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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: ZWU - I have it for 1.5 year and it is not doing well. I would like to switch it to another ETF. Could you please recommend a couple ETFs for me.

Currently, I have ZUB and XRE. Thanks again for your great service.
Read Answer Asked by Rita on July 22, 2013
Q: Given the low valuations in Europe and large multinational companies, is there an opportunity to build a position for the long term
Read Answer Asked by Karl on July 22, 2013
Q: Re: ZWB-T

Hi Peter and Crew,

Thanks you for the great answer on the BMO ZEB-T (equal weight Canadian Banks) vs. purchasing 20% each of the big 5.

As a followup question, can you highlight some advantages or potential risks of the BMO Covered Call Canadian Banks fund (ZWB-T). From my analysis, the CC strategy does produce a higher yield. Tempting, but the one year total performance appear to be very similar. What "gotcha's may be out there ?

Thanks for a great service !
Read Answer Asked by Jim on July 19, 2013
Q: I am a new member and a long time fan of Peter Hodson and Canadian MoneySaver.
Question: Since bond returns are so poor and now there is a risk of losing capital too, what is an investor to do? I don't feel comfortable being 100% in equity even if it is well diversified and dividend producing. Any ideas?

Read Answer Asked by Lucy on July 19, 2013
Q: None of my accounts have any exposure to U.S. equites. Could you please recommend an ETF or two to fill that void.

Thanks again
Read Answer Asked by Warren on July 18, 2013
Q: I am considering buying VCR Vanguard Consumer Discretionary. Would you consider this as a good choice going forward. Bill
Read Answer Asked by William J on July 18, 2013
Q: Hi Peter and others,

I am thinking of adding some banks to my portfolio. Do you see an advantage (and would advise) a fund approach (example: the BMO offering of ZEB-T (equal weight Canadian Banks) vs. a purchase of the same amount divided up at 20% each of the 5 major banks. I am looking for both income and growth (a greed thing I guess - tee hee).

Thanks for your answer and thanks for the great "and especially unbiased" service
Read Answer Asked by Jim on July 18, 2013
Q: Both Pref Share etf's and High Yield Bond etf's dropped in price a lot in the last month with expectations of interest rate rises; but the High Yield Bond etf's have recovered nicely in the last week, while Pref share etf's are still down. Is there a reason for the High Yield Bonds significantly outperforming Prefs recently? What do you see going forward?
Read Answer Asked by David on July 18, 2013
Q: Having reasonably balanced portfolios in my regular and RRIF accounts would VCE be an appropriate holding for a TFSA?

Thanks Guys
Read Answer Asked by Warren on July 18, 2013
Q: Re; VIG
It seems to be going up re this ETF, I am patiently waiting for
a pull back to get in
I have a 3 year time horizon, should i put in a 1/3 position now
and wait ?
thanks!
Read Answer Asked by Michael on July 18, 2013
Q: Hi Peter & Team,
I'm very much under invested in fixed income, could I have your suggestions please.
Thanks,
Henry
Read Answer Asked by Henry on July 17, 2013
Q: Peter, I want an investment for about 4 years in an RESP-like fund where capital preservation is important. Is there a particular preference share etf you like, and as far as stocks go would you expect K-Bro to be low volatility? Thanks, Bill
Read Answer Asked by Bill on July 17, 2013
Q: I would appreciate your opinion on EPP (iShares MSCI Pacific ex-Japan Index ETF) for international exposure. EFA and VEA were mentioned in a previous response. Do you think these are preferable to EPP? Thank you.
Read Answer Asked by Stephen on July 16, 2013
Q: Hi Peter, Have you any suggestions as to how I could get some
exposure to biotech or life sciences through the TSX and an ETF.
I am aware of the XHC and ZUH. May be a growth area over the next five years.
Greg
Read Answer Asked by Greg on July 16, 2013
Q: I see XCD as a Can.Dollar hedged consumer discretionary ETF.Are you sure XCD is the symbol for the unhedged consumer staples ETF? Thanks.
Read Answer Asked by Donald on July 15, 2013
Q: Are you aware of a U.S."consumer staples" ETF and a U.S."consumer discretionary" ETF that is hedged to the Canadian dollar?I thank you for your continuing superb performance in answering so many varied questions.
Read Answer Asked by Donald on July 12, 2013
Q: Wanting to take advantage, with the long-term in mind, of the beat-down in emerging markets, what ETFs or Mutual Funds do you recommend? Also, if I wanted to buy a single company with good dividend that has very strong EM exposure, would Unilever be on your short list?

Thanks-
Read Answer Asked by Brad on July 12, 2013
Q: Peter;Is there any difference between XLP and KXI ? Thanks. Rod
Read Answer Asked by Rodney on July 12, 2013
Q: Peter; I own KBE at $23.5 and am wondering if I should take my gain or continue to hold it. I have read a few things recently that U.S. banking sector is facing headwinds. Thanks. Rod
Read Answer Asked by Rodney on July 11, 2013
Q: Could you please give me your opinion on ZRE-T.
Thank you.

Milan
Read Answer Asked by Milan on July 11, 2013
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