Investment Q&A

Q: Hi Peter,
will you pl suggest ten US or international stocks, which are out of favour but has strong fundaments/balance sheets for buying during the upcoming tax loss selling season and has good potential for gains if we hold these for one to two years?
Regards,

Q: I would like to have some exposure to a European recovery .....Is a recovery in the offing and if so can you recommend a way (ETF?) to play it?

Q: Hi Peter and gang, what is your opinion of investing in european banks at the present time. Do you like San , or would you recommend an ETF of European banks. Thanks Darryl

Q: NZTCY Telecom Corp. New Zealand I hold shares in this stock
Like to have your advice on this one wilf.

Q: Would like your comments on DPF.UN. I love India for the demographics.

Q: Hi Peter and Team, Thank you all for such a great year and hopefully many more to come. Europe: Can you please give me a few (5 maybe 6) names that you really like in Europe that you anticipate that will do well over the next few years.

Thank you,

Q: Hi Peter and team: Are you in a position to comment on the iShares MSCI South Africa ETF that was mentioned in David Berman's glam article yesterday? I checked out its performance and looked at the main constituent companies and it looks OK to me (though I couldn't tell if "blood diamonds" were involved anywhere). Berman suggested it as a way of investing in Africa -though it is represented in other countries also. Thanks for any information you can provide.

Q: Hi Peter,
What do you think of CYH to diversify my portfolio? 5% max
Thanks

Karl

Q: Just started looking at setting up the suggested ETF portfolio in moneysaver magazine. What do you think about substituting IDV for FEZ? It has a higher morningstar rating and looks like very good long term performance? What is the difference for a person trying to set up this diversified ETF portfolia you suggest? thanks very much.

Q: Hello Team 5i,
I have a diverse portfolio consisting of many companies, some of the companies are located in faraway places, hence my question about tax treaties with other countries. In my RRSP account I am consistently being deducted funds when I receive dividends, I assume for taxes, below are a few of the companies doing this. I have contacted my brokerage company and am basically told this is the way it is. One of the companies below “Williams Partners” deducted the most money. I thought we had a tax treaty in place (USA) or is there something I need to sign.
Williams Partners LP NYSE:WPZ, China Mobile Ltd NYSE:CHL, Royal Dutch Shell PLCNYSE:RDS.A
Your help is always appreciated,

Q: Hello 5i
What do you think of the rumors of ABInbev buying SABMiller and if so what would the premium be
Thanks
Rod

Q: Hi Peter,

Could you pls comment on sify.

Thanks
Paul

Q: IF- Aberdeen Indonisa Fund. Could I have your opinion of this fund. I bought it several years ago as part of my international diversification and am down 30%. If the answer is "sell" what international ETF would you replace it with?
Thank You

Q: Good Morning

Just wondering what your thoughts were on Mexico, I think the economy there is booming,

thanks Ian

Q: Hi I am planning on putting some water stocks in my rrsp with a 10 year time frame. Which stocks in the area of water supply and waste water treatment would you recommend? What are your thoughts on WTR and SBS on he nasdaq?
Thanks Ken

Q: Hello 5i,
I would like to add some southeast asia exposure to my portfolio. Jardine Matheson (JM - SP) was recommended on BNN as a good diversified holding. I did some research and thought it was interesting with exposure to China and Hong Kong (although real estate and land...) Would you know the name ? If so, can you please comment?

Instead, could it be just as good to buy some EWS:US (is the yield paid in USD?) or another ETF that you could recommend ? I was thinking of an allocation of 5 - 10% of my stock portfolio.

Also, is it possible to buy stocks on an international exchange through brokerage accounts ?

Your advice would be much appreciated, sorry for the long message and many questions and Thank you again for your great service. Regards.

Q: Hi Peter and team, my portfolio is currently 100% invested in canadian stocks. I'd like your recommendations on an american etf as well as an international etf to help me diversify. I'm looking for long term growth. Also what percentage of my portfolio should be in each? Thanks for your advice.

Q: Is Vanguard Total World Stock ETF a good choice for world exposure at a reasonable price?The diversification seems quite good. Are there any other ETF products that you consider better? Thanks.
Dave

Q: I am looking for some international exposure via an ETF. in Canadian funds. What would you recommend for an international ETF that pays a dividend of at least 4%

Q: Good morning...currently setting up 2 TFSA accounts and RESP (Group) for two children...have 3 RRSP (in part following the 5i research portfolio) account and taxable trading account...to keep simple was think for the TFSA or RESP to use ETF or at least for 50% for ease of monitoring...was thinking VIG,QQQ,IWO,XIU,XCS,CUD...any thoughts or additions to ETFs....timeline for TFSA 10 years (adding max each year...RESP..10 years...thanks