Investment Q&A

• BMO Equal Weight REITs Index ETF (ZRE $21.47)
  • $21.47 P/E (TTM): 18.91X Cap: $570M
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• iShares S&P/TSX Capped REIT Index ETF (XRE $15.07)
  • $15.07 P/E (TTM): 16.89X Cap: $1.02B
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• CI Canadian REIT ETF (RIT $16.31)
  • $16.31 P/E (TTM): 51.99X Cap: $398M
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Q: Hello 5i, I am looking to invest in one or two Canadian real estate ETF. Can you suggest me 3 names with low cost, a good performance and low debt. Thank you! Jean

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Read Answer Asked by Jean on January 13, 2020

• Vanguard Balanced ETF Portfolio (VBAL $37.00)
  • $37.00 P/E (TTM): 5.49X Cap: $4.30B
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• Vanguard Growth ETF Portfolio (VGRO $43.08)
  • $43.08 P/E (TTM): 4.13X Cap: $8.34B
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• Global X Balanced Asset Allocation ETF (HBAL $17.39)
  • $17.39 P/E (TTM): 22.05X Cap: $161M
  • View HBAL Profile
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• iShares Core Balanced ETF Portfolio (XBAL $33.47)
  • $33.47 P/E (TTM): 14.78X Cap: $2.55B
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• iShares Core Growth ETF Portfolio (XGRO $34.98)
  • $34.98 P/E (TTM): 12.89X Cap: $3.99B
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• Horizons Growth TRI ETF Portfolio (HGRO)
  • P/E (TTM): 19.2X Cap: $209M
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Q: Re article in today’s National Post re ETF of ETF’s, no ticker symbols were included. Can you provide same and indicate your opinion on general suitability and if favourable your choice?
Thank you for considering my question

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Read Answer Asked by Gail on January 13, 2020

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $176.40)
  • $176.40 P/E (TTM): 35.03X Cap: $2.84B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $114.95)
  • $114.95 P/E (TTM): 35.05X Cap: $2.03B
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Q: Good Morning,

Putting fresh 2020 TFSA contribution to work. Which would you buy? It appears they are the exact same except the hedging/unhedging? Thanks again

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Read Answer Asked by Darby on January 13, 2020

• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $70.48)
  • $70.48 P/E (TTM): 26.75X Cap: $555M
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• State Street Health Care Select Sector SPDR ETF (XLV $153.26)
  • $153.26 P/E (TTM): 23.97X Cap: $39.71B
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• iShares U.S. Medical Devices ETF (IHI $63.48)
  • $63.48 P/E (TTM): 27.61X Cap: $4.28B
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• Vanguard Health Care ETF (VHT $287.20)
  • $287.20 P/E (TTM): 23.98X Cap: $14.93B
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Q: Recommendations for Healthcare stocks or ETF currently?

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Read Answer Asked by Elizabeth on January 13, 2020

• BMO Covered Call Canadian Banks ETF (ZWB $24.73)
  • $24.73 P/E (TTM): 11.7X
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• BMO Equal Weight Banks Index ETF (ZEB $57.14)
  • $57.14 P/E (TTM): 11.77X Cap: $5.55B
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Q: Hi gang, I am planning to into investing in bank ETF. Which one would you recommend zeb or Zwb? Or any other you would suggest? 3-5 years hold . Thanks
Alnoor

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Read Answer Asked by Alnoor on January 13, 2020

• BMO Aggregate Bond Index ETF (ZAG $13.76)
  • $13.76 Cap: $12B
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• BMO Long Corporate Bond Index ETF (ZLC $15.10)
  • $15.10 Cap: $467M
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.60)
  • $18.60 Cap: $850M
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Q: Hi, I do not have any bonds or fixed income. Looking for one or two prospects to start, with about $50,000 to invest. Would like 3-4%+income. What are your views on the above, and of course any other you may suggest. Would like one size fits all if possible.
Also in a possible 30% downturn in the market , how much would a bond etf cushion the blow?
Thanks

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Read Answer Asked by Brad on January 13, 2020

