Investment Q&A

• Vanguard Real Estate Index Fund ETF (VNQ $89.07)
  • $89.07 P/E (TTM): 32.04X Cap: $34.61B
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• Vanguard Materials ETF (VAW $206.47)
  • $206.47 P/E (TTM): 23.63X Cap: $2.80B
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• State Street Financial Select Sector SPDR ETF (XLF $54.64)
  • $54.64 P/E (TTM): 16.71X Cap: $54.05B
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• State Street Consumer Staples Select Sector SPDR ETF (XLP $79.28)
  • $79.28 P/E (TTM): 23.97X Cap: $15.38B
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• State Street Health Care Select Sector SPDR ETF (XLV $154.07)
  • $154.07 P/E (TTM): 23.97X Cap: $40.92B
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• State Street Technology Select Sector SPDR ETF (XLK $142.56)
  • $142.56 P/E (TTM): 37.59X Cap: $91.94B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $121.93)
  • $121.93 P/E (TTM): 34.48X Cap: $24.54B
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• State Street Utilities Select Sector SPDR ETF (XLU $43.04)
  • $43.04 P/E (TTM): 22.83X Cap: $22.14B
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• Vanguard Energy ETF (VDE $123.43)
  • $123.43 P/E (TTM): 15.64X Cap: $7.16B
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• State Street Materials Select Sector SPDR ETF (XLB $45.00)
  • $45.00 P/E (TTM): 27.54X Cap: $5.26B
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• State Street Energy Select Sector SPDR ETF (XLE $43.81)
  • $43.81 P/E (TTM): 16.32X Cap: $27.38B
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• Vanguard Information Technology ETF (VGT $746.68)
  • $746.68 P/E (TTM): 36.27X Cap: $109.27B
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• Vanguard Health Care ETF (VHT $287.72)
  • $287.72 P/E (TTM): 23.98X Cap: $15.48B
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• Vanguard Industrials ETF (VIS $300.65)
  • $300.65 P/E (TTM): 24.35X Cap: $6.30B
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• State Street Industrial Select Sector SPDR ETF (XLI $156.06)
  • $156.06 P/E (TTM): 26.63X Cap: $25.64B
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• iShares U.S. Telecommunications ETF (IYZ $32.84)
  • $32.84 P/E (TTM): 16.36X Cap: $624M
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• Vanguard Financials ETF (VFH $133.69)
  • $133.69 P/E (TTM): 16.4X Cap: $13.15B
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• Vanguard Consumer Staples ETF (VDC $215.77)
  • $215.77 P/E (TTM): 23.49X Cap: $7.25B
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• Vanguard Utilities ETF (VPU $186.90)
  • $186.90 P/E (TTM): 23.03X Cap: $7.79B
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• State Street Real Estate Select Sector SPDR ETF (XLRE $40.55)
  • $40.55 P/E (TTM): 35.66X Cap: $7.55B
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• Vanguard Consumer Discretionary ETF (VCR $401.62)
  • $401.62 P/E (TTM): 29.35X Cap: $6.49B
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Q: Which sector ETFs would you recommend. Please give 1-2 for each sector and reasons why you would like them.

Thanks.

Upvote 22

Read Answer Asked by Federico on November 18, 2024

• INVESCO QQQ Trust (QQQ $611.75)
  • $611.75 P/E (TTM): 36.83X Cap: $401.15B
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• iShares U.S. Industrials ETF (IYJ $148.53)
  • $148.53 P/E (TTM): 25.76X Cap: $1.71B
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• Vanguard Information Technology ETF (VGT $746.68)
  • $746.68 P/E (TTM): 36.27X Cap: $109.27B
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• Vanguard Health Care ETF (VHT $287.72)
  • $287.72 P/E (TTM): 23.98X Cap: $15.48B
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• Vanguard Industrials ETF (VIS $300.65)
  • $300.65 P/E (TTM): 24.35X Cap: $6.30B
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• iShares U.S. Healthcare ETF (IYH $64.62)
  • $64.62 P/E (TTM): 23.73X Cap: $3.76B
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• Vanguard Consumer Discretionary ETF (VCR $401.62)
  • $401.62 P/E (TTM): 29.35X Cap: $6.49B
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Q: Hi.

