Investment Q&A

• BMO US Dividend ETF (ZDY $50.07)
  • $50.07 P/E (TTM): 20.37X Cap: $687M
  • View ZDY Profile
  • View Questions on ZDY
• Global X S&P 500 Index Corporate Class ETF (HXS $96.31)
  • $96.31 Cap: $5.19B
  • View HXS Profile
  • View Questions on HXS
• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $78.90)
  • $78.90 Cap: $4.57B
  • View HXT Profile
  • View Questions on HXT
• iShares MSCI Min Vol EAFE Index ETF (XMI $45.21)
  • $45.21 P/E (TTM): 36.51X Cap: $172M
  • View XMI Profile
  • View Questions on XMI
• Vanguard U.S. Total Market Index ETF (VUN $124.66)
  • $124.66 P/E (TTM): 26.28X Cap: $13.68B
  • View VUN Profile
  • View Questions on VUN

Q: 25 per cent of my portfolio includes the above ETF’s. Are there other ETF’s that I should consider to replace any of these. The returns have not been exactly stellar compared to many of the individual stocks that you have recommended. Thanks
Dennis

Upvote 0

Read Answer Asked by Dennis on February 20, 2020

• Vanguard Health Care ETF (VHT $266.05)
  • $266.05 P/E (TTM): 23.36X Cap: $15.74B
  • View VHT Profile
  • View Questions on VHT

Q: We currently hold ZQQ at 8%, ZUH at 3.5% and VGG at 19% of equities. For diversification, we need to increase investment in technology and healthcare. We are considering the unhedged ZNU (unhedged technology) and ZHU (unhedged US healthcare). Please give us your opinion on these or possible alternatives.
Thanks.
Cyril

Upvote 0

Read Answer Asked by Pat & Cyril on February 20, 2020

• Vanguard Total Stock Market ETF (VTI $329.07)
  • $329.07 P/E (TTM): 27.84X Cap: $499.95B
  • View VTI Profile
  • View Questions on VTI
• Eaton Vance Tax-Managed Global Diversified Equity Income Fund of Beneficial Interest (EXG $9.15)
  • $9.15 P/E (TTM): 25.56X Cap: $2.78B
  • View EXG Profile
  • View Questions on EXG

Q: Hi,
I would welcome your thoughts on this - the MER seems high, but then again, so is the dividend, both of which makes me wonder if there are better options out there? Or, is this a solid investment? Always value your insight!
Dawn

Upvote 0

Read Answer Asked by Dawn on February 20, 2020

• Wall Financial Corporation (WFC $14.66)
  • $14.66 P/E (TTM): 15.44X Cap: $461M
  • View WFC Profile
  • View Questions on WFC

Q: Good day everyone
Your thoughts on WFC:CA

Upvote 0

Read Answer Asked by George on February 20, 2020

• BMO US High Dividend Covered Call ETF (ZWH $24.89)
  • $24.89 P/E (TTM): 19.44X Cap: $1.07B
  • View ZWH Profile
  • View Questions on ZWH

Q: Good afternoon 5i.

I'm looking for a Canadian income ETF that invests in US stocks and best fit with ZWH.

Steve

Upvote 0

Read Answer Asked by Stephen on February 20, 2020

• NVIDIA Corporation (NVDA $187.59)
  • $187.59 P/E (TTM): 51.81X Cap: $4.53T
  • View NVDA Profile
  • View Questions on NVDA

Q: I'm a big fan of tech.

NVDA was my first chips play. The semis look very cyclical.

So I almost have a double with NVDA.

Not sure whether to take some off, half off.

I don't think that this is going to do a SHOP or a TSLA.

Your thoughts please.
Mark

Upvote 0

Read Answer Asked by Mark on February 20, 2020

Q: Ok now i am 70 i feel myself being dragged kicking and screaming into more fixed income. My 5% exposure to fixed (money loosing) income over the last 10 years has made for a wonderful ride with equities but please recommend your favorite international ETF.

