Investment Q&A

Q: Hi Team,

Do you have a preference for GLD vs. Central Fund of Canada (CEF.A)? Does the fact the former trades in $US and the latter in $CDN affect your preference?

Thank you, Michael

Q: A follow up question. Is there a fund or ETF that uses timing as a strategy?
Thank you

Q: Do these have a place in this market for a retiree seeking for moderate income and security and would the tlt have better potential . Thanks have a good day. Tom

Q: Re answer to Ron's question on bond investment yesterday, it was mentioned "use CBO for better diversification in the corporate sector. There are 'target date' ETFs that provide a diversified pool of bonds maturing in a specific year. They are not perfect but do help to solve this problem a bit."
Can you please expand on the reasons why the target date ETFs are not perfect and the pros and cons between owning CBO and build a ladder using multiple target date ETF? Do they have similar YTM?
With target date ETFs, isn't the initial investment guaranteed plus YTM at maturity; whereas with CBO, after say 5 years, there is no guarantee one will get back the initial investment pending on the bond market and interest rate trend? Thanks for explaining in more details.

Q: Hello Peter and team:
Are we finally here for the so called ascent of Gold? Or is this another "teaser" by Gold? Worth dipping into Gold either as GLDor XGD? I know you prefer GLD but if I were to stocks what your favourites?

Q: With the continuing decline in the share price of Canadian banks, would you consider ZWB to be a better alternative for bank exposure at this time for the next 6 to 12 months ?

Thanks

Q: The assets held in this ETF seems to fit well with your own selection.
Your views, please ? Would you buy it now ?

Q: I had asked a question earlier regarding Bonds vs. Bond ETF's. I am still unclear on how to assure the return of my capital with an ETF or any Bond fund. I understand the income side but if the ETF value drops there is no capital return like there is with an actual Bond. - If I have $100k to invest in Bonds is my capital not much safer with 5 laddered high quality bonds than with an ETF. Is there any way to purchase a bundle of bonds and allow them to mature? or is there a similar fixed income investment that preserves the capital value - thanks for your help.

Q: Could you explain when the funds are hedged and unhedged how they work with the movement of the dollar ?

Q: I am looking for an ETF that reflects gold + silver + platinum companies or physical holdings. I'm sure there used to be such a Cdn offering but I can't find it anywhere. Thanks. DA

Q: Hello 5i team,
In my previous question, I asked for names of Canadian ETFs or Mutual Funds that invest in US New Techs; I specified "Canadian" because I did not want to pay a 40%+ currency premium. You gave me FDN (a US ETF) instead.
I look forward to your response
Antoine

Q: Hello Peter & Co,
Do you know of any Canadian ETF or Mutual fund that invests in US New Tech companies, such as Google, Facebook, Amazon, etc?
Thanks
Antoine

Q: I am up 25% in 1030, a long term holding but down on both of the 1033 and 1042. Would appreciate your advise as to sell or move into other Mfund. Many thanks, J.A.P, Burlington

Q: Today David Rosenberg recommended buying high-yield corporate bonds, presumably because bond prices would go up when the stock markets go down. What is your view of this strategy? Any ETFs that you would recommend, Canadian or US?

Q: Hi 5i. With CAD at a relatively low level against the USD, should one sell unhedged ETFs and buy hedged, on the theory that long term the CAD will likely come back up toward US$1?

If not, why not? Held in RRSP if it makes any difference.

If so please provide favorite ETFs that are similar to: VUN, XEF, VEE. Thanks.

Q: I am interested in returning to the gold sector but would appreciate some insight as to what you would prefer, I'm agnostic. Would you pick bullion, a producer or two or an etf of producers. Any ideas of where to go, specifically and generally would be wonderful.
Thanks

Q: Hi Peter!

What broad market and sector specific ETF's that are currency hedged would you recommend for the US market for a 2 year hold?

Ian

Q: Further to my recent question on IWO, your reply seemed a little unclear. Do you think the drop in IWO is based on fundamentals? Thanks.

Q: I note the IWO tracking the Russell 2000, is down about 24%. This is a fairly major correction so is it now a buy? Taking a wild guess, how much risk do you see on the downside??

Q: Capitulating :( (me) .... so expect the market to turn up very soon!

Nonetheless, I am now firmly in the "income camp" and have reviewed the 5i Income portfolio where I already hold all but ADW and IGM of your stocks but none of the ETFS (VCH, XHY, CVD,CPD, ZRE). With the exception of VCH they have all taken it on the chin in the last year - like so much else.

I am building a "sleep at night portfolio" and have set aside an appropriate cash reserve portion. The rest will stay in the market. With "sleep" well and make a few bucks top of mind, would you recommend any of the 4 ETF's or something else like ZWB, ZDV? Thanks for help with this project.