Can you recommend fixed income ETFs, on US and/or international markets in the following areas:

- Technology
- Industrials
- Health care
- Consumer cyclical

In addition, I have a great amount of Magna International stocks (equivalent to 45% of my RRSP portfolio), that had a significant devaluation in the last 2 years. What is your recommendation? To hold, sell...?

Thank you.

Cinthia

Upvote 2

Read Answer Asked by Cinthia on July 15, 2024

• Vanguard Real Estate Index Fund ETF (VNQ $89.07)
  • $89.07 P/E (TTM): 32.04X Cap: $34.61B
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• State Street Financial Select Sector SPDR ETF (XLF $54.64)
  • $54.64 P/E (TTM): 16.71X Cap: $54.05B
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• State Street Consumer Staples Select Sector SPDR ETF (XLP $79.28)
  • $79.28 P/E (TTM): 23.97X Cap: $15.38B
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• State Street Health Care Select Sector SPDR ETF (XLV $154.07)
  • $154.07 P/E (TTM): 23.97X Cap: $40.92B
  • View XLV Profile
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• State Street Technology Select Sector SPDR ETF (XLK $142.56)
  • $142.56 P/E (TTM): 37.59X Cap: $91.94B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $121.93)
  • $121.93 P/E (TTM): 34.48X Cap: $24.54B
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• State Street Utilities Select Sector SPDR ETF (XLU $43.04)
  • $43.04 P/E (TTM): 22.83X Cap: $22.14B
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• Vanguard Energy ETF (VDE $123.43)
  • $123.43 P/E (TTM): 15.64X Cap: $7.16B
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• State Street Materials Select Sector SPDR ETF (XLB $45.00)
  • $45.00 P/E (TTM): 27.54X Cap: $5.26B
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• State Street Energy Select Sector SPDR ETF (XLE $43.81)
  • $43.81 P/E (TTM): 16.32X Cap: $27.38B
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• Vanguard Health Care ETF (VHT $287.72)
  • $287.72 P/E (TTM): 23.98X Cap: $15.48B
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• Vanguard Industrials ETF (VIS $300.65)
  • $300.65 P/E (TTM): 24.35X Cap: $6.30B
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• State Street Industrial Select Sector SPDR ETF (XLI $156.06)
  • $156.06 P/E (TTM): 26.63X Cap: $25.64B
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• State Street Communication Services Select Sector SPDR ETF (XLC $116.65)
  • $116.65 P/E (TTM): 17.97X Cap: $26.70B
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• Vanguard Financials ETF (VFH $133.69)
  • $133.69 P/E (TTM): 16.4X Cap: $13.15B
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• Vanguard Consumer Staples ETF (VDC $215.77)
  • $215.77 P/E (TTM): 23.49X Cap: $7.25B
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• Vanguard Utilities ETF (VPU $186.90)
  • $186.90 P/E (TTM): 23.03X Cap: $7.79B
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• State Street Real Estate Select Sector SPDR ETF (XLRE $40.55)
  • $40.55 P/E (TTM): 35.66X Cap: $7.55B
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• Vanguard Consumer Discretionary ETF (VCR $401.62)
  • $401.62 P/E (TTM): 29.35X Cap: $6.49B
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Q: Apparently, there are 11 major sectors in the S&P (Global Industry Classification Standard). Could you please list one ETF to best represent EACH major sector of the S&P? For example, would IUIT best represent the entire Info Tech sector of the S&P? It seems the SPDR funds are much more specific than the 11 GICS sectors:
Information Technology
Health Care
Financials
Consumer Discretionary
Communication Services
Industrials
Consumer Staples
Energy
Utilities
Real Estate
Materials

Thank you very much.

