Investment Q&A

• BMO International Dividend ETF (ZDI $28.30)
  • $28.30 P/E (TTM): 23.24X Cap: $698M
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• BMO MSCI Emerging Markets Index ETF (ZEM $27.71)
  • $27.71 P/E (TTM): 6.84X Cap: $1.86B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $46.14)
  • $46.14 P/E (TTM): 1.13X Cap: $15.75B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.00)
  • $40.00 P/E (TTM): 14.83X Cap: $1.05B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.92)
  • $45.92 P/E (TTM): 5.86X Cap: $3.19B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.23)
  • $103.23 Cap: $2.26B
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• Franklin ClearBridge Sust Intl Gth Fd Ser A (TML735 $23.50)
  • $23.50 P/E (TTM): 26.8X Cap: $158M
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• Invesco Canadian Plus Dividend Class Series P (AIM24823 $23.31)
  • $23.31 P/E (TTM): 13.4X Cap: $210M
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Q: Hi gang, I own this funds. TML735 & AIM24823. Both have not done well for me . I would like to switch to another family fund or should I just cash out and buy an ETF . Your thought please. Thanks

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Read Answer Asked by Alnoor on January 13, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $77.80)
  • $77.80 P/E (TTM): 42.06X Cap: $706M
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• Nutrien Ltd. (NTR $81.55)
  • $81.55 P/E (TTM): 47.92X Cap: $40.47B
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• Ninepoint Energy Fund Series D (NPP314 $20.73)
  • $20.73 Cap: $56M
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Q: I am a retired, dividend-income investor. Assume asset allocation is not an issue. I already hold positions in Nutrien, XIT (technology ETF) and Eric's NinePoint Energy fund (proxy for the oil market). I have this year's TFSA monies to put towards one of these equities.

Please rank for total return (best to worst) for 2020 and a short explanation as to why.

Thanks for your help...Steve

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Read Answer Asked by Stephen on January 13, 2020

• Leon's Furniture Limited (LNF $28.25)
  • $28.25 P/E (TTM): 11.01X Cap: $1.93B
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• iShares Russell 2000 Growth ETF (IWO $309.87)
  • $309.87 P/E (TTM): 22.13X Cap: $12.53B
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Q: Hello 5i,
I am now putting growth stocks in my TFSA after putting in my GIC's over the years. I am holding IWO and LNF in an unregistered account. To complete my TFSA contribution should I include IWO or LNF?
Thank you
Stanley

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Read Answer Asked by STANLEY on January 12, 2020

• BetaPro NASDAQ-100 2x Daily Bull ETF (HQU)
  • Cap: $418M
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Q: Below is the longer term performance of HQU for 1,3,6month and 1,3,5,10 year periods, along with the Fund Quartile rating. With this longer term return, why wouldn't I just use this fund as my only proxy for NASDAQ listed stocks? The same with SSO for SPY listed stocks? Seems like an easy was to outperform (and under) the markets.

Your thoughts please, pros and cons.

+7.70% +25.81% +26.31% +79.22% +39.24% +27.01% +30.14%

Fund Quartile 1st 1st 1st 1st 1st 1st 1st

Sheldon

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Read Answer Asked by Sheldon on January 12, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $77.80)
  • $77.80 P/E (TTM): 42.06X Cap: $706M
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Q: I am interested in an ETF approach to investing in Canadian tech and of course helpful at a price per share at $30 vs lofty prices that some of the tech stocks are trading at. Thoughts & thanks!

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Read Answer Asked by Bruce on January 12, 2020

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $51.29)
  • $51.29 P/E (TTM): 4.95X Cap: $3.46B
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• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $73.83)
  • $73.83 P/E (TTM): 1.38X Cap: $2.80B
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Q: Hi,
Is XAW a good strategy and good ETF to easily diversify outside Canada. Also, is there other similar ETF’s that you suggest investing which excludes Canada for a world diversification.
Thank you

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Read Answer Asked by André on January 10, 2020

