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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: Your thoughts on ZRE and CPD at this moment. Are they a buy?
Thanks
Read Answer Asked by Serge on October 09, 2015
Q: I am nearing retirement and would like to sell some stocks and purchase a 1 to 5 year bond ladder. But, a bond ladder can be difficult to manage for a retail investor. Can you recommend a good 1 to 5 year bond ladder ETF? Will a bond ladder ETF actually perform like a bond ladder, where every bond is held to maturity or would it be more subject to capital gains and losses with fluctuating interest rates? Would I be better off with a 5 year GIC ladder at today's rates?
Thanks,
Read Answer Asked by Hans on October 08, 2015
Q: Investing in preferred shares is a conundrum at present.Do you have any suggestions on investing in these products or should they
be avoided for other income products which offer less risk of capital loss? Are pref share ETFs worth the effort? Joe
Read Answer Asked by Joseph on October 08, 2015
Q: Re the ETF question, another company making money on ETF's is Blackrock, which has the ubiquitous i-shares in Canada as well as in the US.
Read Answer Asked by John on October 07, 2015
Q: In his recent article on etf investing Cullen Roche's closing comment is: "making markets in index funds is hugely profitable". I wonder if there are companies specializing in this area that you could name that would be worth researching. Also, of course, do you agree that they have potential for a profitable investment.
Many thanks
Mike
Read Answer Asked by michael on October 07, 2015
Q: I would appreciate your opinion on FIE for a balanced income portfolio. Will the capital value hold up in our current flat interest rate environment with rates gradually rising over the coming quarters? A big part of this ETF is composed of preferred shares. Will preferred re-sets do better in a rising interest environment? Many thanks!
Read Answer Asked by Paul W on October 06, 2015
Q: Hi,

Has the dividend on VDU gone down a lot? I'm sure when I looked at it a few months ago it was about 4% and now it is under 2%. What would account for this change?

Best,

Carla
Read Answer Asked by Carla on October 05, 2015
Q: Can you please give a update.. Thanks for the great service.. Rgards Cliff
Read Answer Asked by cliff on October 05, 2015
Q: At the current unit price of these etfs, do you think they are a buy at this time for a person looking for yield? Or, do you see further downside in October and November for the North American markets?

Thank You
Read Answer Asked by Michael on October 05, 2015
Q: I am recently retired, 58 years of age and my investments are 100% in equities and should be looking to diversify into some assets with less risk. I am currently receiving company pension that is sufficient for monthly expenses. What are your suggestions to diversify my portfolio? I am looking at some bond ETF and/or CIBC Income Plus Portfolio. Robert L
Read Answer Asked by Robert on October 05, 2015
Q: I was planning to purchase this etf but I see the daily volume is very low. Is there another etf with similar attributes and yield but with more market activity?

Thanks
Read Answer Asked by Michael on October 05, 2015
Q: Hi, this morning at one point one bid @ 18.28 for 8000, one ask @ 18.32 for 8000. Is this BMO making a market for the shares based on the companies inside the ETF?

Thanks
Read Answer Asked by John on October 02, 2015
Q: I asked a question on Wednesday but did not get a response.

Could I have your advise on buying some growth as well as relatively safe US stocks to take advantage of this weak market.

Thanks a lot. I leant a lot from 5i and also other members' comments
Read Answer Asked by Cindy on October 02, 2015
Q: Dear Peter and team:
Even though the tech sector has also corrected, it appears its gains haven't been completely wiped out.
What ETF would you recommend for one to take a position in NASDAQ. Keep in mind that the CAD is so weak! Do you see NASDAQ losing even more or holding steady in the next year or two. This is for my RRSPs. Time horizon 3 to 5 years.
If you don't recommend any ETFs, can you suggest some tech stocks?
Thanks .
Read Answer Asked by Savalai on October 02, 2015
Q: What is your opinion of this etf for ex-Canada diversified exposure? I hold in a registered account and plan to add to it periodically. Is there a different etf you would view as better?
I prefer not to get into sector etf's for this account.

Thx
Mike
Read Answer Asked by Michael on October 01, 2015
Q: Hi, this ETF is near the lowest it's been since inception, approx. 5 years.how about bringing up my existing position to 5-6% of portfolio for a 5-10 year hold in my RRSP. Down 12% on it but in my understanding it wont matter in 5-10 years at 6-7 % a year in distribution and I could be making a gain by then.Same applies to CVD . Would you agree ? and/or what is your view.
Thanks.
Read Answer Asked by Denis on October 01, 2015
Q: I am nervous about the markets between now and the end of the year because of the shorts from hedge funds and tax loss selling. Not to mention the possibility of a drastic change in our Federal Government. I am also shying away from bonds because of the threat of rising rates. I am largely in cash but am wondering if HPR would be considered a diversification from equities? Jeff
Read Answer Asked by Jeff on September 30, 2015
Q: Hi- I hold a bit of XHY but it has been crashing and I hear a lot of negative comments on it- liking it to holding the mortgage backed securities of 2008- what do you think?
Read Answer Asked by Pat on September 29, 2015
Q: With the volatility happening in Healthcare stocks, can you recommend a Canadian ETF that covers the US Healthcare Sector? I think ZUH is one, what is your opinion on this ETF, are there better ones out there?

Thanks,
Paul

Paul
Read Answer Asked by Paul on September 29, 2015
Q: I am thinking of investing in the REIT space ( individual company or ETF) for income in a registered account. In looking at XRE I note that CSH.un is not now listed in the holdings. Would you have any comment on a reason for it being dropped?

Do you have any preference between XRE or ZRE?

As always -thank you for your guidance.
Read Answer Asked by Len on September 29, 2015
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