Investment Q&A

Q: Why in your opinion is Dream following the downside to the same extent as the market? I was hoping that uilities and REITS in general would be less volatile. What do you think of the fall in DIR.?

Q: is it time to sell after 22.8% growth???
Art

Q: Utilities seem to go parabolic since December 2018 with no sign of slowing down. Since interest rates seem to remain low for a foreseeable future, is this a new secular trend emerging from improved interest in green energy. ZUT in particular includes many renewable power generator companies. So I basically have 2 questions: If this is a new secular trend should one increase their utility allocation ? 2: Is there still life for oil and gas companies ?

Q: I asked this question twice in the past week, but haven’t received any response. Could you please compare these two ETFs. I have ZWU now and wonder whether it or ZUT is the better long term hold. Thanks!

Q: Currently hold ZWU and but am wondering how it compares to ZUT as a long term holding. Thanks.

Q: what is your prospect for BMO Equalweight Utilities ZUT,so far I have been happy, I already have 9% in it
Art

Q: Hi gang, I have some cash I would like to park for rrsp Acct . Any suggestions I will be happy with total 4-6% returns. In my mind comes zeb-zwb or pwf. Risk? Thanks. Alnoor

Q: In your portfolio analysis you have recommended for the utilities sector that I purchase either ZUT or XUT.
I own Fortis now.Do you recommend that I sell this now and purchase 100% ETFs for the suggested Utilities sector?
Since I also need additional US investments.which of the following US ETFs would you recommend RYU or XLU?
Thanks again for your guidance.

Q: Hello guys. Can I get your top five dividend ETFs and, separately, your recommendations for utility and REIT focused ETFs? Thanks!

Q: Hello Peter and Ryan,
We picked up a few shares of BNS on the drop yesterday. After searching for value stocks with a decent dividend we could not find a Utility, Telcom, or Financial stock that was not over-priced with the recent rise. ZUT or VPU also appear to be slightly over-priced for the moment.
If we are looking for value, dividend, and a little down-turn protection which stock is preferred; BCE or CM? Do you have another value stock in any sector that would be preferable to BCE or CM?

Thank you
Debbie and Jerry

Q: Hello 5i,
Which ETF for exposure to Canadian utilities is preferred? Is there a preferred US or global utility ETF available that could be held 5+ years.

Cheers,
Debbie and Jerry

Q: I would liked to switch the focus of my investments from equities to ETF's. Could you give me some broad parameters for guidance.
Could you suggest 10 ETF's for starters. Mid to long term with medium risk.
Thanks for your help.

Q: Regarding the above noted portfolio introduced in the November, 2018 etf/mutual fund update, I am uncomfortable with the overweight of the financial sector. Would you please suggest some possible alternatives to the 10% allocation to ZWB. Thank you.

Q: Happy New Year 5i and thanks for being there!
I just transferred TDB171 for $6000 from a non registered investment into my self directed TFSA. Thereby gaining 1.7% in MER fees.
TDB171 is about 50% income and 50% equity.
My thought is to redeem these funds and purchase some dividend DRIP eligible stocks.
Looking at purchasing some income and potential growth stocks.
H, ZUT, and ZWB come to mind because their dividends are currently north of 4% and would allow a DRIP return. With the anticipation of the market rising over the next 3 years and a 3-5 year investment period would you see these as safe moves with a reasonable chance of gain? Any other suggestions in any sectors would be appreciated along with your comments which are also desired and welcome.
John

Q: Re your answer to Craig on ZUT. Aren't you concerned that the highest % holding they have in their ETF is JE at just under 10%.

That's the only reason I haven't bought into it. Your feelings?

Q: Would ZWU or ZUT be a better hold for 2019 and beyond?

Q: I own the following:
ZUT - 5%, loss -9%
ZIC - 4% loss -6%
BCE - 2%, loss -19%

Would you recommend trimming any of the above?

Q: Hi, 5i!
We have 10% of our portfolio in CPD... What do you think of selling half of this position, 5% of the portfolio, and replacing it with ENB (Enbridge), say, and/or another "hard to ignore" etf (recently Ryan, in an Etf & Mutual Fund article, identified 3 "hard to ignore"opportunities: CPD, VOX and ZUT)? Please note: we hold the Balanced Equity portfolio, so already have 2% of the Canadian part of our portfolio in ENB.
Thanks!
Rod

Q: Good evening 5i.

I just want to say I have enjoyed this forum lots over the past year and it has helped me stay in the game.

My question is.

I need ideas for a few dividend etfs for my non-registered portfolio. To date I'm holding some large cap Canadian dividend stocks and fixed income. I find it easier to manage with less stocks and a few etf.
I now have 10% CDZ in my RRSP, would it make sense to put CDZ in my non-registered also?
Is CDZ dividend taxed the same as a Canadian stock dividend when held in a non-registered account?


Thanks Steve

Q: Hi, ZUT and ZRE both sold off during 2016 and Q4 2017 on rate concerns but now they are diverging with ZUT sharply down (which makes sense) but ZRE sharply up (???). Any idea why? Thanks.