• Vanguard Balanced ETF Portfolio (VBAL $36.76)
  • $36.76 P/E (TTM): 1.06X Cap: $4.21B
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• Global X Balanced Asset Allocation ETF (HBAL $17.38)
  • $17.38 P/E (TTM): 15.97X Cap: $161M
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• iShares Core Balanced ETF Portfolio (XBAL $33.28)
  • $33.28 P/E (TTM): 15.79X Cap: $2.49B
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Q: Happy New Year 5i,
Is there anywhere I could get a complete list of the holdings in HBAL, VBAL, XBAL? I realize VBAL is 12,595! XBAL 16,000 plus! I am thinking there might be spreadsheets available somewhere. I am just doing a bit of education with my children and grandchildren.
Thanks
Chris

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Read Answer Asked by Chris on January 09, 2020

• BMO MSCI Emerging Markets Index ETF (ZEM $27.71)
  • $27.71 P/E (TTM): 6.84X Cap: $1.86B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.92)
  • $45.92 P/E (TTM): 5.86X Cap: $3.19B
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Q: Hello,
I'm looking at DGRE because I like dividend growth strategy overall. Concerned with less than 100M in assets, relatively new, not sure about liquidity. Thoughts?

Thanks

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Read Answer Asked by Daryl on January 09, 2020

• iShares Core MSCI EAFE IMI Index ETF (XEF $46.14)
  • $46.14 P/E (TTM): 1.13X Cap: $15.75B
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE $43.73)
  • $43.73 P/E (TTM): 8.4X Cap: $486M
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• Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF (VSS $140.85)
  • $140.85 P/E (TTM): 10.91X Cap: $10.02B
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Q: Hi 5i,
Happy New Year.
In the original asset allocator there was a suggested portfolio in ETFs. Mine has vanished! I was trying to look up possible ETFs in European or International small caps.
Are there any? Or would GIB, WSP,Altus or CAE count as international as well as Canadian?
Constance

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Read Answer Asked by Constance on January 09, 2020

• iShares Russell 2000 Growth ETF (IWO $309.87)
  • $309.87 P/E (TTM): 22.13X Cap: $12.53B
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• iShares Russell 1000 Growth ETF (IWF $468.36)
  • $468.36 P/E (TTM): 38.3X Cap: $123.19B
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• iShares Russell 1000 Value ETF (IWD $204.13)
  • $204.13 P/E (TTM): 19.02X Cap: $65.84B
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• SPDR Dow Jones Industrial Average ETF (DIA $469.57)
  • $469.57 P/E (TTM): 21.29X Cap: $40.12B
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Q: Hi Gang, I am interested in buying one of this etf. Iwo, iwf,iwd, or Dia which one would you buy today. Our any other suggestion. Reasons? 3-5 years. Thanks
Alnoor

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Read Answer Asked by Alnoor on January 09, 2020

• BMO S&P 500 Index ETF (ZSP $103.00)
  • $103.00 P/E (TTM): 26.73X Cap: $20.75B
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• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP $106.91)
  • $106.91 P/E (TTM): 27.07X Cap: $5.09B
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• Vanguard S&P 500 ETF (VOO $615.04)
  • $615.04 P/E (TTM): 27.51X Cap: $763.56B
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Q: Which Top 3 ETF's do your recommend to track the S&P 500.

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Read Answer Asked by Jacquie on January 09, 2020

• Danaher Corporation (DHR $223.10)
  • $223.10 P/E (TTM): 45.51X Cap: $158.39B
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• Xylem Inc. New (XYL $141.77)
  • $141.77 P/E (TTM): 37.96X Cap: $34.75B
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• American Water Works Company Inc. (AWK $132.30)
  • $132.30 P/E (TTM): 23.1X Cap: $25.68B
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• Invesco S&P Global Water Index ETF (CGW $63.31)
  • $63.31 P/E (TTM): 29.85X Cap: $994M
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Q: I would like to buy a stock or ETF that deals with water treatment, possibly desalination, or purifying water. This would be a US holding, but not necessarily aimed at treating water in the US. What suggestions might you have? I thought about American WaterWorks, and would like an idea of what else is out there, especially for desalination treatment. Thank you.

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Read Answer Asked by Elizabeth on January 09, 2020

• INVESCO QQQ Trust (QQQ $606.09)
  • $606.09 P/E (TTM): 36.04X Cap: $400.20B
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Q: Is there an etf on the tse that follows qqq, hedged or not
Many thanks

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Read Answer Asked by Leon on January 08, 2020

• BMO Equal Weight US Banks Index ETF (ZBK $38.83)
  • $38.83 P/E (TTM): 12.42X Cap: $636M
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• Financial Select Sector SPDR (XLF $51.96)
  • $51.96 P/E (TTM): 17.04X Cap: $52.56B
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Q: Can you give me the name of a good US financial ETF?

