Investment Q&A

• Harvest Tech Achievers Growth & Income ETF (HTA $19.03)
  • $19.03 P/E (TTM): 34.68X Cap: $695M
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $113.46)
  • $113.46 P/E (TTM): 35.05X Cap: $1.98B
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Q: I am looking at either ( or both) for initial tech position in conservative high income non registered portfolio. HTA, covered call, hedged, equal weight 20 large caps, MER 0.85 ,yield 4.75 , One year return 44%, ROC tax efficient. ZNQ, Nasdaq 100, hedged, cap weighted, MER 0.38, yield 0.34, one year return 39 %, normal tax.
Which would you prefer and why? Thanks
Derek

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Read Answer Asked by Derek on April 29, 2021

• BMO Equal Weight REITs Index ETF (ZRE $21.79)
  • $21.79 P/E (TTM): 19.0X Cap: $583M
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• CI Canadian REIT ETF (RIT $16.56)
  • $16.56 P/E (TTM): 51.99X Cap: $405M
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• iShares S&P Global Clean Energy Index Fund (ICLN $17.02)
  • $17.02 P/E (TTM): 36.03X Cap: $1.90B
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• Dynamic Premium Yield PLUS Fund Series F (DYN3361 $10.59)
  • $10.59 P/E (TTM): 20.4X
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• Mackenzie Global Environmental Equity Fund F (MFC5786 $27.85)
  • $27.85 P/E (TTM): 10.0X
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• Invesco WilderHill Clean Energy ETF (PBW $30.52)
  • $30.52 P/E (TTM): 22.96X Cap: $570M
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• First Trust NASDAQ Clean Edge Green Energy Idx Fd (QCLN $43.37)
  • $43.37 P/E (TTM): 6.66X Cap: $528M
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Q: Hi gang, can you please help me look deep in this
Accounts:
Mfc5786
Dyn3361
Nbn1120s
Eqp107
Che.in
Are this funds good to hold for2-3 years in rrsp accounts. Are this company strong and are dividends safe. Should I keep them. Thanks
Alnoor

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Read Answer Asked by Alnoor on April 29, 2021

• BMO Equal Weight REITs Index ETF (ZRE $21.79)
  • $21.79 P/E (TTM): 19.0X Cap: $583M
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• iShares S&P/TSX Capped REIT Index ETF (XRE $15.50)
  • $15.50 P/E (TTM): 16.98X Cap: $1.07B
  • View XRE Profile
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• Vanguard FTSE Canadian Capped REIT Index ETF (VRE $32.35)
  • $32.35 P/E (TTM): 78.41X Cap: $280M
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• iShares TIPS Bond ETF (TIP $110.75)
  • $110.75 Cap: $14.07B
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• SPDR Gold Shares ETF (GLD $375.96)
  • $375.96 Cap: $139.36B
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• iShares 0-5 Year TIPS Bond ETF (STIP $102.87)
  • $102.87 Cap: $13.16B
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Q: What are some of your top value stock and ETF picks to protect against inflation during the next 1-3 years. Thanks as always.

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Read Answer Asked by Curtis on April 29, 2021

• The Energy Select Sector SPDR Fund (XLE $92.02)
  • $92.02 P/E (TTM): 16.17X Cap: $27.45B
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• VanEck Oil Services ETF (OIH $287.30)
  • $287.30 P/E (TTM): 12.06X Cap: $1.09B
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Q: Hello again your thoughts please on OIH :US Fund or your recommendations on a energy fund
Thanks again

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Read Answer Asked by George on April 29, 2021

• INVESCO QQQ Trust (QQQ $608.86)
  • $608.86 P/E (TTM): 36.04X Cap: $399.90B
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Q: Would theQQQ BE THEBEST way the access the tech market for a small amount of money??

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Read Answer Asked by Bill on April 29, 2021

• VanEck Vectors Semiconductor ETF (SMH $344.98)
  • $344.98 P/E (TTM): 34.16X Cap: $35.92B
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Q: I understand that there is a shortage of semiconductors. Given this situation is it a good time to buy SMH or stay away from this sector? Thank You.

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Read Answer Asked by Brian on April 29, 2021

• Consumer Discretionary Select Sector SPDR (XLY $230.89)
  • $230.89 P/E (TTM): 32.37X Cap: $24B
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• iShares Global Consumer Discretionary ETF (RXI $203.29)
  • $203.29 P/E (TTM): 24.59X Cap: $448M
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• iShares Global Consumer Staples ETF (KXI $64.56)
  • $64.56 P/E (TTM): 27.54X Cap: $876M
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• Vanguard Consumer Staples ETF (VDC $210.60)
  • $210.60 P/E (TTM): 23.83X Cap: $7.29B
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• Vanguard Consumer Discretionary ETF (VCR $379.75)
  • $379.75 P/E (TTM): 26.98X Cap: $6.34B
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Q: How would you suggest getting exposure to consumer discretionary/staples?

