Investment Q&A

Q: US Natural Gas price are very depressed and I'm looking at a fund called US Natural Gas Fund (UNG). If natural gas price go higher, I assume the fund price should increase. I would hold the fund for a few months and expect to make money if US Nat Gas prices are higher when I sell. However, my question is .... is UNG a fund like HOU where the price being reset everyday and someone could hold the fund for a few months and could lose money even if the US Natural Gas goes price. Thanks MMD

Upvote 2

Read Answer Asked by Daniel on February 08, 2024

• Dynamic Active Enhanced Yield Covered Options ETF (DXQ $27.77)
  • $27.77 P/E (TTM): 31.91X Cap: $461M
  • View DXQ Profile
  • View Questions on DXQ

Q: This ETF lists itself as on the low side for risk. It has a nice dividend yield, but most of the stocks it holds seem to be big name techs. It says on the site that it rights puts for downside protection but I have no idea how much protection that is if there was a market downturn. I'm betting you do. I want to buy this for the 'fairly safe/high yield' part of my portfolio. How would this compare in risk to something like the big banks, pipelines or utilities?

Upvote 3

Read Answer Asked by John on February 08, 2024

• Meta Platforms Inc. (META $717.55)
  • $717.55 P/E (TTM): 25.97X Cap: $1.78T
  • View META Profile
  • View Questions on META
• NVIDIA Corporation (NVDA $179.83)
  • $179.83 P/E (TTM): 53.65X Cap: $4.37T
  • View NVDA Profile
  • View Questions on NVDA
• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $170.02)
  • $170.02 P/E (TTM): 35.03X Cap: $2.76B
  • View ZQQ Profile
  • View Questions on ZQQ
• Invesco S&P 500 Equal Weight ETF (RSP $188.85)
  • $188.85 P/E (TTM): 21.65X Cap: $73.04B
  • View RSP Profile
  • View Questions on RSP
• Super Micro Computer Inc. (SMCI $53.94)
  • $53.94 P/E (TTM): 31.46X Cap: $31.56B
  • View SMCI Profile
  • View Questions on SMCI
• Arm Holdings plc (ARM $170.67)
  • $170.67 P/E (TTM): 229.25X Cap: $163.98B
  • View ARM Profile
  • View Questions on ARM

Q: With recent gain in tech sector, are you concerned with valuations getting stretched. Is there some kind of euphoria being building which draws some parallel to 2000 tech bubble. Like 20-30% jump on META, NVDA, SMCI, ARM. Is there a suggested to mitigate risk while maintaining decent exposure. Thanks

Upvote 16

Read Answer Asked by RUPINDER on February 08, 2024

• Amazon.com Inc. (AMZN $215.57)
  • $215.57 P/E (TTM): 33.55X Cap: $2.30T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $954.99)
  • $954.99 P/E (TTM): 67.16X Cap: $419.47B
  • View COST Profile
  • View Questions on COST
• Intuitive Surgical Inc. (ISRG $435.61)
  • $435.61 P/E (TTM): 60.69X Cap: $156.43B
  • View ISRG Profile
  • View Questions on ISRG
• Booking Holdings Inc. (BKNG $5,080.86)
  • $5,080.86 P/E (TTM): 36.63X Cap: $171.12B
  • View BKNG Profile
  • View Questions on BKNG
• Eli Lilly and Company (LLY $826.57)
  • $826.57 P/E (TTM): 53.56X Cap: $768.85B
  • View LLY Profile
  • View Questions on LLY
• Walmart Inc. (WMT $109.03)
  • $109.03 P/E (TTM): 38.39X Cap: $854.76B
  • View WMT Profile
  • View Questions on WMT
• lululemon athletica inc. (LULU $167.10)
  • $167.10 P/E (TTM): 11.43X Cap: $19.19B
  • View LULU Profile
  • View Questions on LULU
• Consumer Discretionary Select Sector SPDR (XLY $234.69)
  • $234.69 P/E (TTM): 30.71X Cap: $23.88B
  • View XLY Profile
  • View Questions on XLY
• Vanguard Health Care ETF (VHT $266.48)
  • $266.48 P/E (TTM): 23.36X Cap: $15.39B
  • View VHT Profile
  • View Questions on VHT
• Vanguard Consumer Staples ETF (VDC $216.43)
  • $216.43 P/E (TTM): 25.49X Cap: $7.71B
  • View VDC Profile
  • View Questions on VDC

