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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Again & again I hear about the great opportunities in INDIA.
Would app. your current opinion as well as recommendations for a reasonable position - likely a broad 1 or 2 ETFs &/or large growing multinationals. Thank you.
Read Answer Asked by Robert on January 22, 2016
Q: Hi Team,
Thanks for all your patience and hard work dealing with us retail investors during these challenging market times. Your transparency, calm and reason are most impressive.

I am thinking much longer term (beyond this current market choppiness) and was wondering if you can point me to an ETF(s) that is focussed on disruptive technologies. I found ARKK which is what I had in mind (different disruptive technologies in different sectors) but it is tiny at reportedly $6.82M market cap and virtually not trading volume.

Do you know of anything similar that is bigger and more liquid (presumably in the US)?

Many thanks for any suggestions.
Michael
Read Answer Asked by Michael on January 22, 2016
Q: CAN I GET YOUR OPINON ON OXF..... FIRST ASSET CAN ENERGY COVERED CALL.......LOOKING FOR INCOME AND GROWTH THANKS FOR YOUR WONDERFUL SERVICE ........ BARRY
Read Answer Asked by BARRY on January 22, 2016
Q: For a young couple just starting TFSA with $5,500.00 each
I was thinking for the total $11,000
20% xbb
30% xic
40% xsp
10% vee
Please advise if there is a possible better alternate
For a smaller portfolio should one consider individual stocks
Read Answer Asked by Peter on January 22, 2016
Q: Hello, would you recommend this fund over HFR? VSB has a management fee of .10 vs. .40 for HFR, and VSB has lower mer as well. Is one lower risk than the other? I have a fair bit of cash and wish to "park it" in a low risk bond fund. Thank you. Bill.
Read Answer Asked by Bill on January 21, 2016
Q: Peter; What do you think of using this plus XGD in this market environment? I'm thinking of a 5% position in each. Thanks and keep up the hand holding! Rod
Read Answer Asked by Rodney on January 20, 2016
Q: Is it good time to initiate position in the agriculture sector? which of these ETFs would you recommend (COW, MOO or SOIL)?
Thanks
Read Answer Asked by satish on January 20, 2016
Q: What is your opinion about this exchange traded fund of all can
Read Answer Asked by ebrahim on January 20, 2016
Q: I would like to have some of my portfolio on auto pilot I was looking for etfs of s&p 500 nsdaq tsx. Do you have any suggestions and would you bother with currency hedging if for probably a 20 year time horizon.
Read Answer Asked by Geoff on January 20, 2016
Q: Most analysts seem to agree to CDN dollar is going further down compared to the U.S. Some think to 50%? What do you think and is there an ETF or investment that you think would be a good way to play that belief?
Read Answer Asked by Graeme on January 19, 2016
Q: Supposing the BOC drops the overnight rate on Wednesday by 25 basis points. ZPR would go South. CBO and VSC go North. XBB goes North. Am I correct?

Thanks
Read Answer Asked by roland on January 18, 2016
Q: I am interested in some balancing to my overwhelming Canadian holdings.
1. Can you suggest some low MER ETFs to provide US and World (excluding North America)?
2. What do you think of 'fundamental' ETFs compared to those based on 'market cap'? Any suggested names for further research?
The complexity of the expanding ETF field seems self defeating to their intended purpose. Thank you for your guidance.
Read Answer Asked by Richard on January 15, 2016
Q: I hold XIT in both my RRSP and Cash accounts as my tech exposure, which is roughly 10%. 77% of the ETF is made up of 5 stocks = CGI-24%, CSU-21%, OTC-15%, BB-11% and DH-6%. It has performed reasonably well, even beating out it's USA cousin XLK (7.8% vs 1.3% total return over the last year).

I am reasonably positive on CGI, OTC and DH, neutral on BB and thought quite highly of CSU until recently. It appears to be rolling over. I suspect it might be some profit taking due to these ugly markets.

Is XIT still a reasonable holding for tech exposure? It really comes down to CGI and CSU, in my opinion...thanks for your guidance.
Read Answer Asked by Stephen on January 15, 2016
Q: Short term placement for $150,000 US in todays very volatile market 3 - 6 months. Growth only!
As always, thank you for your expertize.
Read Answer Asked by Robert on January 15, 2016
Q: hello 5i team,
I have about 30 percent of my portfolio in U.S. stocks, which i thankfully bought when the Canadian dollar was high. At the risk of being called the odius name of 'market Timer' i am now considering converting about ten percent of these U. S. dollars into Canadian, hoping to ride up the other side. One candidate that i have looked at cashing in is VWO.US. I have heldthis for quite awhile and am just breaking even. I recently read an article by a resected analyist saying that his company is not betting on emerging markets for awhile yet. Heput forward a pretty reasonable case for this thesis. What do you think about using this etf for this strategy, or at least some of it?
with thanks as always
Read Answer Asked by joseph on January 15, 2016
Q: I would like to add more US dollar exposure. For a variety of reasons I don,t want to convert any more C$ to actual US$ (t1135 and conversion fees) .I am looking for something liquid and not exposed to interest rate shocks if such a thing exists.
Thank You
Read Answer Asked by lynn on January 15, 2016
Q: ZWE
YOUR EVALUATION AS AN INCOME, CAPITAL PRESEVATION ANS EUROPEAN EXPOSURE PLAY ???( NO CAPITAL GAIN EXPECTED AN VERY LITTLE EU EXPOSURE )
THANKS
YOSSI
Read Answer Asked by JOSEPH on January 14, 2016
Q: In 5i opinion what are some of the best ETF to buy for income

Thanks
Pau
Read Answer Asked by Paul on January 14, 2016
Q: I see that DFN is dropping like the rest of the market. Rob Carrick from The Globe and Mail is recommending preferreds in the form of CPD. Are preferreds in any form a good safe haven right now?

Vern
Read Answer Asked by Vern on January 14, 2016
Q: Assuming the market recovers at some point, will CAD & anticipated lower rates cause banks to recover last on a relative basis from this point onwards?
Read Answer Asked by Joel on January 14, 2016
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