Investment Q&A

• Global X S&P 500 Index Corporate Class ETF (HXS $97.92)
  • $97.92 Cap: $5.68B
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• iShares Core S&P 500 Index ETF (XUS $59.00)
  • $59.00 P/E (TTM): 27.0X Cap: $10.34B
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• Vanguard U.S. Total Market Index ETF (VUN $126.72)
  • $126.72 P/E (TTM): 27.14X Cap: $14.36B
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• SPDR S&P 500 ETF Trust (SPY $686.16)
  • $686.16 P/E (TTM): 27.29X Cap: $702.91B
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Q: I am thinking of investing in U.S. large cap companies more specifically an ETF. Are you better off to invest in a fund like SPY (U.S. dollars) or in the other canadian fund base companies like HXS,VUN or XUS. I noticed that the ytd. return is approx. 14% for SPY versus the others at %7% for this current year.

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Read Answer Asked by serge on December 15, 2016

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $36.53)
  • $36.53 P/E (TTM): 12.24X Cap: $359M
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Q: Aside from zub,are there any canadian listed etfs that are comprised of not only the big 5 American banks but some midsize regional banks and insurance companies. Thanx. Best wishes for the holidays.

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Read Answer Asked by Steve on December 14, 2016

• iShares S&P/TSX Global Gold Index ETF (XGD $48.49)
  • $48.49 P/E (TTM): 9.84X Cap: $3.64B
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Q: Hi Team, newbie here....I'd like to add about 5% precious metals to my portfolio in the form of an ETF or Mutual Fund. can you make some suggestions?

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Read Answer Asked by Gilbert on December 14, 2016

• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $47.94)
  • $47.94 P/E (TTM): 17.68X Cap: $668M
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Q: Is there a CANADIAN etf that closely if not exactly mirrors the RUSSEL 2000?

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Read Answer Asked by roger on December 13, 2016

• Miscellaneous (MISC)
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Q: Good morning Peter and Team,

If you were purchasing today, what stocks and/or ETFs would you buy for each of the TSX eleven sectors? (Consumer Discretionary, Consumer Staples, Energy, Financials, Healthcare, Industrials, Information Technology, Materials, Real Estate, Telecom, and Utilities). Please give at least two choices for each sector.

My daughter-in-law has finally sold her high-MER, low-performing mutual funds, and I have set up a self-directed account for her LIRA, her RRSP, and her TFSA. She is 48 and will probably work till at least 65.

Please feel free to deduct as many question credits as you deem necessary. Thanks in advance for all your valued assistance.

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Read Answer Asked by Jerry on December 13, 2016

• BMO Equal Weight Oil & Gas Index ETF (ZEO $82.87)
  • $82.87 P/E (TTM): 6.81X Cap: $235M
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• iShares S&P/TSX Capped Energy Index ETF (XEG $19.85)
  • $19.85 P/E (TTM): 1.58X Cap: $1.34B
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Q: Please advise what etf. could cover US energy stocks both can. and us// Thanks and MERRY XMAS TO ALL..CLIFF

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Read Answer Asked by cliff on December 13, 2016

• iShares Global Water Index ETF (CWW $64.46)
  • $64.46 P/E (TTM): 32.17X Cap: $301M
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• Global Water Solutions Fund (HTO.UN $8.75)
  • $8.75 P/E (TTM): 9.0X Cap: $22M
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Q: Hi,

Could you please tell me your thoughts on HTO.UN - Global Water Solutions Fund. I know its low volume and is a relatively new fund. But it pays a decent dividend and I'm one who believes that water will become an increasingly scarce and valuable resource in the future - so looking for a way to enter this space for a very long term hold.

Could you also tell me your thoughts on how this fund compares with CWW and if you would have a preference between the two? And do you have any thoughts on investing water related companies/funds in general?

Thanks for your great service!

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Read Answer Asked by Jason on December 13, 2016

• BMO Global Infrastructure Index ETF (ZGI $52.39)
  • $52.39 P/E (TTM): 11.43X Cap: $447M
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• iShares Global Infrastructure Index ETF (CIF $58.94)
  • $58.94 P/E (TTM): 0.86X Cap: $954M
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Q: I was wondering if there is an ETF for U.S. infrastructure? Would prefer to buy in Canadian dollars if possible. Thank you for your excellent service over the past year and happy holidays to everyone there.

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Read Answer Asked by Jill on December 13, 2016

• BMO Equal Weight Oil & Gas Index ETF (ZEO $82.87)
  • $82.87 P/E (TTM): 6.81X Cap: $235M
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Q: Dear 5i Staff,
I would like to participate in the energy price recovery and the expected new US Administration favorable bias toward energy companies.
My question is it better to invest in Canadian or US energy companies now
Which of these stock you favor: Duke, Exxon, Chevron or maybe an ETF is better. Any other suggestion.
Thank you and best wishes for the season.
Raouf
Is my strategy makes sense.

