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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, I've owned this awhile, but I seem to be getting no "pop' due to the rising USD vs CAD. Is it hedged against a rise in the USD? What I was wanting when I bought this, was US Large Cap Div exposure with a USD exposure vs CAD. Can you recommend another US index fund that would participate in the continued CAD decline?
Read Answer Asked by Daniel on July 24, 2015
Q: Since my buy in May, 2013 ZPR is down 23% and continues to get beaten down as interest rates fall. Assuming the Bank of Canada reverses direction in response to the expected rise in US interest rates, is this a good entry point for ZPR as a long term hold?
Read Answer Asked by Jean on July 23, 2015
Q: Hello looking for some energy exposure considering
XEG
OXF
HEE
ZEO
IF YOU HAD TO PICK ONLY ONE WHICH WOULD BE YOUR CHOICE i AM LEANING TOWARDS XEG
Thnks
Rod
Read Answer Asked by rodney on July 23, 2015
Q: For some US exposure what are your thoughts for yxm.b, US Momentium Index?
Read Answer Asked by Shirley on July 23, 2015
Q: I currently hold 10% portfolio position in zlb and hold all of your balanced portfolio minus Enbridge and telus...the charts show that zlb has outperformed both of these two stocks since its inception...should I consider selling zlb and taking a position in each enb and t for diversification considerations or continue to hold zlb which has performed very well for us..thank you for the great service and advise.
Read Answer Asked by gene on July 23, 2015
Q: Hi Peter & Team: Your comments to Allen's question today: "but expect a flat to declining sector..." I own this in my Riff and in a loss position, should I let it go? Thank you.
Read Answer Asked by LOUISA on July 22, 2015
Q: Could I please get your recommendation for both an inverse oil & gold ETF.

Thank You
Craig
Read Answer Asked by Craig on July 22, 2015
Q: In your Updated news report July 18th you said to make sure you have international exposure. What do you recommend? I follow closely your investment advice and my portfolio consists mainly of stocks from your balanced model portfolio. I have a 5-10 year time frame.

Thank you so much,
Louise
Read Answer Asked by Louise on July 22, 2015
Q: I have both which would you own?Thanks for your great effort! What would you replace if you think I should in the same sectorThaks Cliff
Read Answer Asked by cliff on July 22, 2015
Q: I've been a member for over a year now and appreciate all the help you have given regarding individual equity choices. My wife and I are both 70 years of age. Our pensions provide enough money to meet all of our monthly needs so we are able to take on some risk. I am having some difficulty determining what percentage of our portfolio should be in each sector. I would appreciate it if you would suggest how much we should relegate to each of the following categories and one or two etfs (I like the Vanguard family for their low fees) that you think would provide the exposure we need.
1. Fixed income
2. Canadian equities
3. American equities - I'm leaning towards VUN
4. Global equities.
Thanks once again for your guidance.
Read Answer Asked by Les on July 22, 2015
Q: Hi Team,
Are you aware of any funds or ETF's that focus on sport companies, teams or anything sport related? Rather than pick a company like Nike, I'm looking for a managed basket.
Read Answer Asked by Gregory on July 22, 2015
Q: Good morning Peter and Team,

I am another unfortunate soul who has a position in G (down 48% at the present). Thank goodness though for diversification, as my overall portfolio is up a lot in large part because of 5i's picks.

Having said that, since gold is normally held in a portfolio to add stability in tough times, and since the Canadian dollar is currently very weak, wouldn't an investment in a US dollar currency ETF such as DLR accomplish the same goal with substantially better safety and much lower volatility? I'm not saying this "theme" would be valid forever, but what do think about it for the next little while?

Thanks as always for your insight.
Read Answer Asked by Jerry on July 22, 2015
Q: We currently hold TD, BNS and BMO. Is there any advantage to holding ZWB instead of individual Canadian banks in the current market environment? Would the covered-call overlay produce additional returns over holding the individual banks?
Read Answer Asked by Allen on July 21, 2015
Q: Hello,

Your comments on Purchasing XGD for a possible trade by the end of the year?

Thanks
Read Answer Asked by Francesco on July 21, 2015
Q: I currently do not hold any precious metal stocks, and am very grateful for this. I know some of this is pure luck, and am wondering about your contrarian view on the sector. I see some stocks like YRI, G, ABX that have gone down so low that surely there is "blood in the streets". Is this a time to step in, or is this not 5i's style of investing? If this is not a recommended style, I would totally understand, but figured I would ask. Thank you!
Read Answer Asked by Mike on July 21, 2015
Q: Hi Peter and Team!! Hope you are enjoying the summer. I am looking to invest in a water utility. I don't know of any Canadian ones. Could you suggest a few Canadian (if any) and US ones that may be good buys? Thank you for all you do!!! Cheers, Tamara
Read Answer Asked by Tamara on July 20, 2015
Q: hello 5i:
I'd like to gain some exposure to international equities as per your advice to a writer, recently. Please advise your thoughts on ZDI. Is there another ETF you favour for international exposure?
Read Answer Asked by Paul on July 20, 2015
Q: Hello, I am curious what you think the effect of the US raising rates will have on the market in general. I am assuming global money will flow into the US and send it higher. But what effect does it have on emerging markets. Will some of that money be heading to the US as well?
A little birdie has told me that a-lot of emerging market debt is priced in US as well. The above scenario would put a-lot of pressure on these countries. Is it a safer bet to sell my position in XMM and redeploy somewhere else?
Thank-you for the great service.
Read Answer Asked by Eric on July 20, 2015
Q: Hi PETER ! i curently hold 1000 Shr. w.$=6.20 (average)in a TFSA Account. Last Closing=$5.23. i do NOT need This money before a Better Investment Opportunity. Keep Holding /or Sell / When ??... YOUR Advise = Highly Appreciated . [i Mss YOU & F.Tardiff from BNN / at Least i find YOU] = Best Rebards / peter.
Read Answer Asked by peter on July 20, 2015
Q: Good afternoon,
May I have your analysis of HEX as an income play? Is there a better alternative?
Thank you
Read Answer Asked by Peter on July 17, 2015