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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: Hello Peter and Team: In an otherwise diversified portfolio, I am considering selling my position in CEW and purchasing half positions in each of BNS and SLF. My rationale is to avoid the 0.61% MER in CEW, and I also note that the top two holdings in CEW are in fact SLF at 10.38% and BNS at 10.27% of CEW's total portfolio. Are you OK with this switch? As always, thanks in advance for your advice/recommendations.
Read Answer Asked by Jerry on July 28, 2014
Q: Hello,
I have the ETF - CBR.TO which I believe was previously converted from the ETF- "GAS". CBR has been going steadily down. Do you see any future in holding this or should I get rid of it now?
Thank you.
Read Answer Asked by Alan on July 28, 2014
Q: Hi team, I am looking at buying 1000 shares XSQ for my kids RESP( this would represent a 15% weighting). I will need the money in about 7-8 years. I have several individual Canadian corporate bonds already in this account dated between 2016 and 2021 (30%), as well are large positions in FIE and XTR (40%). I can't decided whether to add this as a new position or just add to XTR for the added returns to help offset any inflation. Thanks for your time.
Read Answer Asked by Ray on July 28, 2014
Q: Is it time to sell my junk bond ETF CHB? I watched this video today by Christine Hughes of Otterwood Capital. Seems to make sense:

https://www.youtube.com/watch?v=xD859cTLrtI&list=UUEmSqcxB2lCJyIjoYysrVEA

What's your opinion on this? I have about 10% of my portfolio in CHB. Thanks so much for all your great advice. Not sure what your policy is on posting links, but If it's not cool, just delete it. cheers
Read Answer Asked by Andrew on July 25, 2014
Q: Is there an unhedged etf similar to xhy that you would recommend?Thanks.
Read Answer Asked by Maurice on July 24, 2014
Q: I am of the belief that interest rates are set to rise in the near term (although I have held this belief for the last Year). To play this thesis, I am looking at PROSHARES SHORT 20+ YEAR TREASURY ETF (TBF;NY). At today's price, this ETF is at a 52-week low so I feel that there will be greater upside potential than downside risk. I am looking at a 5% position as a hedge to my positions in interest rate sensitive stocks in the telecomm and enegy infrastructure space that will decline if interest rates do rise. Does this thesis make sense?

Also, in the event that the 10 Year Yield moves higher (say 3.0%), what impact will there be on Canadian and US Financials?

Thank You.
Read Answer Asked by Luigi on July 24, 2014
Q: Good evening Peter,

Looking for your opinion on the below ETF's

1) USA small cap Tech

2) USA large cap Tech

3) Also, what Agriculture ETF would you recommend Canadian, USA or Global ?

If possible, please provide a short reason for the recommendations you suggest.

Thank you Peter.

Gordon...

Read Answer Asked by Gordon on July 24, 2014
Q: Please give me opinion on ffi.un or a etf with a little more capital gains, thank you. Jack
Read Answer Asked by Jack on July 23, 2014
Q: Hi, I just sold Intel with a 38% upside and am thinking about buying XLK for my tech exposure. What do you think about this EFT. Jeff
Read Answer Asked by Jeff on July 23, 2014
Q: Good day 5i Team,

Within context of an RESP where the value does not yet facilitate self direction, could you advise of a decent etf that is most closely aligned with the recommended holdings of the model portfolio. We are looking at a 15 yr horizon, and would like moderate risk within the tax sheltered account.

Thanks,

Eric
Read Answer Asked by Erichsen on July 23, 2014
Q: Can you recommend some etf 's concentrated in large US Banks . Also given that the CDN dollar is strong at this time what are your thoughts about hedging . I was thinking to buy into a low cost ETF in US dollars taking advantage of the strong CDN dollar . Thanks. RICK
Read Answer Asked by Richard on July 23, 2014
Q: Hi Peter

The Russian stock market is only trading at 5 times forward earnings What in your opinion would be the best way to invest in the Russian market or is it to risky. I have a long term time frame 5 to 10 years
Thanks for your great service Paul
Read Answer Asked by Paul on July 22, 2014
Q: Hi Team, I am interested in diversifying out of Canada and was looking at ZWH BMO covered call ETF to take a small position (1000 shares in my RRSP). I noticed in your February comments you were concerned about its small size of only 5 million, the latest numbers from BMO website sets the value of the funds at 65 million. Does this size difference make the fund more worth attention as it seems to have grown considerably over the last few months or is there another fund you would consider instead? Would there be a withholding tax on proceeds from this fund? Thanks for your time.
Read Answer Asked by Ray on July 22, 2014
Q: Hi team, I was reading your opinions on CHB and XHY, some of which are dated back to February of this year. I am looking at buying a fairly large position (25K) in one or both of these as part of my fixed income section of my portfolio, would you still recommend either of these funds? Or should I split my purchase or take a single position, or are there better options? Thanks for your time.
Read Answer Asked by Ray on July 21, 2014
Q: Peter
What are your thoughts on the new Vanguard FTSE All World Ex Canada Index ETF VXC?
Ae there any other Canadian ETF's that you could recommend that are the same as VXC and why?
Cheers
Ron
Read Answer Asked by Ron on July 21, 2014
Q: Good Morning Peter,

Wanted to say thanks to Martin for the stock screening app suggestion & to your team as well.

Could you recommend an ETF for the following

1) Canadian Junior Natural Gas ETF

2) Canadian Junior Oil ETF

3) Canadian Junior Precious Metal ETF

Additional comment as to why you would recommend the above would be greatly appreciated.

Thank you...Gordon
Read Answer Asked by Gordon on July 17, 2014
Q: Hi Peter and 5I what are your thoughts IShares ETF XEI and would you buy at this time
Thanks Murray
Read Answer Asked by M J on July 17, 2014
Q: Please provide your opinion of the following funds from Purpose Investments. Would you recommend these over an index ETF?
-Purpose Divesrsified Real Asset Fund (PRA)
-Purpose Best Ideas Fund (PBI)
-Purpose Tactical Hedged Equity Fund (PHE)
Thanks
Read Answer Asked by Mehran on July 16, 2014
Q: I have a question regarding CEFL.US, which is a 2X leveraged fund of funds product created by UBS. If I buy this in a taxable account, is it your belief that a 35% foreign withholding tax would have to be paid? I think that withholding tax would have to be paid on it's cousin BDCL.US because it has MLPs as its consituents, but I'm not sure about the former. I know you guys aren't accountants but I thought maybe you would know. thx
Read Answer Asked by Michael on July 11, 2014
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