Investment Q&A

• The Walt Disney Company (DIS $111.71)
  • $111.71 P/E (TTM): 17.26X Cap: $199.87B
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• Air Canada Voting and Variable Voting Shares (AC $18.30)
  • $18.30 P/E (TTM): 4.91X Cap: $5.42B
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• ESS U.S.Global Jets ETF (JETS $25.53)
  • $25.53 P/E (TTM): 11.78X Cap: $842M
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Q: Can I get your thoughts on these two? Would you prefer a specific airline or two over jets? How would air Canada stack up ?

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Read Answer Asked by david on May 12, 2020

• iShares Diversified Monthly Income ETF (XTR $11.75)
  • $11.75 P/E (TTM): 18.56X Cap: $363M
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• PIMCO Monthly Income Fund (Canada) (PMIF $18.40)
  • $18.40 P/E (TTM): 13.4X Cap: $3.71B
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• CI U.S. Equity Income Fund Series A (CIG50245 $22.59)
  • $22.59 P/E (TTM): 18.6X Cap: $537M
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• Franklin U.S. Monthly Income Fund Series A (TML3640)
  • P/E (TTM): 15.2X Cap: $67M
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Q: Greetings,

Can you tell me what is the closest US equivalent to XTR?

Thanks

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Read Answer Asked by kelly on May 11, 2020

• Vanguard Total Stock Market ETF (VTI $328.38)
  • $328.38 P/E (TTM): 24.27X Cap: $506.36B
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• Vanguard Large Cap ETF (VV $307.58)
  • $307.58 P/E (TTM): 27.27X Cap: $43.02B
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Q: US ETF
What US broad market, unhedged ETFs do you recommend?

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Read Answer Asked by Carl on May 11, 2020

• BMO Laddered Preferred Share Index ETF (ZPR $11.99)
  • $11.99 P/E (TTM): 4.72X Cap: $1.42B
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Q: Lowest sp in 7 years. Down 50 % over 7 years. Ouch !!
Preferred shares overall have been hit very hard for some years.

I don"t get it.... Why ?
The current yield is 6.3%. Why would you not buy?
....thank you

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Read Answer Asked by JACK on May 11, 2020

• iShares S&P/TSX Global Gold Index ETF (XGD $49.39)
  • $49.39 P/E (TTM): 23.44X Cap: $3.62B
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• Sprott Physical Gold Trust Unit (PHYS $32.19)
  • $32.19 P/E (TTM): 24.9X Cap: $12.76B
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Q: If buying gold would you buy a stock or an ETF

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Read Answer Asked by Susan and Philip on May 11, 2020

• Vanguard FTSE Europe ETF (VGK $80.22)
  • $80.22 P/E (TTM): 10.54X Cap: $26.43B
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• Vanguard Total International Stock (VXUS $73.92)
  • $73.92 P/E (TTM): 9.63X Cap: $84.18B
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Q: Do you have one ETF or mutual fund pick for international coverage? If you were trying for international (non US and CDN) including Emerging, what would you do please? More than one is fine, but minimal please.

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Read Answer Asked by Gregory on May 11, 2020

• Global X Robotics & AI Index ETF (RBOT $34.25)
  • $34.25 P/E (TTM): 5.81X Cap: $59M
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Q: RBOT was up over 5% today. Nikkei and Nasdaq are only up around half that. Do you know the reason for the big move?

Thanks!

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Read Answer Asked by Dennis on May 08, 2020

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $170.02)
  • $170.02 P/E (TTM): 35.03X Cap: $2.76B
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Q: HI Peter and Team, Would you prefer ZQQ or TEC ( this will be regular made purchase for TFSA with 5 yr time frame). Not sure how currency impacts each of them.
Thanks

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Read Answer Asked by RUPINDER on May 08, 2020

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.75)
  • $103.75 Cap: $2.25B
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• Invesco NASDAQ 100 Index ETF (QQC.F $192.62)
  • $192.62 P/E (TTM): 34.28X Cap: $1.19B
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Q: I am looking to position myself in a way that will benefit from a rebound, particularly in the U.S. economy with ETFs denominated in Canadian dollars. I prefer dividend paying funds with a strong technology component but am open to any suggestions for consideration.
Thanks, Calvin

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Read Answer Asked by Calvin on May 08, 2020

• VanEck Vectors Gaming ETF (BJK $41.97)
  • $41.97 P/E (TTM): 26.64X Cap: $24M
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• Maple Gold Mines Ltd. (MGM $1.55)
  • $1.55 Cap: $68M
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Q: Greetings,

A few questions here so deduct as apprioriate.

