Investment Q&A

• Eli Lilly and Company (LLY $927.06)
  • $927.06 P/E (TTM): 40.77X Cap: $883.95B
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• Pfizer Inc. (PFE $27.83)
  • $27.83 P/E (TTM): 20.82X Cap: $161.09B
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• State Street Health Care Select Sector SPDR ETF (XLV $146.28)
  • $146.28 P/E (TTM): 23.97X Cap: $38.69B
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Q: RSP account, new position. 10-yr + hold. Don’t know whether to buy individual stock for nice dividend, or ETF for diversification. Thoughts?

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Read Answer Asked by Trevor on February 01, 2023

• BMO Covered Call Utilities ETF (ZWU $12.10)
  • $12.10 P/E (TTM): 16.11X Cap: $2.14B
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• BMO Equal Weight Utilities Index ETF (ZUT $29.34)
  • $29.34 P/E (TTM): 20.46X Cap: $864M
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $35.64)
  • $35.64 P/E (TTM): 17.47X Cap: $434M
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Q: I notice that utility ETF are in the low range of 52 weeks.Considering interest rates and economic context ,is it a good time now to invest in utility ETF (or even in utility covered call ETF in order to limit the present volatility ) ? any ETF suggestion ?

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Read Answer Asked by Jean-Yves on February 01, 2023

Q: Hello
.Assuming an investor had a equally weighted NA Portfolio (25% each Index from 1993 to present : (TSX DJI Nasdaq S&P) . the annualized return combined and each respective decade was > 10.5% !!

Who needs to be a stock picker !

Would this have been possible back in 1993 ... IE where there Index Funds or ETFs with suitable MERs ? #investingiseasy

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Read Answer Asked by Brant on January 31, 2023

• Vanguard S&P 500 Index ETF (VFV $163.06)
  • $163.06 P/E (TTM): 26.01X Cap: $28.04B
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Q: What ETF would you recommend for a 1st contribution to a RESP? Long term, medium risk. I don t think it s worth buying individual companies at this stage in view of the small amount and to properly diversify. Thank you

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Read Answer Asked by Pierre on January 31, 2023

• iShares S&P/TSX Capped Financials Index ETF (XFN $77.40)
  • $77.40 P/E (TTM): 14.28X Cap: $1.94B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $64.25)
  • $64.25 P/E (TTM): 54.87X Cap: $675M
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• iShares S&P/TSX Capped REIT Index ETF (XRE $15.85)
  • $15.85 P/E (TTM): 63.09X Cap: $1.10B
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• State Street Health Care Select Sector SPDR ETF (XLV $146.28)
  • $146.28 P/E (TTM): 23.97X Cap: $38.69B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $109.04)
  • $109.04 P/E (TTM): 34.95X Cap: $21.35B
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Q: If you were to consider 5 sector ETFs based on current price and future prospects, what would they be?

Please recommend your favourite ETF for each on the TSX unless it's only available in USD.

Would the beaten down USA sector (eg. XUU) be part of your thinking?

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Read Answer Asked by Kevin on January 31, 2023

• iShares Diversified Monthly Income ETF (XTR $11.95)
  • $11.95 P/E (TTM): 18.54X Cap: $368M
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• Fidelity Asset Allocation Private Pool Ser F8 (FID374 $9.91)
  • $9.91 P/E (TTM): 17.0X
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Q: Hi 5i
For income and some growth, I continue to hold Fidelity Asset Allocation Private Pool Series F8 (374), in a corporate account. It is the only investment in the account. I have two questions.

1) In your opinion is this still a good choice?
2) Could you suggest an alternative to replace part or all of FID374?

Thank you, Bill

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Read Answer Asked by William on January 31, 2023

Q: Are there any Chinese ETF,s that U would recommend at this time? Or is India better, although I dont much trust either country. I would look at India recommendations as well.Thanks, James

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Read Answer Asked by JAMES on January 31, 2023

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.68)
  • $13.68 P/E (TTM): 6.96X Cap: $1.04B
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• BMO Covered Call Canadian Banks ETF (ZWB $25.63)
  • $25.63 P/E (TTM): 15.51X
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• BMO Covered Call Utilities ETF (ZWU $12.10)
  • $12.10 P/E (TTM): 16.11X Cap: $2.14B
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• BMO Equal Weight REITs Index ETF (ZRE $22.71)
  • $22.71 P/E (TTM): 25.68X Cap: $596M
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• iShares Convertible Bond Index ETF (CVD $18.32)
  • $18.32 P/E (TTM): 35.13X Cap: $118M
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• iShares S&P/TSX Composite High Dividend Index ETF (XEI $36.76)
  • $36.76 P/E (TTM): 13.77X Cap: $3.59B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.52)
  • $43.52 P/E (TTM): 16.81X Cap: $1.13B
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.41)
  • $16.41 P/E (TTM): 20.4X Cap: $1.07B
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Q: I am looking for ETFs that trade on the TSX with a yield of at least 4-5%. From the income portfolio, I see CPD (preferreds) / CVD (convertible) / XHY (US HY) / ZRE (REITs), and I am also aware of ZWU (Utilities) / ZWB (Banks).

Are there any others that don't have much overlap with the above that you would recommend?

