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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: What are the reasons for those shares to rise today?
Read Answer Asked by Josh on July 08, 2015
Q: Hello 5i

Could I have your general impression of the following ETFs for income
Global X Super Div (SDIV) and Vanguard FTSE All-World High Dividend Yield UCITS ETF (VHYL.LN)

Thanks
Read Answer Asked by mike on July 07, 2015
Q: Within my RSP, I am looking for one or two ETF’s (CAD hedged) that will give me exposure to many of the large US consumer company dividend payers(JNJ, PG, PEP, KRFT…) . Any suggestions would be appreciated.
Read Answer Asked by Toni on July 06, 2015
Q: Bought a 5% position about 3 months ago and not happy so far. Would you suggest a hold or sell or replace with another, better etf, thanks
Read Answer Asked by Peter on July 06, 2015
Q: What are your thoughts on including European and German exposure in portfolio?What % would you recommend. Are these etfs acceptable. Thanks.Shyam
Read Answer Asked by Shyam on July 03, 2015
Q: This one seems to me to fit the bill of investment in a good sector, investing in the U.S (supposedly a good place for the foreseeable future) and also taking advantage of US $ rising/ Cdn $ sinking. My finger is poised over the 'buy' button waiting for your advice. Thx, Art
Read Answer Asked by Arthur on July 03, 2015
Q: What are your thoughts on Prem Watsa's India Fund? He does seem to have a bit of home field advantage, not to mention his track record. Also would you consider a 6% overall India allocation to be excessive? (I currently hold ZEQ at almost 3% of my portfolio).
Read Answer Asked by Alex on July 02, 2015
Q: What is your opinion of using a UVXY covered call strategy as an income-producing hedge against market downturns? One recent two week at-the-money call was worth 3%. (i.e. recent = last week, before yesterday's volatilty)
Read Answer Asked by David on June 30, 2015
Q: would appreciate an update on CEW...
the lifeco's are on the rise but the banks are in the doldrums!
what is your outlook for the banks for the short term?
do you think it would be a good time to add to some more CEW to
portfolio (currently at about 2 1/2%)
many thanks - ed
Read Answer Asked by edward on June 29, 2015
Q: Further to Larry's question on Hack, it appears Pure Funds only has 2 very unique funds at this time (albeit with plans to add more). Should one be wary of investing in a new fund provider, especially one offering a non traditional product line-up. I like the idea of the Hack fund but am somewhat wary of Pure Funds unless they have a proven prior track record in the industry? How much of a concern should this be?
Read Answer Asked by Gary on June 26, 2015
Q: Hi Peter and team:This ETF pulled back to 50 day moving average. Good entry point for some one with no Chinese equity exposure in his portfolio?
Read Answer Asked by Ford on June 25, 2015
Q: Can you recommend a Japanese ETF that is hedged to the Canadian dollar? Is the Japanese market still a buy since it is at an 18 year record high?
Read Answer Asked by Mary on June 25, 2015
Q: GOOD MORNING FOLKS,
WOULD YOU BE ABLE TO COMMENT ON THIS US CYBER SECURITY ETF PUT OUT BY PURE FUNDS ?

THANKS,
LARRY


Read Answer Asked by Larry on June 25, 2015
Q: I am planning to add international equity exposure via US ETFs. Could you please recommend US-based ETFs for the following:

Broad US exposure (is there one that covers small and large cap or do I need two, like IWO and VFV?)
Broad world exposure (VXUS?)
Additional weight in China (FXI?)
Additional weight in India (?)
Additional weight in Japan (?)

If you see any concerns with this approach I'd would be interested to know. Also would be interested to know if you think Latin America would be underweighted in the above and if so, your recommendation on a US ETF. Thanks as always.
Read Answer Asked by Chris on June 25, 2015
Q: Hi 5i:
I have not specifically bought any stocks as a play on US housing, but I'm thinking it may be time to do so. For possibilities I'm looking at Canadian lumber stocks, US home builders and US banks as sectors from which to chose. Do you have any advice? Of the US banks I've heard WFC suggested as the best housing play. Would you agree?
Read Answer Asked by Roland on June 24, 2015
Q: Hi Team, I hold full positions in the above ETF's , do you think there is a bit of overlap between VV and VIG? If so , any recommended alternatives. Thanks for your expertise and wise counsel.
Read Answer Asked by Jerry on June 23, 2015
Q: Hello Team,

I am looking at the following healthcare related ETFS: ZUH, XPH, XHC. Can you please recommend which of these should be in a TFSA, RRSP and which should be outside a registered account. I would like your suggestion of other health care ETF in US$ suitable for a RRSP and if there is an ETF in CDN$ that is not hedged.

Thank You,
Joseph
Read Answer Asked by Joseph on June 23, 2015
Q: Hi Peter. Any thoughts on the emerging 3D printing market. Cisco and a few others seem to be at the forefront. Would you consider an ETF such as BMO Nasdaq as decent exposure to this. I have considerable cash sitting idle in my RRSP. I have a lot in 3 banks, but they are not doing so great anymore. Any suggestions. Thanks for all your great advice.
Cam
Read Answer Asked by Cam on June 23, 2015
Q: Do the two (Classic and the Global couch Potato) portfolios have stock/ETF trading symbols?,
Which of the two is less vulnerable in case of rate increase?
Is SNC's legal issue a problem?
Many thanks, J.A. P
Read Answer Asked by Joseph on June 19, 2015
Q: Hi, I am considering selling an ETF (cdz) and replacing with JNJ for my RSP. Is this a good move?. This is about 3% of my overall portfolio. I also own GSK for about 2% of my portfolio.Thanks.
Read Answer Asked by Shyam on June 18, 2015