Investment Q&A

• Vanguard Emerging Markets Government Bond ETF (VWOB $65.99)
  • $65.99 P/E (TTM): 5.63X Cap: $5.59B
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Q: Is there a way for individual investor to buy latin american debt? corporate or gov bonds

Upvote 1

Read Answer Asked by John on May 14, 2025

• Harvest US Bank Leaders Income ETF (HUBL $12.80)
  • $12.80 P/E (TTM): 12.46X Cap: $99M
  • View HUBL Profile
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• Hamilton Enhanced U.S. Covered Call ETF (HYLD $13.73)
  • $13.73 P/E (TTM): 28.25X Cap: $962M
  • View HYLD Profile
  • View Questions on HYLD
• Hamilton U.S. Financials YIELD MAXIMIZER TM ETF (FMAX $16.13)
  • $16.13 P/E (TTM): 20.38X Cap: $142M
  • View FMAX Profile
  • View Questions on FMAX

Q: I have small holdings in HYLD (1.54), FMAX (2.24) and HUBL (1.51) for 5.29% in my overall US Financial portfolio. I would like to consolidate into only one ETF. I am leaning toward HYLD. Would you have any thoughts on this?. Your comments please. At my age, I am only investing for Dividends, Distributions and Interest. Thank You.

Upvote 2

Read Answer Asked by William on May 14, 2025

Q: why do you prefer the USD bitcoin ETFS over the Canadian ones?

Upvote 2

Read Answer Asked by Carla on May 14, 2025

• Evolve Solana ETF (SOLA $6.52)
  • $6.52 Cap: $7M
  • View SOLA Profile
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• Purpose Solana ETF (SOLL.B $6.86)
  • $6.86 Cap: $4M
  • View SOLL.B Profile
  • View Questions on SOLL.B
• Purpose Solana ETF (SOLL.U $6.76)
  • $6.76 Cap: $1M
  • View SOLL.U Profile
  • View Questions on SOLL.U
• Purpose Solana ETF (SOLL $6.84)
  • $6.84 Cap: $22M
  • View SOLL Profile
  • View Questions on SOLL
• 3iQ Solana Staking ETF (SOLQ $9.81)
  • $9.81 Cap: $124M
  • View SOLQ Profile
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• CI Galaxy Solana ETF (SOLX.B $6.64)
  • $6.64 P/E (TTM): 34.72X Cap: $15M
  • View SOLX.B Profile
  • View Questions on SOLX.B

Q: Hello
What is 5is opinon the new Purpose ETF s ? Is the current AUM large enough to take a position ?

Ethereum vs Solana : which would you choose an digital asset investment ?

Upvote 1

Read Answer Asked by Brant on May 13, 2025

• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $12.40)
  • $12.40 Cap: $173M
  • View HBND Profile
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• Harvest Premium Yield Treasury ETF (HPYT $8.23)
  • $8.23 Cap: $388M
  • View HPYT Profile
  • View Questions on HPYT

Q: Delete the last question; Harvest shows a truncated version - as though it has just been issued. The profile is very similar to that of HPYT so the new question is should these funds do well and what is the difference between them?

Upvote 3

Read Answer Asked by Mike on May 13, 2025

• Suncor Energy Inc. (SU $81.83)
  • $81.83 P/E (TTM): 16.76X Cap: $97.12B
  • View SU Profile
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $98.31)
  • $98.31 P/E (TTM): 13.18X Cap: $21.11B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Tourmaline Oil Corp. (TOU $67.09)
  • $67.09 P/E (TTM): 92.57X Cap: $25.97B
  • View TOU Profile
  • View Questions on TOU
• Celestica Inc. (CLS $362.26)
  • $362.26 P/E (TTM): 37.04X Cap: $41.64B
  • View CLS Profile
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• Pason Systems Inc. (PSI $12.54)
  • $12.54 P/E (TTM): 18.88X Cap: $975M
  • View PSI Profile
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  • View Reports on PSI
• Toromont Industries Ltd. (TIH $197.65)
  • $197.65 P/E (TTM): 32.4X Cap: $16.09B
  • View TIH Profile
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  • View Reports on TIH
• Russel Metals Inc. (RUS $46.23)
  • $46.23 P/E (TTM): 15.31X Cap: $2.59B
  • View RUS Profile
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• goeasy Ltd. (GSY $35.72)
  • $35.72 P/E (TTM): 2.55X Cap: $573M
  • View GSY Profile
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  • View Reports on GSY
• Tamarack Valley Energy Ltd. (TVE $10.72)
  • $10.72 Cap: $5.19B
  • View TVE Profile
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Q: Hello,

From all the companies in any of the 5i portfolios, would you be able to list which have been buying back shares or have had high insider buying within the last 6 months?

Thank you.