Q: Hello 5i,
I need to increase my U.S. exposure in 1) healthcare 2) consumer discretionary and 3) consumer staples.
Can you please recommend 2 stocks and 1 ETF for each of these sectors for a 3-5yr hold.
Thank you.

Upvote 9

Read Answer Asked by Trevor on February 08, 2024

• CI Tech Giants Covered Call ETF (TXF $22.94)
  • $22.94 P/E (TTM): 37.32X Cap: $690M
  • View TXF Profile
  • View Questions on TXF

Q: Hi team,

Following your response on TXF, what are your views on MAGS-Q ?

Otherwise, what is the best ETF for growth containing the Magnificent Seven ?

Gratefully,

Jacques IDS

Upvote 3

Read Answer Asked by Jacques on February 08, 2024

• Eli Lilly and Company (LLY $826.57)
  • $826.57 P/E (TTM): 53.56X Cap: $768.85B
  • View LLY Profile
  • View Questions on LLY
• Vertiv Holdings LLC Class A (VRT $180.51)
  • $180.51 P/E (TTM): 85.65X Cap: $66.88B
  • View VRT Profile
  • View Questions on VRT

Q: Are there any good ETFs that hold both VRT and Eli Lilly?

Upvote 2

Read Answer Asked by Mark on February 08, 2024

• iShares Russell 2000 Growth ETF (IWO $335.00)
  • $335.00 P/E (TTM): 21.85X Cap: $13.31B
  • View IWO Profile
  • View Questions on IWO
• Global X S&P 500 Index Corporate Class ETF (HXS $96.58)
  • $96.58 Cap: $5.20B
  • View HXS Profile
  • View Questions on HXS
• iShares Core Canadian Universe Bond Index ETF (XBB $28.59)
  • $28.59 Cap: $8.66B
  • View XBB Profile
  • View Questions on XBB
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.88)
  • $48.88 Cap: $19.81B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.01)
  • $40.01 P/E (TTM): 14.83X Cap: $1.04B
  • View CDZ Profile
  • View Questions on CDZ

Q: Please recommend 5 ETF's for a young investor just starting her career and investing in her first TFSA. Thank you in advance.

Upvote 7

Read Answer Asked by Helen on February 08, 2024

• Bristol Gate Concentrated Canadian Equity ETF (BGC $36.40)
  • $36.40 P/E (TTM): 24.5X Cap: $19M
  • View BGC Profile
  • View Questions on BGC

Q: One of your recent articles had mentioned the a portfolio containing equal weights of the twenty largest companies on the TSX outperforms the overall TSX by a significant margin. I'm curious if you know of an ETF that would represent this concept. Thanks!

Upvote 2

Read Answer Asked by Bart on February 08, 2024

• CI Tech Giants Covered Call ETF (TXF $22.94)
  • $22.94 P/E (TTM): 37.32X Cap: $690M
  • View TXF Profile
  • View Questions on TXF

Q: Would you trim or keep this ETF as is in view of active management and equal placement of these big tech companies in this particular ETF ? In view of high valuations of the seven largest tech companies would the decline of this ETF would be less then the NASDQ index?
Miroslaw

Upvote 3

Read Answer Asked by Miroslaw on February 07, 2024

• iShares Core S&P Small-Cap ETF (IJR $119.35)
  • $119.35 P/E (TTM): 17.32X Cap: $85.59B
  • View IJR Profile
  • View Questions on IJR
• Pacer US Small Cap Cash Cows ETF (CALF $42.86)
  • $42.86 P/E (TTM): 11.73X Cap: $3.83B
  • View CALF Profile
  • View Questions on CALF

