Q: What small/mid cap European fund/ETF(s) would you recommend at this time. I am interested in diversifying geographically a portion of my investments
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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:
I was considering purchase of Disney until the recent quarter report.
I am looking for a US investment, but am now considering HXS as perhaps a better exposure to US market. Is there sufficient breadth to the US economic growth to suggest S&P will continue to perform well or should I be looking at individual stocks? Thank you. Marilyn
I was considering purchase of Disney until the recent quarter report.
I am looking for a US investment, but am now considering HXS as perhaps a better exposure to US market. Is there sufficient breadth to the US economic growth to suggest S&P will continue to perform well or should I be looking at individual stocks? Thank you. Marilyn
Q: Sold all my bank stocks and bought ZWB---good div and spreads the risk
Now down about 5%---I think a recovery in Banks is inevetable but have sure been wrong before--what do you see in the future for the CAN banks? At this level thinking of buying more ZWB
Now down about 5%---I think a recovery in Banks is inevetable but have sure been wrong before--what do you see in the future for the CAN banks? At this level thinking of buying more ZWB
Q: Hi Peter and Team,
Can you comment on the Direxion shares 3x leveraged ETFs? The ones I'm specifically looking at are DUST, NUGT, and CURE. I understand they're high risk (especially DUST and NUGT) and swing pretty drastically in both directions. Would you view DUST as being a good, but aggressive, hedge against the general economy? CURE also looks interesting as a bet that the healthcare sector will continue to do well.
Thanks,
Jordan
Can you comment on the Direxion shares 3x leveraged ETFs? The ones I'm specifically looking at are DUST, NUGT, and CURE. I understand they're high risk (especially DUST and NUGT) and swing pretty drastically in both directions. Would you view DUST as being a good, but aggressive, hedge against the general economy? CURE also looks interesting as a bet that the healthcare sector will continue to do well.
Thanks,
Jordan
Q: I was considering purchasing CDZ - the dividend aristocrat concept seems good - the ETF information indicates that each holding -" have increased ordinary cash dividends for at least 5 consecutive years;"
I note that the largest holding in the ETF is Bird Construction but on a search for the dividend history it hasn't increased the dividend since March, 2013. This doesn't fit with one of the qualifying conditions as quoted above. How then can this company be in this ETF?
You have made favourable comments on CDZ as an investment and expect you still think it to be?
Thank you for your valued information. Len
I note that the largest holding in the ETF is Bird Construction but on a search for the dividend history it hasn't increased the dividend since March, 2013. This doesn't fit with one of the qualifying conditions as quoted above. How then can this company be in this ETF?
You have made favourable comments on CDZ as an investment and expect you still think it to be?
Thank you for your valued information. Len
Q: Please recommend CAD ETFs for each sector in TSX
Thanks
Thanks
Q: I would very much appreciate your opinion on the fixed income portion of my portfolio. I assume that laddered bond ETF's such as CBO and CLF will do well in a rising rate environment (am I correct?) but what about the following bond elf's?...... XBB, XHB, XQB, ZCM, and ZCS??? How will they do as rates rise? Are there other bond strategies that will preserve capital for the long haul? I have recently renewed my membership for another year and appreciate very much all the excellent advice your firm offers. Thank you for your response.
Q: Any thoughts on this - in particular, am I mainly getting ROC?
Thanks.
Thanks.
Q: Any opinions on this security as a proxy for US variable rate prefs.
Thanks
Thanks
Q: I'm not familiar with ETNs or potential risks associated with them, but would appreciate your thoughts on a fund such as Barclays CAPE that seeks to invest in the undervalued sectors of the S&P 500.
Are the potential risks justified versus a low cost ETF that just tracks the S&P500?
Are the potential risks justified versus a low cost ETF that just tracks the S&P500?
Q: Hi Peter & Team, additional question regarding preferred
XPF, CPD and ZPR are down 2.67%, 11.54% and 17.26% (12 months)
a) Why such variation?
b) Is it best to buy ZPR since it is down the most?
Thanks
XPF, CPD and ZPR are down 2.67%, 11.54% and 17.26% (12 months)
a) Why such variation?
b) Is it best to buy ZPR since it is down the most?
Thanks
Q: Please add to my previous question today re: switching from US VO & VB to XLV & XLY & or a combination to include IHF & XBI.
Q: Am considering a change from present US ETF holdings - VB & VO.
These 2 represent approx. 50% of total US investments. What is your crystal ball opinion for a switch to an equal amount between XLV & XLY? As always - thank you.
These 2 represent approx. 50% of total US investments. What is your crystal ball opinion for a switch to an equal amount between XLV & XLY? As always - thank you.
Q: Hi Peter & team, what is your opinion on ZPR for income purposes in a RRIF portfolio? Looking for long term with at least 5% of total portfolio. Thanks
Q: Hi Peter & Team:
I heard that ETFs & Mutual funds that hold foreign companies are not required to report on T1135. If this is true, would it be good to invest in foreign companies but avoid reporting the T1135? Thank you.
I heard that ETFs & Mutual funds that hold foreign companies are not required to report on T1135. If this is true, would it be good to invest in foreign companies but avoid reporting the T1135? Thank you.
Q: My husband and I are 65 and 60. We have never had any US or global investments in the past. We've now sold part of our RRSP portfolio (~20% of the total investment) and are ready to step into the US market with ETFs. My question is 1) The timing – the Feds will increase the interest rate very soon. Should I wait until the Fed announcement?, and 2) What US and/or Global ETFs should I buy? Thanks.
Q: Hi...I am looking for an ETF to hold funds for a few months until the market settles...I am converting US$ to CDN$ taking advantage of the currency spread....no tax issues etc..
Thanks
Thanks
Q: I am trying to look up the ETF iau.us in your research section and nothing is coming up? Is it because only individual stocks are covered?
Q: Good Morning 5i
Looking for any comments on this O&G for a 3 year hold. Recommended on BNN yesterday. I'm concerning the Iranian oil arrival may cause a decrease in prices in next few weeks. Is it your view that a headwind will result and I should wait another month or two before jumping in on this one?
Any other recommendation for 3 yr. hold instead of ZEO?
Thank you!
Looking for any comments on this O&G for a 3 year hold. Recommended on BNN yesterday. I'm concerning the Iranian oil arrival may cause a decrease in prices in next few weeks. Is it your view that a headwind will result and I should wait another month or two before jumping in on this one?
Any other recommendation for 3 yr. hold instead of ZEO?
Thank you!
Q: Good Morning 5i
Looking to add Ishares Global Agricultural Index ETF in early Oct. Any thoughts on this one - recommended on BNN yesterday. Any others you would consider instead in this space?
Thanks very much for your sage advice as always.
Looking to add Ishares Global Agricultural Index ETF in early Oct. Any thoughts on this one - recommended on BNN yesterday. Any others you would consider instead in this space?
Thanks very much for your sage advice as always.