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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: Can you please comment on this fund.. Performance over the past 12-15 months has slipped from its long term averages, and ,according to Morningstar, has been in the bottom quartile of comparable funds.over this period. Based on its holdings and asset mix and performance would you continue to hold this fund? What would be your rationale for your recommendation. If you think that the fund should be sold what would be a good replacement. I currently have a position in the Mawer Global balanced fund so would be looking for another name, Thanks.



Read Answer Asked by John on February 11, 2020
Q: Peter, I hold these S&P hedged ETF's in different portfolios. The total fees for HXS are about twice that of XSP and VSP probably due to the swaps. When I look at the performance of these ETF's, XSP and VSP are almost identical, but HXS sometimes lags and sometimes outperforms the other two. I am not sure why that is, can you comment. Due to the higher fees on HXS, does it makes sense to own this ETF in a registered account?
Read Answer Asked by stephen on February 11, 2020
Q: Hi Peter, Ryan and 5i,
Could you please give me a list of at least 5 US Listed ETF's (Total Market) for a Lira account with at least 10 year hold.
Thanks as always for your expert advice. Ivan
Read Answer Asked by Ivan on February 11, 2020
Q: Hi, I previously asked about PH&N Global Equity Segregated Fund to which you used the F Series as a proxy, and felt it was a good fund. How would you compare this to the Black Rock US Eq Index Segregated Fund (Reg)? Both are offered through Sunlife and have a similar 5 yr return of 12.5% - 13.0%. If it helps, it says the 'underlying fund' is BlackRock CDN US Equity Index Non-Taxable, Class D. The 'underlying fund' for the PH&N fund is Phillips, Hager & North Global Equity Fund, Series O.
Thanks
Read Answer Asked by Ian on February 11, 2020
Q: I would like to have a good REIT stock. Would you recommend buying BPY? Or do you prefer other REIT stocks?
I read the company did some buy backs last quarter. Do you see the stock bouncing back in 2020?

Thank you
Read Answer Asked by Kristelle on February 11, 2020
Q: Hi,

Waiting on the 30 day period to release-purchase NFI after recording a tax loss. Purchased REAL with the funds from NFI. So far the rise in SP in NFI has equaled the rise in REAL.

Based on the aforementioned, would you sell REAL in order to repurchase NFI, or just keep REAL, based on current fundamentals, without regard to weightings by sector?
Read Answer Asked by Kelly on February 11, 2020
Q: Hello
I have observed that insurance rates are growing up by a step above general inflation. Which public companies in Canada are the most involved with property, and casualty insurance, and where this is their main business. I think there are a couple years of healthy returns where all premiums go up in unison. What is your best picksÉ
Thank you
Read Answer Asked by francois on February 11, 2020
Q: Hello
I want to have your insight on the following stocks and would you a buyer with the market volatility
1. BDX. Is it a good entry point and do you see the stock bounding back to the upside?
2. ZTS
3. BYD

Thank you
Read Answer Asked by Kristelle on February 11, 2020
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