Investment Q&A

Q: What ETF would you recommend in order to get exposure to the FAANG stocks?

Q: Hi,

I've just converted a significant amount of cad to USD. This is cash I plan on deploying in the event of a market correction. In the mean time, I am looking for a usd vehicle to park my cash, with the primary goal being capital preservation. Do you have any suggestions? I was thinking something like horizon's HFR etf-does something équivalent exist for USD? Please advise if such an etf exists, and what your preferred vehicle would be.

Thank you
Karim

Q: Hello 5i
Our foreign equity holdings are CBQ at 5% and VEF at 4% both held in rsp's. (also have US holdings of 12%) Blackrock has sent out notification that CBQ will be terminated on Sept.27 this year. Would you please suggest a replacement.
Thank you
Les

Q: Hi Peter and Company,

I currently have a position on RY, TD and BNS and I am thinking of moving some money from Canadian banks to US banks. So of the three aforementioned banks that I currently hold, which one would you take off the table and is there a U.S. bank that you can recommend?
Cheers,
Harry

Q: I hold small weightings in cdz,zwc,zwh,zwe as well as holdings in Canadian utilities. I am thinking of replacing cdz with either zdh or cyh to increase my international holdings. Would you please look under the hood of zdh and cyh and would you recommend this move or do you have another recommendation?. Thanx. Great service.

Q: Not too happy with the price fall of CLF. Would you consider switching to PYF a decent move....just looking for some relative safety and yield over the next 3 to six months. Thanks.

Q: Preferred Shares:
Can you explain the difference between Preferred and common shares ?
can they be considered "bond proxies"?
Is now a good time to add to "CPD"

Thanks, Peter

Q: Hi. Currently own BCE and T. Looking to increase my weighting in communications. Any suggestions.

Q: I've recently sold my ZRE position and am looking for some suggestions on what to consider purchasing with the extra funds on the fixed income side of my portfolio. My equity portfolio is balanced; I am about 8 years from retirement, and am conservative in my approach. I am about 30% in laddered GICs, 5% individual bonds, 3% CPD and 5% in cash. I don't have any bond ETFs (and am concerned about the principal in a rising interest rate environment). What to do with the extra cash? More CPD? Or an international REIT? Or a bond ETF, Canadian or International? Or something else?

Q: BMO ETF ZWH is seriously underperforming YTD, in a strong US market. According to BMO website it is negative YTD whereas ZWA is up over 7% in the same timeframe. Is there some reason for this ? Longer term ZWH outperforms ZWA. Thanks for your insight.

Ted

Q: Without regard for sector diversification and/or weight - If I needed to raise some cash in my portfolio, and wanted to sell some of my losers...which of these names would you sell in order of priority. Could you kindly provide rationale for why you might sell vs. hold. Thanks

Q: what would be your suggestion building a balanced portfolio using only us etf's portfolio size about a million, time horizon 10-20 years

Q: Does Royal bank have a etf energy.. Would you recommend it and would now be a good time two buy? She has to invest some cash. Thanx for everything. CLIFF

Q: During the Spring I liquidated my CDN Equity portfolio. I wanted to move away from managing indidual positions and move to a more passive approach. Then I read Ryan's excellent article, Why it's almost impossible to be a passive investor in Canada. I looked at HEW; but it is very small with only about $12m invested. Are there other ETFs that do an equal weight S&P 60? I also am considering VCN and CDZ. I also looked at Two mutual funds, Mawer Canadian Equity and Lester CDN Equity Fund. There are High Conviction funds available; but with very high MER's.
Would you please recommend a portfolio structure that would meet my needs, I am a conservative senior. Please have the suggestions add to 100%.
Thanks Guys for keeping us thinking outside the box.

Q: I have 2 questions. I am down 20% on clr and I would like your outlook for the next 6 months to a year. Time to sell or do you see upside? Would you look under the hood of xsi and comment on this etf as fixed income for a 1 to 2 year hold and what the influence of higher interest rates might be on the components? Thanx.

Q: CLF is often recommended as a good, safe place for money but it only moves down. While meager interest is paid that really only kicks in tax which further reduces, or most likely eliminates any gain...where is the benefit? What conditions would have to occur for it to move up?

Q: ZWA yield is 4.6%; ZWH yield is 5.8%. Is the risk higher in owing ZWH? Which one would you recommend? Thanks.

Q: Can you name a few Consumer Staple companies US or CDA, mid or large market cap, that have some revenue (top-line) growth.

Many of the old school favorites now seem to have decreasing revenue year after year.

Thank you
Stephane

Q: I Would like to buy a canadian ETF that has all us banks, preferably the large banks. Either hedged or unhedged, depending on your decision as to which is better. Do you think this is a good idea?
Thank you for all your great help.

Q: what is your favourite ETF or growth stock that is outside Canada. Is it a good time to buy it now?