Investment Q&A

• AbbVie Inc. (ABBV $206.94)
  • $206.94 P/E (TTM): 87.54X Cap: $368.18B
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• JPMorgan Chase & Co. (JPM $309.51)
  • $309.51 P/E (TTM): 15.62X Cap: $824.35B
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• Royal Bank of Canada (RY $243.67)
  • $243.67 P/E (TTM): 16.38X Cap: $338.47B
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• Toronto-Dominion Bank (The) (TD $144.72)
  • $144.72 P/E (TTM): 11.68X Cap: $241.21B
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• Bank of Nova Scotia (The) (BNS $104.52)
  • $104.52 P/E (TTM): 20.63X Cap: $128.53B
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• Bank of Montreal (BMO $205.50)
  • $205.50 P/E (TTM): 16.33X Cap: $143.90B
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• TELUS Corporation (T $17.16)
  • $17.16 P/E (TTM): 23.71X Cap: $26.27B
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• Brookfield Renewable Partners L.P. (BEP.UN $45.82)
  • $45.82 Cap: $30.30B
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• BMO Canadian Dividend ETF (ZDV $30.89)
  • $30.89 P/E (TTM): 0.72X Cap: $1.65B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $71.33)
  • $71.33 P/E (TTM): 12.53X Cap: $7.44B
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• Hamilton Enhanced Canadian Bank ETF (HCAL $41.72)
  • $41.72 P/E (TTM): 15.2X Cap: $900M
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Q: Can you recommend etfs to setup a smith maneuver account with target dividend of around 4-5%?
If you think I can get diversification from individual stocks then please go ahead to recommend that list.
Thank you for your service.

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Read Answer Asked by Gurdeep on May 27, 2022

• Harvest Healthcare Leaders Income ETF (HHL $6.82)
  • $6.82 P/E (TTM): 23.48X Cap: $1.61B
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Q: HI GUYS I was wondering if this company would be ok to buy because the price seems fair and it pays good divivdend, I cant find any news on it or do you have anything else in that price range that may be worth looking at. I am looking to buy it in my tfsa thanks so much Larry

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Read Answer Asked by Larry on May 27, 2022

• iShares 20+ Year Treasury Bond ETF (TLT $85.37)
  • $85.37 Cap: $42.26B
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Q: With respect to US long term treasuries ( 20 or 30 yr) please suggest an ETF.
As well, what event would one watch for if one wanted to time stepping into such an ETF?
thanks

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Read Answer Asked by Joe on May 27, 2022

• BMO Dow Jones Industrial Average Hedged to CAD Index ETF (ZDJ $73.95)
  • $73.95 P/E (TTM): 22.4X Cap: $410M
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Q: Dear 5i
Is there a Canadian listed ETF that covers the stocks found in the Dow Jones . I realize that there is DIA but i believe it`s US listed .
Thanks
Bill C

Upvote 1

Read Answer Asked by Bill on May 27, 2022

• Amplify Cybersecurity ETF (HACK $83.61)
  • $83.61 P/E (TTM): 34.45X Cap: $2.03B
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• CrowdStrike Holdings Inc. (CRWD $477.40)
  • $477.40 Cap: $119B
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Q: I have nothing in cybersecurity. Do you like CRWD at these levels? Is there a good cybersecurity ETF that would be a better choice?

John

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Read Answer Asked by John on May 27, 2022

Q: while the price differs between these two offerings the difference does not represent the difference between US and CDN exchange rates and the trading volumes offer more flexibility for the TO based version. What is the reason, what is the basis for the two versions, and did you intend to prefer the .U edition.

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Read Answer Asked by Mike on May 26, 2022

• Hamilton Enhanced Canadian Bank ETF (HCAL $41.72)
  • $41.72 P/E (TTM): 15.2X Cap: $900M
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Q: What are your thought on the HCAL Etf?Do you like it or would you prefer EEB or RBNK? Any comments would be appreciated. Thank You.

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Read Answer Asked by Brian on May 26, 2022

• BMO S&P 500 Index ETF (ZSP $108.36)
  • $108.36 P/E (TTM): 25.58X Cap: $22.48B
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• iShares Core Canadian Government Bond Index ETF (XGB $19.04)
  • $19.04 Cap: $1.60B
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• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $73.35)
  • $73.35 P/E (TTM): 25.68X Cap: $14.77B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.70)
  • $53.70 P/E (TTM): 18.19X Cap: $28.58B
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• iShares S&P/TSX 60 Index ETF (XIU $49.66)
  • $49.66 P/E (TTM): 18.08X Cap: $21.86B
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• BMO Canadian Equity ETF Fund Series A (BMO144 $69.97)
  • $69.97 P/E (TTM): 12.3X Cap: $634M
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• BMO LifeStage Plus 2022 Fund - A (BMO416 $17.84)
  • $17.84 Cap: $118M
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• BMO U.S. Equity ETF Fund Series A (BMO722 $47.83)
  • $47.83 P/E (TTM): 19.6X Cap: $1.35B
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Q: My sister has an RDSP with BMO. She has 75,000.00 in each the above funds. The lifestage money will mature in June and automatically go into a money market fund. The money will not be needed for years. She also has a trust fund. Do you have any suggestions for the 75k? Also, I believe the Cad and Usd equity funds are mutual funds. Should I move them to a lower cost ETF?