Upvote 0

Read Answer Asked by GRAHAM on February 20, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $79.19)
  • $79.19 P/E (TTM): 50.49X Cap: $658M
  • View XIT Profile
  • View Questions on XIT

Q: SHOP is almost 30% of this ETF now. Shouldn't the "manager" be adjusting the weightings of this Fund? I realize it's slim pickings in the Cdn Tech sector but the other holdings could be beefed up and SHOP could be shaved back a bit. With a bad Q, SHOP could drag this ETF thru the mud.

Upvote 0

Read Answer Asked by Carl on February 20, 2020

• Alaris Equity Partners Income Trust (AD.UN $18.64)
  • $18.64 P/E (TTM): 6.24X Cap: $857M
  • View AD.UN Profile
  • View Questions on AD.UN
• Diversified Royalty Corp. (DIV $3.73)
  • $3.73 P/E (TTM): 23.0X Cap: $632M
  • View DIV Profile
  • View Questions on DIV

Q: Hello,looking to buy, could you comment for growth and income.(Do like its portfolio of companies). It looks like a $ 4.25 target price? Or would you consider it too risky?
Would you recommend an alternative in the 5%
distribution range. Looking for growth with some safety.

Upvote 0

Read Answer Asked by Brad on February 20, 2020

• Adobe Inc. (ADBE $342.20)
  • $342.20 P/E (TTM): 23.05X Cap: $147.66B
  • View ADBE Profile
  • View Questions on ADBE
• Atlassian Corporation (TEAM $150.24)
  • $150.24 Cap: $41.89B
  • View TEAM Profile
  • View Questions on TEAM
• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
  • View AYX Profile
  • View Questions on AYX

Q: Hi Peter, Ryan & Team,

What are your top 3 US stocks, regardless of sector, that you would recommend?

Thanks.

Upvote 0

Read Answer Asked by Marvin on February 20, 2020

• Apollo Global Management Inc. (APO $132.58)
  • $132.58 P/E (TTM): 25.78X Cap: $76.23B
  • View APO Profile
  • View Questions on APO

Q: Hi Team,

What is your view of this company and it's current valuation? There is a lot of interest in this sector but I believe there is a strong secular tailwind in alternatives with these persistent low interest rates.

Thanks

Upvote 0

Read Answer Asked by Keith on February 20, 2020

• Alacer Gold Corp. (ASR $9.47)
  • $9.47 P/E (TTM): 18.48X Cap: $2.79B
  • View ASR Profile
  • View Questions on ASR
• Royal Nickel Corporation (RNX)
  • P/E (TTM): 1106.0X
  • View RNX Profile
  • View Questions on RNX
• Wallbridge Mining Company Limited (WM $0.12)
  • $0.12 Cap: $131M
  • View WM Profile
  • View Questions on WM
• Novo Resources Corp. (NVO $0.12)
  • $0.12 Cap: $39M
  • View NVO Profile
  • View Questions on NVO

Q: Hi. After a long absence from the gold space, I’d like to take a small position on the more aggressive side. Could you give me some suggestions?

Upvote 0

Read Answer Asked by Bryan on February 20, 2020

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR
• Honeywell International Inc. (HON $210.66)
  • $210.66 P/E (TTM): 23.81X Cap: $133.64B
  • View HON Profile
  • View Questions on HON
• Lockheed Martin Corporation (LMT $497.30)
  • $497.30 P/E (TTM): 27.62X Cap: $116.54B
  • View LMT Profile
  • View Questions on LMT
• Roper Technologies Inc. (ROP $496.29)
  • $496.29 P/E (TTM): 35.18X Cap: $53.66B
  • View ROP Profile
  • View Questions on ROP
• Raytheon Company (RTN $116.96)
  • View RTN Profile
  • View Questions on RTN
• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
  • View UTX Profile
  • View Questions on UTX
• Xylem Inc. New (XYL $146.58)
  • $146.58 P/E (TTM): 37.49X Cap: $35.90B
  • View XYL Profile
  • View Questions on XYL

Q: Currently have CNR, CAE, WSP and SIS in my Industrial Sector of my portfolio - I would like to add a couple of US names to compliment these - can you recommend some names that I can take a look at ?

