Investment Q&A

Q: Im interested in buying more healthcare equities. Im a medium risk investor. What do you think of the two equities mentioned and do you have a better choice?

Q: I own the following Canadian small caps.
RRX, QST, XCS, BIP 191, SIS and GUD. I am considering selling BIP 191. Any other recommendations including ETF, mutual funds or individual stocks to purchase or sell any existing holdings ?

Thank You

Paul

Q: I have about 50K US to invest. Which do you think best MSFT or... HON or... should I just buy XSP Can hedged OR.... SDY the S&P div ETF.?
Any other suggestion welcome. I want growth without crazy risk. Helen

Q: Hi 5i
I know heu is a speculative commodity tied investment. I've owned it since $9.00, now it's over $12 in just a few months. Do you think oil is going to keep climbing a driving heu up especially with these new potential OPEC deals? Or do you think I should sel it off and put the money and profits into some other oil/energy investment?

Thanks!

Q: In the current interest rate environment would you prefer a corporate bond etf like cbo or a preferred share etf like zpr or hpr?

Jason

Q: Good day 5i!

I am looking for a high quality ETF in regards to renewable energy. I considered XEN but see that there are several oil companies listed and I am already heavy oil/gas.

I am looking at PDB as a global ETF with most of its coverage being the US and 5%CDN. I wanted an ETF with more Canadian coverage but can't seem to locate any.

Any suggestions? Do you think there will be big global growth in renewables over next ten years? Which ETF would you suggest to capture growth in this area?

Thanks again for your valuable service!

Q: Hi,

Is now a good time to invest in a preferred share etf? It is a non-registered account that is focused on income. How safe are preferred shares in a rising rate environment?

Thanks,
Jason

Q: What is the difference between ZUT anx ZWU? Which would be better for income for a retiree.

Q: How does XLK Technology SPIDER and FDN US First trust internet compare to QQQ in Resu;ts and cost? Thank you for your guidance Anne

Q: I am interested in buying an ETF that would cover the S&P 500 index. From looking at previous questions, I see 2 that are talked about, namely VFV and VSP. I was planning on buying VSP but I find the volume is very low compared to VFV and also VSP is CAN hedged(which I don't quite understand).

Can you give me a brief idea of the difference between the 2 and which would be the best to purchase long term?

Or are there other S@P 500 ETFs that you would suggest with a pretty good dividend?

Thank You,
Andrew

Q: Are you comfortable with QQQ as a US Dollar ETF (information technology), or can you suggest a similar better alternative? Thank You.

Q: Hello: If you were to pick ETF's today for an RRSP, one to cover Europe and another the US, what would your choice be? Large-medium-small cap at this point would make very little difference. They would be for a long term hold.

Thanks, Brian

Q: Realizing that this is new and its hard to evaluate. What is your opinion. Thanks

Q: I have topped up my TFSA to the full allotted amount (since 2009) and am now ready to invest it in a simple way. What are your thoughts about an equal weighting in xiu, spy, vgk, vpl, vwo and xlu?
Thanks
Jan

Q: Boulder Income Fund - Would you recomment this fund considering its discount ot NAV and dividend and diversification. This would for 50% of US holding peortion. Or you have other recommendations.
Thanks

Q: Hi 5i. I was interested in your reply today to Shyam regarding XLV, where you noted that it has had "better performance of late". My records show that XLV price has dropped steadily over the last 3 months by 6%.
This leads me to my question : We hold XLV and PSCH (Powershare Small cap Healthcare ETF) in our non-registered account (< 2% of our total equities). Our cap gains on these have been reduced from 15.8% to 8.9% (XLV), and 14% to 9.7% (PSCH) respectively over the last 3 months.
My theory is that these will continue to drop as we get ever-closer to the U.S. election. I am thinking of selling both of these ETF's while they still give us a reasonable profit of approx. 9 and 10% respectively, and then waiting out the election fallout before deciding whether to get back into Healthcare.
We would appreciate your comments. Thanks T.
p.s. PSCH did not come up in the "companies" list

Q: For tax purposes, in which account should I hold ZWU ETF by order of preference, Direct trading, TFSA, RRSP?

Thanks for your honest services.

Bob

Q: I am considering one of Vanguards developed Asian Pacific developed countries etf. They are vah or veh. veh is hedged. Which do you prefer for a 5 year hold? I am a conservative investor and I am some what concerned about the Canadian dollar. Which would give the better performance over the indicated time frame? Thanx.

Q: Hi, My current exposure to the health care sector is less than 2%. I am considering increasing my position to approximately 5% by means of etf (I currently own GUD and GILD approx 1% each). I am considering XLV or IBB for etfs. Which of these (or) any other etf you would recommend? I noted that IBB seems more volatile than XLV when I compared them..I was wondering why?

Q: Hello 5i
Would you please offer your opinion of a few individual holdings and other investment vehicles worthy of long-time hold and more importantly dividend reinvestment. I see your a selction of ETF you have been noting are VGG(for USA) and CDZ(for Cad). Is this the top idea or are there other ideas (individually or combination of holdings)?
The goal is to take advantage of the market ride and still feel comfortable with the investments and know more of a good investment is being purchased regularly.

Alternatively, would one just let cash build up and buy shares and units on a quarterly basis instead of utilizing a DRIP?

By example, just bought CAR.UN today. Working to determine whether it makes sense to join the drip; especially with the 5% discount of the Plan.

Thanks for your thoughts
Dave