What is 5i's thoughts on dipping into the Gaming and Resort industry. Too soon?

MGM looks like iniders have been accumulating? What are your thoughts on MGM going forward? Debt? Still too soon?

Perhaps BJK would be a better play reducing risk etc. What are your thoughts here? Is "the bottom in"?

Cheers!

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Read Answer Asked by Duane on May 08, 2020

• iShares Core Canadian Long Term Bond Index ETF (XLB $19.13)
  • $19.13 Cap: $892M
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• PH&N High Yield Bond Fund Series D (RBF1280 $11.73)
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Q: Hi Guys
I own this fund. My understanding on the High Yield bond funds is not very good. When would you guys view as a good time to possibly add more money.
Thanks Gord

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Read Answer Asked by Gordon on May 08, 2020

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.01)
  • $40.01 P/E (TTM): 14.83X Cap: $1.04B
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Q: Since this ETF holds companies that have been increasing their dividends for 5 years, I am concerned that they will have to sell a bunch of their holdings at a low price if they do not increase their dividends this year. How does this work and should I be concerned?

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Read Answer Asked by Maria on May 07, 2020

• BMO MSCI USA High Quality Index ETF (ZUQ $95.93)
  • $95.93 P/E (TTM): 29.79X Cap: $1.19B
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• BMO S&P 500 Index ETF (ZSP $102.53)
  • $102.53 P/E (TTM): 26.73X Cap: $20.15B
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Q: Hi Peter & 5i, Hope you are keeping safe. Is there any overlap with ZSP & ZUQ, is it okay to have both in a portfolio. Also what do you think of OGIG in a portfolio for the Tech sector. It has 65% in the USA, 20% in Hong Kong. Thanks for the great work.
Ivan

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Read Answer Asked by Ivan on May 07, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $83.23)
  • $83.23 P/E (TTM): 42.06X Cap: $734M
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Q: Hi Team,

I was wondering when this fund rebalances and what the maximum weight is for a single holding. I hold the fund because I do like having some exposure to Shopify but more so because I think some of the smaller holdings have great long term growth potential. Your thoughts?

Thanks

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Read Answer Asked by Keith on May 07, 2020

• Sienna Senior Living Inc. (SIA $18.46)
  • $18.46 P/E (TTM): 45.68X Cap: $1.70B
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• BMO Equal Weight REITs Index ETF (ZRE $22.18)
  • $22.18 P/E (TTM): 19.0X Cap: $588M
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• Brookfield Property Partners L.P. (BPY $18.59)
  • $18.59 Cap: $17.34B
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Q: Thinking of selling SIA and BPY and replacing with ZRE/ Would this be a good move?

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Read Answer Asked by Pamela on May 07, 2020

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $51.08)
  • $51.08 P/E (TTM): 4.95X Cap: $3.36B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.86)
  • $45.86 P/E (TTM): 5.86X Cap: $3.06B
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• Vanguard S&P 500 Index ETF (VFV $166.25)
  • $166.25 P/E (TTM): 27.07X Cap: $26.65B
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Q: what International ETF's would you recommend for buying in Canadian dollars? I have no exposure in the international sector.
Thanks

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Read Answer Asked on May 07, 2020

• Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC $129.33)
  • $129.33 P/E (TTM): 27.54X Cap: $14.31B
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Q: This large cap active managed ETF has a very low MER, and has help up well. What's your take?

John

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Read Answer Asked by John on May 06, 2020

• Sprott Physical Gold and Silver Trust (CEF $56.53)
  • $56.53 P/E (TTM): 1116.35X Cap: $11.89B
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Q: Greetings-
Other than CEF's silver holdings, how does it differ from PHYS? What is its silver/gold ratio? Any preference or hold both? Thanks.

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Read Answer Asked by basil on May 06, 2020

• BMO Equal Weight REITs Index ETF (ZRE $22.18)
  • $22.18 P/E (TTM): 19.0X Cap: $588M
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Q: ZRE is down more than 40% from its 52 wk high. Is it a good buy at this level for a capital gain? Was it over valued at its 52 wk high? Do you foresee further downside from its present value? thank you

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Read Answer Asked by Richard on May 06, 2020

Q: What is your opinion on IDRV ETF?

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Read Answer Asked by JR on May 06, 2020