Investment Q&A

Q: 5-I team
What recommendations do you have regarding investing in the agricultural sector? This can be in the form of any individual stocks I could do research on, ETFs or any other type of vehicle you could recommend for a conservative investor who wants diversification. This could be in Canada, the USA or elsewhere.

Many thanks

Paul

Q: Can you suggest an investment vehicle(s) (eg. ETFs) that invest in U.S. dividend paying stocks and will pay out a Canadian eligible dividend? Is this type of investment available?

Q: Hi team, I'm just starting up my portfolio, and am looking for exposure in the Mining & Metals industry. As my account is still small, I'm trying to avoid transaction fees. Can you suggest one or two ETF's that target this industry, which you like for a 3-5 year hold. While I'm looking for growth potential, a decent dividend never hurt!

Q: Any advice on a good Israeli etf. Taxable or non taxable account.
Thank you

Q: Hi Guys,

I believe that know of Eddy Elfenbein (from the U.S.), what do you think about his new ETF CWS?

thanks,

Jim

Q: Hi I've done well this year: up almost 17% year to date. Thanks to mostly your BE stocks. I'm thinking maybe I should hedge my portfolio somewhat to protect the gains. What do you think of the us etf HDGE. It doesn't seem to have the difficulties of other bear etfs with their daily decay rate.
Or would you just ride the portfolio through the inevitable cycles of downs and ups?

Q: Good morning,

I recall that the yield on "VE" was over 4% several months ago and is now showing as just under 2%. The distributions seem to change quarterly? Hoping you can shed some light on the proper way to understand the yield on this etf.

Many thanks,
Brad

Q: I invested in a 'Global Small Cap' fund about 18 years ago. Incredibly, my return AFTER 18 YEARS is NEGATIVE 16%! (I guess this is lesson in the effects of both high mutual fund MERs and picking a lousy fund company!) Can you please suggest an ETF that would be good for the 'global small cap' space. Or another 'small cap' ETF or strategy, if you don't think a global small cap ETF is the way to go. Thank you!!

Q: I am interested in parking funds in this product. Would you endorse it. Is the settlement to buy or sell on the third day. With market sell could I lose more than 1 cent on the spread.
Thank-you
Best Regards
Harold

Q: Hi All !!! I enjoyed the various presenters at the money show on Saturday. I miss Ellen's presentation. Will it be available at a later date? Now to my question. What would you consider a better long term hold in US$ ,...QQQ or IWM? Or a combo of both? Which is the better value at present? Thank you , Tamara

Q: Hello Peter,
I forgot to add the question to my previous one on XLF. ON friday September 16, the ETF was trading in the $23 range. Today, Sept 19th it is trading in the $19 range due to the reasons cite above. Does this mean investors who bought it on Friday will get a special dividend to offset the decline in share price today (I am assuming the decline is approximately the same as the dividend). Please advise. ON another note, do you feel concordia healthcare is very cheap now given the recent decline or is it too risky. Thanks again.

Q: Hello Peter,
I was not able to find the symbol XLF (the US financial sector ETF) on your site so am hoping you can assist. The ETF contains Brk.B, BAC, etc Today, the index fell more than 15% and the news appears to be related to the following:
"Effective on the date of index reconstitution, the Financial Select Sector Index will include securities of companies from the following industries: diversified financial services, insurance, banks, capital markets, consumer finance, thrifts and mortgage finance, and mortgage real estate investment trusts (REITs). The Real Estate Select Sector Index includes real estate management, development and REITs, with the exception of mortgage REITs". If this is true, I am assuming the company that creates the ETF wants to make it more diversified. If so, why would the index fall so much? Is it because investors wanted a concentrated ETF as opposed to the diversified one. From my understanding the XLF before today is similar to the XFN for Cdn Banks and insurance. Thanks very much.

Q: Peter, I also noticed that my XLF has dropped over 17% today, with heavy trading. I verified this with Scotia Itrade. Can you tell me the reason for the drop?

Q: Do you see lithium and solar as "theme" stories that still have legs and a high probability of becoming very profitable investments?
Would you provide 2-3 names that for each sector that appear to be the "best of breed".

Thanks.

Q: What do you think of investing in the S&P 500 Dividend Aristocrat index, instead of (or in addition to) the S&P 500 index?

According to this web site (http://www.simplysafedividends.com/dividend-aristocrats/) that index has outperformed the S&P 500 index quite nicely over the last 5 year and 10 year period.

So far I have found only one ETF that tracks the S&P 500 Dividend Aristocrat Index. It is NOBL (Prdhares S&P 500 Dividend Aristocrats Index) and has a MER of 0.58%. Do you know of any other ETFs that track this dividend aristocrat index, and if so, which ETF would you recommend?

Paul

Q: What utility etf paying a dividend would you suggest for a long term hold

Q: Hello 5i
Could you please give me your take on whether to add Zre at this time or wait until the interest rate decision is made by the FED?
Thanks,
Rick

Q: Good day 5i team, question relates to Healthcare infrastructure within the hospital type environment. In talking to professionals working in primary healthcare (medical/surgical, palliative etc) I get the impression there is a strong need to re design and upgrade aging equipment (beds, monitoring equipment etc). Also, and this is already happening, software upgrades to record charting, patient file keeping etc. Do you have any mid/large cap TSX listed companies or ETF'S operating in this space that you would recommend for a registered/diversified portfolio
Thank you

Q: In my RRSP, 28% of my portfolio is in U.S. stocks. I am getting concerned about the US election, and what it might do to the markets, in the short term, as well as the overall U.S. economy in 2017/18. With the Cdn dollar being down around $.76, would it be advisable to take that down closer to 15%, instead of the 28%, for a while?
Also, I presently have 25% in cash, and want to put half of that into something low risk,but better return than cash, for up to 2 years. Would ETFs with a stable history, be a good place to put the cash,and if so, can you recommend a couple? Or another idea, instead of ETFs...
The remaining 47% of the portfolio is in the Cdn market, and some Emerging Market ETFs.
Thank you
Grant

Q: This is a response to the question posted by Donald on CBO. Be careful with CBO. My experience over the last 14 months has been that the monthly distribution has been completely offset by a reduction in unit price so my total return has been 0.2%. Far different than their posted yields and returns. The HY acct paying 1.5% might not look so bad now.....