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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: Peter, Is ZUB-T a good way for a Canadian to play the U.S. banks ? As always thank you for your expert advice.
Read Answer Asked by Norman on July 26, 2013
Q: Any thoughts on investing internationally at the moment into an etf like CIE
Read Answer Asked by Karl on July 25, 2013
Q: Hi what is your opinion on the small cap us market in terms of valuation and growth prospects. Can you recommend an ETF
Read Answer Asked by Karl on July 25, 2013
Q: Hi, I am trying to build a diversified portfolio and am a long term investor. The one area I am a little light is technology. I was looking for some broad market exposure to this sector in the form of an ETF. Do you have a recommendation for this sector?
Thanks.
Read Answer Asked by Philip on July 25, 2013
Q: What is your stance on Covered Calls ETFs? If you like them, do you recommend any at the moment?
Read Answer Asked by Eugene on July 25, 2013
Q: Are there any ETFs that are traded in CDN $ but consist of blue chip US companies like the aristocrats?
Read Answer Asked by Mike on July 24, 2013
Q: Looking for an ETF that is only invested in the US blue chip stocks like their Aristocrat stocks and pays a dividend, is there such a thing and obviously one that has been performing consistently
Read Answer Asked by Mike on July 24, 2013
Q: Good morning 5i,
Gold seems to be moving up right in his seasonal trade time. Which of these two ETF do you recommend ZGD or XGD? I will invest about 1.5% of the my portfolio.

Thanks Paul
Read Answer Asked by Paul on July 24, 2013
Q: Re: XEG
Hi Peter:

I bought some XEG for my TFSA at around $ 18 about 18 months ago
I am under water
I think the seasonal trade for energy sector to go up is around the summer, so I am hanging on before selling it to move
to some dividend stocks like BCE, IPL.
When does the normal seasonal trend for the oil and gas stock
normally peaks ? Thanks
Read Answer Asked by Michael on July 23, 2013
Q: ZWU - I have it for 1.5 year and it is not doing well. I would like to switch it to another ETF. Could you please recommend a couple ETFs for me.

Currently, I have ZUB and XRE. Thanks again for your great service.
Read Answer Asked by Rita on July 22, 2013
Q: Given the low valuations in Europe and large multinational companies, is there an opportunity to build a position for the long term
Read Answer Asked by Karl on July 22, 2013
Q: Re: ZWB-T

Hi Peter and Crew,

Thanks you for the great answer on the BMO ZEB-T (equal weight Canadian Banks) vs. purchasing 20% each of the big 5.

As a followup question, can you highlight some advantages or potential risks of the BMO Covered Call Canadian Banks fund (ZWB-T). From my analysis, the CC strategy does produce a higher yield. Tempting, but the one year total performance appear to be very similar. What "gotcha's may be out there ?

Thanks for a great service !
Read Answer Asked by Jim on July 19, 2013
Q: I am a new member and a long time fan of Peter Hodson and Canadian MoneySaver.
Question: Since bond returns are so poor and now there is a risk of losing capital too, what is an investor to do? I don't feel comfortable being 100% in equity even if it is well diversified and dividend producing. Any ideas?

Read Answer Asked by Lucy on July 19, 2013
Q: None of my accounts have any exposure to U.S. equites. Could you please recommend an ETF or two to fill that void.

Thanks again
Read Answer Asked by Warren on July 18, 2013
Q: I am considering buying VCR Vanguard Consumer Discretionary. Would you consider this as a good choice going forward. Bill
Read Answer Asked by William J on July 18, 2013
Q: Hi Peter and others,

I am thinking of adding some banks to my portfolio. Do you see an advantage (and would advise) a fund approach (example: the BMO offering of ZEB-T (equal weight Canadian Banks) vs. a purchase of the same amount divided up at 20% each of the 5 major banks. I am looking for both income and growth (a greed thing I guess - tee hee).

Thanks for your answer and thanks for the great "and especially unbiased" service
Read Answer Asked by Jim on July 18, 2013
Q: Both Pref Share etf's and High Yield Bond etf's dropped in price a lot in the last month with expectations of interest rate rises; but the High Yield Bond etf's have recovered nicely in the last week, while Pref share etf's are still down. Is there a reason for the High Yield Bonds significantly outperforming Prefs recently? What do you see going forward?
Read Answer Asked by David on July 18, 2013
Q: Having reasonably balanced portfolios in my regular and RRIF accounts would VCE be an appropriate holding for a TFSA?

Thanks Guys
Read Answer Asked by Warren on July 18, 2013
Q: Re; VIG
It seems to be going up re this ETF, I am patiently waiting for
a pull back to get in
I have a 3 year time horizon, should i put in a 1/3 position now
and wait ?
thanks!
Read Answer Asked by Michael on July 18, 2013
Q: Hi Peter & Team,
I'm very much under invested in fixed income, could I have your suggestions please.
Thanks,
Henry
Read Answer Asked by Henry on July 17, 2013
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