Investment Q&A

• BMO Covered Call Canadian Banks ETF (ZWB $23.16)
  • $23.16 P/E (TTM): 11.56X
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Q: Bonjour, I own ZWB. Is it a good idea to also own individual banks such as RBC, TD, etc?
Merci
Ronald

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Read Answer Asked by Ronald on October 25, 2016

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.19)
  • $46.19 P/E (TTM): 5.86X Cap: $3.11B
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Q: What equity investments do you like in the category of emerging markets?

Thanks

Paul

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Read Answer Asked by paul on October 25, 2016

• BMO Covered Call Canadian Banks ETF (ZWB $23.16)
  • $23.16 P/E (TTM): 11.56X
  • View ZWB Profile
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Q: Would you comment on the advantages and disadvantages of using covered call ETFs like ZWU, ZWB and ZWH to increase your yield? Are these covered call ETFs offered by other institutions other than BMO? In a down market does this type of instrument reduce your risk?

Thanks for your advice!!

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Read Answer Asked by Bryan on October 24, 2016

• WisdomTree U.S. Total Dividend Fund (DTD $83.74)
  • $83.74 P/E (TTM): 20.56X Cap: $1.41B
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Q: Your opinion on etf : DTD (Wisdom Tree Total Dividend Fund) for a long term , and in RRSP portfolio.
Thank you.

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Read Answer Asked by pascal on October 24, 2016

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.81)
  • $20.81 P/E (TTM): 49.74X Cap: $718M
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE $44.07)
  • $44.07 P/E (TTM): 8.4X Cap: $470M
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Q: What ETFS or mutual funds do you like for European exposure?

Thank you

Paul

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Read Answer Asked by paul on October 24, 2016

• Chartwell Retirement Residences (CSH.UN $19.56)
  • $19.56 P/E (TTM): 89.09X Cap: $5.68B
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• Knight Therapeutics Inc. (GUD $5.78)
  • $5.78 Cap: $573M
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• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $66.50)
  • $66.50 P/E (TTM): 20.99X Cap: $180M
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Q: Im interested in buying more healthcare equities. Im a medium risk investor. What do you think of the two equities mentioned and do you have a better choice?

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Read Answer Asked by Graeme on October 24, 2016

• iShares S&P/TSX SmallCap Index ETF (XCS $30.02)
  • $30.02 P/E (TTM): 1.2X Cap: $207M
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Q: I own the following Canadian small caps.
RRX, QST, XCS, BIP 191, SIS and GUD. I am considering selling BIP 191. Any other recommendations including ETF, mutual funds or individual stocks to purchase or sell any existing holdings ?

Thank You

Paul

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Read Answer Asked by paul on October 21, 2016

• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $68.51)
  • $68.51 P/E (TTM): 27.06X Cap: $13.37B
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• Vanguard U.S. Total Market Index ETF (VUN $125.25)
  • $125.25 P/E (TTM): 26.28X Cap: $13.89B
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Q: I have about 50K US to invest. Which do you think best MSFT or... HON or... should I just buy XSP Can hedged OR.... SDY the S&P div ETF.?
Any other suggestion welcome. I want growth without crazy risk. Helen

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Read Answer Asked by Helen on October 21, 2016

• BetaPro S&P/TSX Capped Energy 2x Daily Bull ETF (HEU)
  • Cap: $37M
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Q: Hi 5i
I know heu is a speculative commodity tied investment. I've owned it since $9.00, now it's over $12 in just a few months. Do you think oil is going to keep climbing a driving heu up especially with these new potential OPEC deals? Or do you think I should sel it off and put the money and profits into some other oil/energy investment?

Thanks!

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Read Answer Asked by david on October 21, 2016

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.70)
  • $18.70 Cap: $799M
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Q: In the current interest rate environment would you prefer a corporate bond etf like cbo or a preferred share etf like zpr or hpr?

Jason

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Read Answer Asked by Jason on October 20, 2016

• Miscellaneous (MISC)
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Q: Good day 5i!

I am looking for a high quality ETF in regards to renewable energy. I considered XEN but see that there are several oil companies listed and I am already heavy oil/gas.

I am looking at PDB as a global ETF with most of its coverage being the US and 5%CDN. I wanted an ETF with more Canadian coverage but can't seem to locate any.

Any suggestions? Do you think there will be big global growth in renewables over next ten years? Which ETF would you suggest to capture growth in this area?

Thanks again for your valuable service!

