Investment Q&A

• iShares S&P/TSX Capped Materials Index ETF (XMA $27.61)
  • $27.61 P/E (TTM): 100.91X Cap: $242M
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• Materials Select Sector SPDR (XLB $92.37)
  • $92.37 P/E (TTM): 61.73X Cap: $5.58B
  • View XLB Profile
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• Nutrien Ltd. (NTR $82.36)
  • $82.36 P/E (TTM): 56.15X Cap: $40.14B
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Q: Based on today’s environment is NTR a sell? The materials sector is pretty diverse, are there two or three CDN companies that you would have a high degree of confidence would outperform just holding XMA for materials exposure? Or would you steer clear of Canada altogether, and if so, applying the same criteria suggest two or three U.S companies that could outperform XLB in the near term.

Upvote 3

Read Answer Asked by Stephen R. on February 07, 2025

• iShares S&P/TSX Capped Financials Index ETF (XFN $66.88)
  • $66.88 P/E (TTM): 2.81X Cap: $1.69B
  • View XFN Profile
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• iShares S&P/TSX Capped Energy Index ETF (XEG $17.40)
  • $17.40 P/E (TTM): 36.8X Cap: $1.55B
  • View XEG Profile
  • View Questions on XEG
• iShares S&P/TSX Capped Materials Index ETF (XMA $27.61)
  • $27.61 P/E (TTM): 100.91X Cap: $242M
  • View XMA Profile
  • View Questions on XMA
• iShares S&P/TSX Capped REIT Index ETF (XRE $15.94)
  • $15.94 P/E (TTM): 30.21X Cap: $1.48B
  • View XRE Profile
  • View Questions on XRE
• Consumer Staples Select Sector SPDR (XLP $81.50)
  • $81.50 P/E (TTM): 35.44X Cap: $15.91B
  • View XLP Profile
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• Health Care Select Sector SPDR (XLV $136.48)
  • $136.48 P/E (TTM): 65.74X Cap: $33.71B
  • View XLV Profile
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• Technology Select Sector SPDR ETF (XLK $261.99)
  • $261.99 P/E (TTM): 84.87X Cap: $83.24B
  • View XLK Profile
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• Consumer Discretionary Select Sector SPDR (XLY $224.87)
  • $224.87 P/E (TTM): 54.75X Cap: $22.89B
  • View XLY Profile
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• Utilities Select Sector SPDR ETF (XLU $84.52)
  • $84.52 P/E (TTM): 54.84X Cap: $20.54B
  • View XLU Profile
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• Industrial Select Sector SPDR (XLI $154.99)
  • $154.99 P/E (TTM): 22.94X Cap: $23.06B
  • View XLI Profile
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• Communication Services Select Sector SPDR Fund (XLC $107.62)
  • $107.62 P/E (TTM): 34.29X Cap: $23.97B
  • View XLC Profile
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Q: Hi Group can you make me a list of 10 best (sleep at night)ETFs (one for each sector) c/w 5 year dividend % . I want to buy them and forget about trading or sell foe the next 10 yrs. Can be US or Cad ...Thanks

Upvote 17

Read Answer Asked by Terence on March 27, 2024

• iShares S&P/TSX Capped Materials Index ETF (XMA $27.61)
  • $27.61 P/E (TTM): 100.91X Cap: $242M
  • View XMA Profile
  • View Questions on XMA
• Vanguard Materials ETF (VAW $204.69)
  • $204.69 P/E (TTM): 62.04X Cap: $2.54B
  • View VAW Profile
  • View Questions on VAW
• Materials Select Sector SPDR (XLB $92.37)
  • $92.37 P/E (TTM): 61.73X Cap: $5.58B
  • View XLB Profile
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Q: What would be your top ETF picks in the materials sector, either US or Canada?

Thanks.

Upvote 5

Read Answer Asked by Tony on March 05, 2024

• Air Products and Chemicals Inc. (APD $299.24)
  • $299.24 P/E (TTM): 43.2X Cap: $66.59B
  • View APD Profile
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• Freeport-McMoRan Inc. (FCX $44.89)
  • $44.89 P/E (TTM): 36.54X Cap: $64.47B
  • View FCX Profile
  • View Questions on FCX
• Agnico Eagle Mines Limited (AEM $173.92)
  • $173.92 P/E (TTM): 26.68X Cap: $87.43B
  • View AEM Profile
  • View Questions on AEM
• iShares Gold Bullion ETF (CGL.C $38.43)
  • $38.43 Cap: $518M
  • View CGL.C Profile
  • View Questions on CGL.C
• iShares S&P/TSX Capped Materials Index ETF (XMA $27.61)
  • $27.61 P/E (TTM): 100.91X Cap: $242M
  • View XMA Profile
  • View Questions on XMA
• Nutrien Ltd. (NTR $82.36)
  • $82.36 P/E (TTM): 56.15X Cap: $40.14B
  • View NTR Profile
  • View Questions on NTR
• Linde plc (LIN $472.89)
  • $472.89 P/E (TTM): 34.24X Cap: $222.87B
  • View LIN Profile
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• West Fraser Timber Co. Ltd. (WFG $98.86)
  • $98.86 Cap: $7.84B
  • View WFG Profile
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Q: Portfolio Analytics indicates that across all accounts, we are underweight in the Basic Materials sector. The two stocks and CGL.C listed above are the only holdings in this sector. (CGL.C is a small holding. as it can be traded with zero commission)

