Investment Q&A

• iShares S&P/TSX Capped Materials Index ETF (XMA $55.06)
  • $55.06 P/E (TTM): 31.72X Cap: $820M
  • View XMA Profile
  • View Questions on XMA
• Invesco DB Commodity Index Tracking Fund (DBC $25.81)
  • $25.81 P/E (TTM): 4.15X Cap: $1.46B
  • View DBC Profile
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Q: With the current uptick in commodities, is there an ETF available for this space?

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Read Answer Asked by Gail on May 18, 2021

• iShares S&P/TSX Capped Energy Index ETF (XEG $24.02)
  • $24.02 P/E (TTM): 12.58X Cap: $1.88B
  • View XEG Profile
  • View Questions on XEG
• iShares S&P/TSX Capped Materials Index ETF (XMA $55.06)
  • $55.06 P/E (TTM): 31.72X Cap: $820M
  • View XMA Profile
  • View Questions on XMA
• Sentry Resource Opportunities Class Series A (CIG50011 $17.57)
  • $17.57 Cap: $15M
  • View CIG50011 Profile
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Q: Info about and how do you rate cig50011.

thanks.

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Read Answer Asked by ralph on March 10, 2021

• BMO Equal Weight Industrials Index ETF (ZIN $55.42)
  • $55.42 P/E (TTM): 18.5X Cap: $51M
  • View ZIN Profile
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.94)
  • $18.94 P/E (TTM): 5.13X Cap: $846M
  • View XLB Profile
  • View Questions on XLB
• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $66.56)
  • $66.56 P/E (TTM): 16.5X Cap: $384M
  • View XST Profile
  • View Questions on XST
• iShares S&P/TSX Capped Materials Index ETF (XMA $55.06)
  • $55.06 P/E (TTM): 31.72X Cap: $820M
  • View XMA Profile
  • View Questions on XMA
• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $115.42)
  • $115.42 P/E (TTM): 34.95X Cap: $22.40B
  • View XLY Profile
  • View Questions on XLY
• State Street Industrial Select Sector SPDR ETF (XLI $178.90)
  • $178.90 P/E (TTM): 26.42X Cap: $31.95B
  • View XLI Profile
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Q: Hey,

What would be some stocks and ETFs to watch during this rotation?

Thanks

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Read Answer Asked by Rodney on March 09, 2021

• iShares S&P/TSX Global Gold Index ETF (XGD $69.00)
  • $69.00 P/E (TTM): 24.93X Cap: $5B
  • View XGD Profile
  • View Questions on XGD
• iShares S&P/TSX Capped Materials Index ETF (XMA $55.06)
  • $55.06 P/E (TTM): 31.72X Cap: $820M
  • View XMA Profile
  • View Questions on XMA
• SPDR Gold Shares (GLD $490.00)
  • $490.00 Cap: $188.74B
  • View GLD Profile
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• Sprott Physical Gold Trust Unit (PHYS $40.70)
  • $40.70 P/E (TTM): 24.9X Cap: $16.43B
  • View PHYS Profile
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• iShares S&P GSCI Commodity-Indexed Trust (GSG $26.94)
  • $26.94 Cap: $793M
  • View GSG Profile
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Q: Hello,
Would appreciate your suggestions on a couple of good low fee ETF's for commodities
Thanks
Darryl

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Read Answer Asked by Darryl on March 04, 2021

• iShares S&P/TSX Global Gold Index ETF (XGD $69.00)
  • $69.00 P/E (TTM): 24.93X Cap: $5B
  • View XGD Profile
  • View Questions on XGD
• BMO Equal Weight Oil & Gas Index ETF (ZEO $96.19)
  • $96.19 P/E (TTM): 14.25X Cap: $284M
  • View ZEO Profile
  • View Questions on ZEO
• iShares S&P/TSX Capped Energy Index ETF (XEG $24.02)
  • $24.02 P/E (TTM): 12.58X Cap: $1.88B
  • View XEG Profile
  • View Questions on XEG
• iShares S&P/TSX Capped Materials Index ETF (XMA $55.06)
  • $55.06 P/E (TTM): 31.72X Cap: $820M
  • View XMA Profile
  • View Questions on XMA

Q: Can you name some Canadian ETF's which will benefit from the switch into materials or oil and gas or value rather than growth and safety? And can you rank them please? And give reasons for buying or not buying?