Upvote 11

Read Answer Asked by Sarj on May 13, 2025

• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (CAD-hedged) (VEF $70.32)
  • $70.32 P/E (TTM): 21.7X Cap: $1.09B
  • View VEF Profile
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• Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY $42.50)
  • $42.50 P/E (TTM): 9.92X Cap: $1.62B
  • View VIDY Profile
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Q: Hi Peter and team,
European ETFs such as the ones listed above have a relatively high concentration of pharmaceuticals. With Trump's plans to curb such imports to the US, do you believe that this will be a headwind for these ETFs?
Your insight is greatly appreciated.

Upvote 1

Read Answer Asked by Jerry on May 13, 2025

• BMO Canadian High Dividend Covered Call ETF (ZWC $21.38)
  • $21.38 P/E (TTM): 0.55X Cap: $2.09B
  • View ZWC Profile
  • View Questions on ZWC
• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.35)
  • $15.35 P/E (TTM): 16.66X Cap: $2.01B
  • View HMAX Profile
  • View Questions on HMAX

Q: I have been building a portfolio with ETFs.
ZWC (10.3%) & HMAX (4.97%) makes up the Canadian Income Equity Sector (15.3%)

I am 77 years of age and only interested in Dividends, Interest and Distributions. I have 9 sectors I will present each over the next 2 weeks. Please comment on the 2 ETFs in this sector.

Thank You, Jim

Upvote 9

Read Answer Asked by William on May 13, 2025

• State Street SPDR EURO STOXX 50 (FEZ $61.90)
  • $61.90 P/E (TTM): 60.62X Cap: $4.84B
  • View FEZ Profile
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• Global X Europe 50 Index Corporate Class ETF (HXX $63.59)
  • $63.59 Cap: $178M
  • View HXX Profile
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• First Trust STOXX European Select Dividend Income Fund (FDD $17.32)
  • $17.32 P/E (TTM): 40.26X Cap: $822M
  • View FDD Profile
  • View Questions on FDD

Q: Would you consider one of these superior to the other? Are there others that you would prefer?
Thanks.

Upvote 3

Read Answer Asked by Catherine on May 13, 2025

• PIMCO Monthly Income Fund (Canada) (PMIF $18.08)
  • $18.08 P/E (TTM): 12.29X Cap: $4.45B
  • View PMIF Profile
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Q: Could you review the short position on this ETF and please advise if the "shorts" are too high at this time to buy. Or is the current level reasonable for this ETF. Thank you

Upvote 1

Read Answer Asked by Dick on May 13, 2025

• State Street SPDR S&P 500 ETF Trust (SPY $662.29)
  • $662.29 P/E (TTM): 26.17X Cap: $660.19B
  • View SPY Profile
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• Invesco S&P 500 Equal Weight ETF (RSP $193.52)
  • $193.52 P/E (TTM): 19.95X Cap: $85.83B
  • View RSP Profile
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Q: S&P500 forward p/e is over 20x (MAG7/tech influence), while equal-weight is likely more reasonable...how should we frame this? Apples to apples stay with the S&P benchmark for historical comparisons and say valuation is expensive? Looking at EW is more reassuring but is it rationalizing? Interested in your take...thanks

Upvote 5

Read Answer Asked by Michael on May 13, 2025

• BMO Covered Call Utilities ETF (ZWU $12.20)
  • $12.20 P/E (TTM): 16.11X Cap: $2.15B
  • View ZWU Profile
  • View Questions on ZWU
• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.74)
  • $13.74 P/E (TTM): 14.79X Cap: $1.20B
  • View UMAX Profile
  • View Questions on UMAX

Q: I target Utilities holdings at 8-10%. Is there enough difference to hold both ZWU and UMAX as my only Utilities holdings?

Thank You

Upvote 5

Read Answer Asked by William on May 13, 2025

• Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $12.24)
  • $12.24 P/E (TTM): 6.67X Cap: $799M
  • View ENCC Profile
  • View Questions on ENCC

Q: I want to increase my energy holdings in the current market. Currently ENCC’s yield is around 14% due to selling covered calls. How do you anticipate that it will fare in the next few years?
Thank you for your excellent service.
Geoff

Upvote 1

Read Answer Asked by Geoffrey on May 13, 2025

• Global X Big Data & Hardware Index ETF (HBGD $51.07)
  • $51.07 P/E (TTM): 30.17X Cap: $36M
  • View HBGD Profile
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• CI Global Artificial Intelligence Fund (CIAI $31.17)
  • $31.17 P/E (TTM): 13.89X Cap: $1B
  • View CIAI Profile
  • View Questions on CIAI

Q: In October 2024 in reply to a question about an AI etf you replied:

The Canadian field is very limited and all funds are too small for our liking right now. We would recommend: BOTZ, AIQ, and IRBO which are USD funds. RBOT is a CAD-hedged option and CIAI is an unhedged CAD option; both however are too small for our liking.

Is that still the case that there is only RBOT as a cdn hedged option? Any other updtes to that question: I want to buy an AI ETF.

