Investment Q&A

• BMO Equal Weight REITs Index ETF (ZRE $22.37)
  • $22.37 P/E (TTM): 54.28X Cap: $596M
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• iShares S&P/TSX Composite High Dividend Index ETF (XEI $29.87)
  • $29.87 P/E (TTM): 25.76X Cap: $2.17B
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Q: If I buy an country specific etf listed in the USA like the ones mentioned do I still have to pay the 15% dividend withholding tax to the Americans if the dividend is coming from non USA companies in a non registered account? Moreover, your opinion on both etf's

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Read Answer Asked by Nino on May 09, 2016

• BMO Covered Call Canadian Banks ETF (ZWB $21.56)
  • $21.56 P/E (TTM): 12.51X
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• BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA $26.80)
  • $26.80 P/E (TTM): 66.83X Cap: $207M
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• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.69)
  • $20.69 P/E (TTM): 45.23X Cap: $688M
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• BMO US High Dividend Covered Call ETF (ZWH $24.41)
  • $24.41 P/E (TTM): 50.23X Cap: $1.08B
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• BMO US Put Write ETF (ZPW $15.62)
  • $15.62 P/E (TTM): 79.36X Cap: $74M
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Q: ETFs--ZPW,ZWA,ZWB..ZWH,ZWE--all yield 5-7% range . Are these ETFs a benefit for yield -- 3 yr. hold --- looking for income . Would like your assessment & thoughts

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Read Answer Asked by Dr. Donald on May 06, 2016

• BMO MSCI EAFE Hedged to CAD Index ETF (ZDM $33.06)
  • $33.06 P/E (TTM): 0.75X Cap: $1.26B
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Q: For international exposure, I have some ZDM in my portfolio but should I be worried enough about BREXIT to dump it?

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Read Answer Asked by Fred on May 05, 2016

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $43.34)
  • $43.34 P/E (TTM): 0.16X Cap: $2.81B
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Q: I read an article today in the businessinsider.com by a Joe Quinlan extolling the virtues of buying stock in emerging market countries. He seems to think the upside is huge and the times to buy is now.
Would you agree with this opinion and would VEE be a good option for such an investment? With thanks, Bill

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Read Answer Asked by William J on May 05, 2016

• BP p.l.c. (BP $34.91)
  • $34.91 P/E (TTM): 21.68X Cap: $91.23B
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Q: Hi Peter,
Please can you comment on BP stock for a long term investment. It has a good 7+ div and looks good for jump on oil recovery over a long term horizon. my other oil investment is WCP and SGY (will increase my sector allocation to 12%)

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Read Answer Asked by manish on May 04, 2016

• BMO Low Volatility US Equity ETF (ZLU $57.53)
  • $57.53 P/E (TTM): 56.99X Cap: $2.21B
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• BMO MSCI All Country World High Quality Index ETF (ZGQ $73.55)
  • $73.55 P/E (TTM): 62.3X Cap: $1B
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• BMO MSCI USA High Quality Index ETF (ZUQ $91.40)
  • $91.40 P/E (TTM): 79.8X Cap: $1.16B
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• BMO US High Dividend Covered Call ETF (ZWH $24.41)
  • $24.41 P/E (TTM): 50.23X Cap: $1.08B
  • View ZWH Profile
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Q: I'm a conservative investor and planning on investing 60% of my Portfolio on the following ETFS.
ZLU, NMW, ZUQ, ZGQ, ZWH and FHC, what are your thoughts?

Thanks Valter.

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Read Answer Asked by Valter on May 03, 2016

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.69)
  • $20.69 P/E (TTM): 45.23X Cap: $688M
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Q: Could you give me your opinion on ZWE as a replacement for some idle cash and for dividend earnings in my RIF. Thanks for your advice.

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Read Answer Asked by Harry on April 29, 2016

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $45.05)
  • $45.05 P/E (TTM): 5.95X Cap: $18.44B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.03)
  • $39.03 P/E (TTM): 5.55X Cap: $1.01B
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• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (VDU $51.37)
  • $51.37 P/E (TTM): 21.51X Cap: $601M
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• Vanguard U.S. Total Market Index ETF (VUN $119.39)
  • $119.39 P/E (TTM): 63.32X Cap: $12.83B
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Q: Hi, I have these 4 ETFs in my wife's accounts, in approximately equal weights:
XIC
CDZ
VDU
VUN

Does that look about right to you for an ETF investor?