I know that's a lot to ask but I am interested in your assessment

Thanks for your help as usual

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Read Answer Asked by christianne on February 26, 2021

• BMO Equal Weight Utilities Index ETF (ZUT $28.00)
  • $28.00 P/E (TTM): 17.8X Cap: $838M
  • View ZUT Profile
  • View Questions on ZUT
• BMO Equal Weight Industrials Index ETF (ZIN $55.42)
  • $55.42 P/E (TTM): 18.5X Cap: $51M
  • View ZIN Profile
  • View Questions on ZIN
• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $66.56)
  • $66.56 P/E (TTM): 16.5X Cap: $384M
  • View XST Profile
  • View Questions on XST
• iShares S&P/TSX Capped Information Technology Index ETF (XIT $62.76)
  • $62.76 P/E (TTM): 54.87X Cap: $658M
  • View XIT Profile
  • View Questions on XIT
• iShares S&P/TSX Capped Materials Index ETF (XMA $55.06)
  • $55.06 P/E (TTM): 31.72X Cap: $820M
  • View XMA Profile
  • View Questions on XMA
• iShares S&P/TSX Capped REIT Index ETF (XRE $16.21)
  • $16.21 P/E (TTM): 63.09X Cap: $1.13B
  • View XRE Profile
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Q: I currently own XAW and XTR in my RRSP and looking to add some more Canadian ETFs/stocks for diversification. Have about 20 year time frame. Can you please recommend some?

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Read Answer Asked by Fiona on February 05, 2021

• BMO Junior Gold Index ETF (ZJG $327.00)
  • $327.00 P/E (TTM): 27.64X Cap: $314M
  • View ZJG Profile
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• iShares S&P/TSX Capped Materials Index ETF (XMA $55.06)
  • $55.06 P/E (TTM): 31.72X Cap: $820M
  • View XMA Profile
  • View Questions on XMA

Q: Looking at increasing my materials exposure over time. Mining been the focus. What CDN and US ETF's would be the best in your opinion?

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Read Answer Asked by Greg on February 01, 2021

• iShares S&P/TSX Global Gold Index ETF (XGD $69.00)
  • $69.00 P/E (TTM): 24.93X Cap: $5B
  • View XGD Profile
  • View Questions on XGD
• iShares S&P/TSX Capped Materials Index ETF (XMA $55.06)
  • $55.06 P/E (TTM): 31.72X Cap: $820M
  • View XMA Profile
  • View Questions on XMA
• iShares S&P/TSX Capped Utilities Index ETF (XUT $35.08)
  • $35.08 P/E (TTM): 17.47X Cap: $347M
  • View XUT Profile
  • View Questions on XUT

Q: Could you recommend a Cdn Materials, Utilities and Gold ETF for long term hold in a registered account ?

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Read Answer Asked by CARL on December 08, 2020

• Fortis Inc. (FTS $78.02)
  • $78.02 P/E (TTM): 22.42X Cap: $39.58B
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• NFI Group Inc. (NFI $16.85)
  • $16.85 Cap: $2B
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  • View Reports on NFI
• Granite Real Estate Investment Trust (GRT.UN $90.52)
  • $90.52 P/E (TTM): 43.47X Cap: $5.48B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $66.56)
  • $66.56 P/E (TTM): 16.5X Cap: $384M
  • View XST Profile
  • View Questions on XST
• iShares S&P/TSX Capped Materials Index ETF (XMA $55.06)
  • $55.06 P/E (TTM): 31.72X Cap: $820M
  • View XMA Profile
  • View Questions on XMA

Q: Hi Peter, Ryan, and team,

My wife's TFSA consists of the above holdings. NFI is down 73.4%, and XMA is a tiny holding where we park cash (no commission with iTrade). The others are doing well, but perhaps they're not the best when held in a TFSA. Are there any outright sells, and what suggestions do you have to employ the possible cash? We'd like a bit more oomph from this account. Your advice is very valuable.

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Read Answer Asked by Jerry on August 17, 2020

• BMO Equal Weight Global Base Metals Hedged to CAD Index ETF (ZMT $135.85)
  • $135.85 P/E (TTM): 18.08X Cap: $89M
  • View ZMT Profile
  • View Questions on ZMT
• iShares S&P/TSX Capped Materials Index ETF (XMA $55.06)
  • $55.06 P/E (TTM): 31.72X Cap: $820M
  • View XMA Profile
  • View Questions on XMA
• iShares S&P/TSX Global Base Metals Index ETF (XBM $37.77)
  • $37.77 P/E (TTM): 25.77X Cap: $577M
  • View XBM Profile
  • View Questions on XBM
• Vanguard Materials ETF (VAW $243.60)
  • $243.60 P/E (TTM): 21.72X Cap: $2.82B
  • View VAW Profile
  • View Questions on VAW

Q: I am looking for basic material exposure in either ZMT XBM XMA XLB or VAW. What would be your pick for a comeback in basic material.
Thanks

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Read Answer Asked by James on July 16, 2020

• iShares S&P/TSX Capped Materials Index ETF (XMA $55.06)
  • $55.06 P/E (TTM): 31.72X Cap: $820M
  • View XMA Profile
  • View Questions on XMA

Q: Which EFT, preferably traded in Canada TSX would fit/ represent the Basic Materials Sector ?

