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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: Sorry guys, I meant to ask about XEU (not XUS)as a C$ alternative to some combination of FEZ and EWU. What do you see as the pros/cons?
Read Answer Asked by Ken on September 15, 2015
Q: I have a position in FEZ but it doesn't include Great Britain which appears to be the strongest economy in Europe. Would you add an equal position in EWU? Alternatively, if one doesn't wish to buy US$ at this time, what about a position in XUS which appears to cover Great Britain and the developed countries of Europe and is available in C$? Is there a US$ equivalent to XUS? Thanks for your advice.
Read Answer Asked by Ken on September 14, 2015
Q: Doing a bit of portfolio clean up, what would be your recommendation (keep, replace with) regarding the following mutual funds in a well diversified portfolio. They represent about 8% of the portfolio.
DYN435 up 40%, DYN9405 up 18%, TML1013 down 6.5%, TML 1018 up 12%, AIM1651 up 9%
Please deduct credits as necessary.Thank you.
Carlos
Read Answer Asked by Carlos on September 14, 2015
Q: Hi I hold one full position in Qqq and have done well with this, this is probably my only significant position in the US markets the rest are well diversified but mostly canadian stocks. I would like this to be a long term hold, however if you think the US tech stocks have had their run up in the near term, I was considering selling a half position to diversify in Us markets..can you suggest an ETF if you feel that is the right course of action. Thanks.Shyam
Read Answer Asked by Shyam on September 14, 2015
Q: Hi Peter. Would you recommend this ETF for 5% of my portfolio, I'm diversified Canadian 40% US 40% international 20%. Would this be a good time to add it to the plan?
GUY R
Read Answer Asked by Guy R. on September 14, 2015
Q: Please provide your opinion on whether ZRE and ZWB would see further downside if the U.S. Fed moves on a rate increase this year; or, does the current unit price on theses etfs "allowing" for a Fed hike?
Read Answer Asked by Michael on September 09, 2015
Q: i own all three of these and am trying to figure out which one or two i could get rid of. i do like, but not need, dividends (xei has the highest); already own too many financials (vdy owns the most); also own too much energy (vcn looks highest there). or should i just dump all three and add more to zlb which has dollarama, atd.b,ffh, etc. of which i have none otherwise?
please help. thanks again
Read Answer Asked by Astrid on September 09, 2015
Q: Hi team,

Can you please recommend few ETFs and/or stocks for a temporary hold of a quarter? The funds will be needed afterwards to purchase properties so capital preservation is a priority. Thanks, Jerry
Read Answer Asked by Yi on September 08, 2015
Q: Can you please recommed a ETF for international exposure bought in Canadian dollars?

Thanks Colette
Read Answer Asked by Colette on September 08, 2015
Q: This is a follow up question from my earlier question about bonds, I didn't explain my question clearly.
Do you have a suggestion for Bonds in Canada as I have no bonds at all and is it a good time to buy?

Do you have a suggestion for international ETF (not bonds) in Canadian $?

Thank you
Colette
Read Answer Asked by Colette on September 08, 2015
Q: I purchased COX.UN at $6.00 on 9 March 2009.I have the right to redeem the shares at NAV until 14 September. I cannot determine the NAV but shares are trading at $7.33 with a 12 month range of $7.20 to 9.40. Would you recommend redeeming the shares and investing the proceeds in shares with a better growth record? COX.UN pays no dividend. What would you recommend for a 80+ year old interested in growth and a dividend?
Read Answer Asked by George on September 08, 2015
Q: Hello...thanks again for your great support and advise...i have been looking at the zpr and cpd to take advantage of what looks like a movement in the canadian preferred stocks...could you please comment on these two or possibly a better north american etf that covers this area...i believe with increased interest rates these could possibly be a nice area to move fixed income allotment to ....
Read Answer Asked by gene on September 08, 2015
Q: I hold almost all of the stocks in the 5i Model Portfolio, 10 stocks in the Growth Portfolio and 7 stocks in the Income Portfolio. I also have VUN for some US companies.
I believe I could add some international exposure and I have no bonds.
What would you suggest for an international ETF and bonds? Is this a good time to purchase bonds?
This would be a long term hold, about 10 years in my LIRA account.

Thank you for your great service! Colette
Read Answer Asked by Colette on September 08, 2015
Q: what happens to XHY following 1st rate increase ...thx
Read Answer Asked by Bob on September 08, 2015
Q: Why is the yield on ZEB one percent lower the the individual bank shares. Am I better off buying the individual bank shares instead. Thank you.
Read Answer Asked by Francis on September 08, 2015
Q: How would you feel about buying IBB on this recent pullback? Already have CXR and PHM in the space. Or would you prefer IWO as a way to pick up a growthy etf at these lower levels? Already have VUN for broad U.S. exposure. How high of a weighting for either would you go up to for a young investor with a long timeframe? Cheers
Read Answer Asked by Josh on September 07, 2015
Q: Hi Peter, can you please comment on the sector risk, geopolictical risk and market timing of these ETF's. QQQ (tech), XLF (financials), IHF (healthcare), EWG (Germany), EWA (Australia). I can purchase some or all or even wait if you recommend? Jeff
Read Answer Asked by Jeff on September 02, 2015
Q: considering purchasing cew or zeb...
would appreciate your short term outlook for the major banks (how low do you think they may go?)
I like the idea of cew ( it adds some protection/diversity that is not available with just zeb!
Read Answer Asked by edward on September 02, 2015
Q: Peter and Team:
It will be 3 years until the kids start needing funds from their RRSP, and I am slowly selling individual stocks and moving to etfs to spread risk and reduce volatility.
They have good exposure to US Market ETFs, but all Canadian Exposure is through individual equities. Is now a good time to purchase ZCN (or suggested equivalent)?. Also how do you fell about low volatility ETF's i.e. ZLB vs. broader market equivalents.

Thanks for the great service and deduct 2 if you see fit!

Phil
Read Answer Asked by Phil on September 01, 2015
Q: I would like your comments on HMP vs HBB, CBO & XBB? Would they all react basically the same to interest rate increase?

Thanks, Gilles
Read Answer Asked by Denise on August 31, 2015
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