Investment Q&A

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.83)
  • $13.83 P/E (TTM): 7.23X Cap: $1.04B
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• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.56)
  • $18.56 Cap: $786M
  • View CBO Profile
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• iShares Convertible Bond Index ETF (CVD $18.01)
  • $18.01 P/E (TTM): 27.04X Cap: $109M
  • View CVD Profile
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.70)
  • $16.70 Cap: $963M
  • View XHY Profile
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Q: Hello, my question is about CVD, CBO, CPD and XHY. I know you like these ETFs for income, and most of them are in the Income Portfolio. When one looks at their 5-year chart, one can see a downward trend for all of them. What will it take to change that to an upward trend? Would you invest in these ETFs today? Regarding XHY, the Fact Sheet says “Exposure to a broad range of U.S. high yield, non-investment grade corporate bonds, based on market-value weighting”, does the low quality of these bonds bother you? Thanks, Gervais

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Read Answer Asked by Gervais on June 04, 2019

Q: Hi, Continuing with portfolio alterations, currently need Basic Materials, communications and utilities. As well, US and International. Any namesyou could recomend to fill these criteria? Thanks

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Read Answer Asked by Lavern on June 03, 2019

• iShares Core Canadian Universe Bond Index ETF (XBB $28.23)
  • $28.23 Cap: $9.10B
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Q: Which is better in terms of cost, diversification, performance, risk: MD Bond Fund or XBB.TO?

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Read Answer Asked by Alfred on June 03, 2019

• Fidelity International High Dividend ETF (FCID $33.79)
  • $33.79 P/E (TTM): 35.55X Cap: $223M
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Q: Hello,
Will you recommend FCID and EMLC for geographic diversification high yield dividend?

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Read Answer Asked by Daniel on June 03, 2019

• Invesco NASDAQ 100 Index ETF (QQC.F $200.05)
  • $200.05 P/E (TTM): 30.28X Cap: $1.28B
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Q: Hi team,

Any comments on using this ETF for long term U.S tech exposure in a non-reg account? Would you be a buyer at these levels?

Thanks

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Read Answer Asked by Keith on June 03, 2019

• iShares Russell 2000 Growth ETF (IWO $336.34)
  • $336.34 P/E (TTM): 22.82X Cap: $13.81B
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $48.34)
  • $48.34 P/E (TTM): 17.68X Cap: $701M
  • View XSU Profile
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Q: we are just starting a resp and wondered if there is an Canadian ETF that is like the IWO but in Canadian funds as the moment we have just under $1000.00 in this account but it will grow over time with contributions.
Thnaks

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Read Answer Asked on June 03, 2019

• Altria Group Inc. (MO $54.93)
  • $54.93 P/E (TTM): 10.75X Cap: $92.59B
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Q: HI 5i - Your insight on three questions please:
1. MO - Way down --- is it safe? Buy - Sell or Hold?
2. What is your best recco for a S&P 500 ETF?
3. What are your top 3 Dividend payers going forward?
Thankyou!

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Read Answer Asked by DOUG on June 03, 2019

• State Street SPDR S&P Software & Services ETF (XSW $190.27)
  • $190.27 P/E (TTM): 27.1X Cap: $424M
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Q: Do you guys have any ideas for personal research on smaller cap (100 million- 500 mill) SAAS or software companies in the US? I feel as a Canadian we are so overexposed to the few tech and software companies that operate here that I need to look for better opportunities down south.

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Read Answer Asked by Robin on June 03, 2019

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.83)
  • $13.83 P/E (TTM): 7.23X Cap: $1.04B
  • View CPD Profile
  • View Questions on CPD
• BMO Aggregate Bond Index ETF (ZAG $13.82)
  • $13.82 Cap: $12.23B
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Q: Good morning,

I currently have fixed income as 30% of my portfolio, made up right now of ZAG and CPD (15% each). CPD is dripping and within a few more months of contributions ZAG will be too. Once they are both dripping, what would be the next Canadian-listed fixed income ETF you would add to compliment those two? Thanks in advance.

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Read Answer Asked by Jeff on May 30, 2019

Q: Could you give some ideas, refer some websites and books regarding how to select an ETF. I need to give a presentation for learning purpose in a share club meeting. Feel free to subtract additional credits if needed.