Please suggest some additional Canadian and U.S. stocks in this sector to improve diversification, include reasonable entry points, and rank them in order of what to purchase first.

For a Canadian ETF, what is your opinion of XMA?

Please deduct as many credits as necessary.

Thanks

Upvote 1

Read Answer Asked by Jerry on January 30, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $45.23)
  • $45.23 P/E (TTM): 57.65X Cap: $22.52B
  • View TECK.B Profile
  • View Questions on TECK.B
• iShares S&P/TSX Capped Materials Index ETF (XMA $27.61)
  • $27.61 P/E (TTM): 100.91X Cap: $242M
  • View XMA Profile
  • View Questions on XMA
• Rio Tinto Plc (RIO $63.10)
  • $63.10 P/E (TTM): 9.03X Cap: $79.12B
  • View RIO Profile
  • View Questions on RIO
• BHP Group Ltd. (BHP $53.15)
  • $53.15 P/E (TTM): 17.07X Cap: $137.22B
  • View BHP Profile
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Q: What are a few relatively safe material sector stocks that my daughter, mid 30's, could thinking about holding in her RRSP for the long term???......thanks for the suggestions as me, I tend to shy away from material sector stocks.........Tom

Upvote 0

Read Answer Asked by Tom on September 06, 2023

• iShares S&P/TSX Capped Financials Index ETF (XFN $66.88)
  • $66.88 P/E (TTM): 2.81X Cap: $1.69B
  • View XFN Profile
  • View Questions on XFN
• iShares S&P/TSX Capped Energy Index ETF (XEG $17.40)
  • $17.40 P/E (TTM): 36.8X Cap: $1.55B
  • View XEG Profile
  • View Questions on XEG
• iShares S&P/TSX Capped Materials Index ETF (XMA $27.61)
  • $27.61 P/E (TTM): 100.91X Cap: $242M
  • View XMA Profile
  • View Questions on XMA

Q: Hello 5i
I have read recently that several US analysts think that the Canadian market will do better than the US this year. T Rowe Price was the most recent one in the National Post, i think. Wondering what you think of this thesis. And if you believe it, how would you organize to profit from it? I imagine the thesis has a lot to do with resources with the possible re opening of China. Is there, for instance, a good etf? Or, what stocks would you choose to create your own etf substitute?
Thanks as always for your excellent advice

Upvote 0

Read Answer Asked by joseph on February 06, 2023

• iShares S&P/TSX Capped Materials Index ETF (XMA $27.61)
  • $27.61 P/E (TTM): 100.91X Cap: $242M
  • View XMA Profile
  • View Questions on XMA
• Vanguard Materials ETF (VAW $204.69)
  • $204.69 P/E (TTM): 62.04X Cap: $2.54B
  • View VAW Profile
  • View Questions on VAW
• Materials Select Sector SPDR (XLB $92.37)
  • $92.37 P/E (TTM): 61.73X Cap: $5.58B
  • View XLB Profile
  • View Questions on XLB

Q: Hi Peter,
Further to my question posted previously on investing in basic materials in ETFs, do you have any Canadian ETFs similar to XLB you would recommend?

Many Thanks,
Roger

Upvote 0

Read Answer Asked by Roger on November 30, 2022

• BMO Equal Weight REITs Index ETF (ZRE $22.24)
  • $22.24 P/E (TTM): 54.85X Cap: $589M
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• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $61.37)
  • $61.37 P/E (TTM): 54.53X Cap: $127M
  • View XGI Profile
  • View Questions on XGI
• iShares S&P/TSX Capped Materials Index ETF (XMA $27.61)
  • $27.61 P/E (TTM): 100.91X Cap: $242M
  • View XMA Profile
  • View Questions on XMA

Q: Which ETFs trading on the TSX would you use for Real Estate, Materials, and Industrials exposure?

