Investment Q&A

• iShares Core MSCI Emerging Markets IMI Index ETF (XEC $38.17)
  • $38.17 P/E (TTM): 13.94X Cap: $3.31B
  • View XEC Profile
  • View Questions on XEC
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.71)
  • $46.71 P/E (TTM): 6.13X Cap: $3.41B
  • View VEE Profile
  • View Questions on VEE

Q: aside from expenses,what are the differences between xec and vee,specifically with regards to holdings and weightings in specific countries? I own vee and am wondering if xec would compliment/add to vee. Thanx for your services.

Upvote 0

Read Answer Asked by Steve on May 17, 2018

• Invesco NASDAQ 100 Index ETF (QQC $41.82)
  • $41.82 P/E (TTM): 30.28X Cap: $1.41B
  • View QQC Profile
  • View Questions on QQC
• First Trust NASDAQ-100 Technology Sector Index Fd (QTEC $235.56)
  • $235.56 P/E (TTM): 38.16X Cap: $3B
  • View QTEC Profile
  • View Questions on QTEC

Q: What is your outlook and recommendation on QTEC Nasdaq 100 ETF as investment in TFSA and RRSP ?

Upvote 0

Read Answer Asked by Sriram on May 17, 2018

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $37.99)
  • $37.99 P/E (TTM): 12.14X Cap: $363M
  • View ZUB Profile
  • View Questions on ZUB

Q: What is your opinion on this? would you prefer a specific bank?

Upvote 0

Read Answer Asked by Jacqueline on May 17, 2018

• SPDR S&P 500 ETF Trust (SPY $687.91)
  • $687.91 P/E (TTM): 26.22X Cap: $718.45B
  • View SPY Profile
  • View Questions on SPY

Q: I have about 30,000 in US cash and was looking for a suggestion as to how to deploy it. Generally, I am more conservative in the cash accounts and I do not need to access the money in the near future. An ETF would be considered. I currently have JPM and HD.

Upvote 0

Read Answer Asked by Russell on May 15, 2018

• iShares Core MSCI EAFE IMI Index ETF (XEF $48.42)
  • $48.42 P/E (TTM): 28.71X Cap: $17.49B
  • View XEF Profile
  • View Questions on XEF
• Vanguard Total International Stock (VXUS $78.37)
  • $78.37 P/E (TTM): 9.02X Cap: $121.26B
  • View VXUS Profile
  • View Questions on VXUS

Q: Could you comment on XEF as the sole holding for non-N.American exposure, and what would you consider the maximum holding as a percent of total portfolio? Are there any other ETFs that you prefer for this purpose?
Thank-you

Upvote 0

Read Answer Asked by grant on May 15, 2018

• VanEck Vectors Gaming ETF (BJK $39.58)
  • $39.58 P/E (TTM): 20.54X Cap: $22M
  • View BJK Profile
  • View Questions on BJK

Q: HI group is there an etf for the gaming / gamblin stocks and is it a good wayto lessen the risk in playing the sector

Upvote 0

Read Answer Asked by Terence on May 15, 2018

• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $85.38)
  • $85.38 Cap: $4.67B
  • View HXT Profile
  • View Questions on HXT

Q: not really well informed regards swap-based ETFs, but would appreciate your thoughts regards HXT; appears to have performed reasonably well and offers tax advantages

Upvote 0

Read Answer Asked by don on May 14, 2018

• iShares Core Canadian Short Term Bond Index ETF (XSB $27.05)
  • $27.05 Cap: $3.61B
  • View XSB Profile
  • View Questions on XSB
• iShares Floating Rate Bond ETF (FLOT $50.93)
  • $50.93 Cap: $8.99B
  • View FLOT Profile
  • View Questions on FLOT

Q: Hello 5i,
In the interest of understanding fully what i am buying, could you tell me how floating rate bond funds manage to float? When i look at the informarion for FLOT, for instance, i notice that the maturity dates vary from one month to five years, if i remember correctly. An etf like xsb doesn't seem to be a lot different. Is it because Floating rates are heavily weighted to the very short term, even though they do as well go out to five years?
Thanks for all the great work

Upvote 0

Read Answer Asked by joseph on May 14, 2018

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.88)
  • $13.88 P/E (TTM): 7.14X Cap: $1.05B
  • View CPD Profile
  • View Questions on CPD

Q: Hi Peter/Team i am looking to add some pref. shares to my rsp, could you please give me 2-3 good names. Thanks Jim.

Upvote 0

Read Answer Asked by Dimitrios on May 14, 2018

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $41.80)
  • $41.80 P/E (TTM): 15.33X Cap: $1.10B
  • View CDZ Profile
  • View Questions on CDZ

Q: I asked about a replacement for SIN.UN. You suggested CDZ. That wouldn't be suitable for me. I already have XDV. I was looking for something with a higher rate of return. Would ZWU or ZWC be suitable?