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Read Answer Asked by Andrea on May 26, 2022

• ALPS Medical Breakthroughs ETF (SBIO $55.14)
  • $55.14 P/E (TTM): 11.9X Cap: $151M
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Q: Hi Team
I started a position in this ETF today. What do you think for a long term hold. Obviously the Sector will be huge in the future,
Thanks Gord

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Read Answer Asked by Gordon on May 26, 2022

• iShares Russell 2000 Growth ETF (IWO $367.87)
  • $367.87 P/E (TTM): 19.77X Cap: $14.02B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.70)
  • $53.70 P/E (TTM): 18.19X Cap: $28.58B
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• Vanguard S&P 500 Index ETF (VFV $175.57)
  • $175.57 P/E (TTM): 26.01X Cap: $30.29B
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• Vanguard Dividend Appreciation FTF (VIG $229.02)
  • $229.02 P/E (TTM): 24.38X Cap: $104.27B
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Q: My son has uninvested $ in his RRSP, and no other investments at all. Can you suggest 3-4 positions to get him started? He'd like something that he doesn't have to pay too much attention to. Thanks.

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Read Answer Asked by Kim on May 26, 2022

• CI Tech Giants Covered Call ETF (TXF $25.82)
  • $25.82 P/E (TTM): 37.15X Cap: $755M
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Q: Hi there, have a fairly large position in Txf and am down on the etf. I am thinking of adding more and would appreciate your judgment on the sustainability of dividend and prospect for future growth. One year hold Thanks, James

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Read Answer Asked by JAMES on May 26, 2022

• ProShares Short S&P500 -1x Shares (SH $34.19)
  • $34.19 Cap: $1.18B
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Q: If we were to enter a recession, what are the best short canditates you see, either in USA or Canada? Maybe a few specific companies, but more likely ETF's. Do you ever see a point in hedging?

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Read Answer Asked by Kel on May 25, 2022

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $68.29)
  • $68.29 P/E (TTM): 56.17X Cap: $737M
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Q: hi, if I sold stocks for a loss that are in XIT, and then buy XIT as a proxy and hold for a month, then buy the stocks I sold (that are in XIT) back after waiting a month, do I get the capital loss? (ie even though I owned the equities in the XIT)?? thanks, chris

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Read Answer Asked by chris on May 25, 2022

• BMO Low Volatility Canadian Equity ETF (ZLB $59.04)
  • $59.04 P/E (TTM): 0.71X Cap: $5.92B
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• BMO S&P 500 Index ETF (ZSP $108.36)
  • $108.36 P/E (TTM): 25.58X Cap: $22.48B
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• Global X S&P 500 Index Corporate Class ETF (HXS $102.35)
  • $102.35 Cap: $6.18B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $44.61)
  • $44.61 P/E (TTM): 17.7X Cap: $1.17B
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• Vanguard S&P 500 Index ETF (VFV $175.57)
  • $175.57 P/E (TTM): 26.01X Cap: $30.29B
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• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP $114.28)
  • $114.28 P/E (TTM): 25.99X Cap: $5.70B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $106.17)
  • $106.17 Cap: $2.33B
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Q: Dear 5i
The above noted ETFs are the ones i commonly use in my RRSP , TFSA and non registered accts .
CDZ and ZLB are used for CDN content and the rest for US content.
I believe there is probably some redundancy in these and was wondering which ETFs could be left out .
Which ETFs would you use for RRSPs , which for the TFSAs and which for the non-registered acct .?
Thanks
Bill C

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Read Answer Asked by Bill on May 25, 2022

• iShares U.S. Technology ETF (IYW $225.37)
  • $225.37 P/E (TTM): 35.65X Cap: $21.72B
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Q: What is the forward PE of the IYW technology etf at this time? Do you think this makes a good addition for some of my USD portion of my portfolio for 3 to 5 year hold? Time to start buying?

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Read Answer Asked by Steven on May 25, 2022

• Global X Lithium & Battery Tech ETF (LIT $88.52)
  • $88.52 P/E (TTM): 1.02X Cap: $2.04B
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Q: Peter and Co, Are there one or two lithium ETFs that you would recommend?
With appreciation,
Ed

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Read Answer Asked by Ed on May 24, 2022

• BMO MSCI Emerging Markets Index ETF (ZEM $32.04)
  • $32.04 P/E (TTM): 5.76X Cap: $3.37B
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Q: Hello, would you continue holding ZEM , how long might returns suffer, are there better alternatives? Thanks

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Read Answer Asked by Lavern on May 24, 2022

• State Street SPDR S&P 500 ETF Trust (SPY $724.36)
  • $724.36 P/E (TTM): 25.73X Cap: $737.70B
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• State Street SPDR Dow Jones Industrial Average ETF Trust (DIA $492.92)
  • $492.92 P/E (TTM): 22.4X Cap: $42.24B
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Q: I am currently down over $35K in SPY and would like to crystalize capital losses as I feel we are nearing the bottom. I understand that selling SPY and buying VOO would be deemed as an artificial loss by CRA, so I am wondering whether you can recommend another, less obvious replacement with high degree of correlation to SPY? Ideally, a USD-traded one. Thanks.

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Read Answer Asked by Michael on May 24, 2022

• iShares Russell 2000 Growth ETF (IWO $367.87)
  • $367.87 P/E (TTM): 19.77X Cap: $14.02B
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Q: Can I get your opinion on this mid cap growth ETF? Appears to hold some of your favourite U.S. growth stocks. Do you think it has the same level of upside as IWO? Thanks

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Read Answer Asked by Curtis on May 24, 2022

• State Street SPDR S&P 500 ETF Trust (SPY $724.36)
  • $724.36 P/E (TTM): 25.73X Cap: $737.70B
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• INVESCO QQQ Trust (QQQ $682.51)
  • $682.51 P/E (TTM): 33.49X Cap: $443.15B
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• Vanguard Information Technology ETF (VGT $107.01)
  • $107.01 P/E (TTM): 36.76X Cap: $105.12B
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Q: Could u rank your preference in putting the above in TFSA account, from most prefer to least prefer, over a 5 year horizon, or any other choice you would add. Thank you

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Read Answer Asked by DAVID on May 24, 2022