Investment Q&A

• VanEck Russia ETF (RSX)
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Q: Hi 5I,
I recently read that Russia is the cheapest stock market in the world and its index has historically outperformed even that of the US. What would you say to this? Can you recommend a Canadian listed ETF or other way to play Russia? Thanks!

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Read Answer Asked by Rob on November 29, 2017

• BMO International Dividend ETF (ZDI $29.72)
  • $29.72 P/E (TTM): 27.89X Cap: $762M
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• Purpose International Dividend Fund (PID $30.79)
  • $30.79 P/E (TTM): 24.8X Cap: $147M
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Q: I am considering switching from PID (although I like their holdings)
which I am down on 4.25% to ZDI. Your opinion and explanation is appreciated. Thx James

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Read Answer Asked by JAMES on November 28, 2017

• Invesco China Technology ETF (CQQQ $56.91)
  • $56.91 P/E (TTM): 110.17X Cap: $3.20B
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Q: What is your opinion on the Chinese ETF CQQQ.It seems to be taking a slight hit recently. Bob Thanks for your service,your info is very helpful.

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Read Answer Asked by Robert on November 27, 2017

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $21.55)
  • $21.55 P/E (TTM): 49.64X Cap: $761M
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• BMO International Dividend ETF (ZDI $29.72)
  • $29.72 P/E (TTM): 27.89X Cap: $762M
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Q: I am a senior and rely on my dividends for income in a RIF. I would like to know what I should do with ZWE, I own a 4.8% position and I own ZDI 6% position. DO I sell one and combine? I have a balanced income portfolio of 5i approved stocks with a 10% weighting in ZWH. Thanks for all the help, I use you for 99% of my decisions. Great job on the new web sight. Gary

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Read Answer Asked by Gary on November 27, 2017

• Miscellaneous (MISC)
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Q: It appears to me that you favor diversification outside of Canada and the U.S., even though your primary recommendations cover the Canadian market. What would be your top recommendations for the emerging markets, India, China, Japan, Europe, etc ?

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Read Answer Asked by Harold on November 27, 2017

• Miscellaneous (MISC)
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Q: Although I know it is not your area of focus, I am wondering whether there are a handful of European stocks that stand out to you as possible value picks at this point in time. This would be an additional or alternative strategy to investing in a broader ETF. Any insight you can provide would be much appreciated.

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Read Answer Asked by Peter on November 27, 2017

• BMO MSCI China Selection Equity Index ETF (ZCH $21.85)
  • $21.85 P/E (TTM): 47.91X Cap: $150M
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Q: Would you recommend this etf ? it seems to do well with a nice upward trend.

Thanks

Paul

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Read Answer Asked by Paul on November 24, 2017

• iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP $14.39)
  • $14.39 P/E (TTM): 33.46X
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Q: Do you have an ETF that is specific to Japan that is hedged to CAD and if possible avoids the poor companies like Panasonic and has the robotic stocks and the chip and wafer testing tech. stocks.
John

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Read Answer Asked by John on November 23, 2017

• Miscellaneous (MISC)
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Q: Just wandering if there is an easy way of locating a blog that 5i wrote quite awhile ago about the low volatility etf ZLB. Is there a way that a member can search your database to locate such older blogs? Many tnx.

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Read Answer Asked by Jacques on November 23, 2017

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.92)
  • $44.92 P/E (TTM): 23.36X Cap: $8.25B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.67)
  • $46.67 P/E (TTM): 7.49X Cap: $3.41B
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• Vanguard Total International Stock (VXUS $78.08)
  • $78.08 P/E (TTM): 11.84X Cap: $121.92B
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Q: Good morning 5i
Thank you for the new website. Its great.
I bought VXUS... thank you. I am well diversified with equities and will have some Canadian dollars to spend after I shave some of my winners (which there are many..thank you) in my RRIF. What would you suggest in the form of an ETF? Europe? Japan UK Australia??? etc??? VXUS being international may cause an overlap but perhaps there is one area that you are particularily in favour of?? Do you expect more growth in the near to medium term (3 to 5 years) in any of these areas? Or should I plan this as a long term (5 to 10 year) investment. Thank you for your timely and priceless answers.