Upvote 0

Read Answer Asked by Toge on January 19, 2023

• Vanguard Consumer Discretionary ETF (VCR $401.62)
  • $401.62 P/E (TTM): 29.35X Cap: $6.49B
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Q: I'm looking for a Mutual fund or ETF (preferred) that follows consumer cyclical stocks, do you have a recommendation?

Upvote 0

Read Answer Asked by Kevin on November 04, 2022

• Aritzia Inc. Subordinate Voting Shares (ATZ $113.36)
  • $113.36 P/E (TTM): 47.62X Cap: $13.12B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $121.93)
  • $121.93 P/E (TTM): 34.48X Cap: $24.54B
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• Vanguard Consumer Discretionary ETF (VCR $401.62)
  • $401.62 P/E (TTM): 29.35X Cap: $6.49B
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Q: My only consumer discretionary security is Aritzia (thank you) so I have been looking at VCR and XLY etfs. The top 10 holdings of XLY is 70% of the fund and top 10 holdings 56% of VCR. Do you have a preference? I don't have a problem with the large percentage of AMZN in either.

Upvote 0

Read Answer Asked by J on February 23, 2022

• Vanguard Consumer Discretionary ETF (VCR $401.62)
  • $401.62 P/E (TTM): 29.35X Cap: $6.49B
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Q: When I look at the long term chart for this ETF it seems since the pandemic began (and after that initial drop) that the the share price has been on a steeper upwards trajectory than it ever was historically? It also looks as if the volume has been a bit higher than before. Is there a simple explanation that is obvious to everyone but me? Is it a few of the top 10 underlying securities that are driving the whole behaviour, or has owning the ETF become that much more attractive in the face of single company risk since the pandemic began? I always appreciate your insight, thanks.

Upvote 0

Read Answer Asked by Stephen R. on December 02, 2021

• Costco Wholesale Corporation (COST $860.39)
  • $860.39 P/E (TTM): 63.49X Cap: $381.38B
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• NVIDIA Corporation (NVDA $177.72)
  • $177.72 P/E (TTM): 43.43X Cap: $4.28T
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• Booking Holdings Inc. (BKNG $5,436.93)
  • $5,436.93 P/E (TTM): 34.54X Cap: $175.92B
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• AbbVie Inc. (ABBV $223.67)
  • $223.67 P/E (TTM): 106.85X Cap: $394.69B
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• Home Depot Inc. (The) (HD $352.68)
  • $352.68 P/E (TTM): 24.53X Cap: $355.38B
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• Nike Inc. (NKE $67.12)
  • $67.12 P/E (TTM): 34.6X Cap: $100.19B
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• Verizon Communications Inc. (VZ $40.75)
  • $40.75 P/E (TTM): 8.74X Cap: $172.03B
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• Williams Companies Inc. (The) (WMB $58.41)
  • $58.41 P/E (TTM): 30.17X Cap: $72.63B
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• Walmart Inc. (WMT $115.42)
  • $115.42 Cap: $930.83B
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• State Street Consumer Staples Select Sector SPDR ETF (XLP $79.28)
  • $79.28 P/E (TTM): 23.97X Cap: $15.38B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $121.93)
  • $121.93 P/E (TTM): 34.48X Cap: $24.54B
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• Vanguard Industrials ETF (VIS $300.65)
  • $300.65 P/E (TTM): 24.35X Cap: $6.30B
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• State Street Industrial Select Sector SPDR ETF (XLI $156.06)
  • $156.06 P/E (TTM): 26.63X Cap: $25.64B
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• BMO Global Consumer Staples Hedged to CAD Index ETF (STPL $24.08)
  • $24.08 P/E (TTM): 25.34X Cap: $34M
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• Vanguard Consumer Staples ETF (VDC $215.77)
  • $215.77 P/E (TTM): 23.49X Cap: $7.25B
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• Vanguard Consumer Discretionary ETF (VCR $401.62)
  • $401.62 P/E (TTM): 29.35X Cap: $6.49B
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• Jacobs Solutions Inc. (J $133.95)
  • $133.95 P/E (TTM): 57.03X Cap: $16.09B
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Q: I have about $100K to invest in the US stock market to bring my portfolio closer to my intended US weighting, and I am looking for some US stock/ETF ideas.

