skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 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: Hi Peter & Co.,
I sent in a question yesterday regarding Dream Industrial REIT (DIR.UN), however the answer I received was geared towards Dream Office REIT (D.UN). Could you please let me know your thoughts on DIR.UN, and whether or not the industrial space is preferable to the office space at this time? thanks,
Brian
Read Answer Asked by Brian on May 26, 2016
Q: Hello Team,
In one of Peter's recent articles he indicated that sector selection was more important than the choice of specific stocks within the sector.
Could you advise which sectors you suggest would have the greatest momentum over the next year or two.
And, if you want to throw in a couple of sector gems I won't complain.
As always, really appreciate your help.
Read Answer Asked by ralph on May 18, 2016
Q: I understand that some individual reits are considered 'fully valued' on a P/E basis - based on historical 'norms'

question: looking at ZRE can you provide a 'rough' calc on the overall P/E with an eye to whether you feel it is at, near or over its traditional long term valuation range

or, more importantly, based on metrics you (5I) would use, what is your currently concern about reit valuations?

thank you in advance
Read Answer Asked by Robert on May 18, 2016
Q: Hello,

I am looking to get some exposure in emerging markets. I currently own only Canadian and US equity. I am looking into ETFs, more specifically; XAW, XEF, VEE, amongst others. I'm looking to invest moderate to long term.

Doing you have a preference amongst those, or other suggestions? Secondly, do you think the timing is right, especially with respects to China? And finally, which countries/continents would you have a preference for?

Thank you
Read Answer Asked by Karim on May 11, 2016
Q: Hi,
Thanks for the tip of TMXMONEY to identify the sectors. It turns out I had miss-classified 3 of my stocks (SJ, IPL and ECI). I'm now questioning my weightings. I currently have the following:

Cons. Cyclical 11.9%
Cons. Defensive 0.0%
Financials 17.1%
Healthcare 3.6%
Energy 14.7%
Precious Metals 13.9%
Real Estate 0.0%
Industrials 9.2%
Utilities 0.0%
Technology 24.5%
Materials 4.6%
Communication 0.0%

I'm ok with some risk, which is probably evident from above. My precious metals may be a little high due to the recent bounce in this sector.

Based on the current market environment, do you see these weighting as appropriate? Are there any particular red flags that you see?

Thanks, Ian
Read Answer Asked by Ian on May 09, 2016
Q: It seems to me, based on market action and even the number of related questions here, that there is an expectation that the oil industry (and mining in general) is soon going to make a comeback and people are antsy to jump back in. Being old enough to have seen other cycles, and from what I read about world inventories and production, I really don't believe we're going back to boom level revenues again until the supply and demand sides cross again going in opposite directions. And this usually takes years, not months, or quarters. Do you think this dynamic currently exists, and is it holding back prices of other companies with money 'waiting in the wings' for an oil recovery?
Read Answer Asked by Rick on April 28, 2016
Q: I read a recent review in Morningstar and this sounded rather appealing. It would be held in a rrif as a conservative large cap hold. As the gurus seem to feel the C$ has gotten ahead of itself would it be a reasonable purchase time, although that probably matters less than the low fee. (Schwab US Dividend Equity)
Read Answer Asked by Tom on April 28, 2016
Q: I own ZWB. When interest rates rise, I suspect that individual high quality rate reset preferreds will have a greater increase in price than ZWB. What do you think? If you agree, please provide the name of a few rate resets with the 5 year renewing base rate. Thanks.
Read Answer Asked by Tim on April 27, 2016
Q: Of the two ETf's as listed above would you comment on the timing and prospects for these ETF's in the current economic environment with both the US and Canadian governments emphasis on infrastructure spending. With thanks, Bill
XMA and VAW
Read Answer Asked by William J on April 22, 2016
Q: BMO EQUAL WEIGHT US BKS INDEX ETF symbol ZBK. What are your thoughts on this ETF? I currently own this ETF .

Dolores
Read Answer Asked on April 21, 2016
Q: Hi,
XHY has increased just over 10% over the last 2 months and seems to be continuing its positive growth. Do you see this continuing?
Read Answer Asked by Giovanni on April 21, 2016
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!