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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: I have held some XRB in my daughter's RRSP both up and down in price. Would it be an idea to add to this position for her? (her age is 31)
Thanks
Read Answer Asked by Robert on February 11, 2014
Q: Peter
A couple of members had questions about investing in water stocks.Maybe they should investigate CWW.What are your thoughts!
Read Answer Asked by Randy on February 11, 2014
Q: Could I have your thoughts on ERM, AET and XMA. thank you
Read Answer Asked by jim on February 11, 2014
Q: any views on CEF.A as a play on gold a silver bullion? and CGL for gold bullion?

thanks
Read Answer Asked by Behrouz on February 11, 2014
Q: Hi Peter & Team,

You have mentioned your favourite U.S. ETFs are IWO (Small Cap) and VIG/SPY (U.S. large Caps, I think ?). I have not seen much mention of U.S. Mid-Cap and Micro-Cap ETFs in your responses. Can you let me know which ETFs you would recommend for these and is there a reason why they are not your favourites as compared to IWO/VIG/SPY ?

Thanks in advance.
Read Answer Asked by Francis on February 10, 2014
Q: The US debt load continues to grow as does the associated interest costs.The money supply growth should lead to high inflation and possible devaluation of the US dollar. China and other nations are busy reducing their holdings of US dollars and the dollar will soon be replaced by a basket of currencies for some commodities such as oil. In addition to the obvious hedge of gold,silver and mining stocks should we consider some currency hedging? Their is an ETF for the Chinese yuan CYB which seems safer than the Forex market. Your comments would be most welcome.
Read Answer Asked by William on February 09, 2014
Q: Hello Peter and the 5i Team,

In an answer to a member's question, VIG was recommended as a US Dividend ETF. I own CLU.C, and its chart seems to be better than VIG. I'd appreciate your comments regarding CLU.C. Thanks in advance.
Read Answer Asked by Jerry on February 09, 2014
Q: Could you please comment on Horizons actively managed global dividend ETF? - HAZ
It's assets are mainly in the United States (67%) and United Kingdom (13%), with small holdings in Canada (6%), Korea (3%), Australia (3%) and the rest of the world. It's current dividend is 2.37% paid monthly. Are there other international ETF's you would recommend with more even weightings between developed regions, including North America, and no emerging market exposure? Thanks!
Read Answer Asked by Paul W on February 07, 2014
Q: Just a follow up to my recent question:
I was particularly interested in FNDE, but, as you noted, it is very small. In fact its assets are only 18.5 million and it traded only 11,011 shares today. Is it too risky? Thanks for your help.
Read Answer Asked by Peter on February 06, 2014
Q: Thank you for your recent response to my question concerning ETFs for international and emerging market exposure. However the thrust of my question related to those funds employing fundamental as opposed to traditional indexing and I'm not sure that your response focused upon the former category. Please clarify. Thank you.
Read Answer Asked by Peter on February 05, 2014
Q: I would appreciate your opinion of HIU and HIX as a means of hedging. Are they a "trader's" tool that should not be held for long periods?
Read Answer Asked by Dennis on February 05, 2014
Q: Are you in favour of etf s What about zeb instead of trying to
pick one bank.
Read Answer Asked by matt on February 05, 2014
Q: Could you recommend a few ETFs that employ fundamental indexing for international (non US) exposure and for emerging market exposure. Funds in Canadian dollars would be preferred, but this is not a prerequisite.
Thank you for your assistance.
Read Answer Asked by Peter on February 05, 2014
Q: Hi Peter and team, could you recommend a good technology ETF. Thanks in advance
Phil
Read Answer Asked by Philip on February 04, 2014
Q: Hello Peter and team, I wanted to ask if you think the following strategy is sound. I'm just starting out looking at ETF's and am considering buying ZSP until CAD bottoms out, at which time change to ZUE.
Read Answer Asked by Keith on February 03, 2014
Q: Hello 5i

I am planning to switch my RRIFs from Corp Bonds held during contribution yrs to US index ETFs now that I am well into compulsory payout phase. I am looking at VUN or VFV. VUN is only 6mo old with a much smaller subscription and a more diverse index, and better current trading volume despite its smaller size. (you made some comments on why size matters which don’t seem to apply to these 2 funds given that they hold only the US$ equivalent Vanguard funds).

The only reason I am considering the C$ unhedged funds is to avoid the 2-2.5% charges BMO levies for both Buy & Sell transactions. So Vanguard is providing these currency transactions at no cost. Is there some trick of the light here here that I am missing

Your comment appreciated.
Read Answer Asked by Ernie on February 03, 2014
Q: Hi Team:

In my RRSP, I have about 25 to 30% in bonds, mostly in short term
and one of the mutual funds where the bonds are, MD Bond funds is well managed; the bonds have taken a hit due to the impending rise of interest rates, I have some in Mawer Balance fund in the RRSP as well
I have taken a small position in MFC recently. I wonder if moving another 5% of the bonds to US equity like SPY VIG would be appropriate, I have already have 10% of the RRSP portfolio in XTR, a monthly income fund yielding about 5%; thanks team; I hope that I am not confusing you, let me know if you need more information
Read Answer Asked by Michael on February 03, 2014
Q: Hello Everyone:
If one wishes to protect portfolio from sudden drop what might be your suggestion. I am toying with selling HXD Puts. Is this a viable strategy? and how many Puts I will need for a $100K portfolio?

Thanks
Read Answer Asked by Shah on February 03, 2014
Q: Could I please have an update on Horizon's Floating Rate Bond ETF - HFR? Thanks!
Read Answer Asked by Paul W on February 03, 2014