Investment Q&A

• Apple Inc. (AAPL $287.32)
  • $287.32 P/E (TTM): 35.97X Cap: $4.22T
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• Meta Platforms Inc. (META $616.93)
  • $616.93 P/E (TTM): 25.75X Cap: $1.55T
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• Alphabet Inc. (GOOG $395.09)
  • $395.09 P/E (TTM): 35.55X Cap: $4.70T
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• Microsoft Corporation (MSFT $420.74)
  • $420.74 P/E (TTM): 25.73X Cap: $3.07T
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• NVIDIA Corporation (NVDA $211.37)
  • $211.37 P/E (TTM): 40.1X Cap: $5.05T
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• Vanguard Dividend Appreciation FTF (VIG $228.06)
  • $228.06 P/E (TTM): 24.38X Cap: $105.61B
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• Vanguard Value ETF (VTV $205.91)
  • $205.91 P/E (TTM): 19.03X Cap: $175.19B
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Q: Hi Peter,

I am fortunate enough to have added the following big tech names to my portfolio recently. I currently do not hold an ETF although have been considering SPY as I have about 20k US at my disposal. Or take advantage of other big names currently on sale?

Do you feel there’s better ETF’s since I currently have full positions of it’s top 5 holdings?

Thanks

Upvote 0

Read Answer Asked by Nick on May 31, 2022

Q: Hi Team
Would you take a position in VCLT ? I believe it is yielding around 4.8%
Or is there a high default risk on the Corporate Bonds.
I noticed a lot of the bonds were rated BBB
Thanks Gord

Upvote 0

Read Answer Asked by Gordon on May 31, 2022

• iShares MSCI Mexico ETF (EWW $79.55)
  • $79.55 P/E (TTM): 80.71X Cap: $2.28B
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Q: David Rosenberg says Mexico will be a great beneficiary of supply chains shifting away from China. Is there a good ETF or other ways to play this?

Do you agree with the premise?

Upvote 0

Read Answer Asked by Vern on May 31, 2022

• Harvest Healthcare Leaders Income ETF (HHL $6.82)
  • $6.82 P/E (TTM): 23.48X Cap: $1.63B
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• State Street Health Care Select Sector SPDR ETF (XLV $144.72)
  • $144.72 P/E (TTM): 23.97X Cap: $37.90B
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Q: Currency aside would you have a preference and a brief comparison.
Thank you

Upvote 0

Read Answer Asked by Les on May 30, 2022

Q: With the US talking about isolating China, Is there an etf that focuses on the other asian countries like Taiwan, Vietnam, Singapore Japan etc or would you have another way to play this shift in policy?
Thx

Upvote 0

Read Answer Asked by Todd on May 30, 2022

• Lundin Mining Corporation (LUN $36.18)
  • $36.18 Cap: $31.05B
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• Capstone Copper Corp. (CS $11.94)
  • $11.94 P/E (TTM): 19.28X Cap: $9.15B
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• Copper Mountain Mining Corporation (CMMC $2.49)
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• Global X Copper Producers Index ETF (COPP $56.99)
  • $56.99 P/E (TTM): 0.51X Cap: $180M
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Q: Looking to add to my Ivn copper exposure with one of these companies. Could you compare these companies and make a recommendation for. 2 to 3 year hold? Also,any thoughts on Horizons new Copp etf? Thank you.

Upvote 0

Read Answer Asked by Steve on May 30, 2022

• Hamilton Enhanced Canadian Bank ETF (HCAL $42.39)
  • $42.39 P/E (TTM): 15.2X Cap: $926M
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Q: There was a question asked from Brian on HCAL on May 26. You mentioned HCAL was 1.25x leveraged and uses a covered call which would limit its upside potential. However, I do not believe HCAL uses a covered call strategy (if you can confirm this). If this is true, would your answer still be the same?