Q: I'm interested in investing in some small cap ETFs in the US. I have now decided on the two above noted ETFs. Considering that these are investments in small cap companies how you compare them for both potential risk and growth. Thanks
Mike

Upvote 5

Read Answer Asked by Michael on February 07, 2024

• iShares Global Water Index ETF (CWW $65.96)
  • $65.96 P/E (TTM): 27.19X Cap: $307M
  • View CWW Profile
  • View Questions on CWW

Q: Saw a recent Q/A regarding water ETFs and you did not mention CWW. Owned this for around 8 years and up 88% not including small dividend and satisfied. Put it on chart with PHO and FIW and see it underperforms. Any need to switch?
Thank you
Steve

Upvote 2

Read Answer Asked by Steven on February 07, 2024

• Meta Platforms Inc. (META $717.55)
  • $717.55 P/E (TTM): 25.97X Cap: $1.78T
  • View META Profile
  • View Questions on META
• Microsoft Corporation (MSFT $513.43)
  • $513.43 P/E (TTM): 37.69X Cap: $3.81T
  • View MSFT Profile
  • View Questions on MSFT
• ARK Innovation ETF (ARKK $89.30)
  • $89.30 P/E (TTM): 39.1X Cap: $8.29B
  • View ARKK Profile
  • View Questions on ARKK
• ARK Genomic Revolution ETF (ARKG $32.27)
  • $32.27 P/E (TTM): 22.05X Cap: $1.08B
  • View ARKG Profile
  • View Questions on ARKG

Q: Hey guys,

Thoughts on a 3 year hold for Arkk and Arkg. I'm down 70%. Hold or move on to meta or msft.
Thanks

Jim

Upvote 2

Read Answer Asked by jim on February 07, 2024

• BMO S&P 500 Index ETF (ZSP $102.53)
  • $102.53 P/E (TTM): 26.73X Cap: $20.15B
  • View ZSP Profile
  • View Questions on ZSP
• Hamilton U.S. Equity YIELD MAXIMIZER TM ETF (SMAX $21.08)
  • $21.08 P/E (TTM): 32.28X Cap: $833M
  • View SMAX Profile
  • View Questions on SMAX

Q: Good morning,

Just trying to add a few ETF's to boost my yield and add to my diversification. I have a nice base of dividend growth stocks and what to offset them with a little bit of ETF's.

ZSP and SMAX....Is there a lot of overlap or can one own both?

Thanks
Jimmy

Upvote 3

Read Answer Asked by Jimmy on February 06, 2024

Q: Can you explain the difference in yield from different sources. eg USCL.TO pays .23 per momth which yields a forward looking annual yield of 13.4% based on todays price of 20.60. The 5I portfolio tracker comes up with the same value. Yet RBC Direct investing shows 7.8% and Yahoo Finance 6.5%. I suspect the former is forward looking and the later two historical. This seems to be a trend with ETFs especially new ones.

Upvote 1

Read Answer Asked by Don on February 06, 2024

• Dynamic Active U.S. Dividend ETF (DXU $70.99)
  • $70.99 P/E (TTM): 37.87X Cap: $84M
  • View DXU Profile
  • View Questions on DXU
• Dynamic Active Global Dividend ETF (DXG $75.72)
  • $75.72 P/E (TTM): 35.73X Cap: $835M
  • View DXG Profile
  • View Questions on DXG

Q: What do you think of these ETFs? They seem to hold mostly the same stocks and have roughly the same performance - which is good. Where would you put them on the risk scale?

