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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 Peter, The 12 months return for XRE is down 8% (including dividend) is it time to get in? For a 10% position in a portfolio (retired), is it best to buy 3 or 4 individual REIT or simply buy XRE? (Riocan/H&R/Callaway/maybe another one...all equal weight). Also,I would include BEP.UN within the 10% allocation
Thanks
Read Answer Asked by Karl on December 06, 2013
Q: ETFs don't seem to form part of your conventional review. Do you have suggestions for high dividend Canadian ETFs?
Read Answer Asked by Carl on December 06, 2013
Q: Hi Peter and 5iResearch Team,
What is your opinion of Horizon S&P/TSX60? Or, do you prefer another ETF for Cdn. large caps.
Thank you.
Linda
Read Answer Asked by Linda on December 05, 2013
Q: Hello, I currently have zero exposure to the energy and/or material sectors. I was considering the wisdom tree etf GNAT. Your comments would be appreciated. Thanks
Read Answer Asked by Adam on December 04, 2013
Q: Hello 5i

First thank you for your great recommendation for ACQ, it has been doing great for me and I will probably hold it for years to come.

I own a full position in BEP.UN and I am looking at switching that for the SPDR Homebuilders ETF XHB to take advantage of the home builder surge in the U.S. What do you think of this?
Cheers

Greg
Read Answer Asked by Greg on December 04, 2013
Q: Hi There,
I wanted to hear your thoughts on the ETF - FIE. It seems to be a nice mix of financials along with a good dividend. How secure do you see it or what letter grade does it deserve. I wonder that if it is so good how come the ETF seems to be so small in size. Thanks
Read Answer Asked by Richard on December 04, 2013
Q: What is your opinion of CHIX-N Global X China Financials? Have a great day!
Read Answer Asked by patricia on December 04, 2013
Q: Hello:
I am thinking about selling VUS and buying VUN to take advantage of the weakening CAD.
I have a capital gain on VUS of 15000. If I buy VUN immediately will I have to pay capital gains tax on the sale of VUS? I have heard that if you are selling a fund to immediately buy a similar fund you don't get hit with the capital gains tax.
Thanks for the awesome service
Read Answer Asked by Andrew on December 03, 2013
Q: IWC and DFE

Hi Peter & Co:
This morning, Cam Hui sent out his blog entry, "Humble Student of the Markets", writing about two Micro-Cap ETFs, IWC for the U.S. and the other, DFE, for Europe. Although Cam was writing about a seasonal trade, my question is whether these ETFs can form a further diversification of a portfolio with say, a 5%, exposure to Small Caps, usually gained through IWO?
Kind regards, Gail
Read Answer Asked by Gail on December 02, 2013
Q: Thanks for the great service. I'm looking to add a ETF (such as IWO) in a non-registered USD account. Given some of these etf's have had large moves I'm worried that if I buy before the end of the year I will get a large taxable distribution. Is this a valid concern? Thanks, Ed
Read Answer Asked by Ed on December 02, 2013
Q: Hi,could you please comment on XHC and would you recommend this or is there an alternative?
Thank-you so much.
Read Answer Asked by Nancy on December 01, 2013
Q: HI Team,
I was wondering what your views are on XHC, Global Healthcare.
Very much appreciate your service and opinion.
Read Answer Asked by Nancy on December 01, 2013
Q: Peter - can you please recommend an ETF that captures the China market? This will represent 3 to 5 percent of my portfolio. I looked at XCH, however I am concerned of the very low trading volume. Is this an issue? Thank You.
Read Answer Asked by Luigi on December 01, 2013
Q: Hi Team,
Thanks for suggesting IWO (US small cap ETF) and IBB (US biotech ETF).
I'm up handsomely since buying in. I read your view about IBB a couple of days ago, but I'm wondering what your current view is about IWO.
I keep hearing mixed views about the space, but I only trust yours.
Keep up the good work.
Read Answer Asked by Marco on November 30, 2013
Q: Peter and Team: I have no materials stocks so I've been comparing the ETF's XMA.T and XLB.US. The latter has been going up since 2009 while XMA recovered from 08/09, peaked in 2010/2011 and tanked thereafter. I assume that is due to the heavy weighting of gold, silver and other mining stocks in XMA, which in XLB is replaced (in part) by various chemical production and chem engineering stocks. A recovery in XLA therefore depends very much on gold and other mining, while XLB is growing nicely. Thus I'm thinking XLB over XMA. I'd appreciate your opinion.
Read Answer Asked by Roland on November 30, 2013
Q: What would you recommend in the energy infrastruture as far as etf or mutual fund plays ?
Read Answer Asked by terrance on November 29, 2013
Q: I have a question re ETF's of U.S. stocks hedged to the C$. If the U.S.dollar appreciates significantly in relation to the C$ would the hedged ETF increase because of that with all other things being equal? Thank you.
Read Answer Asked by Donald on November 29, 2013
Q: Hi, In my US acct I already own some KKR and some Qualcom. I want some more tech, so thinking of buying the ZQQ or XLK spider. Which would you prefer OR just add more Qcom? Thanks. Helen
Read Answer Asked by Helen on November 29, 2013
Q: Hi Peter and Team: Do you think it is an appropriate time to buy a materials ETF, or should I wait?
On the subject of the number of questions: I think each question should pose essentially one focussed issue for your analysis. To ask for details on more than one stock is being greedy, but asking for a comparison of two similar stocks would be OK (in my opinion). Infrequent questioners who have multiple queries should pose multiple but separate questions.
Read Answer Asked by Roland on November 29, 2013
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