My portfolio is already 25% Technology, and 16.5% Financials. So I don't need suggestions from those sectors. I was considering more VFV, but that has 25% Technology in it already, so maybe an ETF to complement that.

Can you suggest some US stocks that are not in the Technology or Financial sector that you would consider for a US style model portfolio. And also some ETFs holding US stocks that are light in Technology and Financials.

Thanks,
Paul

Upvote 0

Read Answer Asked by Paul on October 26, 2021

• State Street Consumer Staples Select Sector SPDR ETF (XLP $79.28)
  • $79.28 P/E (TTM): 23.97X Cap: $15.38B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $121.93)
  • $121.93 P/E (TTM): 34.48X Cap: $24.54B
  • View XLY Profile
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• Vanguard Consumer Staples ETF (VDC $215.77)
  • $215.77 P/E (TTM): 23.49X Cap: $7.25B
  • View VDC Profile
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• Vanguard Consumer Discretionary ETF (VCR $401.62)
  • $401.62 P/E (TTM): 29.35X Cap: $6.49B
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Q: Hi,
Can you please recommend some companies/Etf to provide consumer cyclical and consumer defensive exposure to US?
Thank you

Upvote 0

Read Answer Asked by Gurdeep on September 23, 2021

• Dollarama Inc. (DOL $199.34)
  • $199.34 P/E (TTM): 44.74X Cap: $55.22B
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• Restaurant Brands International Inc. (QSR $96.90)
  • $96.90 P/E (TTM): 25.31X Cap: $44.37B
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• Alimentation Couche-Tard Inc. (ATD $72.77)
  • $72.77 P/E (TTM): 19.07X Cap: $67.65B
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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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• Aritzia Inc. Subordinate Voting Shares (ATZ $113.36)
  • $113.36 P/E (TTM): 47.62X Cap: $13.12B
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  • View Reports on ATZ
• State Street Consumer Staples Select Sector SPDR ETF (XLP $79.28)
  • $79.28 P/E (TTM): 23.97X Cap: $15.38B
  • View XLP Profile
  • View Questions on XLP
• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $121.93)
  • $121.93 P/E (TTM): 34.48X Cap: $24.54B
  • View XLY Profile
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $17.84)
  • $17.84 P/E (TTM): 73.5X Cap: $1.69B
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• Vanguard Consumer Staples ETF (VDC $215.77)
  • $215.77 P/E (TTM): 23.49X Cap: $7.25B
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• Vanguard Consumer Discretionary ETF (VCR $401.62)
  • $401.62 P/E (TTM): 29.35X Cap: $6.49B
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Q: Please kindly suggest a reasonably priced EFTs and stocks in a consumer cyclical and consumer defensive categories for an portfolio. Possibly with a reasonable dividends if such exists.