Upvote 0

Read Answer Asked by Ron on May 14, 2018

• BMO MSCI China Selection Equity Index ETF (ZCH $21.94)
  • $21.94 P/E (TTM): 47.91X Cap: $150M
  • View ZCH Profile
  • View Questions on ZCH

Q: I would like to invest in China with an active etf and would like two or three you would be willing to recommend for a five percent position. Any additional thoughts would also be appreciated. THANKYOU

Upvote 0

Read Answer Asked by John on May 11, 2018

• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $76.20)
  • $76.20 P/E (TTM): 27.35X Cap: $3.01B
  • View VXC Profile
  • View Questions on VXC

Q: We would like to set up a "joint trading account" with approx. $1000 for our two nephews ages 4 and 2 that they can cash out when they are 18. I want to buy shares in New Flyer for half of the initial amount in each account as their dad works for them. Can you recommend a long term ETF for each account to cover the rest.
Thanks as always!
Gord

Upvote 0

Read Answer Asked by gord on May 11, 2018

• Income Portfolio (Income)
  • View Income Profile
  • View Questions on Income
  • View Reports on Income

Q: Do you know, or can you estimate, what portion of the Income Portfolio's yield qualifies as eligible dividends?
Also, are you aware of any income-focused ETFs where the distribution is mostly (65%+, say) eligible dividend?

Upvote 0

Read Answer Asked by Peter on May 11, 2018

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.88)
  • $13.88 P/E (TTM): 7.14X Cap: $1.05B
  • View CPD Profile
  • View Questions on CPD
• BMO Equal Weight REITs Index ETF (ZRE $23.58)
  • $23.58 P/E (TTM): 24.16X Cap: $611M
  • View ZRE Profile
  • View Questions on ZRE
• Mackenzie Floating Rate Income ETF (MFT $15.84)
  • $15.84 P/E (TTM): 91.15X Cap: $378M
  • View MFT Profile
  • View Questions on MFT

Q: Hi 5i,

I would like to buy one of these ETF's for income within a TFSA.
Could you comment on them and provide your preference in order.

I'm leaning towards MFT for the large distribution.

Upvote 0

Read Answer Asked by Stephen on May 11, 2018

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $41.80)
  • $41.80 P/E (TTM): 15.33X Cap: $1.10B
  • View CDZ Profile
  • View Questions on CDZ

Q: I am an Income investor and held units in SIN.UN. Now that the trust has been wound up, I'm looking for something to replace it. Any suggestions?

Upvote 0

Read Answer Asked by Ron on May 11, 2018

• Vanguard Total International Stock (VXUS $78.37)
  • $78.37 P/E (TTM): 9.02X Cap: $121.26B
  • View VXUS Profile
  • View Questions on VXUS

Q: Thanks for your prompt answer to my question on TPE vs. TD Int Index-e. Love your great service as always! If neither is particular interesting (3 stars), what would you recommend instead for index exposure to international equity ex. North America?

Upvote 0

Read Answer Asked by M on May 10, 2018

• BMO Covered Call Utilities ETF (ZWU $11.10)
  • $11.10 P/E (TTM): 18.74X Cap: $1.94B
  • View ZWU Profile
  • View Questions on ZWU

Q: Hi 5i,

Could I get your thoughts on ZWU.
Would it be a good time to pick some up?

Thanks

Upvote 0

Read Answer Asked by Stephen on May 10, 2018

• iShares S&P/TSX Capped Energy Index ETF (XEG $20.11)
  • $20.11 P/E (TTM): 12.74X Cap: $1.61B
  • View XEG Profile
  • View Questions on XEG
• Vanguard Energy ETF (VDE $135.35)
  • $135.35 P/E (TTM): 16.86X Cap: $7.08B
  • View VDE Profile
  • View Questions on VDE

Q: Do you think the present time is a good time to step into energy stocks, and if so what would be your preference between VDE or XEG? With thanks, Bill

Upvote 0

Read Answer Asked by William J on May 10, 2018

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN
• State Street SPDR S&P Homebuilders ETF (XHB $114.04)
  • $114.04 P/E (TTM): 15.72X Cap: $1.75B
  • View XHB Profile
  • View Questions on XHB

Q: Is it worth holding this stock?
How about replacing it with TRICON (TCN) even if one is US and one CAN.
Thanking you for advise-Ebrahim

Upvote 0

Read Answer Asked by ebrahim on May 10, 2018

• Constellation Brands Inc. (STZ $156.55)
  • $156.55 P/E (TTM): 21.97X Cap: $26.55B
  • View STZ Profile
  • View Questions on STZ
• Sysco Corporation (SYY $76.91)
  • $76.91 P/E (TTM): 19.93X Cap: $36.42B
  • View SYY Profile
  • View Questions on SYY
• Invesco S&P 500 Equal Weight Consumer Staples ETF (RHS)
  • Cap: $1.02B
  • View RHS Profile
  • View Questions on RHS

Q: HI Peter, Would you recommend adding to RHS as its price is lower now. Or you would prefer 4-5 companies solid blue chip dividend paying companies to buy and hold ( avoid MER and capture more dividend). In that case also, can you please rank them in order of your preference. UL, PEP, HRL, K, or any other of your favorites.
Much Thanks.

Upvote 0

Read Answer Asked by RUPINDER on May 10, 2018