Investment Q&A

Q: Hello
Considering , tariffs and the impact that they have on the financial sector, what sector and which company stocks/etfs would you consider that are paying similar yields

Thank you

Q: Do you consider that Canadian utilities ETFs (my impression..) ,or even other ETF categories, offer a protection against future potential US taxes on foreign countries ,and in such case, which ETF would you favor ,(or a mix) ?

Q: Hello Peter,
I tried to balance growth and income as well as dividends (no with holding tax in RRSP for US stocks but there is in TFSA), and hence, can you let me know if these make sense for a mid 20s person starting off to have a more growth in TFSA and more income in RRSP.
TFSA: veqt, vgg, and xfn and maybe xic ( veqt has cdn exposure so thought i would exclude xic )
RRSP: vbal, zuq, xic, and xuu all of these trade on tsx. Much appreciated.

Q: What are your favorite ETFs in Utilities sector? In the US and Canada. Also in Europe.
(I have a small position in VPU. Not sure if it meets your approval)
Want to structure an asymmetric barbell, just in case there's more
than expected pullback!
Many thanks in advance.

Q: Planning to consolidate Utility sector in RIF. Current holdings include: ZWU, H, XUT, XLU. Which one would you keep ? Thank you

Q: Trying to consolidate utility positions in my RIF. Currently I own small positions in ZWU, H and XUT. Which one would you suggest keeping?

Thank you

Q: Why did both companies prices drop Aug 2022? Interest rates had started going up well before, in Feb 2022.

Q: What 5 market industry sectors do you recommend for investing in now, ranked in descending order, in the USA, for ETFs that will yield 10% per year including both dividends and capital appreciation please? Same question for ETFs in Canada please?

Q: Could you pls suggest a hedged and the related unhedged US Utility EFT that will earn about 10% including both dividend plus yield over 1 year?

Q: Can you please recommend 3 CDN Utility ETFs and 3 US Utility ETFs that will provide in one year 10% yield including both dividends and capital appreciation?

Q: Dear Peter et al:

From many of the articles that I have read, it appears that utilities sector is a safe bet for 2024. The rates are going to be stable and not rising seems to be the consensus.
If you agree with this thesis, what are the companies that do you think can mimic or match the return of an ETF like ZUT/XUT? I don't want to pay the high MER but willing to buy a small basket of stocks and hold them for at least 2-3 years.

Many thanks.

P.S. I have spent an hour browsing through the Q&A section and I "kinda" know what your answer is going to be(!!) but need some "handholding" :)

Q: Hello. I am looking at getting exposure in utilities. Could you please provide me with some ETF's - U.S. or Cdn? or stocks? Please rank them as well.
What is considered a reasonable management fee for ETF's?

Thank you.

Q: As per today, could you provide your best 3 Cdn Utility stocks for the next 5 yrs for total return (stock appreciation + div).

Thanks

Q: With utilities and real estate under pressure these days, can you recommend 4 choices in each sector for a conservative investor with a 10 year time line interested in income with some capital appreciation. Please include 2 ETFs and 2 companies in each sector.
Thanks,
Len

Q: Could you pls provide ETFs for dividend and capital growth over the next 12 months for each of:
Communications Services, Consumer Discretionary, Consumer Staples, Energy, Financial, Health Care, Industrials, Information Technology, Materials, Real Estate, and Utilities?

Q: Retired, dividend-income investor. I am considering adding ZUT to our portfolio, to assist us meeting our targeted asset allocation in the Utilities sector in our Cash account. We already own AQN, FTS and utilities contained within CDZ, ZLB, ZWC.

Q#1 = do you agree that this is a good fit? When I check out the rankings of other ETFs, ZUT is just "ok". However, ZUT compares very well against XUT and I like the "equal weight" approach. I also like the roughly 30% "renewables" content within ZUT. Are there other Utility ETFs that I should consider?

Q#2 = some of the metrics I look at are P/B (1.7), P/E (22.8), ROE (5.4%). Historically, is ZUT cheap or expensive right now?

Q#3 = looking at the technicals, from a value perspective, it looks to my amateur eyes that now is a good time to buy. Agree?

Thanks for your help...much appreciated.
Steve

Q: If one is looking to own a banking and utility ETF (not covered calls) which would you suggest?

Q: I notice that utility ETF are in the low range of 52 weeks.Considering interest rates and economic context ,is it a good time now to invest in utility ETF (or even in utility covered call ETF in order to limit the present volatility ) ? any ETF suggestion ?

Q: Hi Team,
Could you suggest Canadian ETFs of the following sectors for Senior incomes :
1 /Reit 2/ Utility 3/Prefer 4/Bank/Financial 5/Energy.
Please deduct as many question credit as needed.
Thanks as always,
Tak

Q: Hi. I have decided to add an equal position of each of the above to my portfolio. These companies will even out my exposure among sectors. I have room in both my tax free account and my rrsp account. (RRSP won't be accessed for 18 - 20 years) I guess what I'm asking is would it be more advantageous to put any of the above in a tax free account vs an rrsp account?