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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: If you hold the view that in general, world economies are slowly improving, would now be the time to buy into the consumer/discretionary spending area, which I assume have been beat up in the last few years. Are there ETFs that cover this specific space? Would an ETF be the best way to go?

Thanks.
Read Answer Asked by Paul on September 16, 2013
Q: hi team,

What's your view on low vol etf vs. using dividend etfs
Read Answer Asked by Karl on September 13, 2013
Q: The US portion of my portfolio consists of CSCO, MCD, UTX, BHP and AAPL (a little bit heavy on the Tech side because of no exposure on the Canadian technology front). I took some profits and trimmed my exposure to CSCO and MCD after nice run-ups and am looking to use the proceeds to further diversify. I'm thinking perhaps a US financial (and really a play on Consumer Discretionary spending) like AXP or a Medical Supplies company like BDX. Or does something else jump out at you as being a nice complement to what I own? Thanks.
Read Answer Asked by Randy on September 13, 2013
Q: could you comment on the stock gur .any suggestions for other etf? to consider Thanks CR
Read Answer Asked by cliff on September 12, 2013
Q: HI. I need to diversify globally. What stock would you advise buying for long term hold and revenue? thanks.
Read Answer Asked by Dario on September 12, 2013
Q: Peter; Is there a U.S. ETF that would cover the fast food restaurant sector? Thanks. Rod
Read Answer Asked by Rodney on September 12, 2013
Q: The Russell 2000 Index Fund [xsu] has run quite a way but is it still a good investment?It's hedged to the Cdn dollar but would an ETF in US funds be more prudent? Your comments are always appreciated.
Dave
Read Answer Asked by Dave on September 11, 2013
Q: Thoughts on bond allocation in this current environment? I'm relatively young and have an aiming for a total allocation of ~15%, specifically in XBB.

Thanks.
Read Answer Asked by cary on September 11, 2013
Q: Should IDV be held in RRSP, TFSA or non reg account?
Thanks
Read Answer Asked by steve on September 09, 2013
Q: Would you rate CPD a buy, sell or hold? I am concerned about the recent volatility. Thank you.
Read Answer Asked by Richard on September 08, 2013
Q: Peter, thanks for identifying HEW as an ETF that equal weights the TSX 60. In your opinion do you think there is an advantage holding some of this fund with a MER of .50 vs funds with .11? Also if yes what % of a total CDN ETF 60 holding would you allocate to HEW?
Thanks
Read Answer Asked by Warren on September 05, 2013
Q: Hi Guys
Is there a Canadian ETF that has equal weight for the TSX 60.

Thanks
Read Answer Asked by Warren on September 04, 2013
Q: For the fixed income portion of my US holdings would stocks like MTGE, AGNC, NLY, HTS and CMO be appropriate. They all have high yields. Or does the downside risk on their share prices when interest rates increase make this an unwise investment plan?

If so, what would make more sense?

Thank you.
Read Answer Asked by Donald on September 03, 2013
Q: What do you think of FEZ as a play on the EuroZone? Comments or other ideas, please.
Keep up the great work!
Heather
Read Answer Asked by Heather on September 03, 2013
Q: Recently, I had asked you about 4 to 6 energy stocks for comparison purposes which you answered. I am still thinking about them and also am considering 2 ETF's. They are ZWU and ZUT. Could you explain the difference and do you have an opinion on them? Thanks again for your good work.
Gary
Read Answer Asked by Gary on August 30, 2013
Q: Peter; Is there a U.S. inflation indexed ETF ? Thanks. Rod
Read Answer Asked by Rodney on August 23, 2013
Q: Peter - is this a good time to invest in Europe? I am looking to take a 3 to 5 percent position in my portfolio. If so, can you please recommend an eft that is poised for growth. Thank You.
Read Answer Asked by Luigi on August 22, 2013
Q: info tech is suggested as a place to be in rising interest rates …… is there a ETF in canadian funds or canadian companies which you would suggest
Read Answer Asked by Bob on August 21, 2013
Q: I am interested in getting some gold stock in our joint portfolio. My husband was thinking of NUGT,but has just done a ten for one and is at the bottom of the slope, and no dividend. What is the outlook for it? Carol
Read Answer Asked by Carol on August 20, 2013
Q: Symbol=VRE. Vanguard Canada FTSE CDN Capped REIT ETF. Contains 19 CDN REITs (RioCan, H&R, Calloway, Cominar, BPO, etc.). MER= 0.40%. Seems like a good way to get REIT diversity for reasonable cost. Previous 5i answers indicated that current REIT slump is due to "sector rotation" and that money may return looking for income. Would VRE be a good way to do this? Comments please. Additional words regarding Vanguard Canada ETFs also appreciated.
Thanks from IslandJohn.

Read Answer Asked by John on August 20, 2013
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