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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: 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
Q: Hi folks, new member here with a first question !

I am a Quebec resident investing inside a corporation (holdco). I currently have cash to deploy and wondering if i should invest in Horizon "Tax-Optimized" ETF (HXT/HXS).

For the US holding, I already hold VTI but I want to avoid purchasing more USD denominated securities to avoid US estate tax liabilities in the future. So my pick is between VUN and HXS.

For the Canadian holding, I already hold VCE. My pick is between VCN/VCE and HXT.

I understand how Horizon ETF works but i am wondering if they make sense in my particular situation (holdco, quebecers, etc).

Thanks for helping ! :-)
Read Answer Asked by Patrick on February 17, 2014
Q: Hi Peter and 5i Team,
My only material exposure in my RIF is 5% in Silver Wheaton. I would like to initiate a new 5% position in XMA. Your view please on the timing and the opportunity of my thinking.
Thank you all for the excellent service.
Read Answer Asked by Raoul on February 16, 2014
Q: My parents are getting close to drawing funds from their RRSPs and I want to start shifting their portfolios into safer equities. Can you recommend any lower volatility ETFs? Is ZLB fine or too illiquid? Thanks, Rob
Read Answer Asked by Rob on February 15, 2014
Q: ZHY has been a stellar performer over the past few years. Do you think it is still worth holding?

thanks
Read Answer Asked by Behrouz on February 15, 2014
Q: Hi, i am considering vsc and cbo for income is there any over lap between these two etfs would you recommend using both? or would one be better off with pimco monthly income fund series f.{mer .86} thanks
Read Answer Asked by tim on February 14, 2014
Q: ..oops I forgot to add I also own BMO Dividend Fund (146)-GGF70146 thanks
Read Answer Asked by El-ann on February 13, 2014
Q: Please recommend stocks or etfs to create cash flow in TFSA for healthy 90 year old. In addition he has laddered bonds and some income from pension and family business.
Read Answer Asked by William on February 12, 2014
Q: Question on portfolio weighting.
I have 25% in financials - BNS 5%, NA 4%, CM 3%, HCG 3%, HR.un 3%, CSH.un 3%, MIC 2%, GS 2%.
I only have 2% in health care with ZUH etf.
I am thinking of reducing financials for more health care, specifically switching CM for more ZUH.
Your thoughts on this portion of my portfolio and the possible switch are appreciated. Your thoughts on ZUH as a health care sector investment is also appreciated.
Read Answer Asked by David on February 12, 2014
Q: Hi folks. Thanks for all the great advice. Could I have your thoughts on gold ETFs, particularly HGU?
Read Answer Asked by Guy R. on February 11, 2014
Q: I have held some XRB in my daughter's RRSP both up and down in price. Would it be an idea to add to this position for her? (her age is 31)
Thanks
Read Answer Asked by Robert on February 11, 2014
Q: Peter
A couple of members had questions about investing in water stocks.Maybe they should investigate CWW.What are your thoughts!
Read Answer Asked by Randy on February 11, 2014
Q: Could I have your thoughts on ERM, AET and XMA. thank you
Read Answer Asked by jim on February 11, 2014
Q: any views on CEF.A as a play on gold a silver bullion? and CGL for gold bullion?

thanks
Read Answer Asked by Behrouz on February 11, 2014
Q: Hi Peter & Team,

You have mentioned your favourite U.S. ETFs are IWO (Small Cap) and VIG/SPY (U.S. large Caps, I think ?). I have not seen much mention of U.S. Mid-Cap and Micro-Cap ETFs in your responses. Can you let me know which ETFs you would recommend for these and is there a reason why they are not your favourites as compared to IWO/VIG/SPY ?

Thanks in advance.
Read Answer Asked by Francis on February 10, 2014
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