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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: It would seem that interest rates in Canada are not going anywhere in the near to mid term. Would you consider CBO has a relatively safe place to park some money for the next year ?
Read Answer Asked by Ken on August 18, 2015
Q: hello 5i:
I've looked, but can't find any comments on PDC. I note that Morningstar has assigned it a 4 star rating, with above average returns and lower risk (over a 3 year period), than competing ETFs. Your take, please.
Read Answer Asked by Paul on August 17, 2015
Q: For a long term investment (10 years) ,for a TFSA, would you prefer XUS or
XSP ( canadian Hedged).
Thank you.
Pascal
Read Answer Asked by pascal on August 17, 2015
Q: What would be the US equivalent to this ETF you would recommend?
Thank you.
Read Answer Asked by Janice on August 17, 2015
Q: Its been a while since any questions were asked on WETF and they continue to show strong growth and diversify their product line up. Do you have any comments on the most recent quarter or outlook for the company moving forward? Thanks,
Read Answer Asked by Stephen on August 17, 2015
Q: What small/mid cap European fund/ETF(s) would you recommend at this time. I am interested in diversifying geographically a portion of my investments
Read Answer Asked by Dennis on August 14, 2015
Q: Hello:
I was considering purchase of Disney until the recent quarter report.
I am looking for a US investment, but am now considering HXS as perhaps a better exposure to US market. Is there sufficient breadth to the US economic growth to suggest S&P will continue to perform well or should I be looking at individual stocks? Thank you. Marilyn
Read Answer Asked by Marilyn on August 14, 2015
Q: Sold all my bank stocks and bought ZWB---good div and spreads the risk
Now down about 5%---I think a recovery in Banks is inevetable but have sure been wrong before--what do you see in the future for the CAN banks? At this level thinking of buying more ZWB
Read Answer Asked by peter on August 14, 2015
Q: Hi Peter and Team,

Can you comment on the Direxion shares 3x leveraged ETFs? The ones I'm specifically looking at are DUST, NUGT, and CURE. I understand they're high risk (especially DUST and NUGT) and swing pretty drastically in both directions. Would you view DUST as being a good, but aggressive, hedge against the general economy? CURE also looks interesting as a bet that the healthcare sector will continue to do well.

Thanks,
Jordan
Read Answer Asked by Jordan on August 13, 2015
Q: I was considering purchasing CDZ - the dividend aristocrat concept seems good - the ETF information indicates that each holding -" have increased ordinary cash dividends for at least 5 consecutive years;"

I note that the largest holding in the ETF is Bird Construction but on a search for the dividend history it hasn't increased the dividend since March, 2013. This doesn't fit with one of the qualifying conditions as quoted above. How then can this company be in this ETF?

You have made favourable comments on CDZ as an investment and expect you still think it to be?

Thank you for your valued information. Len
Read Answer Asked by Len on August 12, 2015
Q: Please recommend CAD ETFs for each sector in TSX

Thanks
Read Answer Asked by Steve on August 12, 2015
Q: I would very much appreciate your opinion on the fixed income portion of my portfolio. I assume that laddered bond ETF's such as CBO and CLF will do well in a rising rate environment (am I correct?) but what about the following bond elf's?...... XBB, XHB, XQB, ZCM, and ZCS??? How will they do as rates rise? Are there other bond strategies that will preserve capital for the long haul? I have recently renewed my membership for another year and appreciate very much all the excellent advice your firm offers. Thank you for your response.
Read Answer Asked by Paul W on August 12, 2015
Q: Any thoughts on this - in particular, am I mainly getting ROC?
Thanks.
Read Answer Asked by David on August 12, 2015
Q: Any opinions on this security as a proxy for US variable rate prefs.
Thanks
Read Answer Asked by David on August 12, 2015
Q: I'm not familiar with ETNs or potential risks associated with them, but would appreciate your thoughts on a fund such as Barclays CAPE that seeks to invest in the undervalued sectors of the S&P 500.

Are the potential risks justified versus a low cost ETF that just tracks the S&P500?
Read Answer Asked by Jeffrey on August 12, 2015
Q: Hi Peter & Team, additional question regarding preferred
XPF, CPD and ZPR are down 2.67%, 11.54% and 17.26% (12 months)
a) Why such variation?
b) Is it best to buy ZPR since it is down the most?
Thanks
Read Answer Asked by Karl on August 12, 2015
Q: Please add to my previous question today re: switching from US VO & VB to XLV & XLY & or a combination to include IHF & XBI.
Read Answer Asked by Robert on August 11, 2015
Q: Am considering a change from present US ETF holdings - VB & VO.
These 2 represent approx. 50% of total US investments. What is your crystal ball opinion for a switch to an equal amount between XLV & XLY? As always - thank you.
Read Answer Asked by Robert on August 11, 2015
Q: Hi Peter & team, what is your opinion on ZPR for income purposes in a RRIF portfolio? Looking for long term with at least 5% of total portfolio. Thanks
Read Answer Asked by Karl on August 11, 2015
Q: Hi Peter & Team:

I heard that ETFs & Mutual funds that hold foreign companies are not required to report on T1135. If this is true, would it be good to invest in foreign companies but avoid reporting the T1135? Thank you.
Read Answer Asked by LOUISA on August 11, 2015