Investment Q&A

Q: Hi Peter,
Many sources have indicated Mexico is due for a break out with new political leadership. Do you agree, and how would you play that possibility. How about EWW-N even with Fx risk? Thanks

Q: Could you suggest a consumer staples Can. ETF and a U.S. consumer staples etf hedged to the Can.$? Thank you.

Q: I would appreciate your opinion on the new BMO ETF, ZWH
Thanks (High div covered call)

Q: Age 75 years.Looking for a strategy and investments for my RIF in this low interest rate environment.Advice would be most welcome.Thanks for your consideration.

Q: What is your opinion of holding a senior floating rate loan ETF like BKL (or BKLN in U.S.)as part of the fixed income portion of a portfolio? Thanks.

Q: Which do you prefer XIU or ZCN and why? Thanks

Q: Would like to buy only one, either ZGI ETF or SLF for long term.
Please which would you recommend?

Thank you for your great service.
Helen

Q: Hi 5i team. I'm 68 years old and would like to gain some exposure to international markets by buying a number of ETFs. Which are your current favorites for;
1. American exposure
2. Global exposure outside of the United States
Descent dividends that are sustainable and rising would be appreciated.
Thanks for your continued support.

Q: Where would one be best advised to invest for growth in a USD account ?

Q: I know you don't like the cost of holding leveraged etfs(eg.hxd).What is your opinion of hix and hiu.
Thank you
Eric

Q: hello 5i team: i am trying to decide between active verses passive for global equity in my rrsp. this would be 15% of portfolio. comparing xwd for etf and mawer global equity also for small cap. 5% weighting of xsu or xcs to mawer global small cap. your input is greatly appreciated. thanks Larry

Q: I would appreciate your views on preferred
ETFs in general and US PFF and Canadian ZPR in particular

Q: I own a 2.5% weighting inside an RSP of ZUB (CDN Hedged) and have enjoyed a 25% gain to date. I see BMO has introduced a New non CDN hedged ETF named ZBK covering the same equal weight US banks.

Would you recommend selling the ZUB to buy the new ZBK ETF?
I'm assuming for the next 12 months Canada will see a 90 cent dollar to the US.
Thanks in advance. Greg.

Q: Hi Peter,
I wuld like to diversify my portfolio away from Canada and the US by adding a European ETF. The problem is there are not many choices in the Canadian market. I was looking at XEF (ishares not hedged) and ZDM( BMO hedged) but now I am considering the new EUR from First trust, which is a more pure play on the European market. Also, if recovery is starting in Europe it would seem to me that an Alpha ETF might have a superior gain over an index not to mention the pure play in Europe. What do you think of this new ETF and do you know if it is hedge or not and is that important when investing in Europe?
Thank you for your insight.

Q: Currently approximately 16% of my stock portfolio is in international stocks with the largest percentage being large banks (Santander, ING, JP Morgan, HSBC and Bank of America) at 28%. The remainder typically are large American and European companies (pharma, agriculture, metals, tech, industrials and telecommunications) . I recently sold some MacKenzie mutual funds. I am planning to take the proceeds and purchase Mawer Global Small Cap Mutual (MAW150) thinking that this will increase my international exposure to approximately 20% plus balance the weighting a bit more to smaller companies. I would appreciate your comments about my thinking and would like any advice for alternates. I very much value your thoughts. Thank you very much.

Q: Hi Peter,
Which gold and silver stocks would you recommend. Or do you prefer ETF.s? Also do you have a favorite junior miner? Thanks Clare

Q: Looking at Chevron. Read your answer that mentioned you would suggest a sector EFT rather than the individual stock. Do you have a recommendation for a good EFT in this sector?

Thank You

Q: I only hold Cdn stocks but wud like 2 take advantage of European recovery. Have MG & ATD.B. Any recommendations, please.
Thanks, B

Q: Hi folks, new member here with a first question !

I am a Quebec resident investing inside a corporation (holdco). I currently have cash to deploy and wondering if i should invest in Horizon "Tax-Optimized" ETF (HXT/HXS).

For the US holding, I already hold VTI but I want to avoid purchasing more USD denominated securities to avoid US estate tax liabilities in the future. So my pick is between VUN and HXS.

For the Canadian holding, I already hold VCE. My pick is between VCN/VCE and HXT.

I understand how Horizon ETF works but i am wondering if they make sense in my particular situation (holdco, quebecers, etc).

Thanks for helping ! :-)

Q: Hi Peter and 5i Team,
My only material exposure in my RIF is 5% in Silver Wheaton. I would like to initiate a new 5% position in XMA. Your view please on the timing and the opportunity of my thinking.
Thank you all for the excellent service.