• BMO International Dividend ETF (ZDI $28.27)
  • $28.27 P/E (TTM): 27.89X Cap: $709M
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• BMO MSCI Emerging Markets Index ETF (ZEM $27.27)
  • $27.27 P/E (TTM): 6.98X Cap: $1.92B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $46.13)
  • $46.13 P/E (TTM): 1.16X Cap: $15.90B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.34)
  • $40.34 P/E (TTM): 14.68X Cap: $1.07B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.19)
  • $45.19 P/E (TTM): 7.5X Cap: $3.17B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $104.25)
  • $104.25 Cap: $2.28B
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• Franklin ClearBridge Sust Intl Gth Fd Ser A (TML735 $23.26)
  • $23.26 P/E (TTM): 26.8X Cap: $158M
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• Invesco Canadian Plus Dividend Class Series P (AIM24823 $23.82)
  • $23.82 P/E (TTM): 13.4X Cap: $210M
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Q: Hi gang, I own this funds. TML735 & AIM24823. Both have not done well for me . I would like to switch to another family fund or should I just cash out and buy an ETF . Your thought please. Thanks

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Read Answer Asked by Alnoor on January 13, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $81.73)
  • $81.73 P/E (TTM): 54.66X Cap: $743M
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• Nutrien Ltd. (NTR $83.40)
  • $83.40 P/E (TTM): 48.58X Cap: $40.31B
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• Ninepoint Energy Fund Series D (NPP314 $21.81)
  • $21.81 Cap: $59M
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Q: I am a retired, dividend-income investor. Assume asset allocation is not an issue. I already hold positions in Nutrien, XIT (technology ETF) and Eric's NinePoint Energy fund (proxy for the oil market). I have this year's TFSA monies to put towards one of these equities.

Please rank for total return (best to worst) for 2020 and a short explanation as to why.

Thanks for your help...Steve

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Read Answer Asked by Stephen on January 13, 2020

• Leon's Furniture Limited (LNF $28.99)
  • $28.99 P/E (TTM): 11.36X Cap: $1.99B
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• iShares Russell 2000 Growth ETF (IWO $331.15)
  • $331.15 P/E (TTM): 23.11X Cap: $13.34B
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Q: Hello 5i,
I am now putting growth stocks in my TFSA after putting in my GIC's over the years. I am holding IWO and LNF in an unregistered account. To complete my TFSA contribution should I include IWO or LNF?
Thank you
Stanley

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Read Answer Asked by STANLEY on January 12, 2020

• BetaPro NASDAQ-100 2x Daily Bull ETF (HQU)
  • Cap: $418M
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Q: Below is the longer term performance of HQU for 1,3,6month and 1,3,5,10 year periods, along with the Fund Quartile rating. With this longer term return, why wouldn't I just use this fund as my only proxy for NASDAQ listed stocks? The same with SSO for SPY listed stocks? Seems like an easy was to outperform (and under) the markets.

Your thoughts please, pros and cons.

+7.70% +25.81% +26.31% +79.22% +39.24% +27.01% +30.14%

Fund Quartile 1st 1st 1st 1st 1st 1st 1st

Sheldon

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Read Answer Asked by Sheldon on January 12, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $81.73)
  • $81.73 P/E (TTM): 54.66X Cap: $743M
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Q: I am interested in an ETF approach to investing in Canadian tech and of course helpful at a price per share at $30 vs lofty prices that some of the tech stocks are trading at. Thoughts & thanks!

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Read Answer Asked by Bruce on January 12, 2020

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $51.62)
  • $51.62 P/E (TTM): 20.13X Cap: $3.58B
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• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $74.32)
  • $74.32 P/E (TTM): 21.7X Cap: $2.81B
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Q: Hi,
Is XAW a good strategy and good ETF to easily diversify outside Canada. Also, is there other similar ETF’s that you suggest investing which excludes Canada for a world diversification.
Thank you

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Read Answer Asked by André on January 10, 2020

• Vanguard Balanced ETF Portfolio (VBAL $37.00)
  • $37.00 P/E (TTM): 5.49X Cap: $4.30B
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• Global X Balanced Asset Allocation ETF (HBAL $17.39)
  • $17.39 P/E (TTM): 22.05X Cap: $161M
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• iShares Core Balanced ETF Portfolio (XBAL $33.47)
  • $33.47 P/E (TTM): 14.78X Cap: $2.55B
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Q: Happy New Year 5i,
Is there anywhere I could get a complete list of the holdings in HBAL, VBAL, XBAL? I realize VBAL is 12,595! XBAL 16,000 plus! I am thinking there might be spreadsheets available somewhere. I am just doing a bit of education with my children and grandchildren.
Thanks
Chris

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Read Answer Asked by Chris on January 09, 2020

• BMO MSCI Emerging Markets Index ETF (ZEM $27.27)
  • $27.27 P/E (TTM): 6.98X Cap: $1.92B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.19)
  • $45.19 P/E (TTM): 7.5X Cap: $3.17B
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Q: Hello,
I'm looking at DGRE because I like dividend growth strategy overall. Concerned with less than 100M in assets, relatively new, not sure about liquidity. Thoughts?