Could you please give a good ETF for each sector and a couple good names?

Looking for broad exposure (not just Canada)

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Read Answer Asked by Max on April 29, 2021

Q: Which ETF[s] would you recommend to cover commodities e.g. cereals, minerals, etc?

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Read Answer Asked by steve on April 28, 2021

Q: I need a bit of assistance knowing what to do with bond ETFs. With interest rates projected to change in Canada and mounting inflationary pressures in the US, would you go long (as per a G/M article today 'A contrarian case for bonds - and stellar returns ahead' which suggested the CND ETF XLB) or short term (eg VSB, CBO as in an answer you provided today)? In the past I have opted for aggregate bond ETFs feeling interest rate calls were beyond my abilities to 'call the market'.

Thanks for your valued input.

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Read Answer Asked by David C. on April 28, 2021

• Intuitive Surgical Inc. (ISRG $549.51)
  • $549.51 P/E (TTM): 75.62X Cap: $202.72B
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• AbbVie Inc. (ABBV $232.36)
  • $232.36 P/E (TTM): 111.59X Cap: $410.54B
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• BMO Equal Weight REITs Index ETF (ZRE $21.79)
  • $21.79 P/E (TTM): 19.0X Cap: $583M
  • View ZRE Profile
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• Vanguard Real Estate Index Fund ETF (VNQ $89.59)
  • $89.59 P/E (TTM): 32.84X Cap: $34.19B
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• Health Care Select Sector SPDR (XLV $151.83)
  • $151.83 P/E (TTM): 23.11X Cap: $38.53B
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• iShares U.S. Medical Devices ETF (IHI $62.31)
  • $62.31 P/E (TTM): 27.92X Cap: $4.24B
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• State Street SPDR S&P Biotech ETF (XBI $114.01)
  • $114.01 P/E (TTM): 15.01X Cap: $6.44B
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• Guardant Health Inc. (GH $94.37)
  • $94.37 Cap: $11.86B
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• iShares U.S. Real Estate ETF (IYR $94.88)
  • $94.88 P/E (TTM): 34.18X Cap: $3.63B
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Q: Hi group need more exposure to real estate and health care - could you recommend a few in each sector also a few ETF would be helpful. I have some ready cash to deploy but am a bit queasy about investing into todays market feels oversold? also India , South America are struggling with COVID what's you thoughts (leaning towards waiting until Virus is better controlled. Wait or jump in Appreciate your thoughts

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Read Answer Asked by Terence on April 28, 2021

• BMO Ultra Short-Term Bond ETF (ZST $49.07)
  • $49.07 Cap: $4.32B
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• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR $10.12)
  • $10.12 Cap: $503M
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• Purpose High Interest Savings Fund (PSA $50.06)
  • $50.06 Cap: $3.28B
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Q: Looking for both US and Cdn (GIC replacement) ideas for an 80+ year old, looking for some income, not looking to shoot the lights out. Sitting in cash is tough. 4-6 suggestions would be appreciated. Thanks.

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Read Answer Asked by David on April 28, 2021

• iShares Gold Bullion ETF (CGL.C $48.06)
  • $48.06 Cap: $721M
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• iShares Gold Bullion ETF (CGL $31.58)
  • $31.58 Cap: $2.16B
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• Royal Canadian Mint - Canadian Gold Reserves Exchange-Traded Receipts (MNT $60.21)
  • $60.21 P/E (TTM): 19.5X Cap: $2.49B
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• Sprott Physical Gold Trust (PHYS $43.72)
  • $43.72 P/E (TTM): 24.9X Cap: $17.95B
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Q: Hi Peter, Ryan and Team,

How would you rank these gold ETFs MNT, CGL, CGL. C an PHYS.?

Thanks.

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Read Answer Asked by Marvin on April 28, 2021

Q: Breakwave dry Bulk Shipping/BDRY. This keeps creeping up almost every day. Please comment. Thanks!