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Read Answer Asked by Dexter on May 30, 2019

• BMO Low Volatility Canadian Equity ETF (ZLB $57.94)
  • $57.94 P/E (TTM): 16.76X Cap: $5.71B
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• Vanguard FTSE Canada All Cap Index ETF (VCN $65.30)
  • $65.30 P/E (TTM): 9.78X Cap: $13.07B
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Q: The performance of ZLB has strongly outperformed VCN over the short and long term. ZLB will likely survive a recession better then holding VCN. If I own both, should i just sell VCN and own ZLB but would their be a case to own VCN instead? thanks

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Read Answer Asked by Thomas on May 30, 2019

• iShares Russell 2000 Growth ETF (IWO $336.34)
  • $336.34 P/E (TTM): 22.82X Cap: $13.81B
  • View IWO Profile
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Q: I was looking at your Growth Portfolio and see 14% allocation to ETF Russell 2000. Aside from US exposure what is your thesis behind this pick in particular?

Thanks again,
Dan

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Read Answer Asked by Danny-boy on May 30, 2019

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.83)
  • $13.83 P/E (TTM): 7.23X Cap: $1.04B
  • View CPD Profile
  • View Questions on CPD
• BMO Laddered Preferred Share Index ETF (ZPR $12.34)
  • $12.34 P/E (TTM): 5.56X Cap: $1.47B
  • View ZPR Profile
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Q: I'm having a hard time understanding the difference between these two etfs. The yield is much higher on zpr and since this is for the income side of my portflio I am wondering if I should purchase it over cpd.

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Read Answer Asked by Carla on May 30, 2019

• VanEck Rare Earth/Strategic Metals ETF (REMX $85.60)
  • $85.60 P/E (TTM): 45.29X Cap: $272M
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Q: May I please have your thoughts on rare earth metals and the Remx etf in particular? I was considering a short term play in this space. I'm referring of course to China's control of these resources and the potential for China to use rare earth metals somehow against the US in the context of a trade dispute. Thanks.

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Read Answer Asked by Jason on May 30, 2019

• iShares Global Agriculture Index ETF (COW $64.49)
  • $64.49 P/E (TTM): 0.09X Cap: $235M
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Q: Do you have any pulse producers or processors on your radar at all? Or an ETF that covers this space? Thank-you.

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Read Answer Asked by Alex on May 29, 2019

• Miscellaneous (MISC)
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Q: I am looking for a long term Swiss bond etf or fund. Duration 15 to 25 in chef currency. I have registered accounts. Any recommendations? Alternatively if one does not exist do you know of any other long duration treasury bond funds in “flight to safety currencies” X United States. Thanks,

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Read Answer Asked by Liam on May 28, 2019

• Dynamic Active Global Dividend ETF (DXG $78.61)
  • $78.61 P/E (TTM): 5.96X Cap: $828M
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Q: My research on this ETF shows a management fee of 0.75% and a MER 0f 0.91%. If I bought this would my total fee be 1.66%. Is this high for an ETF and can I please have your thoughts on this security. Thank You.

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Read Answer Asked by Brian on May 28, 2019

• iShares MSCI Emerging Markets Index ETF (XEM $43.33)
  • $43.33 P/E (TTM): 39.47X Cap: $241M
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.97)
  • $45.97 P/E (TTM): 7.49X Cap: $3.32B
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Q: Hello, what is the difference between a FTSE Emerging Markets ETF and a MSCI Emerging Markets ETF? The focus of my question is on the letters FTSE and MSCI. What difference does that make in terms of quality and stocks selection? Thanks, Gervais

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Read Answer Asked by Gervais on May 27, 2019

• iShares Core MSCI Emerging Markets IMI Index ETF (XEC $37.61)
  • $37.61 P/E (TTM): 13.94X Cap: $3.24B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.97)
  • $45.97 P/E (TTM): 7.49X Cap: $3.32B
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Q: I'd like to get your comment which of the above ETF is your choice for emerging market , and why.
Thanks as always!
lil

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Read Answer Asked by Le on May 27, 2019

Q: What drives price changes in Canadian-traded ETFs holding US securities on days when US markets are closed? Is it after-hours trading prices of the underlying securities, or something else?

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Read Answer Asked by Yasin on May 27, 2019