Investment Q&A

• BMO Global Infrastructure Index ETF (ZGI $53.50)
  • $53.50 P/E (TTM): 10.64X Cap: $456M
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• iShares Global Infrastructure Index ETF (CIF $60.19)
  • $60.19 P/E (TTM): 0.86X Cap: $975M
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Q: I was wondering if there is an ETF for U.S. infrastructure? Would prefer to buy in Canadian dollars if possible. Thank you for your excellent service over the past year and happy holidays to everyone there.

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Read Answer Asked by Jill on December 13, 2016

• BMO Equal Weight Oil & Gas Index ETF (ZEO $82.87)
  • $82.87 P/E (TTM): 7.02X Cap: $233M
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Q: Dear 5i Staff,
I would like to participate in the energy price recovery and the expected new US Administration favorable bias toward energy companies.
My question is it better to invest in Canadian or US energy companies now
Which of these stock you favor: Duke, Exxon, Chevron or maybe an ETF is better. Any other suggestion.
Thank you and best wishes for the season.
Raouf
Is my strategy makes sense.

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Read Answer Asked by Raoul on December 13, 2016

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Q: Im looking for CDn and US etfs that offer a basket of resources ( metals, oil, etc) that you think will do well in the next couple of years.

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Read Answer Asked by Graeme on December 12, 2016

• State Street SPDR S&P Regional Banking ETF (KRE $62.99)
  • $62.99 P/E (TTM): 12.54X Cap: $2.92B
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Q: While analysts are still recommending US regional banks as a play on higher interest rates, I heard on BNN this morning that insider selling in regional banks has reached record levels. Do the insiders know something the analyst don`t? I should add that I have a half position in KRE.

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Read Answer Asked by Ken on December 12, 2016

• Vanguard Intermediate-Term Corporate Bond ETF (VCIT $84.55)
  • $84.55 P/E (TTM): 412.13X Cap: $56.67B
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Q: Do you think its time to sell VCIT and buy iwo and xlf or other financial etf. Thanks

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Read Answer Asked by andre on December 12, 2016

• State Street SPDR S&P Bank ETF (KBE $58.98)
  • $58.98 P/E (TTM): 13.05X Cap: $1.37B
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Q: I need to add US exposure to my holdings and with a view to the anticipated rate increase by the US Fed wanted some assessment of US banks. What is your opinion of the large banks versus the regionals?
Specifically I am looking at Bank of America and Wells Fargo. do you have an opinion on the ETF KBE:US? If not any of these would you have a couple other specific preferences?
Peter

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Read Answer Asked by Peter on December 12, 2016

• Johnson & Johnson (JNJ $206.92)
  • $206.92 P/E (TTM): 19.97X Cap: $498.33B
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• Richards Packaging Income Fund (RPI.UN $28.22)
  • $28.22 P/E (TTM): 15.42X Cap: $322M
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $35.29)
  • $35.29 P/E (TTM): 12.24X Cap: $351M
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Q: I am currently up 30 to 60% on these companies, all are held in an RSP or RIF account. Would you add, take profits, or sell full position in any of these funds. I have about $20,000 to invest currently in my RRSP and am wondering if it is to late to start a new US position. I am considering facebook or google? Thanks for your input!

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Read Answer Asked by diane joan on December 12, 2016

• BMO Dow Jones Industrial Average Hedged to CAD Index ETF (ZDJ $72.60)
  • $72.60 P/E (TTM): 21.3X Cap: $394M
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Q: Recent article in Barron's suggested the DOW Jones industrial index will outperform relative to other indexes due to beneficial effects of Trump policies. Can you suggest an ETF that captures the DOW index and its companies.

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Read Answer Asked by Uthaman on December 12, 2016

• iShares MSCI ACWI Ex US Index Fund (ACWX $66.49)
  • $66.49 P/E (TTM): 13.71X Cap: $7.28B
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Q: Is acwx a good all in one etf to get international exposure outside north America or should a portfolio go with separate etfs for different regions like fez, vwo,etc?

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Read Answer Asked by Sheldon on December 12, 2016

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.50)
  • $40.50 P/E (TTM): 14.68X Cap: $1.07B
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Q: How will CDZ do in a sell off? I have about 10% in my portfolio but would like to move it to 15% - Also is there an America ETF equivalent ?