Upvote 0

Read Answer Asked by Alexander on April 25, 2022

• iShares Canadian Growth Index ETF (XCG $61.91)
  • $61.91 P/E (TTM): 9.37X Cap: $136M
  • View XCG Profile
  • View Questions on XCG
• iShares S&P/TSX Capped Energy Index ETF (XEG $17.40)
  • $17.40 P/E (TTM): 36.8X Cap: $1.55B
  • View XEG Profile
  • View Questions on XEG
• iShares S&P/TSX Capped Materials Index ETF (XMA $27.61)
  • $27.61 P/E (TTM): 100.91X Cap: $242M
  • View XMA Profile
  • View Questions on XMA

Q: I am looking for Core Growth ETF similar to XGRO but with a higher concentration of exposure to energy & materials than XGRO. any suggestions

Upvote 0

Read Answer Asked by darcy on March 15, 2022

• iShares S&P/TSX Capped Materials Index ETF (XMA $27.61)
  • $27.61 P/E (TTM): 100.91X Cap: $242M
  • View XMA Profile
  • View Questions on XMA
• iShares S&P/TSX Global Base Metals Index ETF (XBM $21.00)
  • $21.00 P/E (TTM): 32.66X Cap: $235M
  • View XBM Profile
  • View Questions on XBM

Q: Would you prefer to buy XMA or XBM at these levels?

Upvote 0

Read Answer Asked by Allan on March 08, 2022

• Freeport-McMoRan Inc. (FCX $44.89)
  • $44.89 P/E (TTM): 36.54X Cap: $64.47B
  • View FCX Profile
  • View Questions on FCX
• iShares S&P/TSX Capped Materials Index ETF (XMA $27.61)
  • $27.61 P/E (TTM): 100.91X Cap: $242M
  • View XMA Profile
  • View Questions on XMA
• Vanguard Materials ETF (VAW $204.69)
  • $204.69 P/E (TTM): 62.04X Cap: $2.54B
  • View VAW Profile
  • View Questions on VAW
• Nutrien Ltd. (NTR $82.36)
  • $82.36 P/E (TTM): 56.15X Cap: $40.14B
  • View NTR Profile
  • View Questions on NTR
• Rio2 Limited (RIO $1.56)
  • $1.56 Cap: $666M
  • View RIO Profile
  • View Questions on RIO
• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $46.53)
  • $46.53 P/E (TTM): 57.65X Cap: $23.17B
  • View TECK.A Profile
  • View Questions on TECK.A

Q: Hi,

I have no materials in my portfolio although lots of oil. Can u recommend two US and two CDN ETFs OR companies that you think should do well without too much volatility?

Upvote 0

Read Answer Asked by Graeme on March 01, 2022

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $45.23)
  • $45.23 P/E (TTM): 57.65X Cap: $22.52B
  • View TECK.B Profile
  • View Questions on TECK.B
• iShares S&P/TSX Capped Materials Index ETF (XMA $27.61)
  • $27.61 P/E (TTM): 100.91X Cap: $242M
  • View XMA Profile
  • View Questions on XMA

Q: please recommend an Canadian ETF of resources except energy. Interested in what may do well because of infrastructure needs. Would Teck resources be a proxy and you assessment of TECK.B.
thanks
Yossi

Upvote 0

Read Answer Asked by JOSEPH on February 16, 2022

• BMO Equal Weight Industrials Index ETF (ZIN $46.06)
  • $46.06 P/E (TTM): 19.03X Cap: $38M
  • View ZIN Profile
  • View Questions on ZIN
• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $61.37)
  • $61.37 P/E (TTM): 54.53X Cap: $127M
  • View XGI Profile
  • View Questions on XGI
• iShares S&P/TSX Capped Materials Index ETF (XMA $27.61)
  • $27.61 P/E (TTM): 100.91X Cap: $242M
  • View XMA Profile
  • View Questions on XMA
• iShares Global Industrials ETF (EXI $171.50)
  • $171.50 P/E (TTM): 54.2X Cap: $994M
  • View EXI Profile
  • View Questions on EXI

Q: Dear 5i team.

May I please have your recommendation for exposure to Materials and Industrial ETFs please.

Thank you.

Upvote 0

Read Answer Asked by Arthur on October 27, 2021

• Agnico Eagle Mines Limited (AEM $173.92)
  • $173.92 P/E (TTM): 26.68X Cap: $87.43B
  • View AEM Profile
  • View Questions on AEM
• iShares S&P/TSX Capped Materials Index ETF (XMA $27.61)
  • $27.61 P/E (TTM): 100.91X Cap: $242M
  • View XMA Profile
  • View Questions on XMA

Q: Hi

Can I sell AEM for tax loss in my cash account and buy XMA on the same day?

It is noted that AEM is 4.74%.of XMA.

Would this allow me the tax loss?

Any other suggestions you have are most welcome.

Thank you

Mike

Upvote 0

Read Answer Asked by Mike on September 29, 2021

• iShares S&P/TSX Capped Materials Index ETF (XMA $27.61)
  • $27.61 P/E (TTM): 100.91X Cap: $242M
  • View XMA Profile
  • View Questions on XMA

Q: What Canadian ETF would give me exposure to material stocks?