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Read Answer Asked by Alexander on January 31, 2023

• iShares Russell 2000 Growth ETF (IWO $319.69)
  • $319.69 P/E (TTM): 22.36X Cap: $12.36B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $59.32)
  • $59.32 P/E (TTM): 32.77X Cap: $4.32B
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $47.62)
  • $47.62 P/E (TTM): 17.88X Cap: $636M
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• INVESCO QQQ Trust (QQQ $588.50)
  • $588.50 P/E (TTM): 33.2X Cap: $379.75B
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Q: Hi Peter,

Are there any canadian CDR's for QQQ, IWO or other similiar etf's ?

Thanks

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Read Answer Asked by HARRY on January 30, 2023

• iShares S&P Global Clean Energy Index Fund (ICLN $17.89)
  • $17.89 P/E (TTM): 36.15X Cap: $2.13B
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• iShares MSCI India ETF (INDA $47.25)
  • $47.25 P/E (TTM): 44.02X Cap: $7.06B
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Q: It Looks like India is booming what etf you would recommend Also Grren Energy is the future Is It time to buy any stock for grren energywhich)or it is too early?

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Read Answer Asked by Nizar on January 30, 2023

• INVESCO QQQ Trust (QQQ $588.50)
  • $588.50 P/E (TTM): 33.2X Cap: $379.75B
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• Vanguard Information Technology ETF (VGT $716.22)
  • $716.22 P/E (TTM): 36.76X Cap: $114.49B
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Q: what would you recommend as a US IT ETF

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Read Answer Asked by GRAHAM on January 30, 2023

• Vanguard S&P 500 Index ETF (VFV $163.06)
  • $163.06 P/E (TTM): 26.01X Cap: $28.04B
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• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP $104.40)
  • $104.40 P/E (TTM): 25.99X Cap: $5.20B
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Q: Dear 5i,
If one were to hold VFV and VSP for an infinite period of time and assume MER's were the same and effects of currency were neutral.
Is it reasonable to assume VFV would outperform VSP by approximately 1% because of hedging costs? If not, can you help explain.

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Read Answer Asked by Ian on January 30, 2023

Q: I am considering investing some money in the Chinese market. Can I please have your thoughts on Baba and the two ETF's noted. as well what is your overall opinion on investing in China?

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Read Answer Asked by Brian on January 30, 2023

• Invesco Optimum Yield Diversified Commodity (PDBC $17.55)
  • $17.55 P/E (TTM): 14.19X Cap: $6.48B
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Q: Can you please suggest the best Canadian equivilents to PDBC and DBC and or other ways to play commodities preferrably through etf's in Canada to avoid complicated year end tax issues. Thanks for your help.

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Read Answer Asked by Ian on January 27, 2023

• BNS Tiered Investment Savings Account A (DYN6000 $1.00)
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Q: I am using this high interest savings account (about 4% ) to hold money for RRIF (monthly)withdrawals. if I am correct there is no trading fee as with PSA etc. Is this the best way of managing this issue?
Thanks for your help Tom

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Read Answer Asked by Tom on January 27, 2023

• iShares Core Canadian Short Term Bond Index ETF (XSB $26.84)
  • $26.84 P/E (TTM): 45.21X Cap: $3.93B
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.41)
  • $16.41 P/E (TTM): 20.4X Cap: $1.07B
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Q: In these times where the financial health of companies are being put to the test, are bond funds like XHY, which hold 60% BB grade bonds and 30% B grade bonds, something that a wise investor should be pulling out of?

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Read Answer Asked by Kevin on January 27, 2023

• Amplify Cybersecurity ETF (HACK $77.41)
  • $77.41 P/E (TTM): 32.58X Cap: $1.93B
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• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $64.16)
  • $64.16 P/E (TTM): 29.88X Cap: $9.65B
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Q: After recent developments in Ukraine-Russia war, Russia now treating NATO as a direct enemy, so we are are going to see significant escalation in cyber war activities, meaning more money is going to be spend on cyber security. To capitalize on this, I would like to invest in one of these three cybersecurity ETFs. I am leaning towards BUG because it has higher concentration of security names, two other ETFs have many cloud/infrastructure holdings (e.g. Cisco, Cloudflare, etc.) that have little to do with cybersecurity. Yet, BUG is the smallest out of 3 ETFs and it has very high average P/E ratio... Which ETF do you recommend and what's you reasoning for the choice? Thanks.

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Read Answer Asked by Michael on January 26, 2023

• Global X Lithium & Battery Tech ETF (LIT $73.12)
  • $73.12 P/E (TTM): 1.02X Cap: $1.70B
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Q: Wondering…..what would be your recommended route for investment in battery metals … stocks, ETFs ?

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Read Answer Asked by Catherine on January 26, 2023

• Vanguard S&P 500 Index ETF (VFV $163.06)
  • $163.06 P/E (TTM): 26.01X Cap: $28.04B
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Q: Within a TFSA is the dividend of VFV:CA (Vanguard S&P 500 Index ETF) subject to a withholding tax?

Thank you.

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Read Answer Asked by Sandra on January 25, 2023

• iShares S&P/TSX Global Base Metals Index ETF (XBM $33.72)
  • $33.72 P/E (TTM): 22.68X Cap: $515M
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• Global X Copper Miners ETF (COPX $76.72)
  • $76.72 P/E (TTM): 36.56X Cap: $7.03B
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• Global X Copper Producers Index ETF (COPP $54.67)
  • $54.67 P/E (TTM): 0.51X Cap: $168M
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Q: I believe in copper investments for long term for various reasons.What would be your choice concerning copper mining stocks ETF,I noticed that COPP holds mostly CDN stocks and COPX is quite diversified geographically.Any other copper mining stock ETFs suggested ?

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Read Answer Asked by Jean-Yves on January 25, 2023