Investment Q&A

Q: Which are , in your views, and in a growth perspective, the best ETFs to cover the financial sector ? Is IAI one of them ? Why or why not ?

Gratefully,

Jacques IDS

Q: Gold in general due to the massive Fed and provincial deficits in Canada

Hi Peter and team
even before Covid, the Fed govt was running a substantial deficit in good time
(comparatively)
the Fed deficit for the next few years (1-5) would be enormous no matter which party takes power
with the debt, for an average investor, I do own gold stocks and ETF
today at 11:30 Wed , one speaker on BNN felt that investors are not keen on buying gold (now off the peak season), he does not like bitcoin either

From your perspective, this could be a good time to buy some more quality gold
stocks and ETF (I know the names that your services recommend) ; I wonder
if you feel that this would be a prudent move, (up to 5 plus percent in ones portfolio)
or there is another sector one could buy as an insurance of the massive printing of our money due to the huge deficits (the US called it Quantitative easing)

looking forward to hear your expert opinion,
thanks

Michael (do own some gold stocks and the ETF for gold)

Q: Is there a market vehicle to invest directly in the price of copper ?
Thank you

Q: Could you list a few us industrial etf. Is now time to switch from can to us funds.

Tom

Q: I follow the conservative portfolio from the ETF Newsletter because I prefer a total return to interest and dividend income.Please suggest some tweaking to this portfolio to reduce the volatility, but still maintain the equity/income ratio. As an alternative how would you tweak the ETF Newsletter income portfolio to less interest and dividend income and more total return while keeping the overall volatility somewhat in check. Thank you

Q: Looking to establish a portfolio of higher yield equities. What are your thoughts on the above ETFs as part of the portfolio and which would be a preference if choosing only one? Have just started building recently with 1/2 positions in each of POW, PPL and BCE so far. Expect to hold 7-10 positions in total.
Thanks

Q: Hi,
I'm looking at XAW for US and International exposure in my TFSA account. Retired income investor for 8 to 10 year hold. Can I get your opinion on this ETF or if you can recommend some other names.
Thanks

Q: Thank you very much for the warning you offered in the previous question I asked about MOAT. The way I worded it, it may have sounded like I was ready to sell VOO and buy MOAT. But, that is not very likely. But, as you suggested, it may be worthwhile to buy some of this along with the other etfs. You called MOAT an innovative etf . When I look at it, though, its charistics seem to be that it is a wide moat fund. When I look at the companies held I am not sure that they seem innovative. Just that they invest in research and development. I am a little confused by what they mean by innovative. I suppose it just means more aware of a changing environment that other companies. Would that be right? How would you characterise this fund?
thanks

Q: Hi, which consumer staples ETF is your favorite ? Greetings and thanks, Peter.

Q: you had a very complementary view on CCS on March 15th...
do you have another construction firm you would prefer over CCS??

Q: Hi, I may have forgotten to send this question but what is your favorite consumer staples etf. Greetings and thanks, Peter

Q: Hi,

I'm a medium risk investor with a 5 year time frame.

Can you recommend 3 US ETFS to cover the whole US Market?
And 3 to cover the whole CDN market?
and 1 ETF to cover the international market?

Q: I am looking for an Asset Allocation Growth ETF with exposure to all geographical areas. Something similar to VEQT but less USA and more International . 20 year time horizon and held in my non-registered cash account

Q: Hello
Are there any consumer discretionary ETF not hedged to CAD that you can recommend which will pick up in the recovery?

Thank you

Q: 23 year old starting RRSP. Have made small initial cash contribution and now doing monthly pre-authorized cash contributions, Given long time horizon, small current balance and ongoing monthly contributions, I’m looking for a 100% growth-focussed equity ETF that I can have set up to auto-contribute to on a monthly basis and wonder what you might recommend.
Thanks.
Brian

Q: After environmental calamities in California and Texas I often think about the financial risk that infrastructure projects have from climate change. In California this seems to be a perennial risk that will return and is predictable, but Texas' cold snap was a good warning that they can happen anywhere.
I also seem to recall that utilities had to swallow some poorly organized derivative risk during the 2008 financial crisis.
Finally: the Biden government appears quite aggressive with its intention to eliminate all GHG related power production.
My question is: for a business that operates with high leverage and large scale projects that are slow to change and long to pay off, and high sensitivity to climatic shock, are these risks reasonably accounted for in their current pricing; is diversification a suitable means of diluting risk (across the sector), and finally are there more US or international choices such as ETFs that you would recommend over a Canadian centric etf (appreciating that the Canadian companies are somewhat international)?

thank you,
Peter

Q: This US cannabis ETF, MSOS, has been performing poorly lately after a big run up. When I look at its portfolio, I see 58.15% cash and then something called "swap pay" items for several companies which are negative numbers such as -8.24%, etc.
What do those negative numbers mean and am I reading the cash % properly? What is going on with this ETF?
Thanks

Q: Hi, any reason for the decline in the price of this etf since the beginning of the year? Is it a good time to add to my half position? Thanks!

Q: Any thoughts about ARKX, should I buy it soon or wait?

Q: I listened recently to a discussion involving Cathy Wood and the principal of the Van Eck fund. Cathy Wood said that she thinks possibly fifty per cent of the s and p 500 could be negatively affected because they failed to invest in innovation. A bit scary when you own rsp or voo. On the same interview was van Eck, who seemed to agree with her. And partially for this reason they have developed MOAT. He seems to think that with these companies he circumvents the problem. Perhaps this is my reading into his comments. Wondering whether you might think it would be worthwhile to trade out of rsp and voo and into most
Thanks as always