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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: Thanks for your answers. Can you suggest several market-based EFTs that may provide some additional upside potential over the next 5 years?
Read Answer Asked by Jean on March 19, 2015
Q: Good morning, one question and one comment this morning. First, can I get your opinion on CDZ.to for some financial exposure. Currently, I have zero exposure. I know this etf has a rather large financial waiting. Second, I'd like to argue your point about about gas prices being a great stimulus for the economy and consumer. From my point of view, I don't see it as I'm saving about 3 dollars a week once I fill up. From a corporate point of view, it would seem that companies are afraid to invest in hiring (hence buybacks). Think this is valid?
Yet again, keep up the great work.
Read Answer Asked by Seamus on March 19, 2015
Q: Hello Peter and helpful team,
Yesterday on BNN John DeGoey recommended COW, CWW an ZGI and they seem like decent ETF's to me. I'm looking for 5 ETF's for my 4 nieces and nephews (age range from 18-24 years old) and my 45 year old brother-in-law. I've been trying for years to turn them into investors without any luck. At the very least I've tried to steer them away from mutual funds. They all have about $20,000 sitting in bank accounts. If you could recommend 5 equity ETF's for them to begin their investing careers I would really appreciate it.

Thank you,
Brent
Read Answer Asked by Brent on March 18, 2015
Q: For European diversification, would you agree that the hedged HEDJ is a better alternative to FEZ given the rising US dollar?
Read Answer Asked by Ken on March 17, 2015
Q: Hi Peter and Team!!! I am looking to buy a European Stock ETF. Any suggestions? Thanks for your help, Tamara
Read Answer Asked by Tamara on March 17, 2015
Q: using the above etf's for one half of my portfolio which is in a cash investment acct. and equal weight of the 5i model portfolio in a rsp/lira acct to the same value as the cash acct...would that produce about equal to a couch potato investment return of 7 to 8% over a period of time or do you believe it would produce better
Read Answer Asked by gene on March 17, 2015
Q: Could you give me a short list of your preferred Oil, Gas/Energy ETFs. I currently have no Oil, Gas/Energy ETF's in my portfolio and I believe this would be a good time to add 1 or 2 of them, thanks.
Read Answer Asked by Ken on March 17, 2015
Q: What are your thoughts with regards to holding First Asset 1-5 Year Laddered Gov't Strip Bond Index ETF (BXF) vs the Ishares Canadian Short term bond ETF (XSB) in a non registered account? Should a person sell XSB and replace it with BXF for a non registered account?
Read Answer Asked by James on March 16, 2015
Q: Is there any point in holding preferred in registered funds? If so, is Xpf a reasonable substitute for cpd for income
Read Answer Asked by Tom on March 16, 2015
Q: May I please have your thoughts on iwn etf please
Read Answer Asked by jason on March 16, 2015
Q: I currently have the following CIBC ETFs: Can Index Fund, U.S Index Fund, International Index Fund, Emerging Market Fund, Canadian Bond Index Fund and GlobalBond Index Fund.I realize that the MER is expensive and wish to buy something equivalent with lower cost. Please advise. Thank you
Read Answer Asked by Teresa on March 12, 2015
Q: Good morning. I am trying to find a Canadian ETF for small cap American stocks hedged or unhedged but preferably unhedged. If there are no such Canadian ETF could you recommend a US ETF. Thanks
Mike
Read Answer Asked by Michael on March 12, 2015
Q: Hi
Does the india market still have legs? Looking at 1 to 2 years aout, would you recommend going in and would an ETF be a good way to play it?
Guy R
Read Answer Asked by Guy R. on March 10, 2015
Q: Can you please comment on the recent out-performance of ZEQ relative to FEZ?
Read Answer Asked by Stephen on March 09, 2015
Q: I have held VB(NYSE) in a RIF for approx.2 yrs. Including the substantial change in currency, I am up about 45%, however this sector has somewhat flat-lined recently. I am thinking of selling this security & would appreciate your thoughts on buying into a medical/pharmaceutical index in the US.
Read Answer Asked by Robert on March 08, 2015
Q: Hi Group. I understand the concept of 5% individual stock weighting in portfolio management as it applies to growth and income stocks. On the fixed income side I am not sure. For example CBO and XHY represent 19% of my portfolio. Since I consider this fixed income and have a very long time horizon I never applied any type of rule in terms of weighting. (I sweep the dividends quarterly) Your guidance will be much appreciated as always.
Read Answer Asked by roland on March 06, 2015
Q: I have no stocks or ETF in the healthcare sector. Would you have any recommendations for a TSFA account? Thank you
Read Answer Asked by Jacqueline on March 05, 2015
Q: Hello Team, Can I get your thoughts on this ETF. Seems to be a fund of funds. Looks pretty stable, not volatile and pays a decent dividend. I am looking for something in my income portfolio that is somewhat low risk and yet still pays a decent dividend. Others I have considered are cbo and vsc. If you have any others that you would consider.
thanks
Read Answer Asked by pietro on March 05, 2015
Q: I have been working on my sector allocations in my portfolio.
I at present have no US exposure and no US dollars to purchase stocks. I recognize that you recommend approximately 30 percent exposure in the portfolio to the US. Should I use Canadian dollars at this time to purchase US stocks or US etf's. My concern is the effect on my portfolio if the canadian dollar starts to rise.
In my research I have come across the suggestion to purchase 3 canadian stocks that take advantage of the drop in the canadian dollar and drop in the price of oil. (EXCO, WINPAK, and SJ) Should I purchase these stocks now and wait til the rise of the canadian dollar value to purchase my US portfolio?
Your guidance is greatly appreciated.
I know that you can not time the market and that is not my intention. I'm just trying to implement diversification.
Read Answer Asked by Anna on March 04, 2015
Q: I'm a bit of a gambler. Witch one and Y. Thanks J
Read Answer Asked by JAMES on March 04, 2015