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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: If you could give me your thoughts on these 2 etf's RSX.US and FXI.US, as they seem to be cheap, and they pay a decent dividend. Russia seems to be a play on energy and going through a recession, and China a play on manufacturing, also slowing down, can these two countries be added to a portfolio for growth long term(5-10years)? Your thoughts! Also will I have to pay 15% withholding to the Americans for these 2 country specific ETF's, and is their a way to avoid paying the Americans dividend withholding for other country specific ETF's?
Read Answer Asked by Nino on May 13, 2016
Q: Hi 5 I -- I don't know what happened: I thought I had input Alterra in the drop-down menu -- Alterra Power, AXY is the first question. Here is the re-submitted portion, in its entirety.

"The last comment I can find on this company is August 2015. May I have your updated views? I am thinking of a 2% position. Also -- Rick Rule talked about Ivanhoe Mines on BNN last night as if it were the Second Coming. Is it worth all the hype? Notwithstanding the nice price movement it has had in the last few months. What weight does it deserve in a portfolio of "mid-to-high risk tolerance". Thanks. (Please take 2 credits, for 2 questions.)"
Read Answer Asked by Sylvia on May 13, 2016
Q: A recent article by Thane Stenner in ROB suggests private equity as a natural hedge to swings in public equity and that the "smart money" which he implies is High Net Worth individuals are shifting more assets to private from public. For someone who is presently an aspiring member to the HNW club what would you suggest to participate in this area? I am currently holding both OCX and BAM, and looked at CVG (too illiquid), all of which have some fingers in this pie. Thanks, J.

link to article:
http://www.theglobeandmail.com/globe-investor/investment-ideas/high-net-worth-investors-taking-cautious-approach/article29775556/
Read Answer Asked by Jeff on May 13, 2016
Q: Could you please explain the US index "BIXX" & what it is intended to represent. Thank you.
Read Answer Asked by Robert on May 13, 2016
Q: Hi,
Im a young, passive investor. Im looking for long term strong TFSA growth to eventually convert into TFSA retirement income. I am new to investing and don't really have a grasp on all the concepts yet.
Can you offer an opinion/advice/education on the pros and cons of investing in ETFs that are Canadian dollar hedged vs. non. Which you you recommend for long term consistent and strong growth.? The two listed are what Im thinking for gaining some US exposure, unless you are able to recommend something better?

Thanks!
Read Answer Asked by david on May 13, 2016
Q: Your income portfolio shows this REIT to have a yield of 5.5%. Not bad in today's low interest rate environment. It seems that reits are trading at historically low yields. How high do you think the yield on ZRE or reits in general wowuld go if interest rates eventually normalize? For bonds, I would simply use the duration to calculate the price risk, but reits do not have a fixed term, even though they are ofter referred to as "bond proxies". Can you provide some insight into how high reit yields could go if interest rates were to normalize?
I really appreciate your work.
Thanks,
Read Answer Asked by Hans on May 13, 2016
Q: Both companies reported recently and a commonality between the two was that the margins were slimmer. Is this the result of competition within the industry, meaning that the infrastructure story may be a bit overblown, weakness still in the industrial sector (Bird Construction sales declined here as well), from the Canadian dollar strengthening last quarter or is this simply life in the construction industry and we should stay the course?

Paul F.
Read Answer Asked by Paul on May 13, 2016
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