Investment Q&A

• State Street Financial Select Sector SPDR ETF (XLF $55.73)
  • $55.73 P/E (TTM): 16.66X Cap: $54.24B
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• iShares U.S. Industrials ETF (IYJ $154.65)
  • $154.65 P/E (TTM): 25.75X Cap: $1.79B
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• Vanguard Total International Stock (VXUS $77.83)
  • $77.83 P/E (TTM): 11.84X Cap: $108.67B
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Q: We have some u.s money in a RIF acct and would like to compliment our balanced and income portfolio and were thinking of VG - IYJ- XLF and VXUS. Does this make sense as we are also playing the currency and this is profit from 2017 thanks to you and your service....thanks...Eugene

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Read Answer Asked by gene on December 18, 2017

• iShares China Index ETF (XCH $25.98)
  • $25.98 P/E (TTM): 37.02X Cap: $204M
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• iShares India Index ETF (XID $48.27)
  • $48.27 P/E (TTM): 17.58X Cap: $131M
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Q: What is the best way to participate in the China/India market (buy and hold and ETF investor)?

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Read Answer Asked by Ron on December 18, 2017

• Miscellaneous (MISC)
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Q: Often I see two OTC pink trading symbols when looking to buy an international company. Is there a preferred one to buy (one often ends in 'Y')?

Thanks, cathy

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Read Answer Asked by Catherine on December 18, 2017

• Miscellaneous (MISC)
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Q: I realise this is a bit out of your focus area but I have a quadruple in a British company Games Workshop (GAW). I am wondering if I should sell some shares or hold.

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Read Answer Asked by Andrew on December 14, 2017

• Mawer International Equity Fund Series A (MAW102 $92.79)
  • $92.79 P/E (TTM): 18.1X Cap: $1.12B
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Q: Hi 5I, I like the above MFs but dislike their MER and Mgmt. charges, can you suggest equivalent ETFs with similar or alike holdings.
Also, can I buy Maw102 in my RBC Direct (discount broker)? account?
Many thanks for your advise. J.A.P, Burlington Ont.

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Read Answer Asked by Joseph on December 14, 2017

• Arcelor Mittal NY Registry Shares NEW (MT $46.97)
  • $46.97 P/E (TTM): 28.33X Cap: $36.35B
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Q: Please provide me your current opinion on Arcelor Mital (MT-U). Is it worth holding on to for the long run? (I am at the age where both Income or Balanced portfolios look more interesting to me) Thanks.
Serge

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Read Answer Asked by Serge on December 13, 2017

• Helios Fairfax Partners Corp Com Sub Vtg (HFPC.U:CA)
  • P/E (TTM): -1.5X Cap: $286M
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Q: Hello 5i: I would appreciate your thoughts on FAH.U at this time. Would you consider it a buy. Thank you Barb

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Read Answer Asked by Barbara on December 13, 2017

Q: Which fund would you prefer ,and why?

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Read Answer Asked by elgin on December 13, 2017

• iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP $14.39)
  • $14.39 P/E (TTM): 33.46X
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Q: Would now be the time to buy Japanese equities? I have read that the Japanese currency is at a 30-year low relative to the US dollar which suggests buying a non-hedged ETF. However the only one I can find in Canada is currency hedged(CJP) an iShares product. And it is traded on the new exchange in Toronto which until today I wasn't aware of. I assume that if one buys the iShares Japan( which one can buy with no currency hedging) in the US that there is a 15% hold-back on dividends which may not be much of an issue. What are your thoughts on buying CJP and is there a Canadian version that is not hedged?

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Read Answer Asked by John on December 13, 2017

• Baozun Inc. (BZUN $2.86)
  • $2.86 Cap: $169M
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Q: Could you please comment on Baozun, specifically how its merits compare to Shopify?

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Read Answer Asked by Teresa on December 11, 2017

• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $43.46)
  • $43.46 P/E (TTM): 31.94X Cap: $1.65B
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• Vanguard Total International Stock (VXUS $77.83)
  • $77.83 P/E (TTM): 11.84X Cap: $108.67B
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Q: I'm looking to diversify outside of US/Canadian stocks, as this represents the bulk of my portfolio. Can you recommend any international or developing market etfs? Any international etfs with a value investing model? Thanks.