Upvote 0

Read Answer Asked by Miroslaw on August 31, 2021

• Apple Inc. (AAPL $274.61)
  • $274.61 P/E (TTM): 37.3X Cap: $4.05T
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• Costco Wholesale Corporation (COST $860.39)
  • $860.39 P/E (TTM): 63.49X Cap: $381.38B
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• Alphabet Inc. (GOOG $307.73)
  • $307.73 P/E (TTM): 30.65X Cap: $3.71T
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• Booking Holdings Inc. (BKNG $5,436.93)
  • $5,436.93 P/E (TTM): 34.54X Cap: $175.92B
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• Home Depot Inc. (The) (HD $352.68)
  • $352.68 P/E (TTM): 24.53X Cap: $355.38B
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• Lockheed Martin Corporation (LMT $477.06)
  • $477.06 P/E (TTM): 26.74X Cap: $112.09B
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• Procter & Gamble Company (The) (PG $145.21)
  • $145.21 P/E (TTM): 20.85X Cap: $339.13B
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• Roper Technologies Inc. (ROP $443.78)
  • $443.78 P/E (TTM): 30.71X Cap: $47.74B
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• TJX Companies Inc. (The) (TJX $155.09)
  • $155.09 P/E (TTM): 34.47X Cap: $174.02B
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• Verizon Communications Inc. (VZ $40.75)
  • $40.75 P/E (TTM): 8.74X Cap: $172.03B
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• Williams Companies Inc. (The) (WMB $58.41)
  • $58.41 P/E (TTM): 30.17X Cap: $72.63B
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• Walmart Inc. (WMT $115.42)
  • $115.42 Cap: $930.83B
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• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $65.13)
  • $65.13 P/E (TTM): 25.85X Cap: $65M
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• INVESCO QQQ Trust (QQQ $611.75)
  • $611.75 P/E (TTM): 36.83X Cap: $401.15B
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• Vanguard Industrials ETF (VIS $300.65)
  • $300.65 P/E (TTM): 24.35X Cap: $6.30B
  • View VIS Profile
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• State Street Industrial Select Sector SPDR ETF (XLI $156.06)
  • $156.06 P/E (TTM): 26.63X Cap: $25.64B
  • View XLI Profile
  • View Questions on XLI
• BMO Global Consumer Staples Hedged to CAD Index ETF (STPL $24.08)
  • $24.08 P/E (TTM): 25.34X Cap: $34M
  • View STPL Profile
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• iShares Global Consumer Discretionary ETF (RXI $207.87)
  • $207.87 P/E (TTM): 33.48X Cap: $440M
  • View RXI Profile
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• Vanguard Consumer Staples ETF (VDC $215.77)
  • $215.77 P/E (TTM): 23.49X Cap: $7.25B
  • View VDC Profile
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• Vanguard Consumer Discretionary ETF (VCR $401.62)
  • $401.62 P/E (TTM): 29.35X Cap: $6.49B
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• Jacobs Solutions Inc. (J $133.95)
  • $133.95 P/E (TTM): 57.03X Cap: $16.09B
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Q: Hi,
I assume that you will deduct question points as you see fit.
I am considering simplifying and 'conservatising' my RRIF.My wife andI are in our mid 70's.
Portfolio Analytical has again shown that my account is unbalanced with inadequate foreign content. I also need to increase my weightings in Consumer (discretional and defensive), Industrial and Technology.

Could you please suggest 5 names for conservative longterm holds in non Canadian Stocks or ETF's in the following categories?
a)consumer defensive
b)consumer discretionary
c)Industrials
d)Technology .

With many thanks,
David

Upvote 0

Read Answer Asked by david on June 16, 2021

• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $121.93)
  • $121.93 P/E (TTM): 34.48X Cap: $24.54B
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• iShares Global Consumer Discretionary ETF (RXI $207.87)
  • $207.87 P/E (TTM): 33.48X Cap: $440M
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• iShares Global Consumer Staples ETF (KXI $65.16)
  • $65.16 P/E (TTM): 27.3X Cap: $903M
  • View KXI Profile
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• Vanguard Consumer Staples ETF (VDC $215.77)
  • $215.77 P/E (TTM): 23.49X Cap: $7.25B
  • View VDC Profile
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• Vanguard Consumer Discretionary ETF (VCR $401.62)
  • $401.62 P/E (TTM): 29.35X Cap: $6.49B
  • View VCR Profile
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Q: How would you suggest getting exposure to consumer discretionary/staples?

Could you please give a good ETF for each sector and a couple good names?

Looking for broad exposure (not just Canada)

Upvote 0

Read Answer Asked by Max on April 29, 2021

• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $121.93)
  • $121.93 P/E (TTM): 34.48X Cap: $24.54B
  • View XLY Profile
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• ProShares Long Online/Short Stores ETF (CLIX $59.92)
  • $59.92 P/E (TTM): 5.2X Cap: $7M
  • View CLIX Profile
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• Vanguard Consumer Discretionary ETF (VCR $401.62)
  • $401.62 P/E (TTM): 29.35X Cap: $6.49B
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Q: Grateful for your views on this ETF for a growth portfolio. Buy ? Hold ? Sell ? Or another ETF with AMZN you would like better ?