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Read Answer Asked by El-ann on November 22, 2017

• Xylem Inc. New (XYL $139.46)
  • $139.46 P/E (TTM): 36.0X Cap: $33.86B
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• Miscellaneous (MISC)
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Q: Q. I am interested in environmental orientated stocks, specifically water treatment / filtration. Can you please give me your opinion on Veolia Environment (VEOEY) and Consolidated Water (CWCO) stocks for long term holds. Also, if you could provide any other stocks you would recommend in this field, it would be greatly appreciated.

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Read Answer Asked by micheal on November 22, 2017

• Skyworks Solutions Inc. (SWKS $58.98)
  • $58.98 P/E (TTM): 19.6X Cap: $8.82B
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• Tyson Foods Inc. (TSN $59.27)
  • $59.27 P/E (TTM): 43.63X Cap: $20.97B
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• Sina Corporation (SINA $43.26)
  • $43.26 Cap: $2.96B
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Q: Hi Peter can you please tell me how good this three stocks are. And if I was to buy which would be first and second. Maybe 2-3 year . Thanks. Alnoor

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Read Answer Asked by Alnoor on November 22, 2017

• GasLog Partners LP representing limited partnership interests (GLOP)
  • P/E (TTM): 5.56X
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Q: Hi Guys. What are your views on GLOP? I can keep it for at least 5 years.
I like the sector, the geographic areas of operation, and the dividends. What are the risk that you see in it ?

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Read Answer Asked by Norman on November 21, 2017

• Miscellaneous (MISC)
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Q: Im looking to add an etf for foreign diversification in my rrsp portfolio. Long time horizon. I just want to "set it and forget it" for this particular etf. I already hold VEE in a half weighting. Looking for low MER and broad diversification across different countries. Any thoughts? Thanks again.

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Read Answer Asked by Darby on November 21, 2017

• Talend S.A. (TLND $65.97)
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Q: Hello Team,
Could you give me an analysis of talend. Is it a buy in your opinion?
Thank You,
Barry

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Read Answer Asked by Barry on November 20, 2017

• Xunlei Limited (XNET $7.99)
  • $7.99 Cap: $2.34B
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• Limelight Networks Inc. (LLNW)
  • P/E (TTM): -7.2X Cap: $364M
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Q: These are 2 U.S. stocks I am interested in and wondering if you could give me an opinion on them. Thanks for great service again. Dennis

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Read Answer Asked by Dennis on November 20, 2017

• Miscellaneous (MISC)
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Q: A Money Saver Magazine had a interesting article (Richard Morrison, July August 2017) regarding that you should invest in places that you would be willing to live and places with low corruption. Denmark #1, New Zealand, Singapore,Sweden and Switzerland were among countries with the higher scores ahead of Canada #8 and the United States #18. Dividend yields are over 4% on the New Zealand and Switzerland etfs and company holding appear solid.

Are there any countries around the world that you are most bullish on and would you comfortable investing in the above etfs say 10-20% of a portfolio of a 30 something year old?

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Read Answer Asked by Thomas on November 20, 2017

• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $43.45)
  • $43.45 P/E (TTM): 31.94X Cap: $1.68B
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Q: Hi!
I'm a new investor who is interested mostly in ETFs and mutual funds. I'd like to diversify my portfolio by region (e.g. Canada, US, global, international, emerging).
I have some cash on hand that I would like to invest. However, given the ongoing bull market, I'm concerned about an imminent correction. I was wondering if you could suggest some places to invest. Is it safe to invest in international or emerging markets at this moment? Or should I keep my money in cash and wait for a correction?
Thanks!

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Read Answer Asked by Jason on November 20, 2017

• United Utilities Group PLC ADR (UUGRY $32.74)
  • $32.74 P/E (TTM): 65.37X Cap: $11.34B
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Q: Hi 5i,
United Utilities Group PLC is the water business, how does it compare to VEOEY.

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Read Answer Asked by Mark on November 20, 2017

• Miscellaneous (MISC)
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Q: I'm aware that you don't follow companies outside of Canada but I also appreciate the fact that you make a special effort to answer questions about them to the best of your ability.
With the caveat that I should do my own due diligence, what could you tell me about Australia-based blue chip CSL Pharmaceutical (CSSLY)?
Robert

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Read Answer Asked by Robert on November 20, 2017