Thanks

Upvote 0

Read Answer Asked by JOHN on February 20, 2020

• Pollard Banknote Limited (PBL $23.10)
  • $23.10 P/E (TTM): 17.36X Cap: $622M
  • View PBL Profile
  • View Questions on PBL
  • View Reports on PBL

Q: Pbl still expensive at current price? Is it fast growing company? Any debt? You thoughts please. Many thanks

Upvote 0

Read Answer Asked by Hue on February 20, 2020

• H&R Real Estate Investment Trust (HR.UN $11.56)
  • $11.56 Cap: $3.10B
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN

Q: Please comment on Q4 released on Feb 13.Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on February 20, 2020

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Txs for giving me the top 10 from each of the 3 ports. What I really want is your top 10 stocks.Please provide. Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on February 20, 2020

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
  • View XBC Profile
  • View Questions on XBC
  • View Reports on XBC

Q: Based on a question from a month ago I took a half position in XBC. It’s up 43% since then (thanks!). I’m considering a full position and am okay with risk. My concern is whether there has been too large a run up in the past month, or would you still consider this early days for this stock in an emerging sector?

Upvote 0

Read Answer Asked by Warren on February 20, 2020

• BMO Covered Call Utilities ETF (ZWU $11.49)
  • $11.49 P/E (TTM): 18.8X Cap: $1.93B
  • View ZWU Profile
  • View Questions on ZWU
• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.70)
  • $20.70 P/E (TTM): 54.53X Cap: $711M
  • View ZWE Profile
  • View Questions on ZWE
• BMO Laddered Preferred Share Index ETF (ZPR $11.87)
  • $11.87 P/E (TTM): 4.7X Cap: $1.46B
  • View ZPR Profile
  • View Questions on ZPR
• Horizons Enhanced Income International Equity ETF (HEJ)
  • P/E (TTM): 12.9X
  • View HEJ Profile
  • View Questions on HEJ
• iShares Diversified Monthly Income ETF (XTR $11.70)
  • $11.70 Cap: $362M
  • View XTR Profile
  • View Questions on XTR
• abrdn Asia-Pacific Income Fund VCC (FAP $2.91)
  • $2.91 P/E (TTM): 8.8X Cap: $148M
  • View FAP Profile
  • View Questions on FAP
• BMO Canadian High Dividend Covered Call ETF (ZWC $19.68)
  • $19.68 Cap: $1.81B
  • View ZWC Profile
  • View Questions on ZWC

Q: Hello 5i
3 analysis requests per above : can you comment on these ETFs in regards to North American holdings overlap and geography overlap for the international exposure etfs (all are 1/2 to full positions). If you have replacement etf options please feel free to comment. Finally in regards to respective sector identification / allocation what would 5i recommend for the north american focused etfs (source the fund fact disclosure or simply enter as an index?) Thanks for the innovative hi level investment platform & your service.

Upvote 0

Read Answer Asked by Brant on February 20, 2020

• Suncor Energy Inc. (SU $57.72)
  • $57.72 P/E (TTM): 12.55X Cap: $70.65B
  • View SU Profile
  • View Questions on SU

Q: Could you comment on the rail blockades and the impact this could have on those industries that depend heavily on it? When does inventory accumulation at the wellhead/tarsand/mine become critical?
Thank you

Upvote 0

Read Answer Asked by Delbert on February 19, 2020

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
  • View BPY.UN Profile
  • View Questions on BPY.UN

Q: buying malls and doubling down on malls later . on fundamentals so far does this look like a good strategy on your wealth of experience would you feel comfortable with this stock ,thanks.

Upvote 0

Read Answer Asked by cliff on February 19, 2020