Upvote 1

Read Answer Asked by John on February 06, 2024

• Xylem Inc. New (XYL $145.77)
  • $145.77 P/E (TTM): 38.02X Cap: $35.67B
  • View XYL Profile
  • View Questions on XYL
• American Water Works Company Inc. (AWK $142.53)
  • $142.53 P/E (TTM): 25.16X Cap: $27.61B
  • View AWK Profile
  • View Questions on AWK
• Invesco Water Resources ETF (PHO $73.10)
  • $73.10 P/E (TTM): 28.63X Cap: $2.23B
  • View PHO Profile
  • View Questions on PHO
• Invesco S&P Global Water Index ETF (CGW $64.54)
  • $64.54 P/E (TTM): 25.82X Cap: $1B
  • View CGW Profile
  • View Questions on CGW
• First Trust Water ETF (FIW $113.49)
  • $113.49 P/E (TTM): 26.33X Cap: $1.96B
  • View FIW Profile
  • View Questions on FIW

Q: Water as a sub-sector allocation to materials. Looking for company and ETF candidates for further research in both NA and International.

Upvote 2

Read Answer Asked by William Ross on February 06, 2024

• Hamilton Enhanced U.S. Covered Call ETF (HYLD $14.90)
  • $14.90 P/E (TTM): 31.3X Cap: $916M
  • View HYLD Profile
  • View Questions on HYLD
• Hamilton U.S. Equity YIELD MAXIMIZER TM ETF (SMAX $21.08)
  • $21.08 P/E (TTM): 32.28X Cap: $833M
  • View SMAX Profile
  • View Questions on SMAX

Q: I own a considerable amount of HYLD, but question the use of 25% leverage. I am considering switching to SMAX, but am wondering if they are so similar, that it is not worth switching.
Could you offer me your opinion on which one you would prefer for an income orientated senior investor.

Upvote 4

Read Answer Asked by Greg on February 06, 2024

• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.69)
  • $13.69 Cap: $939M
  • View UMAX Profile
  • View Questions on UMAX

Q: Somewhat confused as to dividend. You state the dividend as approx. 13 % whereas TD Waterhouse says approx. 8 %.
What am I missing?
Thanks

Upvote 1

Read Answer Asked by Tom on February 06, 2024

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $63.97)
  • $63.97 P/E (TTM): 24.59X Cap: $70M
  • View XCD Profile
  • View Questions on XCD
• iShares Russell 2000 Growth ETF (IWO $335.00)
  • $335.00 P/E (TTM): 21.85X Cap: $13.31B
  • View IWO Profile
  • View Questions on IWO
• Consumer Discretionary Select Sector SPDR (XLY $234.69)
  • $234.69 P/E (TTM): 30.71X Cap: $23.88B
  • View XLY Profile
  • View Questions on XLY

Q: I am interested in the Canadian MoneySaver Model ETF portfolio. I can replace the SPY & VGT ETFs with CDN ETF’s that hold those two US indexs. Is there a CDN ETF that holds the iShares Russell 2000 Growth (IWO) & a CDN ETF that holds the Consumer Discretionary Select Sector SPDR (XLY)? Thanks. … Cal

Upvote 1

Read Answer Asked by cal on February 05, 2024

• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $287.64)
  • $287.64 P/E (TTM): 37.07X Cap: $14.78B
  • View SOXX Profile
  • View Questions on SOXX
• VanEck Vectors Semiconductor ETF (SMH $341.78)
  • $341.78 P/E (TTM): 34.16X Cap: $31.82B
  • View SMH Profile
  • View Questions on SMH

Q: I just noticed that SMH dramatically outperformed SOXX (1 year, 2 years) and i hold the latter. Perhaps b/c the former holds 19% in NVIDIA stock and ASML shows up as a holding. Why is that ? Do they have a different investment strategy?
Now i fear if i switch the trend may reverse. OR the switch is the right strategy here?
OR sell half SOXX and buy SMH looks like a right move.
So i guess this is more of a commentary: investor needs to pay attention to ETFs as well.

Upvote 1

Read Answer Asked by JR on February 05, 2024