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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's the best way to short the U.S dollar in Canadian dollars? Thanks!
Read Answer Asked by holly on January 14, 2014
Q: re......deflation. I feel it is a possibility we may see real deflation where I live subject to the US dollar question of course. I am not worried about it from a local point of view but from a Canadian Macro economic point of view if it got going it could be worrisome. I believe we would have lots of notice with time to have some form of plan ready to go so to not have one is just plain crazy. But I can only find blank faces when I ask for opinions. Since I am convinced I must stay invested, I is moving to consumer staples a reasonable move? What moves might the bank of Canada do? Who is a deflation guru with an answer?
Is there a place to hide?
Thanks very much
Read Answer Asked by Glen on January 13, 2014
Q: Hi Peter,
I know you are not a big advocate of funds at this point in your career becasue of fees etc..However, what would your favourite funds be for US large Cap & US small cap? or perhaps you could recommend US large cap & US Small cap ETF?
Thanks
Read Answer Asked by Chris on January 13, 2014
Q: Hello Peter and team, I'm trying to find a US bank ETF that is hedged to CAD. Can you give me any suggestions or companies that may sell something like that? best regards, Keith
Read Answer Asked by KEITH on January 13, 2014
Q: Do you think IBB, I shares Nasdaq biotech ETF is a good way to play the biotech sector as opposed to just picking an individual biotech stock?
Read Answer Asked by Morgan on January 13, 2014
Q: My son, a 3rd year PHD student, has approximately $5,000 to open up a TFSA. He is planning to invest the money in 1 or 2 ETFs. Is it a good strategy? Alternatively, please recommend 1 or 2 stocks for his portfolio. Thank you.
Read Answer Asked by Rita on January 13, 2014
Q: I thought I had seen a list of ETF'S on the 5i website that 5i was recommending and now I cannot see it. Was I seeing things? If there is an ETF list on the site,where is it?
Thanks
Read Answer Asked by Randy on January 12, 2014
Q: I'm thinking of investing in a couple of ETFs. I'm trying to understand the fee structure. On Fees and expenses it gives an Actual Management Fee percentage and an Actual Mgmt Expense Ratio(MER). How do these 2 Fees relate to my costs of buying and holding on to an ETF
Read Answer Asked by david on January 11, 2014
Q: Any thoughts on XBI the spyder biotech ETF. MER is .35% Great diversification in a hot sector. I the party over? I am thinking of initiating a small position as a growth stock in my RRSP.
Read Answer Asked by MANFRED on January 10, 2014
Q: Thanks a lot to all of you at 5iResearch. I have been a member for the last 9 months, which have probably been the most profitable investing period I have ever known, in great part due to your advice and information form the Question section. Express Script (ESRX) is one of the few US stocks I own directly. Although this is not your area of expertise, I would like to know if selling ESRX and reinvesting in IWO might be a good move (I have primarily a well diversified Canadian equity portfolio), without consideration to risk or balancing and with a long time line?
Read Answer Asked by jacques on January 09, 2014
Q: Have just renewed. Thank you for such sound advice. I have been financially " guiding" my employed 38 year old daughter for some time. She has $20,000 to place in a non registered account and about$15,000 cash in her TFSA . I have been keeping notes from your Q & A, your portfolio and other research. In her non registered, she has XDV;XIU and a dividend mutual fund. Feel free to suggest weightings , long term horizon, which of the following would you suggest for non registered and TFSA (Or as you like, make any substitutions):
BCE; CGX; BNS; SLF;PWF;T; CBO; BEP.UN; IWO.
Thanks for your input.
Paul
Read Answer Asked by Paul on January 09, 2014
Q: Good evening,
I am wondering whether you could recommend an ETF(s) that focuses upon emerging market economies smaller than the BRIC countries such as MIST or TIMPs. Speculative risk is not an issue. Thank you for your help.
Read Answer Asked by Peter on January 08, 2014
Q: I have no exposure to any health care stock. Can you recommend one or two to me?
Read Answer Asked by david on January 07, 2014
Q: Peter and staff,happy new year to you all.
Thanks for all the great work and hopefully we can make some money this year.
What are your thoughts on DVYE as a diversification into the emerging markets?
It pays a dividend of almost 5%
Looks attractive right now?
Read Answer Asked by Josh on January 07, 2014
Q: Hi 5I Team, I would like your opinion on adding FEZ and EEM (5% each) to my RRIF portfolio. Are they a good at this time? Would you recommend others besides these two. I already own EWH, IDV, XLI and XLF. Thanks
Read Answer Asked by Karl on January 07, 2014
Q: I am considering adding either VCE or VCN to our TSFA account for 2014. Which would you recommend and would you invest now or wait for a further pull back?
Thanks Guys.

Read Answer Asked by Warren on January 07, 2014
Q: Hi Peter and Co, and a very prosperous New Year to all,

Would you give me your opinion on XTR, the ishares Diversified Income ETF? I've held this for a while in RRSPs and wonder if it is a good choice for the income part. If not, please make some alternative suggestions.
Many thanks
Read Answer Asked by Gail on January 06, 2014
Q: My daughter is 20 years old and is just starting to invest over the next 45 years .I have convinced her to open up a TFSA She is starting with $ 4,000 .I would love some advice on getting her started

She is still a university student and has very limited income

Thank you for this great service

Paul
Read Answer Asked by Paul on January 06, 2014
Q: Re the question by Keith on CDZ, I don't think a dividend of 6.9% is accurate. With this ETF (and others), the December distributions are always higher than those for the other 11 months of the year. For 2013, 14 cents versus an average of 6.5 cents January to November. Total distributions for 2013 are about 85 cents, which provides an annual yield of about 3.5%.
Read Answer Asked by Thomas on January 06, 2014
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