Investment Q&A

Q: Please suggest a few US and Canada mid-cap equity ETFs to invest for over 5 year term--buy & hold idea. As well, please provide for each a good entry point.
Thanks,
Roger

Q: any recommendations for an etf[s] that track the metals ? i.e. ones that are going to be used for batteries etc.
thanks

Q: Retired, dividend-income investor. I am considering adding ZUT to our portfolio, to assist us meeting our targeted asset allocation in the Utilities sector in our Cash account. We already own AQN, FTS and utilities contained within CDZ, ZLB, ZWC.

Q#1 = do you agree that this is a good fit? When I check out the rankings of other ETFs, ZUT is just "ok". However, ZUT compares very well against XUT and I like the "equal weight" approach. I also like the roughly 30% "renewables" content within ZUT. Are there other Utility ETFs that I should consider?

Q#2 = some of the metrics I look at are P/B (1.7), P/E (22.8), ROE (5.4%). Historically, is ZUT cheap or expensive right now?

Q#3 = looking at the technicals, from a value perspective, it looks to my amateur eyes that now is a good time to buy. Agree?

Thanks for your help...much appreciated.
Steve

Q: Risk to reward seems pretty good currently on this one ?

Q: Good morning, and thanks for your consideration on my question.

Last week I was taken off guard by the Cease Trade Order imposed on ETF provider Emerge Canada. As a unitholder of EAGB (RRSP account, Long term time horizon) I did not receive any communication from the company, and didn't notice any news on the Emerge website. Apparently, ARK is now re-evaluating its relationship with Emerge.

A recent FT article on this noted that this could be both long in the running and potentially terminal for some of their ETFs.

If I remain positive, and anticipate that this situation gets resolved, I cant help but imagine a massive sell off once trading resumes. In your opinion, and generally speaking, does one "close out their position" when the opportunity to do so comes up, or stay the course?
Thank you, Mike

Q: How would you recommend adding a small/prudent amount of exposure to bonds in the current market environment?

Q: TSLY Could you explain this ETF? Will this ETF go down to zero? Thanks.

Q: What is your recommended short term CAD bond etf? Can you briefly discuss your top 3?

Q: For Japan exposure in CDN dollars, would you prefer ZJPN or CJP and why? Thanks!

Q: What is the best high-interest option for keeping an emergency savings fund of living expenses ?

Q: HI team
the above ETF has been running up lately
despite interest rate still high

is there a underlying reason for the upswing? I hold it for dividends and secondly
hope for some capital gain, should I hold , add or sell?
thanks
Michael

Q: Good morning, according to your analysis there may be an opportunity to profit from a resurgence in Small Cap stocks, following their decline over the last year. Can you recommend an ETF that tracks the S&P SmallCap 600 Growth

Q: How do you rate this recently launched ETF as a way to invest short term money compared to other alternative such as high interest investment savings accounts or cashable GICs.

Q: Good Day

I hold some in my RRIF and was thinking of adding more as it has held up well through the last year and yields around 6% US$. what percent range do you feel is reasonable for senior loans in a RRIF as a higher risk bond proxy
Thanks for your opinion

Q: Hi 5i
A month ago you suggested waiting a few weeks for the turmoil in regional banks to settle down. Are we there yet? I am tempted to buy IAT (35.28) or KRE (42.65), both about 35% off their highs. thoughts?
Greg

Q: Any thoughts on David Rosenberg article in the Globe today? Are we that close to a shift to a a profitable bond market? If so your top two picks. Thank you

Q: Can you explain the difference in performance between these two?

Also, I hold VFV in my TFSA and non-registered accounts, VOO in my RRSP. Is this the way to go?

Q: I am interested in parking some cash in a dividend producing vehicle. I've come across PIC.A which has posted impressive dividends over the course of many years. Could you explain the mechanism of how they are able to produce such dividends and please give your opinion of their ability to continue such going into the future. Any alternatives that you prefer would certainly be appreciated

Q: Cathy Wood's ARKW ETF has a Canadian version being EAFT-NE. The EAFT has a different management company than the ARKW which Cathy Wood looks after. BDO was the accounting firm for the Canadian version of her funds until awhile ago. Now they do not have an accounting firm and they have run out of time to get one and so their funds are not allowed to trade. Would the Securities Commission be looking into this as me and many other owners would not be happy this is happening or once it trades will it mirror the ARKW which is the US version of it and it is trading?
On another note, my wife's broker advised that active short term traders would have to pay 100% tax on their gains.

Q: To be sure, how is NAV moving up or down for a cash maximizer like HSAV? Why would a premium be given to HSAV? Am I correct in thinking that their performance is closely linked to the 2 year bonds as they have both pretty much the same YTD return. Is one better over the other and if yes, why?

Take as many credits as necessary.

Thank you
Yves