Investment Q&A

• Vanguard Health Care ETF (VHT $297.26)
  • $297.26 P/E (TTM): 24.47X Cap: $15.75B
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Q: I am looking to increase my Healthcare sector and recommendations be at this time for stocks or ETF in this sector?

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Read Answer Asked by Elizabeth on February 19, 2020

• Vanguard Total International Stock (VXUS $77.23)
  • $77.23 P/E (TTM): 11.84X Cap: $108.60B
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Q: forgot to mention that my request for 5 dividend arristocrat positions were for an account outside a registered account, you suggested BNS, BEP.UN, FTS, SLF, ENB, do these still hold true and I would like to have your 5 ETF choices in a new unregistered account for a 10 yr hold
Thanks for the help

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Read Answer Asked by James on February 19, 2020

Q: Can I please get your opinion of this ETF. Thanks

Dave

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Read Answer Asked by David on February 19, 2020

• BMO Equal Weight Industrials Index ETF (ZIN $49.83)
  • $49.83 P/E (TTM): 18.21X Cap: $43M
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Q: Greetings!
I am looking to add some solid industrials weighting to my TFSA. 5 yr plus time frame. Can you offer your top 5 stocks , and top 5 Canadian focused ETFs please with rationale? Also, interested in any Canadian based ETFs that focus on US industrials. I could use some additional US focus, so how would your top picks in each ETF category compare with each other in terms of geographic region?

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Read Answer Asked by KEN on February 19, 2020

• CI High Interest Savings ETF (CSAV $50.05)
  • $50.05 P/E (TTM): 37.63X Cap: $5.27B
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Q: TD claims I cannot hold PSA in my SDRIF. Is this correct? Could you suggest an alternative? Thanks.

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Read Answer Asked by Bill on February 19, 2020

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.03)
  • $46.03 P/E (TTM): 7.49X Cap: $3.31B
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• Vanguard Total International Stock (VXUS $77.23)
  • $77.23 P/E (TTM): 11.84X Cap: $108.60B
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Q: We have given our 19 year-old Son $12K to maximize his TFSA. I have advised him to watch North American ETFs, now that we are at the top of the economic cycle. Can you recommend a few individual Canadian stocks with a 6+ year time horizon? Would you recommend any International, European or developing world ETFs?
Thank you!!
Grant

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Read Answer Asked by Grant on February 18, 2020

• BMO US High Dividend Covered Call ETF (ZWH $25.03)
  • $25.03 P/E (TTM): 18.85X Cap: $1.08B
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Q: Investorsedge says tech.B.O.with a TP of $22.65-22.85. Is this a good Buy?2)If so,buy in Tfsa,Rif or Investment a/c? 3)Any withholding tax on the monthly distribution? 4)Payment in US or Canadian $? 5)Is there a currency hedged? Txs for u usual great advices & services.

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Read Answer Asked by Peter on February 18, 2020

• BMO Ultra Short-Term Bond ETF (ZST $49.06)
  • $49.06 Cap: $4.09B
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Q: The BMO Ultra Short-Term Bond ETF (ZST) has a 10 year chart that has gone down over the period (about 16%) and in the last year it has followed a regular monthly zig-zag chart pattern up in the beginning weeks of the month but down rapidly near the ex-dividend date. Any comments regarding this pattern or this ETF in general?

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Read Answer Asked by Douglas on February 18, 2020

• iShares Global Water Index ETF (CWW $65.15)
  • $65.15 P/E (TTM): 32.17X Cap: $299M
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Q: CWW holds a lot of utilities but doesn't pay that high of a yield (.67%). Is there any unusual reason for this like a swap or something or do the holdings just not pay out that much for dividends? Also how badly do you think a slight increase in interest rates would hurt this etf?

