Investment Q&A

• BMO Canadian Dividend ETF (ZDV $25.88)
  • $25.88 P/E (TTM): 13.42X Cap: $1.32B
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• BMO Covered Call Canadian Banks ETF (ZWB $22.83)
  • $22.83 P/E (TTM): 11.56X
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• BMO Low Volatility Canadian Equity ETF (ZLB $55.93)
  • $55.93 P/E (TTM): 16.96X Cap: $5.33B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.85)
  • $39.85 P/E (TTM): 14.83X Cap: $1.04B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $102.94)
  • $102.94 Cap: $2.24B
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Q: I would like to divide $100,000.00 into 4 ETS of equal weights. Preferably high yield but still conservative. I have been trying to do it myself but I am overwhelmed by the choices. I currently have the two above but they may be too much the same.

Thanks for being there!
Bryan

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Read Answer Asked by Bryan on May 30, 2016

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $66.54)
  • $66.54 P/E (TTM): 20.99X Cap: $179M
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Q: Hi Peter and Ryan,

I'm interested in getting exposure to the health care sector by using an available ETF. I ran across this one (IHI) through my research and would appreciate your analysis of the ETF. I think this one focusses on medical devices. Please let me know what you think the future holds for the ETF. If you think there are other investments that would be preferable I would appreciate your suggestions.

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Read Answer Asked by Les on May 30, 2016

• Vanguard U.S. Total Market Index ETF (VUN $124.62)
  • $124.62 P/E (TTM): 26.28X Cap: $13.80B
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Q: Historically, US Stocks have taken off in the 2nd. Half of an Election Year. What are some ETFs I can look at to see if my thesis is right? I prefer Canadian ETFs that capture US Stocks as opposed to US ETFs, e.g. SCHB.

Thanks as Always! Austin

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Read Answer Asked by Austin on May 30, 2016

• BMO Equal Weight Oil & Gas Index ETF (ZEO $76.91)
  • $76.91 P/E (TTM): 7.02X Cap: $225M
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• BetaPro S&P/TSX Capped Energy 2x Daily Bull ETF (HEU)
  • Cap: $37M
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Q: Hi again,
Sorry the symbol I was asking about is HEU. I've copied the question again below.

Hi 5i, I think over the next 3-5 years oil is going to rally up. In doing some reading I found this etf. The management fee is definitely higher than I like. I'm not exactly sure how the 200% correlation works but it sounds like if energy goes up it would be a good thing. Could you give your opinion on this fund, also could you give some better options for getting some more energy in my portfolio if you know of some. Thanks!

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Read Answer Asked by david on May 27, 2016

• BMO Equal Weight Oil & Gas Index ETF (ZEO $76.91)
  • $76.91 P/E (TTM): 7.02X Cap: $225M
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• iShares S&P/TSX Capped Energy Index ETF (XEG $17.61)
  • $17.61 P/E (TTM): 1.62X Cap: $1.26B
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Q: Hi 5i'ers,
is it time for XEG and what do you think of their prospects going forward as oil seems to be on the mend or is this a dead cat bounce?

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Read Answer Asked by DOUG on May 27, 2016

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $66.54)
  • $66.54 P/E (TTM): 20.99X Cap: $179M
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• BMO MSCI USA High Quality Index ETF (ZUQ $95.73)
  • $95.73 P/E (TTM): 29.79X Cap: $1.19B
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Q: I am looking for ETF similar to IHI US Medical Device in Canadian dollar and your thoughts on ZUQ Etf.

Thanks for the great job.

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Read Answer Asked by Hector on May 27, 2016

• iShares Global Water Index ETF (CWW $66.21)
  • $66.21 P/E (TTM): 27.19X Cap: $310M
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Q: Could you please comment on this ETF. I have held CWW for about 5 years and done well but am wondering what, if any, other approach you would take to replacing this investment in the water related sector? Many thanks.

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Read Answer Asked by Alexandra on May 26, 2016

• Vanguard U.S. Total Market Index ETF (CAD-hedged) (VUS $114.29)
  • $114.29 P/E (TTM): 24.8X Cap: $1.25B
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Q: Is there a Canadian ETF that mirrors the Schwab US Broad Market ETF (SCHB,50)? It captures America's 2.500 largest stocks.

Thanks, Austin

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Read Answer Asked by Austin on May 25, 2016

• BMO Equal Weight US Banks Index ETF (ZBK $37.76)
  • $37.76 P/E (TTM): 12.42X Cap: $637M
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Q: Sorry my previous question referred to ZBK.US it should have been ZBK.
Thanks
Mike

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Read Answer Asked by Michael on May 24, 2016

• Miscellaneous (MISC)
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Q: Hi Guys,

Am I still fine holding these companies in my U.S. portfolio, DIS, SBUX, V, HD, BRK.B and eft's SPY, QQQ, and VIG (All have a 3% weighting). 5 year time frame and low/medium risk.
My concern is that most of the individual stocks are in the Consumer sectors and I am overweighted in my total portfolio (25%) in these sectors.
thanks,
Jim

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Read Answer Asked by jim on May 24, 2016

• iShares S&P/TSX Global Gold Index ETF (XGD $47.40)
  • $47.40 P/E (TTM): 23.44X Cap: $3.87B
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• BMO Equal Weight Global Gold Index ETF (ZGD $244.99)
  • $244.99 P/E (TTM): 17.0X Cap: $282M
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Q: Hi. Can you give a comparison between XGD, which you have written about earlier, and ZGD, the BMO Equal Weight Gold index ETF for which it seems this might be the first question. Is there value in holding both as my exposure to gold?
Guy R.