Yours,

Jacques IDS

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Read Answer Asked by Jacques on March 23, 2021

• Booking Holdings Inc. (BKNG $5,436.93)
  • $5,436.93 P/E (TTM): 34.54X Cap: $175.92B
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• Wynn Resorts Limited (WYNN $126.04)
  • $126.04 P/E (TTM): 26.82X Cap: $13.12B
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• Southwest Airlines Company (LUV $42.17)
  • $42.17 P/E (TTM): 59.67X Cap: $21.57B
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• Vanguard Consumer Discretionary ETF (VCR $401.62)
  • $401.62 P/E (TTM): 29.35X Cap: $6.49B
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• Amplify Travel Tech ETF (AWAY $20.99)
  • $20.99 P/E (TTM): 12.26X Cap: $34M
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• Trane Technologies plc (TT $395.96)
  • $395.96 P/E (TTM): 30.11X Cap: $87.55B
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Q: Dear Peter and Ryan.
I am confident in global recovery after deployment of the vaccines and would like to allocate fund to Recovery play in my RRSP. It is long term investment but it would be nice to see some gain in the short term too. Can you please recommend a few companies or ETF in CAD or USD?

Thank you,
Yiwen

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Read Answer Asked by Yiwen on February 26, 2021

• Vanguard Consumer Discretionary ETF (VCR $401.62)
  • $401.62 P/E (TTM): 29.35X Cap: $6.49B
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Q: Just read another "we're all gonna die" forecast from Rosenberg along with a different analyst calling for 6% GNP growth this year. I get whiplash reading this stuff. My question is, can you suggest a consumer discretionary ETF that would catch the wave that might or might not be coming? Many thanks. I do enjoy the cooler heads at 5i.

al

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Read Answer Asked by alex on January 20, 2021

• Booking Holdings Inc. (BKNG $5,436.93)
  • $5,436.93 P/E (TTM): 34.54X Cap: $175.92B
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• Starbucks Corporation (SBUX $85.08)
  • $85.08 P/E (TTM): 36.79X Cap: $97.10B
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• Home Depot Inc. (The) (HD $352.68)
  • $352.68 P/E (TTM): 24.53X Cap: $355.38B
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• Nike Inc. (NKE $67.12)
  • $67.12 P/E (TTM): 34.6X Cap: $100.19B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $121.93)
  • $121.93 P/E (TTM): 34.48X Cap: $24.54B
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• iShares Global Consumer Discretionary ETF (RXI $207.87)
  • $207.87 P/E (TTM): 33.48X Cap: $440M
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• Vanguard Consumer Discretionary ETF (VCR $401.62)
  • $401.62 P/E (TTM): 29.35X Cap: $6.49B
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• VanEck Vectors Retail ETF (RTH $253.15)
  • $253.15 P/E (TTM): 30.18X Cap: $258M
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Q: Hi,
I am currently significantly underweighted in consumer cyclical sector. Can you suggest 2-3 names in U.S.? FTE names in U.S. and International would be great appreciated too. thanks.

Martin

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Read Answer Asked by Martin on January 12, 2021

• Booking Holdings Inc. (BKNG $5,436.93)
  • $5,436.93 P/E (TTM): 34.54X Cap: $175.92B
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• Wynn Resorts Limited (WYNN $126.04)
  • $126.04 P/E (TTM): 26.82X Cap: $13.12B
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• Southwest Airlines Company (LUV $42.17)
  • $42.17 P/E (TTM): 59.67X Cap: $21.57B
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• Six Flags Entertainment Corporation (SIX)
  • P/E (TTM): 100.0X Cap: $2.69B
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• Vanguard Consumer Discretionary ETF (VCR $401.62)
  • $401.62 P/E (TTM): 29.35X Cap: $6.49B
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Q: If the hoped-for consumer spending rebound happens in say the second half of 2021, which companies ( us or cdn) should benefit the most? Are there ETF's that would cover the category that you would suggest? Many thanks

al

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Read Answer Asked by alex on January 12, 2021

