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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: Is there an exchange traded " FOOD " stock. Thank s.ebrahim
Read Answer Asked by ebrahim on August 21, 2014
Q: My wife has a portfolio that is structured for income and growth. It currently consists of 30% fixed income, 16% utilities and Canadian Banks, 10% REITS and the following ETF's: ZUB 5%, CDZ 6%,CUD 6%, XLK 2%, DIA 6% and TTFS 6%. There is a 6% cash balance that we would like to invest in an ETF. Would you add to one of the existing ETF's or is there another that would prefer to add? Thank you.
Read Answer Asked by John on August 20, 2014
Q: My TFSA is fully topped up. I currently hold AVO, BNS, CCL.b, IPL and SPB. AVO has been been a disappointment but I'll hang in.
I am thinking of selling IPL and possibly BNS and replacing with XHY ishares bond fund. Thoughts on this would be appreciated.
Read Answer Asked by Danny-boy on August 19, 2014
Q: HOW IS ETF DIVIDEND TREATED BY REVENUE CANADA FOR TAX PURPOSES .DOES IT QUALIFY FOR TAX EXEMPT OR INCOME THANKS FOR THE SERVICE.
Read Answer Asked by Harris on August 18, 2014
Q: what is your opinion of mob.un and for a us play could in the mortgage space I have both the etf rem and stock agnc. they both took a big hit on the interest rate scare. is there a better choice out there and how would you rate them. thanks
Read Answer Asked by scott on August 18, 2014
Q: From Cindy,
To Peter and 5i Team,
I would appreciate your comments on the biotech stocks and etf for us as well as Canadian stocks. Thanks
Read Answer Asked by Cindy on August 18, 2014
Q: What do you think of the ETF XIT? I dislike how it has a small market cap, holds pretty much only 4 companies, and has a high MER (0.6%) but I really like buying the tech sector on dips caused by broad-market scares. It is free to buy (and sell) in an iTrade account. Holdings: 23% CGI, 23% OpenText, 16% Constellation, 8% DH. And unfortunaly, 16% BlackBerry. Any thoughts about this ETF?
Read Answer Asked by Matt on August 17, 2014
Q: We current hold the following ETF's in our RRSP accounts. XEI,ZDM,ZEQ,ZWH,ZUE,VIG and IWO. These represent 20% of our RRSP holdings. The remaining funds are in equities, most of which are funds held in your portfolio. We have a Wealth Management team looking after the rest of our investments and they hold equities and fixed income. Averaging 45% equity and 55% fixed income. We are currently 65 and 69 years of age. We would appreciate your thoughts on the ETF's we hold and are open to different options. Thanks for all your help
Read Answer Asked by diane joan on August 15, 2014
Q: Hi Peter
What is your opinion of Harbour DSC 890 fund? My daughter has been contributing to it for many years and I would like to see her set up a self directed account with ETF's. She has no other investments at this time. Any suggestions would be appreciated.
Thanks for all you do.
Read Answer Asked by Gary on August 15, 2014
Q: Hello 5 I Team

My US Margin Account presently represents only 1% of my total holdings. I intend to make contributions to it later in the year, but for now I would like to see the money "do something" while it's sitting there. Rather than engage in any futile stock picking, I thought I would invest in an ETF which could provide consistent, if modest growth. To that end, I had my eye on the new ETF Direxion iBillionaire Index ETF, (IBLN), or the Market Vectors Wide Moat ETF, (MOAT). I would appreciate your opinion on these choices -- or your suggestion as to what might be a better stock to hold in this context. Thanks for your help.
Read Answer Asked by Sylvia on August 15, 2014
Q: What would you recommend for Canadian index ETFs? I'd like to use one to add more diversification to my portfolio.
Read Answer Asked by Carla on August 13, 2014
Q: At the suggestion of an acquaintance, we have held for a year now, HPR (Horizons Active Preferred Share ETF); HYI (HA High Yield Bond ETF) and XSB (iShares Canadian Short Term Bond). I know next to nothing about bonds and preferred shares. All I know is that they are all in the red! I am holding approx. 25K in each fund. We are close to retiring in the next two to three years. My question is, should we continue to hold them, or find something else? If the latter, your invaluable advice would be greatly appreciated.
Many thanks. And all the best on your upcoming ride.
Read Answer Asked by Kathy on August 12, 2014
Q: Could you tell me what you think of these two etf's please?
GGF31734 and VXC on the TSE. Thank you JOHN
Read Answer Asked by John on August 12, 2014
Q: I'm holding PHK (US) in my TFSA to get US dollars for travelling. Given interest rates will probably rise am I wise to hold or look at another high yielding US stock. If so what would you suggest? I'm not necessarily looking for growth. Also if I hang on to PHK how do you think it will react over a time period if rates only rise fractionally? As always, great answers to (my dumb) questions. Bob
Read Answer Asked by Robert on August 11, 2014
Q: Hello peter.
First question for me. I have just sold bns due to all the problems in the world. I would like to be a bit more safe. Some of my investments in my riff are Provincial bonds. Some of them are coming due. Some of them were in the 4.5% and higher I should have taken longer terms. Are there any recommendation on your site on safe bonds, including provincial bonds or corporate bonds that are safe. Due to our age we are looking for maximum 5- 8 year laddered terms. Looking forward to your reply
Read Answer Asked by Mike on August 11, 2014
Q: I have taken some profits from equities as I am rebalancing my allocation to a 75/25 split. However, now that I have increased cash what are recommendations for fixed income holdings? I am thinking ETF's such as HFR or do see other better options?

Thanks again for your great analysis and work
Read Answer Asked by Kevin on August 08, 2014
Q: Hi team, I have a small position in HEE horizons enhanced EFT for oil stock exposure. I noticed your last comments on HEE are about 18 months old so I would appreciate your updated thoughts on HEE at these levels as it has come off of its highs a fair amount over the last three months. Thanks once again for your time and great advice.
Read Answer Asked by Ray on August 07, 2014
Q: I am trying to time the exit on HND. I was waiting for $3.60 nat gas. Is this too low and I should sell at a higher price?

Thanks.

Grant
Read Answer Asked by Grant on August 06, 2014
Q: Many of the large US banks are trading substantially below NAV. What do you think of their prospects for significant capital appreciation? Would ZBK be a good way play this prospect, or are there other ways you would prefer?

Thanks,

Glen
Read Answer Asked by Glen on August 06, 2014