Investment Q&A

• Meta Platforms Inc. (META $633.61)
  • $633.61 P/E (TTM): 28.18X Cap: $1.59T
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• Sony Group Corporation American Depositary Shares (SONY $29.08)
  • $29.08 P/E (TTM): 23.45X Cap: $175.20B
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Q: What do you think of Sony as a play in the VR market? Is the company's stock undervalued/overvalued, etc.

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Read Answer Asked by Grant on February 27, 2017

• iShares Emerging Markets Fundamental Index Fund Common (CWO $35.59)
  • $35.59 P/E (TTM): 26.71X
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Q: Are there any etfs traded on the tsx like cwo that focuses on emerging markets but filters based on value metrics rather then broad market.

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Read Answer Asked by Tim on February 24, 2017

• Miscellaneous (MISC)
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Q: I have been considering moving to a larger percentage of cash (60-70%)
My concern is that with the proposed tax plan due from Trump next week that the market is thinking one thing and if it does not line up with what is proposed that we will see a dramatic fall.
Can I get your thoughts please.

Thanks

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Read Answer Asked by Steve on February 24, 2017

• Lloyds Banking Group Plc American Depositary Shares (LYG $4.98)
  • $4.98 P/E (TTM): 45.34X Cap: $73.65B
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Q: Hi,
I am looking for HSBC for its high yield.the stock has performed well last year and now down a bit due to weak results.
I do not have any exposure to international bank. Please can you let me know your view for HSBC or any other European/ UK bank for long term hold 5 +

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Read Answer Asked by manish on February 24, 2017

• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $47.11)
  • $47.11 P/E (TTM): 16.77X Cap: $660M
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Q: Hello,

I am looking to invest into the small cap sector and would like to know if there is a global small cap etf you can suggest, preferably in CND funds. If there isn't any global EFT which options would you recommend?

Thank you

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Read Answer Asked by Rino on February 22, 2017

• iShares Core MSCI Emerging Markets IMI Index ETF (XEC $36.42)
  • $36.42 P/E (TTM): 13.23X Cap: $3.01B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.65)
  • $45.65 P/E (TTM): 5.86X Cap: $3.17B
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Q: I'm looking to add a new emerging market EFT position to my TFSA for an over 10 year hold. Between XEC and VEE which one would be your preference and why?

Thanks in advance,
Greg.

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Read Answer Asked by Greg on February 16, 2017

• BetaPro Natural Gas Inverse Leveraged Daily Bear ETF (HND $6.52)
  • $6.52 Cap: $131M
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Q: could you please provide me a feedback on these stocks? I want to buy first two and last one I am holding since long.
Thank you,
KT

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Read Answer Asked by kaushikbhai on February 15, 2017

• VanEck Russia ETF (RSX)
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Q: Hi; I read an excellent article in the Globe this weekend regarding Robert Schiller's CAPE valuation ratio. It implies that the US is significantly overvalued. It also implies that Russia is a deep value investment with a CAPE ratio <6. Is there a Russian ETF that you would recommend to provide exposure and perhaps benefit from this. Thanks for your excellent service.

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Read Answer Asked by Uthaman on February 15, 2017

• Autohome Inc. American Depositary Shares each representing four class A. (ATHM $23.47)
  • $23.47 P/E (TTM): 12.82X Cap: $2.77B
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Q: Hi,
Can I get your opinion of Autohome Inc.?
Thanks,

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Read Answer Asked by Colin I on February 13, 2017

• Miscellaneous (MISC)
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Q: Hi Peter & Team: For a growth portfolio, what % would you allocate to Cdn,US,EM and other developed mkt. ? What ETF's would you suggest for EM & other dev.mkt, hedged or not hedged to the loony? Thanks. Fooklin

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Read Answer Asked by Fooklin on February 13, 2017

• National Grid Transco PLC PLC (NEW) American Depositary Shares (NGG $75.51)
  • $75.51 P/E (TTM): 18.42X Cap: $74.06B
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Q: Terry asked a question about National Grid (NGG). There is quite a good article on NGG here: https://tinyurl.com/zfguepy

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Read Answer Asked by Andrew on February 13, 2017

• National Grid Transco PLC PLC (NEW) American Depositary Shares (NGG $75.51)
  • $75.51 P/E (TTM): 18.42X Cap: $74.06B
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Q: Good evening
I will appreciate your comments on NGG listed in NY stock exchange.
Is it a safe investment?
How about the sustainability of its dividend?
Thanks

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Read Answer Asked by Terry on February 10, 2017

• BMO Covered Call Utilities ETF (ZWU $11.36)
  • $11.36 P/E (TTM): 18.74X Cap: $1.95B
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• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.80)
  • $20.80 P/E (TTM): 54.09X Cap: $725M
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• BMO US High Dividend Covered Call ETF (ZWH $25.07)
  • $25.07 P/E (TTM): 18.87X Cap: $1.08B
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Q: I currently hold ZWE, ZWU, and ZWH in my RRSP for a total weight of 4.8% .
Is this unnecessary duplication and / or is the weighting too high given
the nature of these products ? Joe

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Read Answer Asked by Joseph on February 10, 2017

• Miscellaneous (MISC)
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Q: Hello Peter/ 5I
Mawer Fund has started a new fund called the -Mawer Emerging Markets Equity Fund .Do you think that Emerging Markets is a good place to invest now?
Thanks
Claudio

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Read Answer Asked by claudio on February 08, 2017

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.65)
  • $45.65 P/E (TTM): 5.86X Cap: $3.17B
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Q: Can you recommend an ETF or specific stocks to get emerging market exposure. Looking for long term growth.

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Read Answer Asked by Rob on February 08, 2017

• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $74.73)
  • $74.73 P/E (TTM): 1.38X Cap: $2.82B
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Q: What are your thoughts on vxc for a 2 or 3 year hold or could you suggest an alternative? Thks

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Read Answer Asked by Marcel on February 01, 2017

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $157.60)
  • $157.60 P/E (TTM): 20.86X Cap: $363.94B
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Q: Could you give me some ETF that hold this stock in Canada and or US. Thanks James

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Read Answer Asked by JAMES on February 01, 2017

• Imperial Metals Corporation (III $7.31)
  • $7.31 P/E (TTM): 6.44X Cap: $1.30B
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Q: We have just returned from a five week trip to Singapore, Vietnam and Malaysia. We really were impressed with the work ethic, entrepreneurship and the tremendous growth in the middle class in all three countries. We always look for the presence of Canadian companies when travelling and were disappointed in the lack thereof. We saw Manulife, A&W, CIRCLE K and RBC. With the possible change in our trade pattern to the south would you have any investment suggestions for companies that are selling into these above-mentioned countries?

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Read Answer Asked by Cathy on January 31, 2017

• Mawer International Equity Fund Series A (MAW102 $91.97)
  • $91.97 P/E (TTM): 18.1X Cap: $1.11B
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Q: I am thinking about replacing MAW102 in my RRSP with a combination of ZWE
and ZDI or MAW150 ( Global Small Cap Fund) to enhance income with some
growth. What is your opinion of this change? Joe

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Read Answer Asked by Joseph on January 26, 2017

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $157.60)
  • $157.60 P/E (TTM): 20.86X Cap: $363.94B
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Q: Can I please have your updated opinion of Alibaba.

Thanks

Dave

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Read Answer Asked by David on January 26, 2017