skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 2 more answers this month. Sign up for a free trial for unlimited access.

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 like to invest in consumer staples, with good dividends. Is there an ETF with currency hedging which you would recommend?
Read Answer Asked by Carl on January 23, 2015
Q: Hi- I know that when a new closed end fund is started up that the first buyers end up paying for the administrative costs of the fund. Is the same thing true of a new ETF? Horizons has put out an Insider etf which I find interesting, but I want to buy it when it reflects the actual fund's value.
Thanks

Read Answer Asked by Pat on January 22, 2015
Q: Hi guys, wondering what you thought of is hares global healthcare and bmo global infrastructure as investments at the present time.zgi and xhc . Are the mer's ok and are they a good hedge against our weakening dollar? Do you have a better ETF recommendation or specific stocks in these areas you prefer. Thanks Darryl
Read Answer Asked by Darryl on January 22, 2015
Q: how do you apply sector designations to some etf's that cross many sectors; eg xcs or even xhy and xlv (health)
Read Answer Asked by wayne on January 22, 2015
Q: With the strength in the USD would it not be wiser to invest in mid/smaller cap US equities since they have less FX exposure. What do you think of VUS?
Thank-you.
Read Answer Asked by Albert on January 22, 2015
Q: Good morning 5i, could you please update your opinion on these ETN's as an income investment. Thank you
Read Answer Asked by Alayne on January 22, 2015
Q: Just a follow up question to the American banks would you personally recommend the Zub etf or buying say two U.S. banks such as Bac Bank of America and Wfc Wells Fargo
Thank you
Read Answer Asked by jason on January 21, 2015
Q: You have mentioned MDA,G,CCL.B as Canadian stocks benefitting from U.S. growth. With the BoC rate cut, could you identify any other stocks in your two Model Portfolios that you think will have additional benefit. Are there any that you would now have concerns with given the rate change ?
I don't hold any non-Canadian stocks - do you feel it is sufficient to benefit from U.S. growth this way or would you still recommend buying U.S. stocks direct ? If so, what U.S. etf's would you now recommend, as I have a (more than) full complement of individual Canadian equities. Many thanks and congrats on such great results for 2014.
Read Answer Asked by Alexandra on January 21, 2015
Q: I currently own ZPR and CPD.ZPR has been underperforming CPD over the last six months particularly.Is there an explanation for this difference?I am considering a switch to CPD entirely.Thanks, Joe
Read Answer Asked by Joseph on January 21, 2015
Q: Would this be a good time to invest in this etf (junior), or would it be prudent to purchase individual stocks, and which ones. Currently have (carried over) HGU, SLW at this time.
Many thanks. H
Read Answer Asked by Helen on January 21, 2015
Q: should I sell and put proceeds into FHH or some other ETF
Read Answer Asked by Claude on January 21, 2015
Q: HI PETER AND CREW, I wonder if you could recommend a ETF for India also a well managed ETF for gold stocks. Thanks for good work!
Read Answer Asked by Herbert on January 21, 2015
Q: should I sell and put it into ZGI, or some other etf
Read Answer Asked by Claude on January 21, 2015
Q: Hi Peter and Team,
I am trying to add fixed income to my retiree portfolio. Have never been a fan of fixed income since being badly burned in 1994. (long memory) I am thinking CBO 15% in RRIF's,
CVD 5% in RRIF's
CPD 5% in taxable accounts.
Your suggestions are greatly appreciated. I am reluctant to assume a higher allocation.

Ted
Read Answer Asked by Ted on January 21, 2015
Q: Hello Peter and team;

There has been quite a bit of press lately on energy company high yield bonds, the spike in rates due to their falling prices and potential defaults all as a result of the oil price collapse. There is also reference to previous collapses in the junk bond market as a prelude to a significant pulling down of the broader market with it.

What is your view on this and do you see similarities to the current bond conditions and the collapse of 2008.

Thanks
Jerry
Read Answer Asked by Jerry on January 21, 2015
Q: Re Louisa question today - If by tax reporting she means the T1135 "Foreign Income Verification Statement", it would not be considered foreign content for that purpose and would not have to be reported. Post if you wish.
Read Answer Asked by Christopher on January 20, 2015
Q: This question is about establishing a diversified portfolio of 4 ETF's with the goal of long term gains without having to carefully monitor ones portfolio.
At initiation, an equal amount of money would be invested in each ETF, (Horizon Active Floating Rate Bond - for fixed income), (i-shares TSX Dividend Aristocrats for Canadian exposure) (BMO S&P 500 for American exposure), and (BMO MCSI EAFE INDEX) for global exposure. At the end of the year the portfolio would be re-balanced.

For a person who can't carefully monitor his portfolio:
1. Do you consider this to be a viable investment strategy?
2. Do you agree with the ETF choices and if not would you please suggest alternatives in the 4 categories?

As always, thanks so much for your valued suggestions.
Read Answer Asked by Les on January 20, 2015
Q: I was reading your reply to Paul on Jan 19 regarding ZDY, a proxy to US dividend stock, is this considered to be US$ to include in the foreign content in income tax reporting? Is this good to hold in TFSA?

Thank you.
Read Answer Asked by LOUISA on January 20, 2015
Q: Hi Peter, would you be able to shed some light on this Fund? Is it an ETF, a MF? Is there a MER? Would you buy this for exposure to the growth in India? Jeff
Read Answer Asked by Jeff on January 20, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!