Investment Q&A

Q: Hi Peter
Today was a humbling experience for investors in all sectors .But as with all it cant keep going up other than a expected Fed rate hike what other factors caused this sell off.
Also will there be any 5i get togethers in the up coming year
Kind Regards
Stan

Q: I have a $300,000 lump sum to invest for a little more than 10 years before there will be a need to start to taking income. What would you suggest is a reasonable time frame over which to make the purchases? I was considering equal purchases over a 3 month time frame (as opposed to a doing it all right away) but with the US presidential elections, all the talk of interest rate increases and tax loss selling I am wondering if three months is too quick.

Appreciate your insight.

Paul F.

Q: Given the churning FED wordage and today's market reaction what are your thoughts on a September or October mini market correction? I'm looking for a decent entry point as I have a few nice picks researched and lined up. I currently am sitting on 35% cash position (mixed USD & CDN 60/40) awaiting opportunity of a market correction.

Cheers!

Q: HIU-T This was recommended on BNN as a way to off-set downside. Could you please explain in detail how this would work and would you recommend this method rather than holding cash in todays market with a bearish outlook? If you had $100,000 cash would you put it all into the HIU? What would be the down side?

Q: volatility is low right now,but I am expecting this to increase.
Is there a way to play this in the market with some kind of etf?
and what is your opinion of this

Q: I have held the etf CBO as part of the fixed income element for several years it is now off over 3%, please provide your opinion on this and should I move to other bond like units.

Q: I am currently watching XEG for an entry on a long term hold. I'm also looking for a Canadian ETF that is similar to OIH that trades in the US. Is there anything available on Canadian exchanges?

Q: Hi Peter and Associates!

I was reading yesterday a comment by David Rosenberg that the TSX is currently trading at 20X forward earnings which historically is very high. Do you share the view that the Canadian market is overvalued?

Ian

Q: Would you mind explaining how the one year share price of XHY has gone from: Aug 19/15 at $19.81 to Feb 2/16 at $17.31 and then back up Aug18/16 to $20.01. Is share price only affected by interest rate changes or other things in the ETF that I'm missing? And is there a best time to buy the ETF.
Thank you.
G

Q: Could you share what you feel would be the best tool to invest for an increase in Volatility?

Thanks

Q: Hello 5i team,

Not sure why my question does not reach you as I've tried twice in the past 2 weeks.......hope it gets through to you in this 3rd attempt.

I am 61 years old and about 16% of my overall portfolio is in bonds. The rest is in income stocks and growth stocks similar to 5i portfolio. The yield return of fixed income instruments is so low currently and I am rather comfortable owning income stocks. Now, I have $60,000 in cash in RRSP and I have the following options. Please comment on each option and your preference and recommendations.
1. To buy several corporate bonds with maturity of 3 to 5 years and to hold till maturity.
2. To buy more income stocks like AW.UN or EIF.un
3. To buy ETF of inflation bonds
4. To buy ETF of high yield bonds
5. To buy ETF of US corporate bonds

Please advise preferred ETF for option 3, 4 and 5.
Many thanks.

Q: Just wondering what your thoughts were on what sectors look beaten up and/or unloved and provide a decent entry point for a longer term hold? Materials, healthcare, US Banks come to mind. Any others?

Q: Can I have your opinion on this ETF. It has the best 1/3/5yr returns when compared to others in the Canadian Dividend and Income universe. For example it has outperformed CDZ by almost 3% annualized over the past 5 years. What has contributed to this over achievement and is there any reason why it won't continue to do so over the next 5 years?
Thank-you.

Q: Hi Peter and team,
If US and Canadian stock market goes down say ~10%, how it may impact preferred etf such as ZPR, CPD, PGX (US) or split preferred (e.g. FFN.PR.A)?
Thanks

Q: What is your opinion of vanguard ETF VXC ? Would you buy sell or hold?

Q: Hi Guys,

Is ZRE a good buy? 3 to 5 year hold.

thanks,

Jim

Q: Is ZPR primarily constructed of rate reset preferred shares and if yes would this ETF be a good investment right now for income and capital preservation?

Ken

Q: I'm thinking about taking a position in physical gold before the US election thru either MNT or PHY.U. could you compare and tell me the differences between these 2 vehicles. Which is better? I'm thinking about taking a 10% position and increasing cash to 40% leading up to the election. Thoughts on this strategy?

Q: I recently added CPD for fixed income, how do you think it will perform going forward given a Sept/Dec US rate increase? Thanks.

Q: Good morning...In the world of a Trump President and his dislike of the NAFTA and potential dismantling of that agreement..What names /sectors would suffer the most...Would you see a major readjustment to your portfolio in preparation of any action? If so, how far in advance would you adjust?

Thanks