Thanks

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Read Answer Asked by Dennis on February 18, 2020

• iShares S&P/TSX Capped Financials Index ETF (XFN $78.86)
  • $78.86 P/E (TTM): 12.38X Cap: $2B
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Q: I have 10K to invest & presently have no shares in the financial sector. Would you suggest purchasing 2 or 3 financial companies or just purchase a financial ETF, such as XFN. If I did invest in financial companies, what 3 or 4 companies would you recommend. Thanks … Cal

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Read Answer Asked by cal on February 18, 2020

Q: Have a friend who has 50k in GIC's. No other assets. What etf would you suggest that is a safe - minimal risk (realize no guarantee) and should produce a better rate of return than GIC? Timeframe is 10 years.

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Read Answer Asked on February 18, 2020

• iShares Core Canadian Short Term Bond Index ETF (XSB $27.01)
  • $27.01 Cap: $3.58B
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• Purpose High Interest Savings Fund (PSA $50.02)
  • $50.02 Cap: $3.22B
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Q: I'm a highly aggressive growth investor (thanks for your help). At 86 with too small a pension, its time for some fixed income. I've sold 25% of my equities. Where do you suggest I put this cash so I get some return? Thanks.

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Read Answer Asked by Bill on February 18, 2020

• BMO Aggregate Bond Index ETF (ZAG $13.83)
  • $13.83 Cap: $12.29B
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Q: Can you please give me your opinion of ZAG. For one's bond allocation in a portfolio, could this serve as a one stop option ? Thanks!

Just renewed my membership for another great year !! Thanks Gentlemen !!

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Read Answer Asked by David on February 15, 2020

• Vanguard Utilities ETF (VPU $182.18)
  • $182.18 P/E (TTM): 23.45X Cap: $7.52B
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Q: Hello 5I. Question related to dividend on the VPU etf. Reported on the Vanguard website is a dividend of 7.63%. When a comparison is done on both the iTrade and TMX Money web sites, the reported dividend is only 2.6%. Why the delta? Many thanks for all your help. Steve

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Read Answer Asked by Stephen on February 15, 2020

• Gilead Sciences Inc. (GILD $124.35)
  • $124.35 P/E (TTM): 18.79X Cap: $154.27B
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Q: Good morning, I have owned GILD for a while now and am finally above water on the investment. I am thinking of exiting and investing in a US health care focused ETF. Which would you suggest?

thanks

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Read Answer Asked by alex on February 14, 2020

• Bristol Gate Concentrated Canadian Equity ETF (BGC $37.46)
  • $37.46 P/E (TTM): 26.46X Cap: $13M
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• Bristol Gate Concentrated US Equity ETF (BGU $51.21)
  • $51.21 P/E (TTM): 30.5X Cap: $107M
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Q: Peter,
As a dividend growth investor, what is your opinion on the ETFs issued by a company called Bristol Gate? I am referring to BGU-T and BGC-T. Are you familiar with the success rate of the management at this company?

Thank you

Paul

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Read Answer Asked by paul on February 14, 2020

• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $62.47)
  • $62.47 P/E (TTM): 14.23X Cap: $343M
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• BMO Global Consumer Staples Hedged to CAD Index ETF (STPL $23.34)
  • $23.34 P/E (TTM): 25.18X Cap: $33M
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Q: Hello Peter and 5i, could you give me a few ETF's (Canadian listed) in the consumer defensive sector.
Thanks. Ivan

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Read Answer Asked by Ivan on February 14, 2020

Q: Can you please give me the reasons why this ETF has been losing ground recently.
Merci
Ronald

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Read Answer Asked by Ronald on February 14, 2020

• State Street SPDR S&P Insurance ETF (KIE $59.63)
  • $59.63 P/E (TTM): 12.48X Cap: $578M
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Q: This ETF has recently broken out. Do you like this ETF and space in general as part of diversified portfolio?

Best, Don

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Read Answer Asked by DONALD on February 13, 2020

• BMO Equal Weight Utilities Index ETF (ZUT $25.35)
  • $25.35 P/E (TTM): 17.91X Cap: $824M
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Q: is it time to sell after 22.8% growth???
Art

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Read Answer Asked by Arthur on February 13, 2020