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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: 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
Q: My husband and I are 65 and 60. We have never had any US or global investments in the past. We've now sold part of our RRSP portfolio (~20% of the total investment) and are ready to step into the US market with ETFs. My question is 1) The timing – the Feds will increase the interest rate very soon. Should I wait until the Fed announcement?, and 2) What US and/or Global ETFs should I buy? Thanks.
Read Answer Asked by Esther on August 10, 2015
Q: Hi...I am looking for an ETF to hold funds for a few months until the market settles...I am converting US$ to CDN$ taking advantage of the currency spread....no tax issues etc..

Thanks
Read Answer Asked by Matthew on August 10, 2015
Q: I am trying to look up the ETF iau.us in your research section and nothing is coming up? Is it because only individual stocks are covered?
Read Answer Asked by Neil on August 09, 2015
Q: Good Morning 5i

Looking for any comments on this O&G for a 3 year hold. Recommended on BNN yesterday. I'm concerning the Iranian oil arrival may cause a decrease in prices in next few weeks. Is it your view that a headwind will result and I should wait another month or two before jumping in on this one?

Any other recommendation for 3 yr. hold instead of ZEO?

Thank you!
Read Answer Asked by Randy on August 07, 2015
Q: Good Morning 5i

Looking to add Ishares Global Agricultural Index ETF in early Oct. Any thoughts on this one - recommended on BNN yesterday. Any others you would consider instead in this space?

Thanks very much for your sage advice as always.
Read Answer Asked by Randy on August 07, 2015
Q: Hi
I am looking into getting into the stock market. I have invested in stocks in the past but currently don't hold any stocks. I'm 25 years old, have a long term horizon and a medium high risk tolerance,
I have about 10K to start investing with and am looking for the best way to diversify and also get into the stock market again. I hold GICs already.
I was thinking about starting off with the stocks in the balanced portfolio and from there (as i am able to save some more money) pick a few other key names,
What is your opinion of this idea, do you think if I start with those stocks in the balanced portfolio at the current prices is that a good start?
Thanks
Chris
Read Answer Asked by Chris on August 06, 2015
Q: Could you recommend an Canadian utility ETF
Read Answer Asked by William J on August 05, 2015
Q: As a short term investment of say 1-12 months, could I get your opinion of this investment as opposed to a GIC investment and is VSB a safe place to park money. Thanks, Bill
Read Answer Asked by William J on August 05, 2015
Q: Hello Team
Trying to decided on which is the best and safest reit.I realize they are low risk.But if we go into a recession which would perform better.Thank You
Read Answer Asked by glenn on August 04, 2015
Q: What is your opinion of First Asset Multi-Factor core ETFs

CED and CES ?

Thanks ,

Glen
Read Answer Asked by Glen on August 04, 2015
Q: I am looking for exposure to the renewable energy space particularly in solar, as I think that in the next decade it will be a good investment. Could you recommend several ETFS that might fit that goal. I expect that we need to look outside of the Canadian market but do not exclude it.

thanks
Yossi
Read Answer Asked by JOSEPH on August 04, 2015
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