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Read Answer Asked by Miroslaw on May 26, 2020

• iShares S&P/TSX Capped Financials Index ETF (XFN $79.05)
  • $79.05 P/E (TTM): 14.28X Cap: $1.98B
  • View XFN Profile
  • View Questions on XFN
• BMO Equal Weight REITs Index ETF (ZRE $23.37)
  • $23.37 P/E (TTM): 25.68X Cap: $614M
  • View ZRE Profile
  • View Questions on ZRE
• BMO Equal Weight Utilities Index ETF (ZUT $28.00)
  • $28.00 P/E (TTM): 17.8X Cap: $838M
  • View ZUT Profile
  • View Questions on ZUT
• BMO Equal Weight Industrials Index ETF (ZIN $55.42)
  • $55.42 P/E (TTM): 18.5X Cap: $51M
  • View ZIN Profile
  • View Questions on ZIN
• BMO Equal Weight Oil & Gas Index ETF (ZEO $96.19)
  • $96.19 P/E (TTM): 14.25X Cap: $284M
  • View ZEO Profile
  • View Questions on ZEO
• iShares Core Canadian Long Term Bond Index ETF (XLB $18.94)
  • $18.94 P/E (TTM): 5.13X Cap: $846M
  • View XLB Profile
  • View Questions on XLB
• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $72.12)
  • $72.12 P/E (TTM): 26.33X Cap: $574M
  • View XHC Profile
  • View Questions on XHC
• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $71.36)
  • $71.36 P/E (TTM): 27.98X Cap: $156M
  • View XGI Profile
  • View Questions on XGI
• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $66.56)
  • $66.56 P/E (TTM): 16.5X Cap: $384M
  • View XST Profile
  • View Questions on XST
• iShares S&P/TSX Capped Materials Index ETF (XMA $55.06)
  • $55.06 P/E (TTM): 31.72X Cap: $820M
  • View XMA Profile
  • View Questions on XMA
• State Street Financial Select Sector SPDR ETF (XLF $51.30)
  • $51.30 P/E (TTM): 16.77X Cap: $51.22B
  • View XLF Profile
  • View Questions on XLF
• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $115.42)
  • $115.42 P/E (TTM): 34.95X Cap: $22.40B
  • View XLY Profile
  • View Questions on XLY
• Vanguard Energy ETF (VDE $160.89)
  • $160.89 P/E (TTM): 16.96X Cap: $7.14B
  • View VDE Profile
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• Vanguard Communication Services ETF (VOX $191.91)
  • $191.91 P/E (TTM): 18.32X Cap: $6.26B
  • View VOX Profile
  • View Questions on VOX
• Vanguard Consumer Staples ETF (VDC $240.91)
  • $240.91 P/E (TTM): 23.23X Cap: $7.13B
  • View VDC Profile
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• iShares U.S. Technology ETF (IYW $191.17)
  • $191.17 P/E (TTM): 35.65X Cap: $19.53B
  • View IYW Profile
  • View Questions on IYW
• iShares Global REIT ETF (REET $27.24)
  • $27.24 P/E (TTM): 32.27X Cap: $4.78B
  • View REET Profile
  • View Questions on REET

Q: In your portfolio analytics, you used to have A list of suggested etfs for each sector. I cannot find this list anymore. Has it been removed? Could you please provide a list of recommended etfs for each sector. Thank you

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Read Answer Asked by satish on May 15, 2020

• iShares S&P/TSX Capped Materials Index ETF (XMA $55.06)
  • $55.06 P/E (TTM): 31.72X Cap: $820M
  • View XMA Profile
  • View Questions on XMA

Q: I am agnostic to the gold metal and gold miners. My question is in two folds.

What would you propose to compensate my Basic Materials exposure. I have none and the Portfolio Analysis propose having some exposure. I am invested for the long term. IShares propose XMA under performing the general markets for 3-5 and 10 years return. This year is a boon for long time holders.
Second question:
What is the rational for holding an asset with historical little return? Mr. Buffet is also agnostic to gold with proven record.
Deduct credits as deemed appropriate.
Thank you for your explanations easy to learn from .

