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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: Hello I was wondering if you know of any ETF's like the ZEB for banks that would represent the insurers either traded in the US or Canada that you would recommend for a long term hold in and RRSP. DRIP eligible preferred.
Read Answer Asked by Kolbi on March 09, 2019
Q: Some market chatter from MT Newswires found on TD. It says: 'Crescat Capital sees the Canadian economy heading for recession as the housing market buckles. "That might be bad enough for the banks but they face an added strain: outside the financial sector, more than 80% of Canadian companies aren't generating enough cash to support their businesses, the highest in the world," according to Crescat.
"Canadian banks will be left holding the bag and the ones to suffer from what is likely to be a major economic recession," Tavi Costa, a global macro analyst at Denver-based Crescat, said by phone.'

I was wondering about these 2 issues they raised, especially about the lack of cash.

Thanks in advance for your views.
Read Answer Asked by TOM on January 18, 2019
Q: Hi Group thanks for your guidance - I continue to get nervous about the performance of Financials (both in Canada and US) Pypl + Sq + V.are off 3-4% this am - what happening there?. Banks in both Canada and US are struggling I would have expected(with all the good earnings / Good growth overall especially in the US that Financials would lead the market higher but something else at work here what's you take on the poor performance of the sector in general PS do you recommend taking profits in the Financial sector in general.$- thanks for you guidance on this
Read Answer Asked by Terence on September 06, 2018
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

Read Answer Asked by Stephen on February 08, 2018
Q: Hi Peter,

ZEB & ZBK were recommendatons in August to cover Banks.
1. Is this strategy valid today for an RRSP (1/2-full position) or would you opt for direct investment in TD/BNS instead of ZEB (based on concerns with BMO and Royal).
2. Is another option for US banks recommended?

Thank you
Jerry & Debbie
Read Answer Asked by Jerry on September 05, 2017
Q: I am starting a TFSA for my wife, who is 5 years from retirement with an adequate pension. The stocks in question will be of equal weight. Your opinion on selection or other suggestion would be appreciated.
Thanks
Read Answer Asked by Roy on April 03, 2017
Q: I manage my husband's and my TFSA's as if they are one account so we do not duplicate the stocks in the 2 accounts and can have a reasonable size of position. We have a similar weighting of ALA, REI.UN, SIA, WSP, ZEB, BEP.UN, CGX, and HR.UN and PKI, and a double weighting of CPD and CDZ. We currently have about $110K in the two accounts and $20K of that is in cash. Can you suggest what we might add to or change in the above list, considering that we prefer income paying securities with some growth prospects and want the TFSA's to act independently of our other investments as a relatively conservative growth vehicle.
Read Answer Asked by Maria on December 02, 2016
Q: I read with interest your recent article in the Post and was intrigued by the comment that research shows 90% of portfolio returns come from sector allocation - if a person wanted to take advantage of that, in a simple, easy to manage and inexpensive way (ignoring taxes for the moment) what would be your view be on an approach where one's equity component of their portfolio consisted entirely of a number of ETF's with each one of the ETF's focused on a particular sector, with a periodic (say quarterly) rebalancing? What specific ETF's would you suggest for such a portfolio? Thank you.
Read Answer Asked by RICHARD on May 20, 2016
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