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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: What is your opinion of the TD's e-series funds, specifically of TB900 (TD Canandian Index) and TB902 (TD US Index)?
Would you recommend them?
Many thanks,
Jose.
Read Answer Asked by Jose on January 02, 2015
Q: Hello,

I have some cash in my registered account that I would like to invest over the next few months. In the meantime where can I "park" the funds so that I can earn some interest/income/dividends while having minimal risk of capital erosion? I assume certain ETFs are suitable but I am not sure which. I am also open to other suggestions.

Thanks
Read Answer Asked by Vee on January 02, 2015
Q: Hello,
I am learning about Preferreds and am wondering if you know of any websites or books that are a good starting point. Does anyone compile a lot of real-time data on the features of various issues, brand new issues, etc? Thanks.
Read Answer Asked by Robert on January 02, 2015
Q: The VUS etf is hedged to the CAD dollar. Do you believe it`s wise to switch to the unhedged version (VUN) for 2015, as the US dollar looks poised for strong growth.
And related to this, what is a suitable portfolio percentage allocated to USA etf`s for a retiree. Thank-you.
Read Answer Asked by Robert on January 02, 2015
Q: Hey guys, I would like to transfer from my non registered account to my tfsa. What securities would you recommend, Parkland, CCL.b, Stella Jones or Knight.
Have a happy and safe New Year
Jim
Read Answer Asked by jim on January 02, 2015
Q: What is your opinion on purchasing REZ or VNQ at this time as part of a U.S. component in an RRSP as opposed to ZRE or XRE? Thanks. Joe
Read Answer Asked by Joseph on January 02, 2015
Q: Would you consider this company to be a good buy at today's prices?
Is it well managed; and does the dividend appear to be more "safe" than at risk for a cut?

Thank you and Happy New Year.
Read Answer Asked by Donald on January 02, 2015
Q: Would the current price be a good time to add this stock to my portfolio?
I like the 7.1% dividend.

Thank you for another very decent year. All the best for 2105.
Read Answer Asked by Donald on January 02, 2015
Q: What is your view of the news released after-hours on Dec 31? The payment of $4.9 M across 13.3 million shares is .37 per share. I can't find details of the US royalty stream and how it compares to the buy-out amount. Perhaps this is a "bird in the hand" scenario: better to have $4.9 million in cash now, to grow the Canadian business. I'm up 20% on a half position and considering adding. Does this news support that?
Read Answer Asked by David on January 02, 2015
Q: The US has been increasing its supply of oil steadily for the last few years, yet the price of oil held up until its steep and swift decline starting in mid-2014. This price decline seems to have surprised many investors and analysts, even though the supply increase was predictable. Is there more to it than simple supply/demand economics?

Thanks,
Hans
Read Answer Asked by Hans on January 01, 2015
Q: I heard that REIT would be considered a separate sector rather than a sub-index in the TSX index as of 2016. Is that true? How would it differ from the XRE and other ETFs? What specific REITs would compose this index? Would it be a good investment to buy the major REITs as HR.UN, CAR.UN or REI.UN now or wait until the end of the year as major index fund would presumably have to load up on those REITs to replicate this new sector?
Happy New Year to all.
Jean
Read Answer Asked by Jean on January 01, 2015
Q: Do you know of Martin Armstrong's cycle theories? If so, it'll be nice to know what you guys think of it and what you think of business cycles in general.
Read Answer Asked by Eugene on January 01, 2015
Q: In most of your replies to questions about Fortis, you emphasized that the utility was fine for income but not to expect much in the way of capital gains. In 2014, the company's shares rose almost 30%! With 20-20 hindsight, can you explain the contradiction and can you tell me if the driver(or drivers)for that solid gain will still in place for 2015?
Robert
Read Answer Asked by Robert on December 31, 2014
Q: Good day...with your model portfolio doing so well is there any percentage in not being 100% in your model portfolio and forget about the u.s. and international market...I am adding money to my portfolio in the new year and have 50% of my existing portfolio in your model portfolio and 20% in yourincome portfolio and the remainder in pipelines and some small cap tech stocks...thanks eugene
Read Answer Asked by gene on December 31, 2014
Q: Good morning,
I would appreciate your views upon EWG as a potential investment for the purposes of diversification and capital gains.
The other Peter
Read Answer Asked by Peter on December 31, 2014
Q: This is a new US healthcare product I was interested in buying. I wonder how you feel it compares with ZUH. Thank you so much and have a Happy New Year to everyone. I value your opinion.
Read Answer Asked by Mary Jean on December 31, 2014
Q: Do you have any opinion on the recent increase of RET.A stock price? Would you consider the retail / apparel sector a strong prospect for 2015? ...... please indicate any favorites you may have. thanks.
Read Answer Asked by KEN on December 31, 2014
Q: Hello Peter & Co,
With the aim of asset class diversification, I need to invest at least 30% of my RRIF portfolio in fixed income vehicles; could you give me 3 ETFs (corporate, government & other) that would do OK in a gradually rising interest rate environment?
Happy New Year
Tony
Read Answer Asked by Antoine on December 31, 2014
Q: You often mention liquidity when recommending ETF, what is the approx Asset Under Management (AUM) you consider liquid.

Thanks and all the best to 5i team in the New Year !
Read Answer Asked by Steve on December 31, 2014
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