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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: Could you please compare these three health care ETFs(FXH, VHT and FXH). Alternatively could you recommend two or three health care low risk stocks in the U.S. market.

Thanks
Read Answer Asked by satish on December 22, 2014
Q: Your insight on this investment please.
Thanks, Jim
Read Answer Asked by Jim on December 22, 2014
Q: I would like to sell these 3 ETF's to offset some capital gain. What ETF or stocks would you recommend for income to replace these 3 ETF's. Should I just buy these 3 ETF's after 30 days.I don't need income but I am a senior.
Read Answer Asked on December 22, 2014
Q: Peter and team

I want to increase the tech sector portion of my kids resp which is currently nil. Would you suggest a tech etf ZQQ/QQQ (hedged or unhedged)or a couple of individual Canadian tech stocks? Total about 6k in a 50k rrsp. Minimum 3 yr. timeline.

Thanks and seasons greetings

Phil
Read Answer Asked by Phil on December 22, 2014
Q: Do you follow Martin Armstrong? What is the best way to short emerging market bonds? Thanks, Andre
Read Answer Asked by andre on December 21, 2014
Q: I have held SPY in my US$ account for a few years and am thinking of trimming it now and use some capital losses to offset the gains. It is not overweight in my portfolio so I don't really have to do anything. A couple of questions.

First, I would be looking at buying SDY with the proceeds. Does this give me further diversification, SDY a better ETF or is it a sideways move?

Second, I have been reluctant to sell ETF's because I am concerned how to calculate the ACB because of dividends. I am right to be concerned about this?

Thanks and a happy holiday to all at 5i.

regards,

Paul F.
Read Answer Asked by Paul on December 21, 2014
Q: Good day. I am feeling confused about what's happening with XPH today and hope you might be able to explain things. This is a low beta ETF which rarely shows spikes. During the past ten days of volatility it's highest spikes were in the 2% range. Yet today, despite the markets being largely unmoved, it is down 4.5%, perhaps it's biggest fall since I've owned it. Or is it. Yahoo Finance shows it up based on yesterday's closing price of $109.31 but others like Bloomberg and the Globe, show it down. The Globe shows yesterday's closing at $109 but still has it down more than 4%. Nasdaq shows yesterday's closing at $114.80. If it is down that much, what might have caused it on a quiet Friday?
Read Answer Asked by John on December 19, 2014
Q: Hello,
What are your thoughts on PEJ. I have no consumer cyclical holdings and was thinking of adding this as a 5% weighting. Or would you recommend something else?
Thanks
Read Answer Asked by luke on December 19, 2014
Q: Hello team,
Can you please provide me with your overall opinion on this ETF, or do you have an alternate recommendation for this sector?

Thank you,
Read Answer Asked by Janice on December 19, 2014
Q: Hi,

Are you familiar with the American ETF symbol SDY? It is bench marked against the S&P HighYield Dividend Aristocrats Index. Would you consider it a buy?

Thank you.
Read Answer Asked by Arthur on December 19, 2014
Q: I'd like to initiate a long position in the oil and gas sector, but am hesitant to do so by picking individual stocks. Are you able to recommend two ETFs with a focus on oil and gas? I'm looking for one with exposure to NA Junior producers, and one with exposure to a mix of oil related companies (producers, explorers, services, etc).

Barring that, perhaps you can think of a mix of 5 stocks I could buy to make my own mini ETF with the above considerations.

Thanks,

Cam.
Read Answer Asked by Cameron on December 18, 2014
Q: Merry Xmas to all. Could you comment on S? Todays action, Also cdz, Thanks and Good wishes in 15. Thanks, Cliff
Read Answer Asked by cliff on December 17, 2014
Q: Merry Christmas Peter and Team.
With your help the stock portion of my portfolio has grown and I need to add about 5% to my bond portion.
With no room in a sheltered account TFSA or RRSP could you suggest an ETF or other investment to add bond type safety in a non sheltered account.
Read Answer Asked by Peter on December 17, 2014
Q: I presently hold as much as 25%of my portfolio in th IA Clarington Strategic Fund CCM3550. I was looking at the steady dividend income when I purchased this fund. Can you tell me how rising interest rates will affect this fund (higher dividend or lower). This is for long term, is there a better place for my holdings? Your advice and insight would be greatly appreciated.
Read Answer Asked by Mark on December 17, 2014
Q: Thanks for the quick response to my problem this morning, much appreciated. With your recommendations of CUD and VGG, is ZWA a similar product? Can I have your thoughts and preferences on this one also. Allot of volatility in the markets right now, just looking to park a lump sum of money long term, that pays a decent dividend,[ monthly ] and is some what safe. Thanks again Rick.
Read Answer Asked by Richard on December 17, 2014
Q: Most of my investments are North American and at this time I am looking at adding some international through an ETF. Looking at EEM, FEZ and VXUS. What are your thoughts on this selection looking at a 5 yr window. Would one enter now or even though we are having an up day is there more down side to come. Also any other recommendations.
Merry Christmas to you and staff.
Read Answer Asked by Loretta on December 16, 2014
Q: Hello Peter
I would like to diversify into the health care and pharma industry. I could not find in the database any companies that have a minimum of a B rating. Are there any health care and pharma companies that you would recommend with at least a B rating. Would an ETF be better? I would like to hold it in my rsp and have a 3-5 yr time frame to hold.

Thank you
Read Answer Asked by pietro on December 16, 2014
Q: Hi Peter and team.
could you give me your opinion on ZWH, ie, how the covered calls function and if the dividend is safe. i am hoping for a 8 to 10 % annual return from it.
thank you
cliff
Read Answer Asked by clifford on December 16, 2014
Q: hi
what do you think of this u.s. industral fund with low oil prices
tks
Read Answer Asked by Sam on December 16, 2014
Q: Hello Peter & Co,
I'm 71 and 100% of my portfolio is in equity; I'd like to shift a portion of it in fixed income. Corporate bonds and Government bonds (especially the long term ones) have done surprisingly well this year; the interest rate environment was obviously favourable. But rates are bound to go up, if only because the economy is supposed to pick up with attending inflation.
What fixed income vehicle would do (relatively) OK in such an environment?
Thanks,
Tony Sepetdjian
Read Answer Asked by Antoine on December 16, 2014