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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: What ETF would you recommend for US exposure( one that trades on the TSX)? Do I concern myself with hedged vs non-hedged? Thanks
Read Answer Asked by Michael on February 25, 2014
Q: Could you please offer any comments on the CDV ETF. In looking mainly for income it seems like a good product? Thank you.
Read Answer Asked by Len on February 25, 2014
Q: Hi Peter,
Many sources have indicated Mexico is due for a break out with new political leadership. Do you agree, and how would you play that possibility. How about EWW-N even with Fx risk? Thanks
Read Answer Asked by Derek on February 25, 2014
Q: Could you suggest a consumer staples Can. ETF and a U.S. consumer staples etf hedged to the Can.$? Thank you.
Read Answer Asked by Donald on February 24, 2014
Q: I would appreciate your opinion on the new BMO ETF, ZWH
Thanks (High div covered call)
Read Answer Asked by Behrouz on February 21, 2014
Q: Age 75 years.Looking for a strategy and investments for my RIF in this low interest rate environment.Advice would be most welcome.Thanks for your consideration.
Read Answer Asked by Maurice on February 21, 2014
Q: What is your opinion of holding a senior floating rate loan ETF like BKL (or BKLN in U.S.)as part of the fixed income portion of a portfolio? Thanks.
Read Answer Asked by Joseph on February 21, 2014
Q: Which do you prefer XIU or ZCN and why? Thanks
Read Answer Asked by Michael on February 21, 2014
Q: Would like to buy only one, either ZGI ETF or SLF for long term.
Please which would you recommend?

Thank you for your great service.
Helen
Read Answer Asked by Helen on February 20, 2014
Q: Hi 5i team. I'm 68 years old and would like to gain some exposure to international markets by buying a number of ETFs. Which are your current favorites for;
1. American exposure
2. Global exposure outside of the United States
Descent dividends that are sustainable and rising would be appreciated.
Thanks for your continued support.
Read Answer Asked by Les on February 20, 2014
Q: Where would one be best advised to invest for growth in a USD account ?
Read Answer Asked by Thomas on February 19, 2014
Q: I know you don't like the cost of holding leveraged etfs(eg.hxd).What is your opinion of hix and hiu.
Thank you
Eric
Read Answer Asked by Eric on February 19, 2014
Q: hello 5i team: i am trying to decide between active verses passive for global equity in my rrsp. this would be 15% of portfolio. comparing xwd for etf and mawer global equity also for small cap. 5% weighting of xsu or xcs to mawer global small cap. your input is greatly appreciated. thanks Larry
Read Answer Asked by Larry on February 19, 2014
Q: I would appreciate your views on preferred
ETFs in general and US PFF and Canadian ZPR in particular
Read Answer Asked by Behrouz on February 19, 2014
Q: I own a 2.5% weighting inside an RSP of ZUB (CDN Hedged) and have enjoyed a 25% gain to date. I see BMO has introduced a New non CDN hedged ETF named ZBK covering the same equal weight US banks.

Would you recommend selling the ZUB to buy the new ZBK ETF?
I'm assuming for the next 12 months Canada will see a 90 cent dollar to the US.
Thanks in advance. Greg.
Read Answer Asked by Greg on February 18, 2014
Q: Hi Peter,
I wuld like to diversify my portfolio away from Canada and the US by adding a European ETF. The problem is there are not many choices in the Canadian market. I was looking at XEF (ishares not hedged) and ZDM( BMO hedged) but now I am considering the new EUR from First trust, which is a more pure play on the European market. Also, if recovery is starting in Europe it would seem to me that an Alpha ETF might have a superior gain over an index not to mention the pure play in Europe. What do you think of this new ETF and do you know if it is hedge or not and is that important when investing in Europe?
Thank you for your insight.
Read Answer Asked by Maggie on February 18, 2014
Q: Currently approximately 16% of my stock portfolio is in international stocks with the largest percentage being large banks (Santander, ING, JP Morgan, HSBC and Bank of America) at 28%. The remainder typically are large American and European companies (pharma, agriculture, metals, tech, industrials and telecommunications) . I recently sold some MacKenzie mutual funds. I am planning to take the proceeds and purchase Mawer Global Small Cap Mutual (MAW150) thinking that this will increase my international exposure to approximately 20% plus balance the weighting a bit more to smaller companies. I would appreciate your comments about my thinking and would like any advice for alternates. I very much value your thoughts. Thank you very much.
Read Answer Asked by ED on February 18, 2014
Q: Hi Peter,
Which gold and silver stocks would you recommend. Or do you prefer ETF.s? Also do you have a favorite junior miner? Thanks Clare
Read Answer Asked by clara on February 17, 2014
Q: I only hold Cdn stocks but wud like 2 take advantage of European recovery. Have MG & ATD.B. Any recommendations, please.
Thanks, B
Read Answer Asked by Bill on February 17, 2014
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