Investment Q&A

• BMO US Dividend ETF (ZDY $50.50)
  • $50.50 P/E (TTM): 20.74X Cap: $698M
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• Global X S&P 500 Index Corporate Class ETF (HXS $99.02)
  • $99.02 Cap: $5.36B
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• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $79.87)
  • $79.87 Cap: $4.60B
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• iShares MSCI Min Vol EAFE Index ETF (XMI $45.43)
  • $45.43 P/E (TTM): 38.77X Cap: $179M
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• Vanguard U.S. Total Market Index ETF (VUN $127.98)
  • $127.98 P/E (TTM): 26.28X Cap: $14.26B
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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

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Read Answer Asked by Dennis on February 20, 2020

• Vanguard Health Care ETF (VHT $271.96)
  • $271.96 P/E (TTM): 23.36X Cap: $15.31B
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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

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

• Vanguard Total Stock Market ETF (VTI $337.95)
  • $337.95 P/E (TTM): 26.9X Cap: $504.72B
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• Eaton Vance Tax-Managed Global Diversified Equity Income Fund of Beneficial Interest (EXG $9.23)
  • $9.23 P/E (TTM): 25.56X Cap: $2.82B
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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

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Read Answer Asked by Dawn on February 20, 2020

• Wall Financial Corporation (WFC $14.49)
  • $14.49 P/E (TTM): 15.11X Cap: $477M
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Q: Good day everyone
Your thoughts on WFC:CA

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Read Answer Asked by George on February 20, 2020

• BMO US High Dividend Covered Call ETF (ZWH $25.15)
  • $25.15 P/E (TTM): 19.44X Cap: $1.08B
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Q: Good afternoon 5i.

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

Steve

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Read Answer Asked by Stephen on February 20, 2020

• NVIDIA Corporation (NVDA $201.03)
  • $201.03 P/E (TTM): 54.56X Cap: $4.88T
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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

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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.

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Read Answer Asked by GRAHAM on February 20, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $88.31)
  • $88.31 P/E (TTM): 42.06X Cap: $803M
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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.

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Read Answer Asked by Carl on February 20, 2020

• Alaris Equity Partners Income Trust (AD.UN $19.47)
  • $19.47 P/E (TTM): 6.35X Cap: $884M
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• Diversified Royalty Corp. (DIV $3.48)
  • $3.48 P/E (TTM): 21.75X Cap: $590M
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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.

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Read Answer Asked by Brad on February 20, 2020

• Adobe Inc. (ADBE $359.91)
  • $359.91 P/E (TTM): 22.95X Cap: $150.65B
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• Atlassian Corporation (TEAM $163.96)
  • $163.96 Cap: $43.01B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Hi Peter, Ryan & Team,

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

Thanks.

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Read Answer Asked by Marvin on February 20, 2020

• Apollo Global Management Inc. (APO $124.47)
  • $124.47 P/E (TTM): 23.53X Cap: $71.20B
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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

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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
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• Royal Nickel Corporation (RNX)
  • P/E (TTM): 1106.0X
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• Wallbridge Mining Company Limited (WM $0.09)
  • $0.09 Cap: $98M
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• Novo Resources Corp. (NVO $0.16)
  • $0.16 Cap: $54M
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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?

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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
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• Honeywell International Inc. (HON $214.41)
  • $214.41 P/E (TTM): 24.47X Cap: $136.12B
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• Lockheed Martin Corporation (LMT $485.77)
  • $485.77 P/E (TTM): 27.34X Cap: $113.41B
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• Roper Technologies Inc. (ROP $456.16)
  • $456.16 P/E (TTM): 32.57X Cap: $49.08B
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• Raytheon Company (RTN $116.96)
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• Xylem Inc. New (XYL $150.50)
  • $150.50 P/E (TTM): 38.91X Cap: $36.63B
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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

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Read Answer Asked by JOHN on February 20, 2020

• Pollard Banknote Limited (PBL $21.81)
  • $21.81 P/E (TTM): 16.52X Cap: $590M
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Q: Pbl still expensive at current price? Is it fast growing company? Any debt? You thoughts please. Many thanks

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Read Answer Asked by Hue on February 20, 2020

• H&R Real Estate Investment Trust (HR.UN $11.50)
  • $11.50 Cap: $3.16B
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Q: Please comment on Q4 released on Feb 13.Txs for u usual great services & views

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Read Answer Asked by Peter on February 20, 2020

• Miscellaneous (MISC)
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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

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Read Answer Asked by Peter on February 20, 2020

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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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?

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Read Answer Asked by Warren on February 20, 2020

• BMO Covered Call Utilities ETF (ZWU $11.44)
  • $11.44 P/E (TTM): 18.8X Cap: $1.93B
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• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.97)
  • $20.97 P/E (TTM): 49.74X Cap: $732M
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• BMO Laddered Preferred Share Index ETF (ZPR $12.07)
  • $12.07 P/E (TTM): 4.72X Cap: $1.44B
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• Horizons Enhanced Income International Equity ETF (HEJ)
  • P/E (TTM): 12.9X
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• iShares Diversified Monthly Income ETF (XTR $11.71)
  • $11.71 P/E (TTM): 19.12X Cap: $363M
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• abrdn Asia-Pacific Income Fund VCC (FAP $2.92)
  • $2.92 P/E (TTM): 8.8X Cap: $148M
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• BMO Canadian High Dividend Covered Call ETF (ZWC $19.81)
  • $19.81 Cap: $1.84B
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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.

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Read Answer Asked by Brant on February 20, 2020

• Suncor Energy Inc. (SU $55.25)
  • $55.25 P/E (TTM): 12.03X Cap: $67.03B
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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

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Read Answer Asked by Delbert on February 19, 2020

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

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Read Answer Asked by cliff on February 19, 2020