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Read Answer Asked by Guy R. on May 24, 2016

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.85)
  • $20.85 P/E (TTM): 49.74X Cap: $723M
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• BMO International Dividend ETF (ZDI $28.26)
  • $28.26 P/E (TTM): 23.24X Cap: $681M
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Q: good morning , if you had to pick one or two european ETFs that pays a dividend , what would it be? thanks.

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Read Answer Asked by jim on May 24, 2016

Q: Good morning,

I understand that AMLP.US ETF that tracks the performance of a basket of energy infrastructure - oriented master LPs. Assuming that the oil prices will be up from here in 5 years and given that this etf currently pays out approximately 9% dividend, I would be interested to hear your view regarding the suitability of this etf in a RRSP in terms of downside risk and dividend sustainability. Thank you.

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Read Answer Asked by Francesco on May 24, 2016

• iShares S&P/TSX Global Gold Index ETF (XGD $47.40)
  • $47.40 P/E (TTM): 23.44X Cap: $3.87B
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• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $64.10)
  • $64.10 P/E (TTM): 24.59X Cap: $69M
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• BMO Equal Weight REITs Index ETF (ZRE $22.24)
  • $22.24 P/E (TTM): 19.0X Cap: $586M
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• BMO Equal Weight Utilities Index ETF (ZUT $26.89)
  • $26.89 P/E (TTM): 17.63X Cap: $811M
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• BMO Equal Weight Banks Index ETF (ZEB $52.28)
  • $52.28 P/E (TTM): 11.77X Cap: $4.37B
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• BMO Equal Weight Oil & Gas Index ETF (ZEO $76.91)
  • $76.91 P/E (TTM): 7.02X Cap: $225M
  • View ZEO Profile
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $66.95)
  • $66.95 P/E (TTM): 25.66X Cap: $512M
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.46)
  • $61.46 P/E (TTM): 35.55X Cap: $4.09B
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• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $61.64)
  • $61.64 P/E (TTM): 11.69X Cap: $123M
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Q: I read with interest your recent article in the Post and was intrigued by the comment that research shows 90% of portfolio returns come from sector allocation - if a person wanted to take advantage of that, in a simple, easy to manage and inexpensive way (ignoring taxes for the moment) what would be your view be on an approach where one's equity component of their portfolio consisted entirely of a number of ETF's with each one of the ETF's focused on a particular sector, with a periodic (say quarterly) rebalancing? What specific ETF's would you suggest for such a portfolio? Thank you.

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Read Answer Asked by RICHARD on May 20, 2016

• iShares S&P/TSX Global Gold Index ETF (XGD $47.40)
  • $47.40 P/E (TTM): 23.44X Cap: $3.87B
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• iShares S&P/TSX Capped Materials Index ETF (XMA $37.77)
  • $37.77 P/E (TTM): 2.41X Cap: $385M
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Q: I am in the process of creating a balanced portfolio and am underweight in commodities area and would like your recommendations on an ETF.

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Read Answer Asked by wayne on May 20, 2016

• BMO Monthly Income ETF (ZMI $18.41)
  • $18.41 P/E (TTM): 17.93X Cap: $179M
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• Brookfield Global Infrastructure Securities Income Fund (BGI.UN $6.20)
  • $6.20 P/E (TTM): 18.29X Cap: $109M
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Q: What are your thoughts on this company for income and do you recommend it or have another suggestion?
Many thanks, Peggy

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Read Answer Asked by Peggy on May 19, 2016

• First Trust Technology AlphaDEX Fund (FXL $167.33)
  • $167.33 P/E (TTM): 27.52X Cap: $1.43B
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Q: What do you think of FXL-US for the next few months?

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Read Answer Asked by Allan on May 19, 2016

Q: Looking for liquid symbols to trade the $VIX

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Read Answer Asked by Edward on May 18, 2016

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.85)
  • $20.85 P/E (TTM): 49.74X Cap: $723M
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Q: Hello Peter and Team, What are thoughts about this ETF for a 3 year hold ? Thank you.

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Read Answer Asked by Norman on May 18, 2016

• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (VDU $53.52)
  • $53.52 P/E (TTM): 0.24X Cap: $639M
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Q: Peter; I own some VDU and saw your April 29 comments. My question is it seems to trade by appointment and am wondering if you could tell me the market cap of it? does it have enough assets to make it worthwhile holding? Thanks.Rod

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Read Answer Asked by Rodney on May 16, 2016