Investment Q&A

• BMO Equal Weight Banks Index ETF (ZEB $54.24)
  • $54.24 P/E (TTM): 11.77X Cap: $4.62B
  • View ZEB Profile
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Q: HI;
Today you had a question from Tim concerning the banks, and their outlook. I would like to buy some BMO; ZEB, however in the fund facts they state that they distribute any realized capital gains in December.
I do not want to get a tax slip for the yearly gains. Is my thinking off course? What do you suggest? , besides buying 6 stocks. If i wait till January , the price may have appreciated a lot.
Thanks, BEN.

Upvote 2

Read Answer Asked by BEN on November 29, 2023

• iShares Core Canadian Long Term Bond Index ETF (XLB $18.98)
  • $18.98 Cap: $880M
  • View XLB Profile
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Q: Which bond ETF would you recommend buying if Bank of Canada decreases bank rate by at least 1% in 2024?

Upvote 4

Read Answer Asked by Robert on November 29, 2023

• iShares Russell 2000 Growth ETF (IWO $306.96)
  • $306.96 P/E (TTM): 22.39X Cap: $12.35B
  • View IWO Profile
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• Vanguard S&P Small-Cap 600 ETF (VIOO $106.31)
  • $106.31 P/E (TTM): 16.81X Cap: $2.95B
  • View VIOO Profile
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Q: After listening to Larry Berman on BNN yesterday I looked for the symbols for the small cap etf representing S&P 600 and couldn't find them .What ETF do you feel best represents the S&P 600 or US small caps ?

Upvote 3

Read Answer Asked by lynn on November 28, 2023

• Tesla Inc. (TSLA $401.25)
  • $401.25 P/E (TTM): 269.57X Cap: $1.33T
  • View TSLA Profile
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• Global X Equal Weight Canadian Bank Covered Call ETF (BKCC $16.03)
  • $16.03 P/E (TTM): 11.76X Cap: $278M
  • View BKCC Profile
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• Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $11.03)
  • $11.03 P/E (TTM): 6.67X Cap: $639M
  • View ENCC Profile
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• Telsa Yield Shares Purpose ETF (YTSL)
  • View YTSL Profile
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Q: Please rank the above in terms of risk/reward and technicals

Upvote 4

Read Answer Asked by Paul on November 28, 2023

• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.57)
  • $15.57 P/E (TTM): 9.31X Cap: $1.71B
  • View HMAX Profile
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.48)
  • $13.48 P/E (TTM): 19.81X Cap: $926M
  • View UMAX Profile
  • View Questions on UMAX

Q: A little while ago I asked 5i what the current yield was for UMAX and HMAX as I wanted to target the yield for an entry point . Could 5i give me the formula to use so I can do this on my own ? Use HMAX as an example to illustrate using the formula ..... Thanks Garth

Upvote 5

Read Answer Asked by Garth on November 27, 2023

• Vanguard Balanced ETF Portfolio (VBAL $36.44)
  • $36.44 P/E (TTM): 1.06X Cap: $4.19B
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• Vanguard Growth ETF Portfolio (VGRO $42.11)
  • $42.11 P/E (TTM): 1.08X Cap: $8.16B
  • View VGRO Profile
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Q: I am transferring a work RRSP in cash and need to invest the proceeds. $80k for a 63 year old. I am thinking of allocating this into ETF’s. Please recommend which ones and the allocation.
Can take on reasonable risk.

Upvote 8

Read Answer Asked by Lois on November 27, 2023

• Harvest Brand Leaders Plus Income ETF (HBF $10.53)
  • $10.53 P/E (TTM): 22.19X Cap: $503M
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Q: What are your thoughts on this ETF for retirement income ? Thanks Steve

Upvote 3

Read Answer Asked by STEVE on November 27, 2023

• Super Micro Computer Inc. (SMCI $34.90)
  • $34.90 P/E (TTM): 28.68X Cap: $20.35B
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Q: For a hold through the end of the year, to capitalize on any potential ‘santa claus’ rally:
SMCI vs TQQQ? Thanks

Upvote 2

Read Answer Asked by Michael on November 27, 2023

• AbbVie Inc. (ABBV $233.87)
  • $233.87 P/E (TTM): 111.18X Cap: $413.56B
  • View ABBV Profile
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• Danaher Corporation (DHR $225.51)
  • $225.51 P/E (TTM): 45.52X Cap: $157.84B
  • View DHR Profile
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• Eli Lilly and Company (LLY $1,030.05)
  • $1,030.05 P/E (TTM): 50.16X Cap: $965.89B
  • View LLY Profile
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• Zoetis Inc. Class A (ZTS $118.14)
  • $118.14 P/E (TTM): 20.34X Cap: $52.35B
  • View ZTS Profile
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $70.13)
  • $70.13 P/E (TTM): 26.66X Cap: $547M
  • View XHC Profile
  • View Questions on XHC
• WELL Health Technologies Corp. (WELL $3.91)
  • $3.91 Cap: $1B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: I currently hold XHC to give me some global health care exposure. It is ~ a whole position for me and is currently down 4.5%. My other Healthcare stocks are Well and Abbvie.
Do you have some other healthcare names that are solid but growing. With or without dividend.

