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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: Good morning,
I have been hearing if interest rates rise bank stocks would be a good place to be. What is your opinion on ZEB verses individual bank stocks or a similar ETF. thanks......Carl
Read Answer Asked by Carl on August 19, 2013
Q: CPL and SVR
Hello! I own the above gold and silver bullion funds. I am somewhat confused as to whether these are considered "paper bullion" as I have read that the ETF's have been drained. I have read that bullion has been leased out 49 times, and that Comex is running out of bullion. Is this eventually going to affect my holdings? Thanks for your help on this.


Read Answer Asked by Pat on August 16, 2013
Q: hi, My porfolio is doing great with your evaluations. My question has to do with trading gold and silver. What would you use to trade these commodities. (Example hgu etc). Thanks again.
Read Answer Asked by Dario on August 16, 2013
Q: Hi Peter and team,

Thank you for providing good insight into this very volatile environment! I am a recent graduate into the trading game and review the Questions every day!

Now to my question: Approximately 8 months ago, I purchased CBO and XCB as part of my fixed income portfolio. Since the threat of rising interest rates, both of these have declined. I have a 5% weighting on each and wondering if I should keep these or take my losses before interest rates really do rise?

Looking forward to your response.

Thank you.
Read Answer Asked by Janice on August 15, 2013
Q: Hello 5i
Bought SLV for 10% profit 2 questions
1) Is this a good to leg back in or wait for pull back what is your opinion on Silver
2) Is there a better way to play silver ETF in Canada with out American currencies issues
Thanks
Rod
Read Answer Asked by rodney on August 14, 2013
Q: i have $4000 left of $5000 i deposited in my tax free account.Now i am scared but want to invest in growth stock.Please advise.
Read Answer Asked by nizar on August 13, 2013
Q: Hi Peter:
In my on-RRSP portfolio, I have some money in XRE and some
Reits and the Canadian banks, BCE, and the pipelines

I still have some cash to be invested and I am looking for
a steady source of income (age around 60); for this purpose
someone give me a suggestion:
1) CPD a prefer ETF
2) XDV (it generates dividends)
3) a floating rate prefer ETF (I could not find the symbol)
4) BMO covered call utilities
5) BMO covered call banks ZWB

How would you compare to the above when I put the 5 investmensts in the
ETF XTR ? (it has bonds in it)

Thanks!
Read Answer Asked by Michael on August 08, 2013
Q: Preferred share etf's such as CPD are dropping rapidly over the last few days. Are they more likely than not to continue to fall? Is it time to bail, take a loss, and invest in dividend paying common stocks instead? I have about 10% of my non-registered portfolio in Prefs. Thanks for any thoughts you may have.
Read Answer Asked by David on August 07, 2013
Q: iShares ETF CUD-T is comprised of the "highest dividend-yielding securities of the S&P Composite 1500 Index that have increased dividends every year for at least 20 consecutive years". It is CA$ hedged. Is there a US$ ETF covering the same on the NY market?
Thanks
Read Answer Asked by Terrance on August 06, 2013
Q: I hold stocks in my RRSP and non-registered, but recently opened a TFSA. I feel that managing stocks in 3 account is too complicated so would like to buy some ETFs that I can rebalance once per year in my TFSA. Do you have a suggestion for an ETF portfolio that includes a mix of large cap and small cap Canadian and U.S. ?

Thanks,
Carla
Read Answer Asked by Carla on August 06, 2013
Q: Hi Peter and team, thanks again for your great service! Do you have a recommendation for a health-related ETF? I've been looking at XLV, ZUH and VHT, leaning toward XLV, but am open to suggestions. Thanks!!
Read Answer Asked by Kate on August 06, 2013
Q: Hi Peter and company
I was wondering whether you could comment on an ETF which holds water-related companies. The ticker is CWW. It has done very well over the last few years but is fairly thinly traded and I would appreciate your opinion on water as a long-term investing theme.

Many thanks,
Joanne
Read Answer Asked by Joanne on August 05, 2013
Q: Re: life insurance companies, especially SLF
One of the managers on BNN claimed that he will sell the bonds in a RRSP and instead buy SLF, as its performance is inversely proportional to the performance of bonds as interest rates slowly rises
Is the statement correct ?
Instead of just buying the SLF, is there an ETF in the Canadian
market that will have a basket of Canadian insurances companies?
Thanks!
Read Answer Asked by Michael on August 01, 2013
Q: Peter; Could you comment on the EPP ETF as a way to cover the MSCI Pacific ex Japan ? Thanks. Rod
Read Answer Asked by Rodney on July 31, 2013
Q: What is the best way to get US exposure in a TFSA or RESP?

I was thinking of using VUS (vanguard) but don't know if a CAD hedged ETF is the best method for this. The MER is low at 0.17%.

Read Answer Asked by Sarj on July 31, 2013
Q: I have no REIT exposure in my daughters RESP. Was considering adding a REIT ETF such as ZRE or VRE. I like ZRE as each holding is capped at 5%, but the MER is higher than VRE.

Any suggestions?
Read Answer Asked by Sarj on July 31, 2013
Q: Good Morning, Could you recommend a fund that invests in the Canadian tech sector or, alternatively, small cap growth companies? (e.g. holds companies like Sylogist, Amaya, Halogen, or could also include US companies as well). Thanks.
Read Answer Asked by Catherine on July 31, 2013
Q: Good afternoon,

What is the difference the ETF FIE and FIE.A?

Thanks

Paul
Read Answer Asked by Paul on July 30, 2013
Q: Hi 5i, I'm interested KBWD and MLPG. I like the natural gas and financial sector exposures, but is either a reasonably safe way to find yield and, at the very least, preserve capital
Thanks
Kyle
Read Answer Asked by Kyle on July 30, 2013
Q: To hold more Cdn ETFs in my accounts, I would like to sell BIN (non taxable acct) and replace it with HXT in my taxable account. Does this make sense? I have a small gain on BIN and want to gradually move away from individual stock picking having been retired for over 10 years.
Thanks Guys
Read Answer Asked by Warren on July 29, 2013
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