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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
Could you please help me understand how the SDY ($US ETF) went from $74 down to $46 then back to $71 on Monday?
I don't believe the stocks it tracks dipped 37%. Or did they?
Seems way to volatile for such a solid $13B ETF. Seems like a missed opportunity. And on that note, do you endorse a purchase plan that has buy orders in place at say levels 10-15% below current market prices..to help catch the dips such as this case?
Thank you.
Read Answer Asked by Carlo on August 24, 2015
Q: Can you explain why some etfs like USMV were down significantly more than the market this morning? Do etfs get halted like stocks when they drop significantly. I bought a small amount at 29.6 this morning, but was too chicken to buy a lot because I couldn't understand what was happening.
Read Answer Asked by Craig on August 24, 2015
Q: Good Morning! I just renewed my membership for two more years at your special 10% discount rate on the second year, and also at the current price before increases take effect in December. Great deal..... great service.... one very satisfied customer. Thank you!! My question is about XHB. What is your opinion on holding it for income without risking a significant drop in capital value in a rising interest rate environment?
Read Answer Asked by Paul W on August 20, 2015
Q: correct me if i am wrong. has the monthly dividend been reduced. if so are you still holding for income. would this be a good entry point or will it go lower when tax loss selling takes hold. stephen
Read Answer Asked by Stephen on August 19, 2015
Q: Peter and Team,

My bond portfolio is currently made up of HFR, CBO, and CLF. I was curious if you know if there are ETF's that are similar to these but holding US bonds that you would feel comfortable with? Basically I am looking for 1 - 5 year laddered Government, 1 - 5 year laddered Corporate, and Floating Rate US Bonds.

I was thinking hedged ones might be best given CAD is down so much but I would consider un-hedged as well.

Thanks!
Read Answer Asked by Marc on August 19, 2015
Q: I haven't been able to find any previous comments on Horizons Global Fixed Income ETF (HAF). It is an actively managed fund and I would appreciate your insight. I am basically looking for exposure to global bonds for my wife's bond portfolio and any thoughts on other Canada-based ETF's to achieve this purpose would be appreciated. She already holds XBB, VBU, ZEF (very small position), and ZHY (also small). Thanks!
Read Answer Asked by Paul W on August 19, 2015
Q: Hi 5i,
Do you have any recommendations/suggestions for US small/mid cap mutual fund in CAD?
Read Answer Asked by Mehran on August 19, 2015
Q: I currently hold XIU 11%, XCB 10%,AAR.UN 10%,VXC 21%,and VFV 21%, in my TFSA account and 25% in cash($15000.00) which I would like to invest. Could you suggest a stock or an ETF suitable for investing the $15000.00. With Thanks, Bill
Read Answer Asked by William J on August 19, 2015
Q: It would seem that "averaging down" on some commodity stocks would make sense if the time horizon is somewhat long (5 yrs.), and the individual does not trade actively. I currently own tck.b / fm / g, and while down significantly, do you think "averaging down" for a long term horizon makes sense? And, of the three stocks which (in your opinion) will recover most favorably (reducing debt, not diluting itself, maintain dividend, etc.), And lastly, can you let me know of an 5i favorite / recommended commodity ETF, thanks!
Read Answer Asked by KEN on August 18, 2015
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
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