Investment Q&A

Q: I own the ETF CDZ in my TFSA acct. The Mar. Statement had a CGDIV (+ $) and then a DRIP of the same amount (-$). ‘Settlement’ -Jan 8 then ‘Trade Date’ March 13. I did not receive any additional shares on the DRIP but my cost base was increased by the +$ amt. thus reducing the paper gain for CDZ on the statement. Would this be helpful in a taxable account for a sell? In a registered account it seems that there is no benefit to me? Is this some accounting process for the ETF.? If this happens with the ETF would it be best to hold it outside a registered account? I am primarily focused on ‘secure’ income at this time. I will appreciate any assistance in understanding the above. Thank you.

Q: What is your outlook on US financials as a sector? I hold VFH, I am up 46% but some of that is because I bought in when Canadian dollar was stonger. I am considering cashing in my gains and reinvesting in a Canadian dividend EFT. Thoughts?
Thanks

Q: All three dividend EFTs have a number of differences, but which of the 3 do you feel will give the best overall long term return and why?

Q: I have been looking for investments in water. CWW looks like it holds a group of good quality companies and risk is less because it gives you a basket of stocks. PUR has given a slightly better return over the long term but stock appears expensive from P/E perspective. Both have similar dividends. Which would be better buy, or can you think of another company with more torc and or has a cheaper valuation. With regards to CWW, what does average premium discount of .74% mean.

Q: I have held VB for 2 years. The return (net of any exchange value)has been 30% - including a 1.4% D. Going forward, how would you compare VB"s holdings with that of IWO over the next 2 years? Thank you.

Q: Can you help me to find EU or International equivalent ETFs or Ishares trading in US market.
Many thanks, J.P.

Q: I'm thinking of buying a European large cap ETF like FEZ or ZEQ. What do you think of European equity prospects for the next year? I'm trying to understand the impact of the ECB QE policy, the strong US dollar/weak Euro and a possible Greece-exit factors into Euro equity prospects for the rest of the year
thanks

Q: As an investor looking for more fixed income in my portfolio, would you recommend preferreds or bond funds to balance things up? Currently my fixed income exposure consists mostly of GIC's, with paltry rates.

Q: Noticed you took out CBO from income portfolio and added VCSH short term US corporate. Why ? what would you recommend for short term canadian exposure if any ?
Thank you !

Q: Hi, great job.I 'm looking to buy an ETF either Xiu or Cdz for of course,stability,income,and growth.It will be for 3years+.which one do you like or have you a better alternative,maybe in the healthcare sector?
Thanks,Brad

Q: The PowerShares BuyBack Achievers Portfolio (Fund) is based on the NASDAQ US BuyBack Achievers Index (Index). This etf has done well over 3 years and 5 years, compared to the S&P 500 Index. What do you think of this concept?

Q: Peter .. is this the proper symbol ?? Also the selling of Surge ...does this mean you have lost all confidence in the bounceback or is the timeframe for recovery to long.

Q: hi folks. This was recommended on Bnn.MPG. Has it got some new news? alsoI notice you never discuss Splv and has been so good to me. Why ? Thanks in advance Cliff

Q: Preferreds have had a rough ride with some pundits suggesting that the rate reset preferreds are driving the declines in an ETF like CPD. My understanding of the argument is that resets are occurring at "unexpectedly" lower rates and that future yields will be lower. The Globe had a pretty negative article the other day which seemed to suggest that rate resets are too complicated for retail investors to understand. I didn't really think the rate reset concept was all that complicated but perhaps I am daft and don't really understand them. My question for you is what happens when interest rates start going up? If issues start to reset at higher than "expected" yields would this have a positive impact and start supporting the price of an ETF like CPD?

Q: I was looking at your new portfolio and had one question about the ETF. I own URTY presently, is it similar to the fund listed?

Q: Hi again! Doing my portfolio review so I have a few questions. Trying to increase my exposure to fixed income, what would you recommend?

Q: Just noticing CPD is at its 52 week low, also ZPR close to its 52 week low. Are they a good investment for income and if so when is a good time to buy them? Thanks

Q: What is your opinion of HEP for exposure to gold. Do they really pay over 10% dividend and can they maintain it? I have 1% allocation and planning to add to it.
Thanks

Q: What do you think of WXM? Seems like an interesting way to get a Canadian index etf with a momentum overlay. Performance has been very good even in the face of the oil and gas meltdown on the tsx. Is this kind of strategy proven to work over long periods of time or is it a flash in the pan? Thanks for the great service.

Q: what good cash vehicles would you recommend that are liquid and available in discount brokerage trading accounts.I currently have a large cash position as I have zero weighting in financials and oil and gas and don't expect to deploy these funds for 6 months or more.
Reading the questions there seems to be much discussion of $65.00 oil,with the reserve increases that I am monitoring,$35.00 oil seems a more realistic target.What are your thoughts?