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Read Answer Asked by Austin on April 28, 2021

• BMO S&P 500 Index ETF (ZSP $103.46)
  • $103.46 P/E (TTM): 26.73X Cap: $20.72B
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• BMO US Dividend ETF (ZDY $50.35)
  • $50.35 P/E (TTM): 20.74X Cap: $691M
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.45)
  • $48.45 P/E (TTM): 6.16X Cap: $19.88B
  • View XIC Profile
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• iShares S&P/TSX 60 Index ETF (XIU $45.31)
  • $45.31 P/E (TTM): 7.38X Cap: $17.79B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.08)
  • $40.08 P/E (TTM): 14.83X Cap: $1.05B
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• Vanguard U.S. Total Market Index ETF (VUN $125.59)
  • $125.59 P/E (TTM): 26.28X Cap: $14.09B
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Q: Hi gang, have $200,000.00 canadian to invest for 2-3 years. Just want to invest 50-50 Canada-USA. Would like to be as safe as possible. Some stocks and some ETF. If possible dividend paying one. Thanks
Alnoor.

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Read Answer Asked by Alnoor on April 28, 2021

• BMO MSCI EAFE Index ETF (ZEA $28.17)
  • $28.17 P/E (TTM): 1.16X Cap: $11.16B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $46.46)
  • $46.46 P/E (TTM): 1.13X Cap: $15.80B
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• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $41.94)
  • $41.94 P/E (TTM): 11.96X Cap: $1.60B
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• iShares Core MSCI EAFE ETF (IEFA $88.75)
  • $88.75 P/E (TTM): 12.32X Cap: $158.84B
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• iShares MSCI EAFE Small-Cap ETF (SCZ $76.35)
  • $76.35 P/E (TTM): 28.8X Cap: $12.04B
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• iShares MSCI EAFE ETF (EFA $95.26)
  • $95.26 P/E (TTM): 15.02X Cap: $68.89B
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Q: Hi
can you recommend one or more ETFs that together or individually cover Europe, Australia and the Far East?
thanks

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Read Answer Asked by Mary on April 27, 2021

• Hamilton Australian Bank Equal-Weight Index ETF (HBA $30.00)
  • $30.00 P/E (TTM): 30.01X Cap: $141M
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Q: Hamilton ETF's, who have a focus on the Financial Sector, have an Australian Bank ETF. Do you think one needs additional exposure to this area, assuming one already has some exposure to CDN and US banks?

Thanks,

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Read Answer Asked by Craig on April 27, 2021

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.62)
  • $18.62 Cap: $781M
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• iShares Core Canadian Short Term Bond Index ETF (XSB $27.09)
  • $27.09 Cap: $3.41B
  • View XSB Profile
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.49)
  • $28.49 Cap: $8.99B
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• Vanguard Canadian Short-Term Bond Index ETF (VSB $23.52)
  • $23.52 Cap: $1.41B
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Q: I am one that is not very fond of Bonds and with their present performance I have decided to sell ETF XBB .
What would be a best ETF as an alternative to XBB in a RRIF account over a five year time frame?

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Read Answer Asked by Terry on April 27, 2021

• TD International Equity Index ETF (TPE $27.38)
  • $27.38 P/E (TTM): 0.17X Cap: $3.77B
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Q: Hi 5i
Can I please get your thoughts on geographic selection for index mutual fund investment?

Working with TD e-Series Funds, monthly contribution, 19 year old just getting started, single fund has been the thought so far.

Choice Range: Canada Index? US Index? International Index(Holds TPE ETF)?
(can go Europe only but I'm guessing you will ward off this selection)

Comments welcome on all aspects.
Thanks
Dave

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Read Answer Asked by David on April 27, 2021

• Consumer Staples Select Sector SPDR (XLP $77.26)
  • $77.26 P/E (TTM): 24.91X Cap: $15.17B
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• Consumer Discretionary Select Sector SPDR (XLY $230.89)
  • $230.89 P/E (TTM): 32.37X Cap: $24B
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Q: Is there any merit in owning both? Doesn't seem to be much overlap.XLY has nearly 40% in Amazon and Tesla. XLP almost 36% with PG, Walmart and Pepsi.Thanks Paul

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Read Answer Asked by Paul on April 27, 2021

• SPDR S&P 500 ETF Trust (SPY $671.93)
  • $671.93 P/E (TTM): 27.29X Cap: $694.90B
  • View SPY Profile
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• INVESCO QQQ Trust (QQQ $608.86)
  • $608.86 P/E (TTM): 36.04X Cap: $399.90B
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• iShares Russell 2000 ETF (IWM $237.48)
  • $237.48 P/E (TTM): 17.12X Cap: $66.95B
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Q: SPY, QQQ, and IWM HAve what seem to be historically (and ridiculously) attenuated charts especially viewed from a 20 year perspective. Short of using trailing stop loss orders with each of my largely dividend-oriented equity positions, what would you recommend as a defensive strategy? E.G. gradually adding to a laddered IWM put and/or LEAP put position(s)?

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Read Answer Asked by David on April 27, 2021