Thanks

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Read Answer Asked by Daryl on January 09, 2020

• iShares Core MSCI EAFE IMI Index ETF (XEF $46.13)
  • $46.13 P/E (TTM): 1.16X Cap: $15.90B
  • View XEF Profile
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE $43.89)
  • $43.89 P/E (TTM): 20.97X Cap: $491M
  • View VE Profile
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• Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF (VSS $143.77)
  • $143.77 P/E (TTM): 4.26X Cap: $9.93B
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Q: Hi 5i,
Happy New Year.
In the original asset allocator there was a suggested portfolio in ETFs. Mine has vanished! I was trying to look up possible ETFs in European or International small caps.
Are there any? Or would GIB, WSP,Altus or CAE count as international as well as Canadian?
Constance

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Read Answer Asked by Constance on January 09, 2020

• iShares Russell 2000 Growth ETF (IWO $331.15)
  • $331.15 P/E (TTM): 23.11X Cap: $13.34B
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• iShares Russell 1000 Growth ETF (IWF $478.80)
  • $478.80 P/E (TTM): 38.05X Cap: $126.09B
  • View IWF Profile
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• iShares Russell 1000 Value ETF (IWD $210.47)
  • $210.47 P/E (TTM): 19.02X Cap: $68.41B
  • View IWD Profile
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• SPDR Dow Jones Industrial Average ETF (DIA $480.03)
  • $480.03 P/E (TTM): 21.29X Cap: $42.09B
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Q: Hi Gang, I am interested in buying one of this etf. Iwo, iwf,iwd, or Dia which one would you buy today. Our any other suggestion. Reasons? 3-5 years. Thanks
Alnoor

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Read Answer Asked by Alnoor on January 09, 2020

• BMO S&P 500 Index ETF (ZSP $104.11)
  • $104.11 P/E (TTM): 26.73X Cap: $21.14B
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• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP $109.51)
  • $109.51 P/E (TTM): 27.12X Cap: $5.22B
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• Vanguard S&P 500 ETF (VOO $630.48)
  • $630.48 P/E (TTM): 27.51X Cap: $764.78B
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Q: Which Top 3 ETF's do your recommend to track the S&P 500.

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Read Answer Asked by Jacquie on January 09, 2020

• Danaher Corporation (DHR $226.25)
  • $226.25 P/E (TTM): 46.73X Cap: $159.81B
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• Xylem Inc. New (XYL $139.01)
  • $139.01 P/E (TTM): 36.31X Cap: $33.84B
  • View XYL Profile
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• American Water Works Company Inc. (AWK $129.50)
  • $129.50 P/E (TTM): 22.66X Cap: $25.26B
  • View AWK Profile
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• Invesco S&P Global Water Index ETF (CGW $63.89)
  • $63.89 P/E (TTM): 30.72X Cap: $994M
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Q: I would like to buy a stock or ETF that deals with water treatment, possibly desalination, or purifying water. This would be a US holding, but not necessarily aimed at treating water in the US. What suggestions might you have? I thought about American WaterWorks, and would like an idea of what else is out there, especially for desalination treatment. Thank you.

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Read Answer Asked by Elizabeth on January 09, 2020

• INVESCO QQQ Trust (QQQ $625.48)
  • $625.48 P/E (TTM): 36.83X Cap: $407.09B
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Q: Is there an etf on the tse that follows qqq, hedged or not
Many thanks

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Read Answer Asked by Leon on January 08, 2020

• BMO Equal Weight US Banks Index ETF (ZBK $41.30)
  • $41.30 P/E (TTM): 12.24X Cap: $645M
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• State Street Financial Select Sector SPDR ETF (XLF $53.68)
  • $53.68 P/E (TTM): 16.71X Cap: $52.21B
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Q: Can you give me the name of a good US financial ETF?

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Read Answer Asked by david on January 08, 2020