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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: Hi 5i team,

As infrastructure in various countries are now in an expansion/renewal phase, infrastructure stocks may be the new 'utility' stocks of the future. I currently already owned BIP.un. Given the current market conditions, please recommend some Canadian or US listed infrastructure stocks or ETFs that are worth investing in now. Thanks
Read Answer Asked by Willie on August 18, 2016
Q: Hi Peter, Ryan, and Team, In today's question from Albert, where would ZLB fit into the mix? I realize that it has a lower yield than PDC, but a better long-term record than it or CDZ. Your thoughts? As always, the advice I receive from 5i is invaluable!
Read Answer Asked by Jerry on August 17, 2016
Q: Hello 5i team,

Not sure why my question does not reach you as I've tried twice in the past 2 weeks.......hope it gets through to you in this 3rd attempt.

I am 61 years old and about 16% of my overall portfolio is in bonds. The rest is in income stocks and growth stocks similar to 5i portfolio. The yield return of fixed income instruments is so low currently and I am rather comfortable owning income stocks. Now, I have $60,000 in cash in RRSP and I have the following options. Please comment on each option and your preference and recommendations.
1. To buy several corporate bonds with maturity of 3 to 5 years and to hold till maturity.
2. To buy more income stocks like AW.UN or EIF.un
3. To buy ETF of inflation bonds
4. To buy ETF of high yield bonds
5. To buy ETF of US corporate bonds

Please advise preferred ETF for option 3, 4 and 5.
Many thanks.
Read Answer Asked by Willie on August 17, 2016
Q: Can I have your opinion on this ETF. It has the best 1/3/5yr returns when compared to others in the Canadian Dividend and Income universe. For example it has outperformed CDZ by almost 3% annualized over the past 5 years. What has contributed to this over achievement and is there any reason why it won't continue to do so over the next 5 years?
Thank-you.
Read Answer Asked by Albert on August 16, 2016
Q: With the devastating losses I’ve suffered on CXR (-85%) and PHM (-80%) my holdings in the healthcare sector are down to 5%. I was considering purchasing some IBB to bring it up a bit. After my experience with CXR and PHM I’ve become a bit worried about owning individual healthcare names and am now feeling more inclined to want the safety and diversification of an ETF. How do you feel about IBB or do you have any other suggestions? I already own GUD, SIS, and XLV.
Read Answer Asked by Steven on August 15, 2016
Q: In order to reduce the correlation of my portfolio to the broader market, I hold a full position in JJG, an ETN that tracks a basket of grain commodity prices. My understanding is that, as an ETN (vs. ETF), its credit quality is only as good as that of Barclays Bank. Since BCS does not appear to be doingwell (esp. post-Brexit), I fear that JJG might be at undue risk.

BCS sponsors a number of different ETNs. Where do these assets rank in the "pecking order" in the event of a "bail-in"-type refinancing of the bank during a 2008-type crisis?
Read Answer Asked by Gregory on August 10, 2016
Q: My question is regarding this specific ETF, ZJG. As an Index ETF it appears to be held back by the non-performers in the Index. Which 10 (or so) equities from ZJG would you recommend for an equal weight (or other weight) DYI ETF that could provide better results, assuming my assumptions are correct?
Thanks for your reply.
Dietrich
Read Answer Asked by Dietrich on August 10, 2016
Q: Mfc1192. I purchased this at around 50 per share 10yrs ago and had been under water since. It is now near 70. What would ur opnion be to continue to hold thru the seasonal strenght a little longer and maybe sell half or all and would there be a better or less expensive alternative?
Read Answer Asked by Marcel on August 09, 2016