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Read Answer Asked by Ron on December 12, 2016

• BMO Aggregate Bond Index ETF (ZAG $14.01)
  • $14.01 Cap: $12.37B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.58)
  • $28.58 Cap: $9.01B
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• Vanguard Canadian Aggregate Bond Index ETF (VAB $23.39)
  • $23.39 Cap: $6.46B
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Q: A few questions have mentionned the ETF XBB. Since its fee is 0.34% versus ZAG's fee of 0.23%, shouldn't we go for ZAG? I also like the fact that ZAG is a BMO product which means I pay fees to a canadian company rather than a U.S company (bonus points). Thank you.

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Read Answer Asked by Matt on December 12, 2016

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Q: Hi team, can you recommend an ETF for emerging markets in Asia, lookign for something with lighter China weighting and higher Vietnam, Malaysia, Thailand, etc. Ideally looking for something that follows the index vs individual stocks.
Thanks
Nancy

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Read Answer Asked by Nancy on December 09, 2016

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Q: Looking at building my USD assets and then investing it in Vanguard ETFs. Would you invest in the S&P500 or maybe the specific sectors such as consumer staples? If so, what percentage would you put in each sector? Ultimately I would like to invest in specific companies but there is no 5i US equivalent so this would seem like the next best alternative.

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Read Answer Asked by Greg on December 09, 2016

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.67)
  • $13.67 P/E (TTM): 7.35X Cap: $1.06B
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• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.63)
  • $18.63 Cap: $784M
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.58)
  • $28.58 Cap: $9.01B
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Q: Hello and Merry Christmas to all at 5I.
Moving forward I have new funds to add to my portfolio in the fixed income sector. My RRSP portion is fully utilized for fixed income using CBO and XBB so this is new fixed income funds outside of a sheltered account should I still use XBB/CBO or is there some other fixed income source that would be more beneficial that I should consider.

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Read Answer Asked by Peter on December 08, 2016

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Q: Is there a Canadian equivalent or similar product to the American Treasury Inflation-Protected Securities, or TIPS? A Canadian TIPS-like ETF for the retail investor?

Thanks

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Read Answer Asked by Frank on December 08, 2016

• CI First Asset European Bank ETF (FHB $7.14)
  • $7.14 P/E (TTM): 13.8X
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• iShares MSCI Europe Financial Sector Index Fund (EUFN $35.00)
  • $35.00 P/E (TTM): 33.75X Cap: $4.26B
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Q: Do you know of an etf that invest European banks or global banks ex-us

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Read Answer Asked by Alain on December 08, 2016

• Mackenzie Maximum Diversification Canada Index ETF (MKC $34.26)
  • $34.26 P/E (TTM): 15.71X
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• Mackenzie Maximum Diversification US Index ETF (MUS $37.91)
  • $37.91 P/E (TTM): 19.61X
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• Mackenzie Maximum Diversification All World Developed ex North America Index ETF (MXU $23.70)
  • $23.70 P/E (TTM): 116.97X
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Q: What is your opinion of the Mackenzie maximum diversification etf managed by Tobam, aside from the size of those etf which could be a shorterm issue.

Regards Alain

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Read Answer Asked by Alain on December 08, 2016

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $71.62)
  • $71.62 P/E (TTM): 20.99X Cap: $187M
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• iShares U.S. Medical Devices ETF (IHI $64.36)
  • $64.36 P/E (TTM): 27.61X Cap: $4.32B
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Q: Large-cap healthcare ETFs are giving-up their post-election bump, in some cases (for example, HHL) approaching nine-month lows. Are there any that are becoming interesting, or is this sector just too instrinsically volatile? In the past, 5i has spoken well of IHI (NYSE), do you still like it?

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Read Answer Asked by John on December 08, 2016

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Q: Hi 5i: As part of my RIF portfolio I hold three ETFs, namely one S&P (45%), one TSX (35%) and one for developed ex North America (20%). Do those percentages seem reasonable to you? I also have a chunk of the portfolio reserved for fixed (safe) income, so I'm not worried about safety, just efficiency.

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Read Answer Asked by Roland on December 08, 2016

• iShares Russell 2000 Growth ETF (IWO $328.12)
  • $328.12 P/E (TTM): 23.11X Cap: $13.15B
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• Vanguard Dividend Appreciation FTF (VIG $222.67)
  • $222.67 P/E (TTM): 24.09X Cap: $101.24B
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Q: Hi there
What would be a good compliment etf to VIG for us growth exposure
In u.s. Dollars
Thanks for the help
Sam

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Read Answer Asked by Sam on December 08, 2016