Thanks,
Robert

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Read Answer Asked by Robert on April 29, 2016

• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $60.42)
  • $60.42 P/E (TTM): 58.78X Cap: $125M
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Q: Morning, just wondering if there is a Canadian ETF which is focused on US industrial that you can recommend.

Thanks,
Harry

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Read Answer Asked by Harry on April 29, 2016

• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $40.15)
  • $40.15 P/E (TTM): 0.66X Cap: $1.51B
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• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $70.55)
  • $70.55 P/E (TTM): 5.77X Cap: $2.59B
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• Vanguard U.S. Total Market Index ETF (VUN $119.39)
  • $119.39 P/E (TTM): 63.32X Cap: $12.83B
  • View VUN Profile
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Q: I am considering replacing vxc with 50% vti and 50% vxus in my Rrsp. This I think will save some small mer, better for taxation and less losses due to currency exposure. I would appreciate your thoughts and suggestions also about possible alternatives.

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Read Answer Asked by Shyam on April 28, 2016

• Glencore plc (GLCNF $3.94)
  • $3.94 Cap: $47.15B
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Q: Hello
Could I have your view of their debt reduction and efforts to shore up the balance sheet.
Thanks

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Read Answer Asked by mike on April 27, 2016

• Miscellaneous (MISC)
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Q: With the Canadian Dollar getting stronger is it time to pull out of my US stock and bring the money home. My portfolio is 50/50 CDN to US

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Read Answer Asked by Craig on April 25, 2016

Q: Aegon,a Dutch insurer.
What are your thoughts on this company?

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Read Answer Asked by Josh on April 22, 2016

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $48.85)
  • $48.85 P/E (TTM): 1.66X Cap: $3.16B
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Q: Someone suggest XAW (iShares Core MSCI All Country World ex Canada Index ETF ) for 50% of the investment portfolio. This ETF includes 54% US stock and the remaining in International stock excluding Canada. In your opinion, for a large investment amount, will one single ETF work well for the investors? If not, what other ETF should be added to benefit from the better US economy? Please comment and suggest.

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Read Answer Asked by Esther on April 20, 2016

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $62.02)
  • $62.02 P/E (TTM): 31.2X Cap: $71M
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Q: What do think of XCD - iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) as a way to gain some global diversification without currency risk? Do you think this sector will do well in the next 3-5 years?

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Read Answer Asked by Fraser on April 19, 2016

• Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U $18.20)
  • $18.20 P/E (TTM): 39.36X Cap: $2.50B
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Q: Would like your opinion on fih.u, Fairfax india hldgs.
thank You.

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Read Answer Asked by howard on April 18, 2016

• SYLA Technologies Co. Ltd. (SYT)
  • P/E (TTM): 8239.88X
  • View SYT Profile
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Q: I would like to ask your opinion on the recent offer. The recent price of SYT:US is quite a bit below the offer. Does this mean the street believes the offer won't go thru, what am I missing here? Thanks

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Read Answer Asked by Keith on April 18, 2016

Q: In your perspective which would be the best India ETF to buy and or the best individual India stock to buy?

Thanks.

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Read Answer Asked by Ross on April 13, 2016

Q: I am 30 years old and have built a sector diversified portfolio of around 25 names from the TSX worth approx 200k. I also have a pension invested conservatively in bonds/mutual funds worth approx 100k. I would like to invest all additional cash for the next few years in 3 or 4 ETF's to diversify out of Canada instead of adding to my Canadian portfolio. Do you see any major flaws in my theory? also could you suggest 2 or 3 ETF's to start out with. My thoughts were: VOO, VEA, and IJR. Thanks

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Read Answer Asked by justin on April 08, 2016

Q: My Canadian portfolio closely follows your BE Model and is approx.75% of the total. The remaining 25% is invested as follows in more or less equal amounts: Apple, Abbvie, Bank of America, Alphabet, HEWJ, Wells Fargo, and ZDM. I have sufficient US$ for another foreign position. I'm leaning towards IWO or EEM/VWO. May I have your thoughts and advice please.

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Read Answer Asked by Michael on April 05, 2016