• BRP Inc. Subordinate Voting Shares (DOO $103.44)
  • $103.44 Cap: $7.77B
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• iShares U.S. Industrials ETF (IYJ $148.53)
  • $148.53 P/E (TTM): 25.76X Cap: $1.71B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $17.84)
  • $17.84 P/E (TTM): 73.5X Cap: $1.69B
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• Vanguard Consumer Discretionary ETF (VCR $401.62)
  • $401.62 P/E (TTM): 29.35X Cap: $6.49B
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Q: What are your favourite large Canadian equities for growth with some income in the coming year in the Industrial and the Consumer Discretionary sectors? What ETFs would you recommend in these two sectors?

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Read Answer Asked by Curt on December 10, 2020

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $65.13)
  • $65.13 P/E (TTM): 25.85X Cap: $65M
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• BMO Equal Weight US Banks Index ETF (ZBK $42.73)
  • $42.73 P/E (TTM): 12.24X Cap: $615M
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• BMO Equal Weight Banks Index ETF (ZEB $58.15)
  • $58.15 P/E (TTM): 11.77X Cap: $5.34B
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• BMO Equal Weight Industrials Index ETF (ZIN $49.37)
  • $49.37 P/E (TTM): 15.79X Cap: $43M
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• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $62.73)
  • $62.73 P/E (TTM): 28.92X Cap: $140M
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• State Street Financial Select Sector SPDR ETF (XLF $54.64)
  • $54.64 P/E (TTM): 16.71X Cap: $54.05B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $121.93)
  • $121.93 P/E (TTM): 34.48X Cap: $24.54B
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• State Street Industrial Select Sector SPDR ETF (XLI $156.06)
  • $156.06 P/E (TTM): 26.63X Cap: $25.64B
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• iShares U.S. Home Construction ETF (ITB $101.04)
  • $101.04 P/E (TTM): 13.01X Cap: $2.71B
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• Vanguard Consumer Discretionary ETF (VCR $401.62)
  • $401.62 P/E (TTM): 29.35X Cap: $6.49B
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Q: Tony Dwyer from Cannacord likes to refer to "banks and tanks" as good areas to be in when the economy eventually turns positive. I believe he's referring to the more cyclicals. Can you suggest both Cdn and US ETF's that would fit the bill. Thanks.

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Read Answer Asked by Darcy on June 22, 2020

• Vanguard Communication Services ETF (VOX $192.06)
  • $192.06 P/E (TTM): 19.73X Cap: $5.78B
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• Vanguard Consumer Staples ETF (VDC $215.77)
  • $215.77 P/E (TTM): 23.49X Cap: $7.25B
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• Vanguard Consumer Discretionary ETF (VCR $401.62)
  • $401.62 P/E (TTM): 29.35X Cap: $6.49B
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• iShares Global Industrials ETF (EXI $175.04)
  • $175.04 P/E (TTM): 28.92X Cap: $921M
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Q: I am looking for ETF's that cover CD,CS,IND, and Communication. If there are no ETF's can you give me some beta-pro's
Thanks

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Read Answer Asked by James on April 20, 2020

• Alimentation Couche-Tard Inc. (ATD $72.77)
  • $72.77 P/E (TTM): 19.07X Cap: $67.65B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $121.93)
  • $121.93 P/E (TTM): 34.48X Cap: $24.54B
  • View XLY Profile
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• Vanguard Consumer Discretionary ETF (VCR $401.62)
  • $401.62 P/E (TTM): 29.35X Cap: $6.49B
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Q: Hi
I am looking at purchasing a consumer discretionary type stock or ETF. Why would you recommend each one of the above and in which order? Thanks

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Read Answer Asked by Leonard on November 07, 2019