Investment Q&A

Q: Anticipating a Democrat sweep, what ETF would you go to for good exposure to China growth?

Q: Hello
I own three consumer staples in US market.
In the last year Mondelez has much out-performed Coke and Diageo by a long shot. But If I go to a five year chart they all performed equally well.

Do estimates point to Mondelez out-performing the other two in the next year or two? The reason I ask is I am wondering if I should just hold Mondelez since the Coke and Diageo are not performing well of late.

Long term investment hold, 20 years plus.

Thank you
Stephane

Q: Hi 5i team,
What is your favourite top pick for India ETF and your top pick for China ETF (preferably in C$)? Or would an emerging market ETF be a better investment approach? Which emerging market ETF you prefer that has a larger percentage invested in China and India? Thanks for you advice.

Q: What are your favourite ETFs covering Chinese stocks, this is for someone with a medium to long investing horizon and already own Canadian and US Stocks. Thanks!

Q: Hello 5i,
As always, a huge thank you for all you do!!!
Income-focused investor.
My question is in response to a previous question, in which answer to, you seemed to favour PID over ZDI. I hold ZDI and have previously discounted PID as an option for two specific reasons: 1) ZDI is almost 3x larger in market cap (328 million versus 124 million (from Globeinvest)) and also the average volume is many times greater (today's volume notwithstanding - PID seems relatively illiquid). I have seen previous answers re: ETF's in general where you are less keen on what are almost micro-cap ETF's for other than the most niche of offerings. I have occasionally had concerns about ZDI's relatively small market cap as it is. The yields between these two are only about 1% with ZDI being marginally higher. So, given the foregoing, do you see the growth profile of PID so much of an advantage that you would still endorse it over ZDI? I would have no problem switching, but my previous concerns would need to be allayed somewhat before considering the move.
In general, what would be the "line" for an ETF market cap below which you would not endorse?
Your thoughts??
Many thanks - be well and stay safe!!
Cheers,
Mike

Q: I see that ARK invest is selling some of their holdings of SE. I currently own a small portion of SE. Do you see any immediate risk? Is it still a good stock to hold today?
Also I have a little bit of SHOP. How is SE compared to SHOP? Should I keep both or get rid of one of them? or should I even sell my SE/SHOP and get AMZN? Thanks a lot

Q: Looking for some feedback on my International holdings in my RRSP. Currently have zwp; zem; and Zdi.
I am interested in PID to compliment my existing holdings. I would split my current zdi holding to make 4 equal positions.
Pid has had better performance over the last 5 yrs, covers the same geography as zdi however with different country and industry weighting’s. Pid’s MER is higher than Zdi with a lower dividend.
Is it worthwhile to split my zdi position, convert entirely to Pid or leave well enough alone.
I do not have to Rif for another 9 years

Q: Hi,
I wanted to increase international equity exposure by adding ETFs. I currently own VWO (about 3%). What is your view on VIGI and VEU? Could you suggest 2-3 other names? Thanks,

Martin

Q: What are thoughts about this company...is the risk/reward favourable? Thanks

Q: Hi, as many canadians I suppose, I am really overweight $CDA in my investments. I try to buy canadian cmies with lots of international exposure to mitigate this risk. Can you please provide your comments on the validity of this argument. For the average canadian investor who plans to stay in Canada, what % of your portfolio would you allocate to US / international stocks? (General rule of thumb). Thank you.

Q: Hello, could I please get your views on this Company particularly their potential connection to Tesla and possible growth over the next 3-5 years.

Thanks

Q: Basically, I bought MIXT because I thought it was connected to 5G. What are the prospects for MIXT? Getting impatient with it. Thanks!!

Q: Hello 5i Team
I want to invest in an Emerging Markets Bond Fund or ETF. My preference is to invest in Canadian Funds. Choices I have found are:
iShares J.P. Morgan USD Emerging Markets Bond Index ETF (CAD-Hedged) – Symbol XEB.CA
BMO Emerging Markets Bond Hedged to CAD Index ETF – Symbol ZEF.CA
RBC Emerging Markets Bond Fund Series D – Fund Code RBF1097:CA

Questions I have are:
1 – It is not clear from BlackRock’s website, but is XEB 100 % invested in BlackRock’s US ETF EMB:US ?
1 – XEB and ZEF net assets are $97M and $380M, is the lower net assets a concern?
2 - XEB and ZEF average trading volume is 1,707 and 2,664, is the lower daily average volume a concern?
3 – Although the MER for RBF1097 is 1.07% is this a better choice than XEB/ZEF whose MER is 0.54% and 0.55 % as the net assets for RBF1097 is approximately $1.7B?
4 – Any other ETF/MF that I should review?
Thanks

Q: Hi,
I was wondering how you view Sony and Activision blizzard. Would you own them moving forward? There were reports that Sony would decrease production on the PS5 last month, but they denied the reports.

Q: Hello!

Just wanted to get your thoughts on the game developer CD Project Red (CDR) which trades on the Warsaw exchange.

Q: While Canadian dividend stocks are my preference due to their favourable tax treatment, etc. some emerging market exposure can't be all bad, especially if you can get a reliable dividend. Is BBVA an example of a suitable emerging market dividend payer to your mind? Thanks.

Q: Hi 5i,

Do you have a view on Jinko Solar? The stock has been exploding as of late, perhaps due to the new emissions targets laid out by the Chinese government.

Thanks!

Q: I have no exposure to China. What can you recommend as an ETF for growth over the next 5 years including some individual companies.

Thanks Peter

Q: Hello -
According to TD Webroker, the PE for this ETF is about 23. I am trying to determine how this valuation compares to its historical past. Is this considered expensive for this ETF? I sure would be reluctant to purchase a stock at a PE of 23.

Thanks,
James

Q: I want to invest in a global small cap etf/mutual fund , is the Mawer global small cap a good choice . Any other alternative.
Thanks