETFs for years, but not in 2023. Is there any concerns that the government may crack down on Horizon's Total return funds that do not pay out any dividends?
Thanks!
Read Answer Asked by Grant on November 24, 2023
Q: In my open (unregistered) account, I currently own VGRO and am looking to invest some funds in ETFs . What is the difference between ZLU and ZLU.U? How would your rate the above ETFs for growth over the next 5 years? Do these ETFs hold similar investments (stocks, bonds, etc)? If I invested in 2 ETFs, which ETFs would be complimentary? Can you suggest similar ETFs with better growth potential in the next 5 years? Thank you
Read Answer Asked by Don on November 24, 2023
Q: Hi, my question is which etf to buy in the Sprott precious metal group? I’m selling my bullion and buying a etf. I can buy gold, gold and silver, platinum and palladium or uranium.
My plan was to just buy gold ( phys), but I see I have other choices. What would be your suggestion for a 4-5 minimum year hold?
Thanks
Read Answer Asked by Brad on November 23, 2023
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