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Read Answer Asked by david on January 08, 2020

• BMO Low Volatility International Equity ETF (ZLI $29.14)
  • $29.14 P/E (TTM): 1.23X Cap: $274M
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• iShares International Select Dividend ETF (IDV $38.08)
  • $38.08 P/E (TTM): 24.2X Cap: $6.22B
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• Vanguard International Dividend Appreciation ETF (VIGI $89.90)
  • $89.90 P/E (TTM): 20.84X Cap: $9.06B
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• Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF (VSS $140.85)
  • $140.85 P/E (TTM): 10.91X Cap: $10.02B
  • View VSS Profile
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Q: Hi 5i team,
Please provide your top picks for ETFs that cover International (ex N American) stocks with dividend appreciation tilt. Please also provide your ETF picks for International small/mid cap value stocks.
Thanks.

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Read Answer Asked by Willie on January 08, 2020

• iShares Gold Bullion ETF (CGL.C $47.96)
  • $47.96 Cap: $708M
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Q: Hi 5i team,

Based on the current geo-political situation, is it a good time to invest in gold bullion? What is the easiest and secured way to purchase bullion? Is there any stock or ETF that hold actual gold bullion? Thanks

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Read Answer Asked by Willie on January 08, 2020

• BMO MSCI Emerging Markets Index ETF (ZEM $27.71)
  • $27.71 P/E (TTM): 6.84X Cap: $1.86B
  • View ZEM Profile
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• iShares Core MSCI EAFE IMI Index ETF (XEF $46.14)
  • $46.14 P/E (TTM): 1.13X Cap: $15.75B
  • View XEF Profile
  • View Questions on XEF
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.92)
  • $45.92 P/E (TTM): 5.86X Cap: $3.19B
  • View VEE Profile
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Q: Hi Peter & 5i team,
Can you please recommend a low cost ETF that would be suitable for an RESP ( age 6) that would add international exposure.
Thank you

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Read Answer Asked by john on January 08, 2020

• BMO Equal Weight Oil & Gas Index ETF (ZEO $82.20)
  • $82.20 P/E (TTM): 7.02X Cap: $230M
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• iShares S&P/TSX Capped Energy Index ETF (XEG $19.64)
  • $19.64 P/E (TTM): 1.62X Cap: $1.21B
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• Vanguard Energy ETF (VDE $128.38)
  • $128.38 P/E (TTM): 15.33X Cap: $7.41B
  • View VDE Profile
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Q: Hello, looking at adding to my energy sector, already in enbridge.
What's your option on these 3, or other recommendations & as it will be in my tfsa, how could it affect tfsa rules.
Thx Tim

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Read Answer Asked by Tim on January 08, 2020

• Franco-Nevada Corporation (FNV $276.01)
  • $276.01 P/E (TTM): 41.4X Cap: $53.30B
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• Wheaton Precious Metals Corp. (WPM $144.42)
  • $144.42 P/E (TTM): 47.87X Cap: $66.35B
  • View WPM Profile
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• Agnico Eagle Mines Limited (AEM $235.86)
  • $235.86 P/E (TTM): 28.91X Cap: $118.65B
  • View AEM Profile
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• iShares Gold Bullion ETF (CGL.C $47.96)
  • $47.96 Cap: $708M
  • View CGL.C Profile
  • View Questions on CGL.C

Q: I want to take a position in gold. Would you recommend FNV (or other gold stock) or Gold bullion ETF?

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Read Answer Asked by George on January 08, 2020

• Vanguard Growth ETF Portfolio (VGRO $42.60)
  • $42.60 P/E (TTM): 1.08X Cap: $8.21B
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Q: Coworker mentioned etf VGRO. The MRE is quite low. I was told this etf is a conglomerate of other etf’s. Was wondering if the mre’s in these etf are payed by the share holder (possibly hidden by hobbling the growth in share price). Basically I wonder if this conglomerate of etf’s is also a conglomerate of MRE’s.

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Read Answer Asked by Anthony on January 08, 2020