Upvote 0

Read Answer Asked by Craig on May 27, 2022

• JPMorgan Ultra-Short Income ETF (JPST $50.49)
  • $50.49 P/E (TTM): 24.67X Cap: $37.51B
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• Global X Cash Maximizer Corporate Class ETF (HSAV $118.28)
  • $118.28 Cap: $1.93B
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Q: To park your money short term without risk, do you advocate HSAV? What's about NSAV and HISA on the NE? As far as you know, does a similar product exist in US funds?

thanks

Upvote 0

Read Answer Asked by Daniel on May 27, 2022

• AbbVie Inc. (ABBV $202.43)
  • $202.43 P/E (TTM): 87.33X Cap: $362.64B
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• JPMorgan Chase & Co. (JPM $306.57)
  • $306.57 P/E (TTM): 15.46X Cap: $843.77B
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• Royal Bank of Canada (RY $247.50)
  • $247.50 P/E (TTM): 16.31X Cap: $345.94B
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• Toronto-Dominion Bank (The) (TD $147.01)
  • $147.01 P/E (TTM): 11.55X Cap: $247.22B
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• Bank of Nova Scotia (The) (BNS $106.61)
  • $106.61 P/E (TTM): 20.3X Cap: $131.77B
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• Bank of Montreal (BMO $208.18)
  • $208.18 P/E (TTM): 16.19X Cap: $149.04B
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• TELUS Corporation (T $17.57)
  • $17.57 P/E (TTM): 23.86X Cap: $26.86B
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• Brookfield Renewable Partners L.P. (BEP.UN $47.10)
  • $47.10 Cap: $31.93B
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• BMO Canadian Dividend ETF (ZDV $30.84)
  • $30.84 P/E (TTM): 0.72X Cap: $1.67B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $70.60)
  • $70.60 P/E (TTM): 12.53X Cap: $7.52B
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• Hamilton Enhanced Canadian Bank ETF (HCAL $42.39)
  • $42.39 P/E (TTM): 15.2X Cap: $926M
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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.

Upvote 0

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: $1.63B
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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

Upvote 0

Read Answer Asked by Larry on May 27, 2022

• iShares 20+ Year Treasury Bond ETF (TLT $85.61)
  • $85.61 Cap: $42.82B
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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

Upvote 0

Read Answer Asked by Joe on May 27, 2022

• BMO Dow Jones Industrial Average Hedged to CAD Index ETF (ZDJ $74.46)
  • $74.46 P/E (TTM): 22.4X Cap: $418M
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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 $84.65)
  • $84.65 P/E (TTM): 34.45X Cap: $2.06B
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• CrowdStrike Holdings Inc. (CRWD $506.09)
  • $506.09 Cap: $119.14B
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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

Upvote 0

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.

Upvote 0

Read Answer Asked by Mike on May 26, 2022

• Hamilton Enhanced Canadian Bank ETF (HCAL $42.39)
  • $42.39 P/E (TTM): 15.2X Cap: $926M
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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.

Upvote 0

Read Answer Asked by Brian on May 26, 2022

• BMO S&P 500 Index ETF (ZSP $109.64)
  • $109.64 P/E (TTM): 25.58X Cap: $23.01B
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• iShares Core Canadian Government Bond Index ETF (XGB $19.12)
  • $19.12 Cap: $1.61B
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• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $74.05)
  • $74.05 P/E (TTM): 25.68X Cap: $15.11B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.09)
  • $54.09 P/E (TTM): 18.19X Cap: $28.88B
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• iShares S&P/TSX 60 Index ETF (XIU $49.75)
  • $49.75 P/E (TTM): 18.08X Cap: $22.02B
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• BMO Canadian Equity ETF Fund Series A (BMO144 $70.68)
  • $70.68 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 $48.92)
  • $48.92 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?

Upvote 0

Read Answer Asked by Andrea on May 26, 2022

• ALPS Medical Breakthroughs ETF (SBIO $55.21)
  • $55.21 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

Upvote 0

Read Answer Asked by Gordon on May 26, 2022

• iShares Russell 2000 Growth ETF (IWO $366.72)
  • $366.72 P/E (TTM): 19.77X Cap: $14.51B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.09)
  • $54.09 P/E (TTM): 18.19X Cap: $28.88B
  • View XIC Profile
  • View Questions on XIC
• Vanguard S&P 500 Index ETF (VFV $177.68)
  • $177.68 P/E (TTM): 26.01X Cap: $31.10B
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• Vanguard Dividend Appreciation FTF (VIG $228.06)
  • $228.06 P/E (TTM): 24.38X Cap: $105.61B
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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.

Upvote 0

Read Answer Asked by Kim on May 26, 2022

• CI Tech Giants Covered Call ETF (TXF $26.21)
  • $26.21 P/E (TTM): 37.15X Cap: $780M
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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

Upvote 0

Read Answer Asked by JAMES on May 26, 2022

• ProShares Short S&P500 -1x Shares (SH $33.87)
  • $33.87 Cap: $1.15B
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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