Upvote 1

Read Answer Asked by Murray on May 12, 2025

• Purpose Premium Yield Fund (PYF $16.55)
  • $16.55 P/E (TTM): 25.75X Cap: $390M
  • View PYF Profile
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Q: A guest mentioned this ETF on Market Call yesterday. It has a big dividend. Can you give me your opinion on this ETF? Is there a downside?

Upvote 1

Read Answer Asked by Merrilyn on May 12, 2025

• iShares Russell 2000 Growth ETF (IWO $315.18)
  • $315.18 P/E (TTM): 22.36X Cap: $12.30B
  • View IWO Profile
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• iShares Canadian Growth Index ETF (XCG $65.61)
  • $65.61 P/E (TTM): 29.94X Cap: $154M
  • View XCG Profile
  • View Questions on XCG
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.08)
  • $52.08 P/E (TTM): 18.19X Cap: $25.52B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX SmallCap Index ETF (XCS $34.08)
  • $34.08 P/E (TTM): 15.16X Cap: $238M
  • View XCS Profile
  • View Questions on XCS
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.61)
  • $101.61 Cap: $2.25B
  • View VGG Profile
  • View Questions on VGG
• Vanguard U.S. Total Market Index ETF (VUN $121.58)
  • $121.58 P/E (TTM): 25.54X Cap: $15.06B
  • View VUN Profile
  • View Questions on VUN
• Vanguard Growth ETF (VUG $450.21)
  • $450.21 P/E (TTM): 36.5X Cap: $199.93B
  • View VUG Profile
  • View Questions on VUG
• iShares Core Equity ETF Portfolio (XEQT $39.86)
  • $39.86 P/E (TTM): 13.01X Cap: $14.61B
  • View XEQT Profile
  • View Questions on XEQT

Q: Looking of some growth ETF suggestions for my non-registered account, hold for at least 5 years.

Upvote 5

Read Answer Asked by Art on May 12, 2025

• Vanguard FTSE Europe ETF (VGK $82.16)
  • $82.16 P/E (TTM): 20.09X Cap: $28.59B
  • View VGK Profile
  • View Questions on VGK
• State Street SPDR EURO STOXX 50 (FEZ $61.90)
  • $61.90 P/E (TTM): 60.62X Cap: $4.84B
  • View FEZ Profile
  • View Questions on FEZ

Q: Can you give some suggestions for Euro exposed ETF's that would hold all or near all their largest best companies. The ETF would preferably have a low MER and could be held in registered account for long term hold.

As always thanks for the great service

Upvote 1

Read Answer Asked by Kolbi on May 12, 2025

• Harvest Healthcare Leaders Income ETF (HHL $7.15)
  • $7.15 P/E (TTM): 23.22X Cap: $1.59B
  • View HHL Profile
  • View Questions on HHL
• Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.09)
  • $18.09 P/E (TTM): 16.07X Cap: $263M
  • View LIFE Profile
  • View Questions on LIFE

Q: I am 77 years old, Dividend, Interest and Distribution investor. I do not worry about market corrections. I would like to know if you would hold LIFE.CA and HHL.CA as your only Healthcare holdings, at 5% of the portfolio?

Thank you. William

Upvote 3

Read Answer Asked by William on May 12, 2025

• Vanguard FTSE Europe ETF (VGK $82.16)
  • $82.16 P/E (TTM): 20.09X Cap: $28.59B
  • View VGK Profile
  • View Questions on VGK
• State Street SPDR EURO STOXX 50 (FEZ $61.90)
  • $61.90 P/E (TTM): 60.62X Cap: $4.84B
  • View FEZ Profile
  • View Questions on FEZ
• iShares MSCI EMU ETF (EZU $62.17)
  • $62.17 P/E (TTM): 46.46X Cap: $9.26B
  • View EZU Profile
  • View Questions on EZU

Q: Hi there. with the current economic outlook in the US being very uncertain and the dollar possibly weakening as the US economy struggles would you recommend any of these names? VGK, FEZ, or EZU? The idea being to build up a position of 10% of my portfolio over the next two or three quarters betting on Europe continuing to outperform the US. Thank-you.
Lesley

Upvote 7

Read Answer Asked by Lesley on May 09, 2025

• Eli Lilly and Company (LLY $985.08)
  • $985.08 P/E (TTM): 42.58X Cap: $930.72B
  • View LLY Profile
  • View Questions on LLY
• Harvest Healthcare Leaders Income ETF (HHL $7.15)
  • $7.15 P/E (TTM): 23.22X Cap: $1.59B
  • View HHL Profile
  • View Questions on HHL
• Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.09)
  • $18.09 P/E (TTM): 16.07X Cap: $263M
  • View LIFE Profile
  • View Questions on LIFE

Q: In a recent question on LLY, you said "President Trump is about to sign an executive order that would likely slash the cost of drugs (and hence the profits for maker) on a slew of popular, expensive products".

What effect will this have on the price and dividends paid by HHL.to and LIFE.to ?

Upvote 2

Read Answer Asked by V on May 09, 2025