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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 comments on alternative investments. I would like to know which of PMM or PHE (hedged or not hedged) you would recommend or would I just stay the course with conventional holdings? I would be investing 20K between our two TFSA accounts. The contents are currently heavenly weighted towards income.
Thanks to all
Read Answer Asked by Warren on April 28, 2015
Q: I have Sprott Physical Silver Trust units which I bought at about $14 a unit quite a few years back. I now realize I should have sold them long ago, but I didn't.
I'm hoping Silver will eventually increase in price so I won't be stuck with a huge loss.
Today Sprott made an announcement of a hostile bid for metal trust.
I have a feeling this may not be good for PHS.U unit holders, can you comment on this deal?

If there's any conflict involved and can't comment, I'll understand.

Thanks,
Paul
Read Answer Asked by Paul on April 23, 2015
Q: What are the market conditions besides interest rate that would make a 1-5 yr.laddered bond instrument attractive? Or is it a secular rotation from stocks to bonds that is the only other factor?
Read Answer Asked by Carl on April 23, 2015
Q: Assumptions: proper sector diversification and adequate fixed income products are already covered in my total portfolio. What ETF's (4) would you suggest for our 20k investment for 2015,we are 72 and have nothing outside Canada.

Thanks to all
Read Answer Asked by Warren on April 23, 2015
Q: could I get your opinion on emerging markets and the effect of the higher U.S. Dollar and debt. I own some emerging market etfs and was wondering if I should reduce my position which sits at %5 and if I reduce where should I place the funds.
Read Answer Asked by Paul on April 23, 2015
Q: The Growth portfolio has a 10% allocation to IWO. Would you view this as a better choice versus Vanguard's VBK. Thanks
Read Answer Asked by Gary on April 23, 2015
Q: Good afternoon:
Do you still feel that XSH is a secure etf in which to park spare cash and get a 3.2% yield?

Thanks,
Michael
Read Answer Asked by Michael on April 21, 2015
Q: Hi guys. Please give me a Canadian equivalent etf which will protect against Cdn $ appreciation against U.S. dollar
Read Answer Asked by Richard on April 21, 2015
Q: Hi. I have some money to place until i want to but some stocks please couldyou tell me where i CAN place this money in some etf canadian or us whit relative l'y some sécurité should i try Hedg or not Thanks
Read Answer Asked by Denis on April 21, 2015
Q: Just wanted to make sure I am thinking straight re hedging principles related to the U.S. dollar denominated securities. One option is to buy ETFs that are hedged. The other way is to buy U.S. denominated securities in U.S. dollars and then some unhedged ETFs that invest in U.S. dollar securities , but invest with Canadian dollars.

Thank you.

Paul


Read Answer Asked by paul on April 21, 2015
Q: I believe your last comment about VRE was in August, 2013, at which time you preferred XRE. Now, looking at these two ETF, which one would you prefer. VRE only pays a 2.1% distribution compared to XRE's 4.7% but over the past two years VRE's value has risen nearly 3x that of XRE's. I am curious why VRE pays such a low distribution when most of its holdings are paying >4%. Is VRE really doing so much better than XRE or am I just mis-interpreting the numbers.
Read Answer Asked by richard on April 20, 2015
Q: I hold these etf's strictly for income purposes. Could you give your thoughts on XHY and CHB and the effect that rising interest rates in the USA could have on them.
Read Answer Asked by Mark on April 20, 2015
Q: Just new to 5i. I am working my way out of mutual funds and own this one that has performed well but has a MER of 2.5%. What would you suggest ...a similar ETF with a lower MER or ?? Thx
Read Answer Asked by Kenneth on April 17, 2015
Q: Hi All: It is time I added some insurance to my portfolio. I am interested in adding to my gold holdings, I hold Goldcorp now and I would like to add a gold ETF. In the past I have held CGL. I would prefer a bullion stock. What do you think of this idea? Please suggest a couple of ETFs or stocks that would be your top choice. Thank you again for your help. You are the best ever!!
Read Answer Asked by audrey on April 17, 2015
Q: Hello,

Instead of holding ishares russell from the growth portfolio would switching it out for vce make sense? Or will there be too much correlation? The reason why i'm asking is that I already own a us etf VTI(which is my largest allocation) and don't want to add more to my US allocation.

Thanks.
Read Answer Asked by Rino on April 17, 2015
Q: Can IWO be held inside a TFSA since it consists of american stocks. Is there a 15% claw back on the dividend. Would it really be considered a growth name since it consists of many companies. Thank You for the great service.
Read Answer Asked by chris on April 16, 2015
Q: Can you please give me Industrial & Junior Health Care ETF. If possible trades on TSX.
Read Answer Asked by Hector on April 15, 2015
Q: I have practically no tech exposure. My former money "manager" got rid of it all! :(
Would I now be best to buy ZQQ or a combination of OTC,GIB.A, and CCL or WPK?
Read Answer Asked by Astrid on April 15, 2015
Q: If I understand correctly, the Chinese government lifted some restrictions, and due to it, a lot of money from China has been moving into the Hong Kong market. This might explain why the chinese market has gone up 40% in 1 year. TD Waterhouse tells me that the PE ratio on ZCH is 11.5. That's 60% cheaper than the TSX. (a) Do you think this move by the government will be transformational for that market is could bring their valuations close to the north-american markets? (b) with canadian dollars, would you buy XCH? CHI.A seems to be the only other option but it's 8x smaller in size.
Read Answer Asked by Matt on April 14, 2015
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