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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 comment on whether it is better to hold XIT - S&P/TSX Capped Information Technology Index Fund
or just try to cherry pick among the 7 holdings(GIB.A,BB,OTC,MDA,CSU,CLS,WIN) there seems to be a good representation of 5i selections while the others seem to be
doing well or at least on the cusp. Thanks in advance
Read Answer Asked by Leonard on June 11, 2013
Q: ZDM ETF -international other than NA-made up of EU, Asia & MSCI EAFE Index- is this a good holding for international exposure. It has been going up even though the economies are in recession??
Read Answer Asked by James on June 10, 2013
Q: Peter, I have owned the ETF XRE (RRSP) for over 4 years and incl. reinvested dividends I have a gain of approx. 130%. REITS have been hit recently due to concerns about our real estate market (negative press as always) and > interest rates, I guess? Would you sell or keep-Reits should do well in a little higher int. rates as this would indicate a bit of inflation which should be good for fixed asset valuations-I would think?
Read Answer Asked by James on June 10, 2013
Q: I'm looking at US$ ETFs. Any thoughts about the suitability of DGRW for an RRSP investment? Would you prefer VIG?
Your service is valued! Thanks!
Read Answer Asked by Jim on June 09, 2013
Q: Hi Peter:
Another question regarding the the rotation out of bonds. I have huge capital gains in XRB and was wondering if it would be a good idea to sell and put the proceeds into a 5 year GIC ladder to lessen the damage that could be caused by rising intrest rates.

Thanks
Ron
Read Answer Asked by Ronald on June 07, 2013
Q: Could you please comment on the suitability of the covered call option ETF'S offered by the Bank of Montreal; in particular the Utility, Banks and Dow Jones Funds, ZWU, ZWB and ZWA respectively - thank you in advance for your feedback.
Read Answer Asked by Bruce on June 07, 2013
Q: I can see in my portfolio the rotation happening that you have been addressing, as I have a lot of dividend payers (my pipelines, utilities, telecom, reit's are going down). Can you recommend specifics stocks / etf's to rotate into as I would like to participate. It looks like its just the beginning. Thanks - John.
Read Answer Asked by john on June 06, 2013
Q: Hi 5i, I am new to the service and am pleased with what I see.
I was wondering if you have any ideas about hedging your portfolio
with a etf like HVU or HSD or VXX. Your thoughts would be appreciated. Thank you.
Read Answer Asked by Greg on June 06, 2013
Q: Thank you for your service and your willingness to comment on questions beyond the stocks you're following. I hope your answer to our situation will be useful to your other clients.
You have suggested the Canadian Preferred Shares ETF CPD for other clients' bond and fixed income holdings and we took advantage of that advice with some GIC and moneymarket holdings. We've held TD Canadian Bond Fund TDB162 for many years (before 5iResearch and the wonderful Model Portfolio!)and are thinking of replacing the TD fund with CPD. Do you agree with this action?
Read Answer Asked by Sharman on June 04, 2013
Q: Hi Peter,

What is your take on high dividend ETFs such as SDIV?
http://www.globalxfunds.com/SDIV - for your reference.

Thank you.
Read Answer Asked by william on June 03, 2013
Q: Hi Peter,

I was hoping for you opinion on an Emerging Market ETF (PIE), which I own for broader portfolio diversification. Is there a fundamental reason behind the recent 30 day slide (after hitting 5 year highs in April) or is this likely profit taking? Would you continue to own this, recommend another Emerging Market ETF or get out of the sector altogether?

Many thanks!

Ray
Read Answer Asked by Ray on June 03, 2013
Q: Peter; I am looking for a US consumer staple ETF. I found the Vanguard , VDC, and wonder if you know of others or if this one is acceptable. Thanks . Rod
Read Answer Asked by Rodney on June 02, 2013
Q: US Utilities have been correcting sharply. At some point I would like to buy some. What do you think of this idea and is there an ETF you might recommend?
Read Answer Asked by Gerald on May 30, 2013
Q: A couple of bond funds, namely CLF and CBO are now trading at 52 week lows. Is this an opportunity to buy them or evidence that the market is expecting higher interest rates and therefore forebodes further decreases in the prices of the these funds? ... or something else?

Thanks,
Read Answer Asked by Donald on May 29, 2013
Q: Hello Peter and the 5i Team:

What is your opinion on CEW Equal Weight Bank and Lifeco ETF as a diversified investment in the financial sector? It would be about 8.4% of the overall portfolio. CEW holds 10 bank and insurance company stocks.

The purchase of CEW would be funded by the sale of TD, as I realize that 8.4% is too high a weighting for this one bank stock. A commentator on BNN suggested greater diversification in this sector going forward.

As usual, thanks in advance for your timely advice and excellent service.
Read Answer Asked by Jerry on May 29, 2013
Q: Would there be a difference in capital appreciation in a non-hedged U.S. ETF vs. the same ETF that is Can. dollar hedged, for example the S&P 500 hedged vs.non-hedged? Thank you.
Read Answer Asked by Donald on May 28, 2013
Q: Re:Buying non-hedged or Can.dollar hedged U.S.ETF's. Would there be a difference in capital gains or losses?Thanks again for your help.
Read Answer Asked by Donald on May 28, 2013
Q: Peter; Would holding both VTI-N and VFV-T be basically the same investment? Thanks. Rod
Read Answer Asked by Rodney on May 28, 2013
Q: I have position in ZJG (BMO) should I add to it, to bring cost down to manageable cost.It is only 4% of my portfolio and I can wait another 2 years for a rebound. I would spend about $ 3900. I have read about what you say to buy in strength.Appreciate all your comments from you and your staff.Truly no conflicts wow, where can you get that in today's financial times.
Read Answer Asked by Guy on May 27, 2013
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