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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: Hi, I'm looking to add either VDU and VUN or VTI:US and VXUS:US to my wife's position. She's diversified in Canada but looking for US and foreign exposure for the long haul. The difference between these two sets is one is Cdn and one is US - so essentially this is a currency hedge question. Do you have a preference for which set? Thank you.
Read Answer Asked by Robert on September 26, 2013
Q: Hi, I'm looking to add to my US position. I'm fairly well diversified in Canada but need to add a US consumer staple, a US utility, and a US consumer discretionary. What would be your thoughts on each of those? Thank you.
Read Answer Asked by Robert on September 26, 2013
Q: I own CDZ and some XDV. I notice that ZDV has a higher dividend payment than either of these. How would you rate ZDV compared to them?
Read Answer Asked by Maria on September 25, 2013
Q: XGD - is it a good time to invest in XGD right now? Many thanks.
Read Answer Asked by Rita on September 24, 2013
Q: Hi
What do you think of Wellpoint for a buy right now. The only US stock I have right now is Emerson (EMR). Would a US healthcare ETF be better way to go? If so what would it be? Thanks
Read Answer Asked by Kathy on September 24, 2013
Q: Which of the following would be a safer commodity play now between SSL, SSO, ZJG and PAA
Read Answer Asked by Imtiaz on September 24, 2013
Q: What do you think of the iShares US Fundamental Index (TSX: CLU)?

In general, what do you think of Fundamental Indicies?
Read Answer Asked by Eugene on September 24, 2013
Q: What is your outlook for the next two years on technology ETFS? I believe in them but heard Berman on Bermans Call saying that he thought they were the wrong sector to be invested in.
Read Answer Asked by Graeme on September 24, 2013
Q: On Sep 20 Ken asked for an EFT that uses principles similar to VIG, but for Canadian companies. You suggested XDV. I would have thought that CDZ would have been a closer match. Your thoughts?
Read Answer Asked by Douglas on September 23, 2013
Q: Hi Team,

Is there an ETF similar to the US listed VIG that follows the same strategy for Canadian dividend stocks?
Read Answer Asked by Ken on September 20, 2013
Q: I am holding xhy which is hedged should I change to the etf in Canadian funds thanks mel
Read Answer Asked by Mel on September 20, 2013
Q: Hi, I'm holding onto XBB as you always hear that a diversified portfolio should include bonds. I'm down 5% and thinking that XBB could continue down once interest rates rise. Would you buy, sell, or hold XBB today? Thank you.
Read Answer Asked by Robert on September 19, 2013
Q: Do you think XSP would be a good buy at this time for long term? Thanks
Read Answer Asked by Donald on September 19, 2013
Q: XBB has dropped and has been a good long term hold for fixed income. Is this a good entry point to buy this ETF? If not, could you please recommend an alternative ETF that would perform better when interest rates rise?
Read Answer Asked by Ken on September 17, 2013
Q: Good morning, do you have a preference between CBO and PSB? Thank you
Read Answer Asked by Alayne on September 17, 2013
Q: Can you recommend a Canadian and US technology ETF for longer term investors?
Read Answer Asked by Graeme on September 16, 2013
Q: If you hold the view that in general, world economies are slowly improving, would now be the time to buy into the consumer/discretionary spending area, which I assume have been beat up in the last few years. Are there ETFs that cover this specific space? Would an ETF be the best way to go?

Thanks.
Read Answer Asked by Paul on September 16, 2013
Q: hi team,

What's your view on low vol etf vs. using dividend etfs
Read Answer Asked by Karl on September 13, 2013
Q: The US portion of my portfolio consists of CSCO, MCD, UTX, BHP and AAPL (a little bit heavy on the Tech side because of no exposure on the Canadian technology front). I took some profits and trimmed my exposure to CSCO and MCD after nice run-ups and am looking to use the proceeds to further diversify. I'm thinking perhaps a US financial (and really a play on Consumer Discretionary spending) like AXP or a Medical Supplies company like BDX. Or does something else jump out at you as being a nice complement to what I own? Thanks.
Read Answer Asked by Randy on September 13, 2013
Q: could you comment on the stock gur .any suggestions for other etf? to consider Thanks CR
Read Answer Asked by cliff on September 12, 2013