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Read Answer Asked by Tyler on December 11, 2017

• iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP $14.39)
  • $14.39 P/E (TTM): 33.46X
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Q: Is it a good time to to invest in Japan?
If so, which do you prefer? CJP, CJP.A or WisdomTree fund or other?
It would be a small part of my portfolio and for growth.
thanks very much. Helen

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Read Answer Asked by Helen on December 11, 2017

• Lloyds Banking Group Plc American Depositary Shares (LYG $5.41)
  • $5.41 P/E (TTM): 49.45X Cap: $79.82B
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• Criteo S.A. (CRTO $20.67)
  • $20.67 P/E (TTM): 11.22X Cap: $1.12B
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Q: Hello Peter,
How do you think the euro zone stock markets will perform compared to the US market over the next 6 months? My only exposure to a European company is Garmin; which i bought after reading your piece , in Globe and Mail. I have done well and am wondering if you have any other recommendations that I can use to add to my Europe exposure?
Regards.

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Read Answer Asked by Rajiv on December 08, 2017

• Vanguard Total International Stock (VXUS $77.83)
  • $77.83 P/E (TTM): 11.84X Cap: $108.67B
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Q: Although I do not ask many questions I read all your question and answers on a daily basis and have utilized the information often! I would appreciate your thoughts on the best ETF for international exposure. Thanks.

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Read Answer Asked by diane joan on December 08, 2017

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.38)
  • $46.38 P/E (TTM): 7.49X Cap: $3.33B
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Q: please recommend an emerging market etf thanks

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Read Answer Asked by rand on December 07, 2017

• The Intertain Group Limited Exchangeable Shares (ITX $11.95)
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Q: I purchased ITX a while back and now own the shares of jackpot joy listed on the London and US grey market.
I would appreciate your thoughts on both these names for a buy sell or hold.
Thanks gary

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Read Answer Asked by Gary on December 04, 2017

• Amazon.com Inc. (AMZN $247.38)
  • $247.38 P/E (TTM): 34.12X Cap: $2.63T
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $150.96)
  • $150.96 P/E (TTM): 19.12X Cap: $356.71B
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• JD.com Inc. (JD $29.45)
  • $29.45 P/E (TTM): 7.55X Cap: $43.11B
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Q: Hello,
I was reviewing the data available via TD Waterhouse including Thomson Reuters reports, and compared revenue and net income growth in the past 2 years of Amazon, vs Alibaba vs JD.com (all somewhat in the same industry but latter 2 in China).
My read is Alibaba and JD.com have significantly higher growth in both metrics than Amazon.
Would appreciate your review please and thanks.
Brian

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Read Answer Asked by Brian on November 30, 2017

• iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP $14.39)
  • $14.39 P/E (TTM): 33.46X
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Q: I keep hearing commentary that Japan is undervalued, would like some exposure. I have a high risk tolerance, Could you comment on a couple of Japan focused ETFs, maybe some analysis on how theyre differentiated and what type of investor is suitable for each.

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Read Answer Asked by Kuldar on November 29, 2017

• VanEck Russia ETF (RSX)
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Q: Hi 5I,
I recently read that Russia is the cheapest stock market in the world and its index has historically outperformed even that of the US. What would you say to this? Can you recommend a Canadian listed ETF or other way to play Russia? Thanks!

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Read Answer Asked by Rob on November 29, 2017

• BMO International Dividend ETF (ZDI $29.86)
  • $29.86 P/E (TTM): 27.89X Cap: $754M
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• Purpose International Dividend Fund (PID $30.93)
  • $30.93 P/E (TTM): 24.8X Cap: $147M
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Q: I am considering switching from PID (although I like their holdings)
which I am down on 4.25% to ZDI. Your opinion and explanation is appreciated. Thx James

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Read Answer Asked by JAMES on November 28, 2017