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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: Good evening 5i team,
I realize many Canadian and American blue chips are nearing YTD highs. Are there any ETF's(or similar) you might recommend where I could be exposed to the U.S. broad market. I would be willing to sit on this for a possible pull back. I have been looking at T.CLU; T.XSP; T.VUS;T.HAW.
Any thoughts would be appreciated.
Read Answer Asked by Paul on January 20, 2013
Q: Hi 5i team, what can you add about ishares - XMM with a yield of 9.5%. Would you recommend this in an RRSP portfolio? Hard to believe yield is so high, can that be trusted? Thanks
Read Answer Asked by Karl on January 20, 2013
Q: Peter; Is there an ETF that would reflect new and used home sales in the U.S. ? Thanks.

Rod
Read Answer Asked by Rodney on January 19, 2013
Q: Happy new year , I appreciate your help and advice. I am wondering if there is a trading instrument that is hedged or otherwise, that can take advantage of over priced yield, dividend type stocks that may be over bought and take a nose dive perhaps down the road aways? thanx for your time .
Read Answer Asked by jim on January 19, 2013
Q: My Portfolio doesn`t include any precious metals. Can you suggest a good dividend paying stock to purchase? Do you prefer gold or silver at this juncture? Is there an indexed fund that would fit the bill? Thanks
Bill
Read Answer Asked by Bill on January 16, 2013
Q: Further to CBO ... this is going to pay for my subscription many times over!!! I just want you to confirm the following performance ==> http://tmx.quotemedia.com/charting.php?qm_page=92685&qm_symbol=CBO (choose the Split and Div option).
I'm assuming DRIP mthly re-investment - it looks like a stable 5% annual return over the last 4 years. Am I missing something ??
Read Answer Asked by Ralph on January 14, 2013
Q: hi team , my grandson,12, brought me $1000 he made mowing lawns, shovelling snow,digging gardens etc.i told him i would match it and he told me he wants growth and promised he would not touch it until he was 21.tkx. pat & javen.
Read Answer Asked by patrick on January 12, 2013
Q: Why did you advise Eric to avoid bond ETF's right now and yet you advised Mahdyar to buy CBO? Thank you
Read Answer Asked by Alayne on January 11, 2013
Q: You have suggested CBO.TO as a good laddered corporate bond ETF to hold cash while one waits for investment opportunities. Could you explain why the price of this ETF has been consistantly dropping.


Read Answer Asked by Robert on January 11, 2013
Q: hello ,I want to buy safe and secure bond with little bit better interest rate that bank GIC( let say 4 to 5 % annual) for minimum 6 month and may I keep it for while till i need my money . investment firms ask at least for 500k and charge 2-3 % and long time frame which is not work for me.how can I buy bond directly or how I should find somebody to help me with this matter.
Read Answer Asked by mahdyar on January 11, 2013
Q: Hi I would like the teams opinion EWH in New York. I'm considering taking a position in this ETF to give me some Asian exposure. Thank you.
Read Answer Asked by Marc on January 04, 2013
Q: Hi Peter. I am interested in the BMO US Index ETFs hedged to the Canadian Dollar. I am not clear on what this means. Are the holdings hedged at the time of fund investment or are they hedged on an ongoing, say daily basis. I am trying to learn whether my investment timing is key. Also, if the CDN dollar weakens against the US over time, would this effect my ROI. Finally, what is your view of these ETFs as a way to play in the US market with limited risk. Thanks. Sue
Read Answer Asked by Sue on January 04, 2013
Q: Hi Team 5I:

As a proponent of the "growing dividend" investment approach, I was thinking of ZDV (BMO CANADIAN DIVIDEND ETF) as a one stop, park it and forget it, purchase for all of my 18 year old child's newly created TFSA with $5,500 in it. Any concerns (other than the fee)? Any suggested alternatives, given the objectives?

Many thanks, Rick.
Read Answer Asked by RICHARD on January 03, 2013
Q: Hi Peter, XEB (JP Morgan Emerging Bond Index)had a 17% return last TTM (indeed for a bond fund). What is your opinion going forward? Thanks
Read Answer Asked by Karl on January 02, 2013
Q: Hi Gang, I live on the income generated from my investments and have about 16% invested in the Canadian Banks. I'm wondering about ZWB (banks covered-call ETF) as a double sided investment. The yield is nice, but given that the price appreciation trails that of the individual banks, would the position act as a partial hedge? And is a 10 to 15% position too high.
Thanks
Kyle
Read Answer Asked by Kyle on January 02, 2013
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