Investment Q&A

• Harvest Brand Leaders Plus Income ETF (HBF $10.79)
  • $10.79 P/E (TTM): 23.05X Cap: $523M
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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 $29.90)
  • $29.90 P/E (TTM): 23.63X Cap: $17.84B
  • View SMCI Profile
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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 $224.13)
  • $224.13 P/E (TTM): 178.18X Cap: $396.12B
  • View ABBV Profile
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• Danaher Corporation (DHR $235.00)
  • $235.00 P/E (TTM): 48.47X Cap: $165.99B
  • View DHR Profile
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• Eli Lilly and Company (LLY $1,085.19)
  • $1,085.19 P/E (TTM): 54.21X Cap: $1.02T
  • View LLY Profile
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• Zoetis Inc. Class A (ZTS $126.85)
  • $126.85 P/E (TTM): 21.16X Cap: $55.90B
  • View ZTS Profile
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $72.14)
  • $72.14 P/E (TTM): 26.68X Cap: $577M
  • View XHC Profile
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• WELL Health Technologies Corp. (WELL $4.10)
  • $4.10 Cap: $1.04B
  • View WELL Profile
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  • 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 $13.88)
  • $13.88 P/E (TTM): 7.23X Cap: $1.05B
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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 $1,085.19)
  • $1,085.19 P/E (TTM): 54.21X Cap: $1.02T
  • View LLY Profile
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• Novo Nordisk A/S (NVO $57.34)
  • $57.34 P/E (TTM): 15.98X Cap: $363.68B
  • View NVO Profile
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• Arrowhead Pharmaceuticals Inc. (ARWR $65.00)
  • $65.00 Cap: $8.82B
  • View ARWR Profile
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• BridgeBio Pharma Inc. (BBIO $73.82)
  • $73.82 Cap: $14.22B
  • 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 $18.51)
  • $18.51 Cap: $28.65B
  • View T Profile
  • View Questions on T
• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.39)
  • $16.39 P/E (TTM): 9.13X Cap: $1.80B
  • 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 $99.03)
  • $99.03 Cap: $5.79B
  • View HXS Profile
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• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $84.76)
  • $84.76 Cap: $4.63B
  • View HXT Profile
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• Global X Intl Developed Markets Equity Index Corporate Class ETF (HXDM $60.33)
  • $60.33 Cap: $959M
  • 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 $19.73)
  • $19.73 P/E (TTM): 16.11X Cap: $267M
  • View LIFE Profile
  • View Questions on LIFE
• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.39)
  • $16.39 P/E (TTM): 9.13X Cap: $1.80B
  • 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 $40.48)
  • $40.48 P/E (TTM): 40.63X Cap: $103M
  • 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 $57.97)
  • $57.97 P/E (TTM): 22.05X Cap: $2.20B
  • View ZLU Profile
  • View Questions on ZLU
• BMO Low Volatility US Equity ETF (ZLU.U $42.96)
  • $42.96 P/E (TTM): 22.05X Cap: $100M
  • View ZLU.U Profile
  • View Questions on ZLU.U
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $51.63)
  • $51.63 P/E (TTM): 13.65X Cap: $22.65B
  • View XIC Profile
  • View Questions on XIC
• Vanguard S&P 500 Index ETF (VFV $170.17)
  • $170.17 P/E (TTM): 26.41X Cap: $28.24B
  • View VFV Profile
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• Vanguard Growth ETF Portfolio (VGRO $43.85)
  • $43.85 P/E (TTM): 3.74X Cap: $8.64B
  • 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 $34.15)
  • $34.15 P/E (TTM): 24.9X Cap: $13.78B
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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 $46.66)
  • $46.66 P/E (TTM): 51.59X Cap: $21.52B
  • View BIP.UN Profile
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.65)
  • $18.65 Cap: $835M
  • View XLB Profile
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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 $10.99)
  • $10.99 P/E (TTM): 18.74X Cap: $1.94B
  • View ZWU Profile
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• CI Tech Giants Covered Call ETF (TXF $23.53)
  • $23.53 P/E (TTM): 37.32X Cap: $721M
  • View TXF Profile
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.07)
  • $13.07 P/E (TTM): 15.01X Cap: $898M
  • View UMAX Profile
  • View Questions on UMAX
• Hamilton Technology YIELD MAXIMIZER TM ETF (QMAX $22.82)
  • $22.82 P/E (TTM): 30.14X Cap: $731M
  • 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 $111.75)
  • $111.75 P/E (TTM): 26.44X Cap: $1.53B
  • View XWD Profile
  • View Questions on XWD
• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $65.08)
  • $65.08 P/E (TTM): 28.61X Cap: $146M
  • View XGI Profile
  • View Questions on XGI
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.33)
  • $105.33 Cap: $2.32B
  • View VGG Profile
  • View Questions on VGG
• State Street Health Care Select Sector SPDR ETF (XLV $158.12)
  • $158.12 P/E (TTM): 24.15X Cap: $40.55B
  • 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

• Canadian National Railway Company (CNR $137.89)
  • $137.89 P/E (TTM): 18.18X Cap: $84.87B
  • View CNR Profile
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• Canadian Pacific Kansas City Limited (CP $100.06)
  • $100.06 P/E (TTM): 21.23X Cap: $90.13B
  • View CP Profile
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• iShares S&P/TSX Composite High Dividend Index ETF (XEI $32.38)
  • $32.38 P/E (TTM): 12.81X Cap: $2.86B
  • View XEI Profile
  • View Questions on XEI

Q: Good Morning 5i group. What are your thoughts for a recently retired person who has a large gain on CNR in an RRSP to sell the position tax free and buy an ETF say XEI and essentially triple the income and also diversify the portfolio further ?
Thanks for the great service, a different ETF or investment idea for consideration would be welcomed.

