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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: Utilities seem to go parabolic since December 2018 with no sign of slowing down. Since interest rates seem to remain low for a foreseeable future, is this a new secular trend emerging from improved interest in green energy. ZUT in particular includes many renewable power generator companies. So I basically have 2 questions: If this is a new secular trend should one increase their utility allocation ? 2: Is there still life for oil and gas companies ?
Read Answer Asked by Yves on February 13, 2020
Q: I asked this question twice in the past week, but haven’t received any response. Could you please compare these two ETFs. I have ZWU now and wonder whether it or ZUT is the better long term hold. Thanks!
Read Answer Asked by Alan on December 30, 2019
Q: Hi gang, I have some cash I would like to park for rrsp Acct . Any suggestions I will be happy with total 4-6% returns. In my mind comes zeb-zwb or pwf. Risk? Thanks. Alnoor
Read Answer Asked by Alnoor on November 22, 2019
Q: In your portfolio analysis you have recommended for the utilities sector that I purchase either ZUT or XUT.
I own Fortis now.Do you recommend that I sell this now and purchase 100% ETFs for the suggested Utilities sector?
Since I also need additional US investments.which of the following US ETFs would you recommend RYU or XLU?
Thanks again for your guidance.
Read Answer Asked by James Robertson on June 18, 2019
Q: Hello Peter and Ryan,
We picked up a few shares of BNS on the drop yesterday. After searching for value stocks with a decent dividend we could not find a Utility, Telcom, or Financial stock that was not over-priced with the recent rise. ZUT or VPU also appear to be slightly over-priced for the moment.
If we are looking for value, dividend, and a little down-turn protection which stock is preferred; BCE or CM? Do you have another value stock in any sector that would be preferable to BCE or CM?

Thank you
Debbie and Jerry

Read Answer Asked by Jerry on February 27, 2019
Q: Hello 5i,
Which ETF for exposure to Canadian utilities is preferred? Is there a preferred US or global utility ETF available that could be held 5+ years.

Cheers,
Debbie and Jerry
Read Answer Asked by Jerry on February 13, 2019
Q: I would liked to switch the focus of my investments from equities to ETF's. Could you give me some broad parameters for guidance.
Could you suggest 10 ETF's for starters. Mid to long term with medium risk.
Thanks for your help.
Read Answer Asked by Bruce on February 05, 2019
Q: Regarding the above noted portfolio introduced in the November, 2018 etf/mutual fund update, I am uncomfortable with the overweight of the financial sector. Would you please suggest some possible alternatives to the 10% allocation to ZWB. Thank you.
Read Answer Asked by Richard on January 21, 2019
Q: Happy New Year 5i and thanks for being there!
I just transferred TDB171 for $6000 from a non registered investment into my self directed TFSA. Thereby gaining 1.7% in MER fees.
TDB171 is about 50% income and 50% equity.
My thought is to redeem these funds and purchase some dividend DRIP eligible stocks.
Looking at purchasing some income and potential growth stocks.
H, ZUT, and ZWB come to mind because their dividends are currently north of 4% and would allow a DRIP return. With the anticipation of the market rising over the next 3 years and a 3-5 year investment period would you see these as safe moves with a reasonable chance of gain? Any other suggestions in any sectors would be appreciated along with your comments which are also desired and welcome.
John
Read Answer Asked by John on January 08, 2019
Q: I own the following:
ZUT - 5%, loss -9%
ZIC - 4% loss -6%
BCE - 2%, loss -19%

Would you recommend trimming any of the above?
Read Answer Asked by Rosemin on September 28, 2018
Q: Hi, 5i!
We have 10% of our portfolio in CPD... What do you think of selling half of this position, 5% of the portfolio, and replacing it with ENB (Enbridge), say, and/or another "hard to ignore" etf (recently Ryan, in an Etf & Mutual Fund article, identified 3 "hard to ignore"opportunities: CPD, VOX and ZUT)? Please note: we hold the Balanced Equity portfolio, so already have 2% of the Canadian part of our portfolio in ENB.
Thanks!
Rod
Read Answer Asked by Roderick Jay on April 27, 2018
Q: Good evening 5i.

I just want to say I have enjoyed this forum lots over the past year and it has helped me stay in the game.

My question is.

I need ideas for a few dividend etfs for my non-registered portfolio. To date I'm holding some large cap Canadian dividend stocks and fixed income. I find it easier to manage with less stocks and a few etf.
I now have 10% CDZ in my RRSP, would it make sense to put CDZ in my non-registered also?
Is CDZ dividend taxed the same as a Canadian stock dividend when held in a non-registered account?


Thanks Steve

Read Answer Asked by Stephen on February 08, 2018
Q: Would you be able to offer any insight to the sudden drop in utility company valuations?
Read Answer Asked by Ted on January 12, 2018
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