Investment Q&A

Q: I think this bio tech etc has recently had a tough time. I know that you recommend it. But,I was wondering whether you think this might be it's time to recuperate it's losses? Do you have something that you like more than this. If so, why? As always thanks for the great service

Q: Hello, Can I get your analysis on the best way to play the fossil fuel industry. Would it be in buying an etf such as xle or buying a big company such as chevron or total and buying a midcap such as Cheniere or Tourmaline. Do you think the oil market will stay tight for the next few years? Thanks

Q: Hi Peter, Ryan, and Team,

To raise our U.S., International, and Consumer Staples sector, please rank these three ETFs . I realize that STPL is the only one of the three that has holdings in countries other than the U.S. This investment would be for our two RRIFs.

Thanks for your insight.

Q: Hamilton ETFs recently launched a new ETF - HFIN. I currently own the ishares XFN which is similar, but much larger in size and unleveraged. For a long-term hold, do you think it would be a good switch, or would you leave it as is? (It is held in an RRSP account, so taxes are irrelevant).

Q: I would like an ETF to take advantage of the pull back in tech stocks. I generally like the holdings of XIT except for the huge position in CSU (I bought some anyway because I've always been wrong on CSU). Its a small position which I would like to build on but I would also like to add some US exposure - preferably CAD since I don't feel like exchanging more funds right now. Suggestions?

Also, what is your current opinion of PTF? I only recognize a few of their holdings and have no idea how to assess, apart from noting their reasonably good history.

Q: Is there an etf that has google facebook apple and microsoft that trades on tsx in canadian funds.
T Steve

Q: Hello 5i

Our portfolios are low on materials. We own LIT and MP @2% each. Which stocks or ETF's would you add at this time?

Cheers,

Debbie and Jerry

Q: Can you recommend a Transportation ETF which trades on a Canadian exchange?

Q: Hello 5i,

My question relates to ETFs such as ZQQ and others put out by BMO that hold foreign stocks and Tax Form T1135. Are these considered foreign property and thus have to reported on form T1135. My broker did not really know and the CRA site did not deal with ETFs
Thank you for your answer.Cheers

Q: In a rising interest rate environment, what fixed income products perform relatively better? Would US TIPS or floating rate loans be an acceptable option?
Thanks

Q: Hi There,

Can I get your opinion on the three US ETF's listed above.

Thank You

Q: For these ETFs, in the 'Regions - Country Breakdown' they both have 'Asian Developed'. What countries does this include?

Q: Q.

Would you recommend one ETF for a 12 yr+- time frame for my sons RESP?
One that I can add to over time, growth minded, MER friendly with CDN & US exposure taking into consideration US taxation.

Thanks,
Dan

Q: Wondering about a risk /reward opinion for a long term selling BCE for GOOG , BAM or LIT ?

Thanks

Greg

Q: Hi 5I
I have my rent coverage in TCN. IIP.un, O, and IIPR. The portfolio weighting is fine, I believe(3% total). I am happy with the growth and payout of TCN & IIP
Question: I noticed your preference is to ZRE for income. Should I consider switching into ZRE going forward(TCN for ZRE)? Any other comments are appreciated.

Q: are the dividends fairly safe on these two, and which one would be the better investment? thanks

Q: Hello 5i
I recently asked a question regarding US stocks and etf positions. You suggested that I could easily go with the stocks I have plus something like VTI. I currently hold RSP ( as I like an equal weight approach and it maybe more readily balances my overweight in technology) and IWO for small caps. Do you think that this would serve as well as VTI?

Q: Seeking suggestion of a proxy for possible tax loss sale of ARKF with intention of buy back after 30 days.

Q: Hello 5i
I know that it is a good idea to either have a certain number of US stocks that are not represented in Canada, or an etf for the US market, in order to have a balanced portfolio. Fortunatly, or unfortunatly, I have both. And I am wondering whether I should either get rid of my stocks or get rid of my etf's. The above are the US stocks I hold. in pretty good percentages. If i were to hold only stocks what might you suggest to supplement these? I know that I am probably heavy in tech to really represent the US market and will probably have to trim here, maybe in percentages. any other suggestions appreciated. Most of these are held in tax sheltered accounts, so taxes shouldnt matter too much.
thanks as always

Q: Hello,
A question about the Canadian Money Saver Model ETF Portfolio.
Unless I've misread, it seems like you use a combination of VEE (Emerging Markets) and VE (Developed Europe All Cap) for your International/Ex-NA exposure.
Wondering why this combo instead of the more usual VEE plus VIU (Developed All Cap ex North America)?
Thanks,
Roman