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Read Answer Asked by Raoul on December 13, 2016

• Miscellaneous (MISC)
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Q: Im looking for CDn and US etfs that offer a basket of resources ( metals, oil, etc) that you think will do well in the next couple of years.

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Read Answer Asked by Graeme on December 12, 2016

• State Street SPDR S&P Regional Banking ETF (KRE $64.85)
  • $64.85 P/E (TTM): 12.54X Cap: $3.55B
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Q: While analysts are still recommending US regional banks as a play on higher interest rates, I heard on BNN this morning that insider selling in regional banks has reached record levels. Do the insiders know something the analyst don`t? I should add that I have a half position in KRE.

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Read Answer Asked by Ken on December 12, 2016

• Vanguard Intermediate-Term Corporate Bond ETF (VCIT $83.92)
  • $83.92 P/E (TTM): 412.13X Cap: $55.91B
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Q: Do you think its time to sell VCIT and buy iwo and xlf or other financial etf. Thanks

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Read Answer Asked by andre on December 12, 2016

• State Street SPDR S&P Bank ETF (KBE $60.44)
  • $60.44 P/E (TTM): 13.05X Cap: $1.38B
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Q: I need to add US exposure to my holdings and with a view to the anticipated rate increase by the US Fed wanted some assessment of US banks. What is your opinion of the large banks versus the regionals?
Specifically I am looking at Bank of America and Wells Fargo. do you have an opinion on the ETF KBE:US? If not any of these would you have a couple other specific preferences?
Peter

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Read Answer Asked by Peter on December 12, 2016

• Johnson & Johnson (JNJ $201.74)
  • $201.74 P/E (TTM): 19.49X Cap: $486.50B
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• Richards Packaging Income Fund (RPI.UN $28.10)
  • $28.10 P/E (TTM): 15.36X Cap: $320M
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $36.53)
  • $36.53 P/E (TTM): 12.24X Cap: $359M
  • View ZUB Profile
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Q: I am currently up 30 to 60% on these companies, all are held in an RSP or RIF account. Would you add, take profits, or sell full position in any of these funds. I have about $20,000 to invest currently in my RRSP and am wondering if it is to late to start a new US position. I am considering facebook or google? Thanks for your input!

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Read Answer Asked by diane joan on December 12, 2016

• BMO Dow Jones Industrial Average Hedged to CAD Index ETF (ZDJ $73.09)
  • $73.09 P/E (TTM): 21.26X Cap: $403M
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Q: Recent article in Barron's suggested the DOW Jones industrial index will outperform relative to other indexes due to beneficial effects of Trump policies. Can you suggest an ETF that captures the DOW index and its companies.

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Read Answer Asked by Uthaman on December 12, 2016

• iShares MSCI ACWI Ex US Index Fund (ACWX $66.97)
  • $66.97 P/E (TTM): 13.71X Cap: $7.41B
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Q: Is acwx a good all in one etf to get international exposure outside north America or should a portfolio go with separate etfs for different regions like fez, vwo,etc?

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Read Answer Asked by Sheldon on December 12, 2016

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.30)
  • $40.30 P/E (TTM): 14.68X Cap: $1.07B
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Q: How will CDZ do in a sell off? I have about 10% in my portfolio but would like to move it to 15% - Also is there an America ETF equivalent ?

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Read Answer Asked by Ron on December 12, 2016

• BMO Aggregate Bond Index ETF (ZAG $13.71)
  • $13.71 Cap: $12B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.02)
  • $28.02 Cap: $8.83B
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• Vanguard Canadian Aggregate Bond Index ETF (VAB $22.85)
  • $22.85 Cap: $6.34B
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Q: A few questions have mentionned the ETF XBB. Since its fee is 0.34% versus ZAG's fee of 0.23%, shouldn't we go for ZAG? I also like the fact that ZAG is a BMO product which means I pay fees to a canadian company rather than a U.S company (bonus points). Thank you.

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Read Answer Asked by Matt on December 12, 2016

• Miscellaneous (MISC)
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Q: Hi team, can you recommend an ETF for emerging markets in Asia, lookign for something with lighter China weighting and higher Vietnam, Malaysia, Thailand, etc. Ideally looking for something that follows the index vs individual stocks.
Thanks
Nancy

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Read Answer Asked by Nancy on December 09, 2016

• Miscellaneous (MISC)
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Q: Looking at building my USD assets and then investing it in Vanguard ETFs. Would you invest in the S&P500 or maybe the specific sectors such as consumer staples? If so, what percentage would you put in each sector? Ultimately I would like to invest in specific companies but there is no 5i US equivalent so this would seem like the next best alternative.

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Read Answer Asked by Greg on December 09, 2016