Upvote 4

Read Answer Asked by STEVE on November 23, 2023

• iShares U.S. Aerospace & Defense ETF (ITA $227.43)
  • $227.43 P/E (TTM): 19.17X Cap: $13.60B
  • View ITA Profile
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• State Street SPDR S&P Aerospace & Defense ETF (XAR $268.70)
  • $268.70 P/E (TTM): 5.23X Cap: $5.25B
  • View XAR Profile
  • View Questions on XAR
• iShares U.S. Aerospace & Defense Index ETF (XAD $102.02)
  • $102.02 P/E (TTM): 17.49X Cap: $113M
  • View XAD Profile
  • View Questions on XAD

Q: Hi. I'm looking at enhancing the defense portion of my portfolio and I'd like your thoughts on XAD. Or would I be better going with XAR or ITA?

Thank you.

Upvote 2

Read Answer Asked by Marc on November 23, 2023

• Brompton Enhanced Multi-Asset Income ETF (BMAX $14.80)
  • $14.80 P/E (TTM): 21.73X Cap: $129M
  • View BMAX Profile
  • View Questions on BMAX
• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.39)
  • $16.39 P/E (TTM): 9.13X Cap: $1.80B
  • View HMAX Profile
  • View Questions on HMAX
• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $12.70)
  • $12.70 Cap: $190M
  • View HBND Profile
  • View Questions on HBND
• Harvest Premium Yield Treasury ETF (HPYT $8.49)
  • $8.49 Cap: $438M
  • View HPYT Profile
  • View Questions on HPYT

Q: RE these 3 investment companies, which do you think is the best to invest in for high yield and modest growth: Harvest funds, Hamilton funds, Brompton funds. Thanks

Upvote 8

Read Answer Asked by george on November 23, 2023

• Invesco CurrencyShares Japanese Yen Trust (FXY $58.52)
  • $58.52 P/E (TTM): 8.43X Cap: $475M
  • View FXY Profile
  • View Questions on FXY

Q: If I believe Japanese yen will bottom out in near future, could you suggest some financial instruments for investors to take advantage of this scenario?

Upvote 2

Read Answer Asked by David on November 23, 2023

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $62.88)
  • $62.88 P/E (TTM): 19.95X Cap: $4.23B
  • View XQQ Profile
  • View Questions on XQQ
• iShares S&P/TSX Capped Information Technology Index ETF (XIT $80.27)
  • $80.27 P/E (TTM): 54.66X Cap: $746M
  • View XIT Profile
  • View Questions on XIT
• Invesco NASDAQ 100 Index ETF (QQC $42.03)
  • $42.03 P/E (TTM): 30.28X Cap: $1.39B
  • View QQC Profile
  • View Questions on QQC
• Purpose High Interest Savings Fund (PSA $50.03)
  • $50.03 Cap: $3.22B
  • View PSA Profile
  • View Questions on PSA
• Vanguard S&P 500 Index ETF (VFV $170.17)
  • $170.17 P/E (TTM): 26.41X Cap: $28.24B
  • View VFV Profile
  • View Questions on VFV
• Vanguard S&P 500 ETF (VOO $634.06)
  • $634.06 P/E (TTM): 26.09X Cap: $769.21B
  • View VOO Profile
  • View Questions on VOO
• INVESCO QQQ Trust (QQQ $620.47)
  • $620.47 P/E (TTM): 30.59X Cap: $411.86B
  • View QQQ Profile
  • View Questions on QQQ
• Vanguard Information Technology ETF (VGT $754.81)
  • $754.81 P/E (TTM): 37.87X Cap: $110.29B
  • View VGT Profile
  • View Questions on VGT
• TD Global Technology Leaders Index ETF (TEC $53.77)
  • $53.77 P/E (TTM): 31.1X Cap: $3.49B
  • View TEC Profile
  • View Questions on TEC
• Global X Cash Maximizer Corporate Class ETF (HSAV $116.83)
  • $116.83 Cap: $1.91B
  • View HSAV Profile
  • View Questions on HSAV

Q: Could you please suggest a mirror ETFs from the listing below in Canadian dollar?

VOO
VGT
QQQ
PSA

thanks,

Upvote 4

Read Answer Asked by Shi on November 23, 2023

• BMO MSCI Emerging Markets Index ETF (ZEM $28.28)
  • $28.28 P/E (TTM): 6.09X Cap: $2.18B
  • View ZEM Profile
  • View Questions on ZEM
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.10)
  • $46.10 P/E (TTM): 7.49X Cap: $3.33B
  • View VEE Profile
  • View Questions on VEE

Q: Can you please compare the following ETFs: ZEM vs VEE. In the past you had commented that ZEM may be more tax efficient because most stocks are held direct. Which ETF has the most exposure to China?
Thanks!

Upvote 3

Read Answer Asked by Grant on November 22, 2023