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Read Answer Asked by Gerald on October 20, 2016

• BMO Laddered Preferred Share Index ETF (ZPR $11.99)
  • $11.99 P/E (TTM): 4.72X Cap: $1.43B
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Q: Hi,

Is now a good time to invest in a preferred share etf? It is a non-registered account that is focused on income. How safe are preferred shares in a rising rate environment?

Thanks,
Jason

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Read Answer Asked by Jason on October 20, 2016

• BMO Covered Call Utilities ETF (ZWU $11.62)
  • $11.62 P/E (TTM): 18.8X Cap: $1.94B
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• BMO Equal Weight Utilities Index ETF (ZUT $27.06)
  • $27.06 P/E (TTM): 17.63X Cap: $816M
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Q: What is the difference between ZUT anx ZWU? Which would be better for income for a retiree.

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Read Answer Asked by Nancy on October 20, 2016

• INVESCO QQQ Trust (QQQ $604.21)
  • $604.21 P/E (TTM): 36.04X Cap: $386.83B
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• Technology Select Sector SPDR ETF (XLK $285.67)
  • $285.67 P/E (TTM): 39.23X Cap: $91.13B
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Q: How does XLK Technology SPIDER and FDN US First trust internet compare to QQQ in Resu;ts and cost? Thank you for your guidance Anne

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Read Answer Asked by Anne on October 20, 2016

• Vanguard S&P 500 Index ETF (VFV $166.30)
  • $166.30 P/E (TTM): 27.07X Cap: $26.83B
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• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP $106.43)
  • $106.43 P/E (TTM): 27.07X Cap: $5.07B
  • View VSP Profile
  • View Questions on VSP

Q: I am interested in buying an ETF that would cover the S&P 500 index. From looking at previous questions, I see 2 that are talked about, namely VFV and VSP. I was planning on buying VSP but I find the volume is very low compared to VFV and also VSP is CAN hedged(which I don't quite understand).

Can you give me a brief idea of the difference between the 2 and which would be the best to purchase long term?

Or are there other S@P 500 ETFs that you would suggest with a pretty good dividend?

Thank You,
Andrew

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Read Answer Asked by Andrew on October 20, 2016

• INVESCO QQQ Trust (QQQ $604.21)
  • $604.21 P/E (TTM): 36.04X Cap: $386.83B
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Q: Are you comfortable with QQQ as a US Dollar ETF (information technology), or can you suggest a similar better alternative? Thank You.

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Read Answer Asked by WILLIAM on October 19, 2016

• iShares Russell 2000 Growth ETF (IWO $332.09)
  • $332.09 P/E (TTM): 21.85X Cap: $13.50B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $46.30)
  • $46.30 P/E (TTM): 11.57X Cap: $15.04B
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Q: Hello: If you were to pick ETF's today for an RRSP, one to cover Europe and another the US, what would your choice be? Large-medium-small cap at this point would make very little difference. They would be for a long term hold.

Thanks, Brian

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Read Answer Asked by Brian on October 19, 2016

• AdvisorShares Focused Equity ETF (CWS $68.16)
  • $68.16 P/E (TTM): 24.09X Cap: $184M
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Q: Realizing that this is new and its hard to evaluate. What is your opinion. Thanks

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Read Answer Asked by JAMES on October 19, 2016

• iShares S&P/TSX 60 Index ETF (XIU $45.56)
  • $45.56 P/E (TTM): 7.38X Cap: $18.24B
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• Vanguard FTSE Europe ETF (VGK $80.95)
  • $80.95 P/E (TTM): 10.54X Cap: $26.49B
  • View VGK Profile
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• Vanguard FTSE Pacific ETF (VPL $89.72)
  • $89.72 P/E (TTM): 21.69X Cap: $7.87B
  • View VPL Profile
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• Vanguard FTSE Emerging Markets ETF (VWO $54.71)
  • $54.71 P/E (TTM): 8.99X Cap: $93.90B
  • View VWO Profile
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• SPDR S&P 500 ETF Trust (SPY $665.15)
  • $665.15 P/E (TTM): 28.22X Cap: $673.67B
  • View SPY Profile
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Q: I have topped up my TFSA to the full allotted amount (since 2009) and am now ready to invest it in a simple way. What are your thoughts about an equal weighting in xiu, spy, vgk, vpl, vwo and xlu?
Thanks
Jan

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Read Answer Asked by Jan on October 18, 2016

• SRH Total Return Fund Inc Com (BIF)
  • P/E (TTM): 5.3X Cap: $1.43B
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Q: Boulder Income Fund - Would you recomment this fund considering its discount ot NAV and dividend and diversification. This would for 50% of US holding peortion. Or you have other recommendations.
Thanks

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Read Answer Asked by RUPINDER on October 18, 2016