Outside of Canada to get USA or World exposure.

Or would you stick with XHC?

Thanks.

Upvote 9

Read Answer Asked by Colin on November 24, 2023

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.69)
  • $13.69 P/E (TTM): 7.35X Cap: $1.06B
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Q: Hello 5i team,
CPD has jumped up a bit in the past few weeks. Just curious about what is pushing the preferred ETF up? Is it the assumption that rate increases have halted(slowed down)?
Andrew

Upvote 3

Read Answer Asked by Andrew on November 24, 2023

• Eli Lilly and Company (LLY $1,030.05)
  • $1,030.05 P/E (TTM): 50.16X Cap: $965.89B
  • View LLY Profile
  • View Questions on LLY
• Novo Nordisk A/S (NVO $47.55)
  • $47.55 P/E (TTM): 13.75X Cap: $363.68B
  • View NVO Profile
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• Arrowhead Pharmaceuticals Inc. (ARWR $40.47)
  • $40.47 Cap: $5.59B
  • View ARWR Profile
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• BridgeBio Pharma Inc. (BBIO $65.59)
  • $65.59 Cap: $12.76B
  • View BBIO Profile
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Q: BNN announced yesterday that TEMA whose funds are theme based has created a new ETF on the theme of weight loss. What is your opinion on the selection of the companies in this ETF. Can you provide the trading symbol for this ETF?

Thank you, Mike

Mike

Upvote 1

Read Answer Asked by Michael on November 24, 2023

• TELUS Corporation (T $19.00)
  • $19.00 Cap: $31.05B
  • View T Profile
  • View Questions on T
• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.57)
  • $15.57 P/E (TTM): 9.31X Cap: $1.71B
  • View HMAX Profile
  • View Questions on HMAX

Q: I know you don't like comparing ETFs to single stocks...but I'm going to put a question out there anyway. I currently hold TELUS in a non-registered account. As I've held it for a very long time, I'm up 20%, but I feel the stock is stalled for a number of reasons. Given that I bought it for the dividend as well as some growth, I would appreciate your advice on trading it for HMAX. Please compare total estimated growth for both T and HMAX over the next 3-5 years. Additionally, with interest rates expected to begin falling next year, how would that impact the price of HMAX? Thank you.

Upvote 7

Read Answer Asked by Maureen on November 24, 2023

• Global X S&P 500 Index Corporate Class ETF (HXS $95.40)
  • $95.40 Cap: $5.22B
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• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $78.86)
  • $78.86 Cap: $4.48B
  • View HXT Profile
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• Global X Intl Developed Markets Equity Index Corporate Class ETF (HXDM $56.75)
  • $56.75 Cap: $898M
  • View HXDM Profile
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Q: MoneySense recommended HXT as one of the best Canadian ETFs for years, but not in 2023. Is there any concerns that the government may crack down on Horizon's Total return funds that do not pay out any dividends?
Thanks!

Upvote 5

Read Answer Asked by Grant on November 24, 2023

• Evolve Global Healthcare Enhanced Yield Fund (LIFE $19.68)
  • $19.68 P/E (TTM): 27.54X Cap: $239M
  • View LIFE Profile
  • View Questions on LIFE
• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.57)
  • $15.57 P/E (TTM): 9.31X Cap: $1.71B
  • View HMAX Profile
  • View Questions on HMAX

Q: Are these ETFs worth holding for income in a diversified portfolio? I realize that the covered call strategy limits the upside potential.

Upvote 3

Read Answer Asked by Allen on November 24, 2023

• Evolve NASDAQ Technology Index Fund (QQQT $38.82)
  • $38.82 P/E (TTM): 43.56X Cap: $92M
  • View QQQT Profile
  • View Questions on QQQT

Q: I have been investigating a fairly new ETF, namely QQQT from Evolve. It seems to provide good representation of most of the magnificent seven as well as several others. Your thoughts on the management fee (0.25%) and whether you would prefer the hedged or non-hedged product.

