Investment Q&A

• CI High Interest Savings ETF (CSAV $50.10)
  • $50.10 P/E (TTM): 37.63X Cap: $5.22B
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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 $46.77)
  • $46.77 P/E (TTM): 7.49X Cap: $3.44B
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• Vanguard Total International Stock (VXUS $79.53)
  • $79.53 P/E (TTM): 11.84X Cap: $121.49B
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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 $24.98)
  • $24.98 P/E (TTM): 18.85X Cap: $1.07B
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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 $49.13)
  • $49.13 Cap: $4.05B
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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 $66.50)
  • $66.50 P/E (TTM): 32.17X Cap: $309M
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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 $78.28)
  • $78.28 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 $27.06)
  • $27.06 Cap: $3.64B
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• Purpose High Interest Savings Fund (PSA $50.08)
  • $50.08 Cap: $3.17B
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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 $13.85)
  • $13.85 Cap: $12.27B
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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 $185.14)
  • $185.14 P/E (TTM): 23.45X Cap: $7.74B
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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 $135.93)
  • $135.93 P/E (TTM): 19.99X Cap: $162.70B
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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 $37.60)
  • $37.60 P/E (TTM): 26.46X Cap: $13M
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• Bristol Gate Concentrated US Equity ETF (BGU $51.02)
  • $51.02 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 $64.37)
  • $64.37 P/E (TTM): 14.23X Cap: $361M
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• BMO Global Consumer Staples Hedged to CAD Index ETF (STPL $24.31)
  • $24.31 P/E (TTM): 25.18X Cap: $34M
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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 $57.88)
  • $57.88 P/E (TTM): 12.48X Cap: $555M
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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 $25.61)
  • $25.61 P/E (TTM): 17.91X Cap: $826M
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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

• Brookfield Renewable Partners L.P. (BEP.UN $38.85)
  • $38.85 Cap: $25.53B
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• Algonquin Power & Utilities Corp. (AQN $8.74)
  • $8.74 Cap: $6.77B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $48.35)
  • $48.35 P/E (TTM): 52.76X Cap: $22.07B
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• BMO Equal Weight Utilities Index ETF (ZUT $25.61)
  • $25.61 P/E (TTM): 17.91X Cap: $826M
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Q: Utilities seem to go parabolic since December 2018 with no sign of slowing down. Since interest rates seem to remain low for a foreseeable future, is this a new secular trend emerging from improved interest in green energy. ZUT in particular includes many renewable power generator companies. So I basically have 2 questions: If this is a new secular trend should one increase their utility allocation ? 2: Is there still life for oil and gas companies ?

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Read Answer Asked by Yves on February 13, 2020

Q: Contemplating acquiring Pharma ETF with world wide exposure with emphasis on diabetes for long term hold, Obviously management fees & performance, size for liquidity a concern. Currently own 5 -6 % position in "GUD"

Garry

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Read Answer Asked by Garry & Marlene on February 13, 2020

• First Trust ISE Cloud Computing Index Fund (SKYY $123.35)
  • $123.35 P/E (TTM): 35.93X Cap: $2.79B
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Q: What would be your suggestion or suggestions for an etf in Cloud computing.
Thanks Wayne

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Read Answer Asked by wayne on February 13, 2020

• INVESCO QQQ Trust (QQQ $622.72)
  • $622.72 P/E (TTM): 30.59X Cap: $405.75B
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• First Trust NASDAQ-100 Technology Sector Index Fd (QTEC $238.64)
  • $238.64 P/E (TTM): 38.16X Cap: $3.01B
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Q: I am looking for an international ETF that trades in us dollars has a good proportion of its investments in technology, what would you recommend?

thanks, Jean

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Read Answer Asked by Jean on February 13, 2020