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Read Answer Asked by Yves on December 10, 2019

• iShares S&P/TSX Capped Materials Index ETF (XMA $55.06)
  • $55.06 P/E (TTM): 31.72X Cap: $820M
  • View XMA Profile
  • View Questions on XMA

Q: The Canadian materials ETF "XMA" seems to have broken resistance from 2017-2018. I see that 50% of its constituents are gold and silver streamers, plus, gold mining companies. I think I like this ETF as a lower-stress asset to bet on precious metals going higher, but instead of betting only on gold miners with XGD, XMA holds other sectors like metal miners. My question is.... what do you think about the other 50% in that ETF? Are those other companies also looking good/better?

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Read Answer Asked by Matt on July 22, 2019

• iShares S&P/TSX Capped Materials Index ETF (XMA $55.06)
  • $55.06 P/E (TTM): 31.72X Cap: $820M
  • View XMA Profile
  • View Questions on XMA
• CI First Asset Can-Materials Covered Cal ETF (MXF) (MXF)
  • P/E (TTM): 13.9X
  • View MXF Profile
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• RT Minerals Corp. (RTM $0.07)
  • View RTM Profile
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Q: I’m wondering if you have an alternative etf to this one since you suggest that covered calls can limit upside in the materials sector? Thanks, Don

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Read Answer Asked by Donald on April 08, 2019

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $78.19)
  • $78.19 P/E (TTM): 28.74X Cap: $38.31B
  • View TECK.B Profile
  • View Questions on TECK.B
• Labrador Iron Ore Royalty Corporation (LIF $31.78)
  • $31.78 P/E (TTM): 17.96X Cap: $2.03B
  • View LIF Profile
  • View Questions on LIF
• iShares S&P/TSX Capped Materials Index ETF (XMA $55.06)
  • $55.06 P/E (TTM): 31.72X Cap: $820M
  • View XMA Profile
  • View Questions on XMA
• Nutrien Ltd. (NTR $103.55)
  • $103.55 P/E (TTM): 58.97X Cap: $49.58B
  • View NTR Profile
  • View Questions on NTR

Q: I hold Teck and Nutrien with the balance of my resource holdings in XMA. I have an equal amount of funds in each. I am considering selling XMA to purchase LIF. I know this will give me less diversity, but Teck and Nutrien are major weights in XMA which is otherwise heavy in gold stocks with low dividends and weak growth. At least LIF would give me decent dividends. What do you think? Thanks.

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Read Answer Asked by Ken on April 27, 2018

• iShares S&P/TSX Capped Materials Index ETF (XMA $55.06)
  • $55.06 P/E (TTM): 31.72X Cap: $820M
  • View XMA Profile
  • View Questions on XMA

Q: Hi 5i, What are your thoughts on XMA. Due to the Potash/Agrium deal 16.5% of this ETF is in Nutrien. Seems to me they should have diversified this over the past year as the deal took awhile to close. IMO, there is no need for this one stock to be such a large portion of this ETF. Please comment. Thanks

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Read Answer Asked by Robert on April 05, 2018

• iShares S&P/TSX Capped Materials Index ETF (XMA $55.06)
  • $55.06 P/E (TTM): 31.72X Cap: $820M
  • View XMA Profile
  • View Questions on XMA

Q: To be truly diversified should one hold commodities in a growth portfolio? If so can you suggest an ETF that would meet this requirement?

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Read Answer Asked by David on January 18, 2018

• iShares S&P/TSX Capped Materials Index ETF (XMA $55.06)
  • $55.06 P/E (TTM): 31.72X Cap: $820M
  • View XMA Profile
  • View Questions on XMA
• Vanguard Materials ETF (VAW $243.60)
  • $243.60 P/E (TTM): 21.72X Cap: $2.82B
  • View VAW Profile
  • View Questions on VAW

Q: Good Morning: I sent this question in last week but am assuming it got lost in cyberspace somehow. I am looking for a recommendation on a materials etf since I am very light in this space. My only holding at the moment is BHP. Also, is this a space that you would consider it necessary or important to have some exposure to at this time or in the near future. Thanks.

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Read Answer Asked by Donald on January 03, 2018

• iShares S&P/TSX Capped Materials Index ETF (XMA $55.06)
  • $55.06 P/E (TTM): 31.72X Cap: $820M
  • View XMA Profile
  • View Questions on XMA

Q: What would be your choice or choices of an Canadian ETF to play commodities as some forcasters are suggesting we are later on in the cycle and commodities could do well?

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Read Answer Asked by Allan on December 21, 2017