Investment Q&A

Q: I am thinking of adding US financial services to my diversified rsp portfolio. I am ideally looking for a CDN dollar etf that invests in/takes advantage of value priced US financials at close to book. Bank of America, Citigroup are examples. Time frame is 7 to 10 years. Thanks as always

Q: Hi, I have been comparing low-volatility developed ETF options traded in Canada with the options (to my knowledge) being ZLI and XMI. My analysis has sided with ZLI and I want to layout the logic here to hear your thoughts. Positives for ZLI: Smaller market cap while not too small offers better opportunity for alpha, Fewer holdings so more opportunity for alpha, Not based on major index (MSCI) so less opportunity to be front-run, BMO has a good track record for other similar funds (e.g. ZLU). Positives XMI: Longer operating history , Slightly lower MER, more resources for investment research(?). Thanks as always.

Q: Given recent earnings reports for these companies would it be prudent to sell?

Q: Cameco has dropped to a 12-year low; buy now, or wait? Do you think management will maintain the dividend?

Q: About Tak's question on how to play oil, I have something to add. If you want to buy it with canadian dollars, one option is Horizon's non-leverage ETF $HUC. The volume it not great but O.K. Free to buy/sell that ETF on iTrade by the way. That's been my favorite vehicle because of it. Hope that helps.

Q: Have some monies sitting on sidelines. Can you name me a cheap (excluding energy) sector if any and a couple of recommendations? Thank you. Bill

Q: What are your thoughts on the recent price weakness in UNS? Is this a good time to but?

Q: Hello Gentlemen

Rather than keeping up with so many individual companies in the US I am considering the ETF USMV. Do you think this is a suitable choice for a conservative investor?

Other options you would suggest are, of course, welcome.

Thanks.

Q: I am looking for general advice on the fixed income side of a portfolio. Where should I go to find fixed income that has a decent return? Or should I not worry about that, and concentrate on dividends from stable companies.

I have about 10% cash, and 10% altogether in ZPR, CVD, CSU.DB (all three obviously not fixed income). BTW, retirement in ten years or so.

Q: Is ZPR primarily constructed of rate reset preferred shares and if yes would this ETF be a good investment right now for income and capital preservation?

Ken

Q: I am considering purchasing a preferred ETF. Perhaps, one of CPD, ZPR, PPS or HPR. I notice that HPR has the lowest yield and highest MER but over the past 5 years it has done appreciable better; i.e., lost quite a bit less, than the other three. Is this attributable to its 'active' management or is there something different about its diversity of preferred shares?

Q: I have very little in the way of investments outside Canada except for TD's US exposure, ATD.B's exposure in Europe & the US & TIO 's US exposure.Which of the following ETFs would you consider to be good ones to expand my exposure outside Canada & if you don't like any of them can you suggest some alternatives you like better? The ETFs are:ASHR , DXJ ,LEMB

Q: Is there an American equivalent to the Canadian site www.sedar.com?
Thanks.

Paul

Q: I am down 51% on Pot, I can hold for 5 years if need be but I am wondering if I should just get out and buy another stock. I am in the money with Atco and since it hit a 52 week high I am wondering if I should just take my profits and buy another stock in the same sector
Thanks

Q: What are your favorite names in the oil and gas sector.
Thanks

Q: Hi Peter, Ryan, and Team,

GSY is up over 5% today. Have you heard any news to account for this significant uptick?

Your advice, recommendations, and comments are of great value.

Q: Hi Guys

Could you give tell me what it means when they file a preliminary base shelf prospectus and registration with yahoo finance

Thanks Mike B.

Q: Hi,

CXR continues to make new lows. It also trades on the U.S market, where U.S. investors just see a stock continually going down, and it is heavily shorted by U.S. investors. Years back, Jennifer Dowdie, then an editor for the Investors Digest, now with the
Globe & Mail, really liked Sino Forest. Hence, a lot of people owned this stock. Carson Block started shorting this stock and driving the price down... just like with valiant pharmaceuticals. Canadian analysts came on business stations and started criticizing him. In the end, just like valiant pharmaceuticals, he drove the stock way down in the case of Sino Forest right to 0. Is there going to be a time when you will tell us to cut our losses with CXR? Could you guys please do a feature on this stock and publish it? A lot of your customers have holdings in this stock.

Thank you,
Dennis

Q: What other companies in North America or Internationally do the same type of work? Does it have a moat?

Thanks.

Q: Good day 5i Team, I have a diversified registered stock portfolio loosely mirroring 5i's balanced leaning toward growth stocks (with Europe & US dividend etf exposure). I am long term with this but am looking for hedge against any broad market declines. Can you briefly explain and recommend inverse etf's as a suitable hedge against this.
Thank you for your valued advice