Upvote 0

Read Answer Asked by James on May 21, 2021

• iShares S&P/TSX Capped Materials Index ETF (XMA $27.61)
  • $27.61 P/E (TTM): 100.91X Cap: $242M
  • View XMA Profile
  • View Questions on XMA
• Invesco DB Commodity Index Tracking Fund (DBC $22.17)
  • $22.17 P/E (TTM): 4.15X Cap: $1.25B
  • View DBC Profile
  • View Questions on DBC

Q: With the current uptick in commodities, is there an ETF available for this space?

Upvote 0

Read Answer Asked by Gail on May 18, 2021

• iShares S&P/TSX Capped Energy Index ETF (XEG $17.40)
  • $17.40 P/E (TTM): 36.8X Cap: $1.55B
  • View XEG Profile
  • View Questions on XEG
• iShares S&P/TSX Capped Materials Index ETF (XMA $27.61)
  • $27.61 P/E (TTM): 100.91X Cap: $242M
  • View XMA Profile
  • View Questions on XMA
• Sentry Resource Opportunities Class Series A (CIG50011 $17.57)
  • $17.57 Cap: $15M
  • View CIG50011 Profile
  • View Questions on CIG50011

Q: Info about and how do you rate cig50011.

thanks.

Upvote 0

Read Answer Asked by ralph on March 10, 2021

• BMO Equal Weight Industrials Index ETF (ZIN $46.06)
  • $46.06 P/E (TTM): 19.03X Cap: $38M
  • View ZIN Profile
  • View Questions on ZIN
• iShares Core Canadian Long Term Bond Index ETF (XLB $18.45)
  • $18.45 Cap: $821M
  • View XLB Profile
  • View Questions on XLB
• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $60.37)
  • $60.37 P/E (TTM): 23.04X Cap: $322M
  • View XST Profile
  • View Questions on XST
• iShares S&P/TSX Capped Materials Index ETF (XMA $27.61)
  • $27.61 P/E (TTM): 100.91X Cap: $242M
  • View XMA Profile
  • View Questions on XMA
• Consumer Discretionary Select Sector SPDR (XLY $224.87)
  • $224.87 P/E (TTM): 54.75X Cap: $22.89B
  • View XLY Profile
  • View Questions on XLY
• Industrial Select Sector SPDR (XLI $154.99)
  • $154.99 P/E (TTM): 22.94X Cap: $23.06B
  • View XLI Profile
  • View Questions on XLI

Q: Hey,

What would be some stocks and ETFs to watch during this rotation?

Thanks

Upvote 0

Read Answer Asked by Rodney on March 09, 2021

• iShares S&P/TSX Global Gold Index ETF (XGD $32.57)
  • $32.57 P/E (TTM): 100.95X Cap: $2.29B
  • View XGD Profile
  • View Questions on XGD
• iShares S&P/TSX Capped Materials Index ETF (XMA $27.61)
  • $27.61 P/E (TTM): 100.91X Cap: $242M
  • View XMA Profile
  • View Questions on XMA
• SPDR Gold Shares ETF (GLD $307.40)
  • $307.40 Cap: $101.22B
  • View GLD Profile
  • View Questions on GLD
• Sprott Physical Gold Trust Unit (PHYS $25.60)
  • $25.60 P/E (TTM): 24.9X Cap: $10.32B
  • View PHYS Profile
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• iShares S&P GSCI Commodity-Indexed Trust (GSG $22.42)
  • $22.42 Cap: $1.01B
  • View GSG Profile
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Q: Hello,
Would appreciate your suggestions on a couple of good low fee ETF's for commodities
Thanks
Darryl

Upvote 0

Read Answer Asked by Darryl on March 04, 2021

• iShares S&P/TSX Global Gold Index ETF (XGD $32.57)
  • $32.57 P/E (TTM): 100.95X Cap: $2.29B
  • View XGD Profile
  • View Questions on XGD
• BMO Equal Weight Oil & Gas Index ETF (ZEO $74.34)
  • $74.34 P/E (TTM): 15.26X Cap: $216M
  • View ZEO Profile
  • View Questions on ZEO
• iShares S&P/TSX Capped Energy Index ETF (XEG $17.40)
  • $17.40 P/E (TTM): 36.8X Cap: $1.55B
  • View XEG Profile
  • View Questions on XEG
• iShares S&P/TSX Capped Materials Index ETF (XMA $27.61)
  • $27.61 P/E (TTM): 100.91X Cap: $242M
  • View XMA Profile
  • View Questions on XMA

Q: Can you name some Canadian ETF's which will benefit from the switch into materials or oil and gas or value rather than growth and safety? And can you rank them please? And give reasons for buying or not buying?

I know that's a lot to ask but I am interested in your assessment

Thanks for your help as usual

Upvote 0

Read Answer Asked by christianne on February 26, 2021