Investment Q&A

Q: Hi 5i:

Can the Price to Earnings ratio (P/E) be used to determine the valuation of these yield plays or should I be looking at the Net Asset Value (NAV) instead?

Using P/E they rank cheapest to most expensive as: DFN, FIE, ZWC and EIT.UN. Is that accurate and if not, how would you rank them, cheapest to most expensive?

Thanks in advance,
Greg.

Q: I am looking for ETFs with reasonable dividends, safe (less fluctuation) and at the same time the ETF can have some potential upside if market does well. I could not think of a sector better than utilities. Any thoughts? Please let me know if you have a better sector/industry (including your recommended ETFs in that sector/industry).

What are your thoughts on these two (RNRG and XLU)?

A side question: How can I know my remaining credits for more questions?

Thanks,

Q: I would like your thoughts on QTIP as a partial or whole substitute for funds like XBB or ZAG. Also going forward from now into 2022 how do you see bond funds performing overall. I currently have 35% of my portfolio in fixed income.

Q: I have had CQQQ for quite some time and it has probably been cut in half over the last year and a half and continues to underperform.

XBI has a similar pattern to CQQQ (not quite as bad).

The stocks SEDG and APPS are underperforming the market quite a bit. I have all 4. Which ones would you be getting rid of? I usually wait for an uptick to get rid of securities but with CQQQ and XBI that doesn't seem to happen. When you get rid of stocks do you wait for an uptick or just get rid of them? Your help is appreciated as usual.

Q: Greetings - A few questions on JEPI - first in reviewing its 100 or so holdings the first several are equity linked notes - what are they, do they help returns versus individual equities and if so how - second, is this fund "better" than the BMO series of covered call more specific ETF's since the returns since this ETF began seem better with less movement to the downside - third there seems to be significant rotation every few months of approximately 15% of the holdings so that an active management component appears at play - any comment you have on this and the reputation of the listed managers - fourth is there another similar US or Cdn ETF that is comparable without a covered call strategy that you'd recommend with as diversified a set of holdings - any further issues you wish to comment on of course are appreciated - many thanks - Ken

Q: Could I get your suggestions for some $CDN ETFs to invest for a toddler's RESP. I was thinking maybe a split between a tech-based ETF and a general North American-based ETF, but am open to any other ideas. There is not too much in the RESP at the moment, but it does have years to go, so growth is the main goal.
Thank-you

Q: Hi, I've sold IYW for a decent gain in a US rsp account. I would like to consider 2 US stocks with reasonable dividend. I currently hold ICLN and RBLX as US stocks. Can you suggest a few US dividend stocks or ETF to consider? Thanks.

Q: Hi everyone and thank you for your good service.

I own both stocks. 200 of IUSG and now with the split of NVDA, I own 52 shares.

Both are up 65 % in my portfolio.

Should I sell 100 shares of IUSG to buy 48 shares of NVDA? I had a good experience with stock splitting in the pass with Tesla and I was wondering if it worth the trade.

What do you think?

Martin

Q: If you were adding a dividend producing ETF to a pipeline, insurance and bank-focused portfolio (North American bias), which ETF would you use for:
a) dividend/total return
b) diversification?

Q: HI,

Im interested in a long term hold for a water ETF. I was hoping for international exposure as well. I own CWW already. What do you think of PHO or FIW? FIW seems more risky?

Q: Which Emerging markets ETF ex-China would you recommend. Could be in CAD or USD. How does this recommendation compare value-wise to a US market ETF?

Thanks.,

Q: Peter and team
I have not asked about ETFs in this forum before, and hope it is OK to do so
I was just looking for your thoughts on the Hamilton HDIV ETF launched today
Thanks
Phil

Q: I am looking to invest in an ETF for a period of 5 to 10 years and have a medium to high risk tolerance. Can you suggest 5 to 10 ETFs that should be considered? Thank you very much

Q: As of today, what would be your top 10 most stable Canadian companies, or ETF's, to invest in. Stable meaning those best able to ride out any market or economic downturn. Dividends are always nice but not essential. Thanks as always.

Q: Do you like ZEM for a long term hold or Would you recommend an alternative for emerging markets exposure? Thanks.

Q: Hello, could you please provide some of your favourite ETF's to fill the fixed income portion of a portfolio?

What about cash?

Q: Is this the season for owning Biotech stocks , if so, which ones do you favour ? ...
Am I just better off owning stocks, ETFs , or the spider .
I have never done well in that subsection, so I am hesitant .

Thank you

Q: What on earth is happening to IHI today? For a supposedly safe ETF, the price has fallen through the floor. Has there been a share split I don't know about?

Q: Hi

What is the best for growth?

I am trending towards ICLN.

Your comments are always welcome.

Thank you

Mike

Q: Hi,

In a previous response you indicated that you would use ETF's to complete the fixed income portion of a portfolio. Could you explain your rationale for this as I have been under the impression that any ETF, even a bond type, carries substantially more risk that purchasing a bond directly. I have a couple of short term bond ETF's but have more money allocated directly to bonds/GIC's in my portfolio.

Thank you.