Upvote 5

Read Answer Asked by Theodore on November 24, 2023

• BMO Low Volatility US Equity ETF (ZLU $58.65)
  • $58.65 P/E (TTM): 21.33X Cap: $2.20B
  • View ZLU Profile
  • View Questions on ZLU
• BMO Low Volatility US Equity ETF (ZLU.U $43.05)
  • $43.05 P/E (TTM): 21.33X Cap: $99M
  • View ZLU.U Profile
  • View Questions on ZLU.U
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.02)
  • $48.02 P/E (TTM): 20.73X Cap: $19.89B
  • View XIC Profile
  • View Questions on XIC
• Vanguard S&P 500 Index ETF (VFV $164.29)
  • $164.29 P/E (TTM): 27.07X Cap: $26.83B
  • View VFV Profile
  • View Questions on VFV
• Vanguard Growth ETF Portfolio (VGRO $42.11)
  • $42.11 P/E (TTM): 1.08X Cap: $8.16B
  • View VGRO Profile
  • View Questions on VGRO

Q: In my open (unregistered) account, I currently own VGRO and am looking to invest some funds in ETFs . What is the difference between ZLU and ZLU.U? How would your rate the above ETFs for growth over the next 5 years? Do these ETFs hold similar investments (stocks, bonds, etc)? If I invested in 2 ETFs, which ETFs would be complimentary? Can you suggest similar ETFs with better growth potential in the next 5 years? Thank you

Upvote 2

Read Answer Asked by Don on November 24, 2023

• Sprott Physical Gold Trust Unit (PHYS $31.00)
  • $31.00 P/E (TTM): 24.9X Cap: $12.42B
  • View PHYS Profile
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Q: Hi, my question is which etf to buy in the Sprott precious metal group? I’m selling my bullion and buying a etf. I can buy gold, gold and silver, platinum and palladium or uranium.
My plan was to just buy gold ( phys), but I see I have other choices. What would be your suggestion for a 4-5 minimum year hold?
Thanks

Upvote 4

Read Answer Asked by Brad on November 23, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $48.89)
  • $48.89 P/E (TTM): 54.54X Cap: $22.86B
  • View BIP.UN Profile
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.98)
  • $18.98 Cap: $880M
  • View XLB Profile
  • View Questions on XLB

Q: RIF account looking for consistent income and some growth
Getting the feeling we are at or nearing the end of rate hikes (CDA and US). However, I'm also feeling we are in for a longer period of higher normalized (current) rates
Question: Is long term bond XLB worth holding on in the higher for longer environment? I'm contemplating a switch to equity and BIP.UN (preferring the currency diversification). Your thoughts on rates and the switch

Upvote 4

Read Answer Asked by Harry on November 23, 2023

• BMO Covered Call Utilities ETF (ZWU $11.42)
  • $11.42 P/E (TTM): 18.66X Cap: $1.95B
  • View ZWU Profile
  • View Questions on ZWU
• CI Tech Giants Covered Call ETF (TXF $22.63)
  • $22.63 P/E (TTM): 37.32X Cap: $691M
  • View TXF Profile
  • View Questions on TXF
• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.48)
  • $13.48 P/E (TTM): 19.81X Cap: $926M
  • View UMAX Profile
  • View Questions on UMAX
• Hamilton Technology YIELD MAXIMIZER TM ETF (QMAX $22.78)
  • $22.78 P/E (TTM): 46.69X Cap: $674M
  • View QMAX Profile
  • View Questions on QMAX

Q: I am an income investor. I believe that umax and zwu are similar.

Would umax (14% yield) not be preferred to zwu at 8.2%

Same for qmax (11.8%) vs. txf at 8.3%

thank you for your comments

Upvote 9

Read Answer Asked by JACK on November 23, 2023

• iShares MSCI World Index ETF (XWD $107.79)
  • $107.79 P/E (TTM): 24.55X Cap: $1.44B
  • View XWD Profile
  • View Questions on XWD
• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $61.00)
  • $61.00 P/E (TTM): 11.69X Cap: $119M
  • View XGI Profile
  • View Questions on XGI
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.97)
  • $101.97 Cap: $2.24B
  • View VGG Profile
  • View Questions on VGG
• Health Care Select Sector SPDR (XLV $152.59)
  • $152.59 P/E (TTM): 23.97X Cap: $39.16B
  • View XLV Profile
  • View Questions on XLV

Q: I have the above ETF's in my TFSA and am wondering if these belong in a TFSA? On reading your newsletter "Investments to hold in your TFSA" , I interpreted this to mean they do not belong in the TFSA. Am I right?
Thanks for your response.

Upvote 1

Read Answer Asked by Terry on November 23, 2023