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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: Happy New Year to the 5i team Thank you for the opportunity of renewing my subscription for 2 years at the old price I see many long time members have been doing this

With all the renewals just wondering how you are going to deploy all the excess cash on your balance sheet

Thank you for the wonderful service
Read Answer Asked by Paul on December 31, 2013
Q: Hi Peter & team;
I submitted a question on Dec 22 with reference to shorts on bond funds and got a small part of it answered. The reason I am interested in shorts on the various bond funds is because Amber Kanwar from BNN stated on
Dec 18 that TLT has shorts of 119%. She stated that somehow the way the bond etfs are ,they are able to borrow more than 100% to short??. On the same date Chris Low from FTN Financial stated that in the next two months we will see the mother of all short coverings in bond funds. I would appreciate your help with the items in my question. I also asked a question about Retrocomm mid market reit and no answer. Thanks for your help and all the best in 2014.
Read Answer Asked by BEN on December 31, 2013
Q: Hi Peter and Team, Happy new year. For my TFSA account I was going to buy Horizon ETF. Trades on the S & P 500 symbol HXS. Is this a good idea? What are your thoughts or recommendations. Thanks. Ed
Read Answer Asked by Ed on December 31, 2013
Q: MRT.UN appears to have a low pay out ratio relative to other REITS. Would you expect it to have greater growth prospects in comparison to others? What are the prospects of reaching its former highs within the next two years?

Thanks
Read Answer Asked by Glen on December 31, 2013
Q: Hi Peter,
In the energy services sector, what would be some of the better names to consider? THANKS!
Read Answer Asked by Terry D. on December 31, 2013
Q: Hi

I have been reading through you past answrrs to questions and seems you have been anticipating a recovry in metals

If you were to pick one or two, or three ETFs to play any metal recovey, what would you choose?

Many thanks
Read Answer Asked by Behrouz on December 31, 2013
Q: What's your opinion on LTS & LRE? It seems that LRE has better growth. Thanks in advance.
Read Answer Asked by Shawn on December 31, 2013
Q: Hi Peter, i'm an new member and as such can you give me three name that has the highest potential for the greatest growth over the next year. I'm in the small cap space so price fluctuation is not an issue.

I would also like your perspective on zms on the vse, it looks as though these guys meet your small cap criteria.

thanks
Read Answer Asked by rick on December 31, 2013
Q: What are your thoughts on the etf "uxm" by Morningstar for US exposure.

Thanks, and all the best in the new year to you and your staff.

David
Read Answer Asked by david on December 31, 2013
Q: Can you recommend an emerging markets mutual fund?
Read Answer Asked by Douglas on December 31, 2013
Q: Peter; I have read your comments on EEM and VXUS. Is buying both a double -up? Thanks. Rod
Read Answer Asked by Rodney on December 31, 2013
Q: Happy New Year, Peter and staff!!
I am a relatively new subscriber to 5i but have been with Money saver for a long time (I love that magazine). And I really like this 5i service!
I look after the affairs of my mother who is 81, we have a bunch of GIC’s / bonds coming due in a non-registered account. The fixed income portion of her portfolio is about 50%. The rest is in dividend paying blue chips such as banks, telecom’s, insurance, energy. These have been held for quite a while and have been serving her very well.
I am looking at a few ETF’s for the income portion, I am interested in short term laddered government as well as corporate bond funds. Analyzing ETF screens, I have been looking at CLF, CBO, ZCS, VSC and ZCM. I am thinking of perhaps splitting her fixed income to 2 or 3 of these or similar accounts.
I would really appreciate your thoughts on these and other ETF’s that I should strongly consider.
Thank you, Dale
Read Answer Asked by Dale on December 31, 2013
Q: Hi guys,
What is your opinion on Donnycreek energy (DCK.) It seems to be finally making a move upwards and according to the latest information circular Clayton H. Riddell owns/controls 11.80% of the common shares.
Thanks Peter
Read Answer Asked by Peter on December 31, 2013
Q: I have a large holding in Yield Plus(yp.UN)and am wondering if you could give me an ETF name that would give me better growth together with dividends. Thanks. Ernie
Read Answer Asked by Ernie on December 31, 2013
Q: 1) we should have 2 reports, income and growth with their individual ratings. (BEP.UN may be an A for income and C for growth). Then the members can decide which stocks to buy for their portfolios.
2) Can you suggest 4 growth stocks for our TFSA in January. 2 for regular growth and 2, 2 baggers. That would be wonderful.

Thank you for all your advice, keep up the EXCELLENT work and have a Happy and Prosperous New Year.
PB
Read Answer Asked by Peter on December 31, 2013
Q: Hello,

What would you recommend for sector weightings for 2014 for a moderate to aggressive investor?

Thank you and all the best for 2014
Read Answer Asked by Josette on December 31, 2013
Q: I deal just on the canadian markets. can you suggest an etf one for us and one for europe. thanks and all the best in the new year. vic
Read Answer Asked by Linda & Vic on December 31, 2013
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