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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: With interest rates on the rise is it time to sell my CPD Preferred share ETF and replace it with the common shares of low beta dividend payers. CPD is in a non registered account and is about 5% of my registered and non registered total holdings.
Read Answer Asked by MANFRED on November 19, 2013
Q: Hi Peter,
CBO and XHB, both from ishares. Similar in yield, similar last 12 months return but big difference in number of holdings. 44 for CBO and 323 for XHB. Morningstar classifies XHB as low risk and CBO as avg risk. What is your opinion on both? Should I buy both? Thanks
Read Answer Asked by Karl on November 19, 2013
Q: Hello to you all. I have a couple of Canadian banks and I am looking to add a american small bank. Do you have any sugestions? I already have a small position in Bank of America. Also do you think that Citibank will ever do a split back. I had some in 2009 when my shares where cut 10 to 1. Thanks, I appreciated your responce. Carol
Read Answer Asked by Carol on November 18, 2013
Q: Hi Peter and team: Are you in a position to comment on the iShares MSCI South Africa ETF that was mentioned in David Berman's glam article yesterday? I checked out its performance and looked at the main constituent companies and it looks OK to me (though I couldn't tell if "blood diamonds" were involved anywhere). Berman suggested it as a way of investing in Africa -though it is represented in other countries also. Thanks for any information you can provide.
Read Answer Asked by Roland on November 18, 2013
Q: Hi Peter,
What do you think of CYH to diversify my portfolio? 5% max
Thanks

Karl
Read Answer Asked by Karl on November 18, 2013
Q: Pl suggest ETF's for RESP with time horizon 7-8 years
Read Answer Asked by inderjit on November 18, 2013
Q: You said the other day that you dislike leveraged ETFs. Does this include TQQQ - up 107% this year?
Read Answer Asked by John on November 17, 2013
Q: Hi Peter
Please give your opinion on zwu for income. What will happens to zwu in a 2008 market crash?
Thanks
Karl
Read Answer Asked by Karl on November 17, 2013
Q: Currently own UXM for exposure to US plus a nice 3.5% dividend. Currently hold in a non-reg acct and in January I will be selling and switching it in to an RSP for tax reasons. If I rebuy UXM in the RSP do I have to adhere to the 30 day waiting period? Is there a similar or better CDN $ ETF you can recommend that will give me exposure to the US with a similar yield.
Read Answer Asked by Bruce on November 17, 2013
Q: One of my portfolios is small. ($35,000) Would the Canadian MoneySaver model ETF portfolio be suitable for that amount of money? I read all the questions daily and search all previous questions before asking a new question in order not to overwhelm you. Love the service. Thank you.
Read Answer Asked by Martin on November 15, 2013
Q: For long term S&P 500 exposure would you go with a leveraged ETF like HSU or the un-leveraged XSP? Are there additional risks with the leveraged HSU besides the greater downside potential in a market crash?
Read Answer Asked by David on November 15, 2013
Q: IF- Aberdeen Indonisa Fund. Could I have your opinion of this fund. I bought it several years ago as part of my international diversification and am down 30%. If the answer is "sell" what international ETF would you replace it with?
Thank You
Read Answer Asked by Ronald on November 12, 2013
Q: Hi Peter and Crew:
What sectors do you see benefiting next from improvements in the North American Economies, and could you recommend two or three Canadian ETF's that would take advantage of that sector shift.

Many thanks for a great website. This Q&A section is a real gem!
Read Answer Asked by Don on November 12, 2013
Q: Considering VYM and VIG for my TFSA. You were more up on VYM in Dec 2012.
Is that still the case?
Read Answer Asked by John on November 11, 2013
Q: Hi own ZEB in my RSP and am thinking of increasing bank exposure by purchasing something for a TFSA (no banks yet in TFSA). Would you recommend more ZEB or instead going with BNS? Am thinking of about $5000.00 exposure. Thanks, Bill
Read Answer Asked by Bill on November 11, 2013
Q: do you have any opinion on i shares oil sands - clo thanks.
Read Answer Asked by jim on November 11, 2013
Q: How do you feel about Sentry Canadian income and can you suggest a better alternative as these fund type investments are expensive. Thanx
Read Answer Asked by Robert on November 10, 2013
Q: The agriculture sector has been weak for awhile. I am holding the ETF SOIL and would like your opinion on it as a hold for the next year.
Read Answer Asked by Doug on November 09, 2013
Q: Hi team
For a new, young( 35) investor who contributes small regular amounts into an RRSP account, what is the cheapest fee way to make investments? Would an ETF be the way to go? and if so would you recommend a single ETF or several to diversify somewhat?
Thanks
Kathy
Read Answer Asked by Kathy on November 08, 2013
Q: If I own XIU is buying ZEB duplication as XIU has 36% in financials?Thanks for your excellent service.Paul
Read Answer Asked by Paul on November 08, 2013