Investment Q&A

Q: pls provide an analysis on QTUM etf as a play on Quantum computing & AI.
Happy New Year

Upvote 7

Read Answer Asked by WIB on January 02, 2025

• Simplify Managed Futures Strategy ETF (CTA $27.48)
  • $27.48 Cap: $1.06B
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Q: Hello, what is your opinion of the CTA ETF as a means of diversifying a portfolio away from strictly equities and bonds? In general, what would be the % allocation to this strategy in a 70% equities - 30% bonds balanced portfolio? Thanks

Upvote 2

Read Answer Asked by Martin on January 02, 2025

• Oaktree Specialty Lending Corporation (OCSL $13.67)
  • $13.67 P/E (TTM): 105.89X Cap: $1.20B
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• Schwab US Dividend Equity ETF (SCHD $27.52)
  • $27.52 P/E (TTM): 33.91X Cap: $71.33B
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• Blue Owl Capital Corporation (OBDC $14.08)
  • $14.08 P/E (TTM): 9.38X Cap: $7.25B
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Q: Hi 5i Team,

I am pondering selling some positions in my cash account and buy a few USD income producing investments. Could you please give me your opinions and analysis of OBDC and OCSL given the current interest rate and macro outlook?

SCHD is an EFT I have heard a lot about and looks like a quality holding in an income focused portfolio. Are there any other U.S. ETFs with a similar yield that you would recommend as an alternative or addition to SCHD?

Finally what are the tax implications for a Canadian holding these investments in a non-registered account?

Thanks for the Great Service and Happy Holidays!

Colin

Upvote 3

Read Answer Asked by Colin on January 01, 2025

• Argan Inc. (AGX $208.09)
  • $208.09 P/E (TTM): 31.6X Cap: $2.91B
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• Carpenter Technology Corporation (CRS $237.91)
  • $237.91 P/E (TTM): 33.27X Cap: $12.04B
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Q: Merry Christmas. I'm doing some trimming in my unregistered U. S. account early in the new year. I have had a great run with both these stocks. Does either 1 have any headwinds ? Which has more upside ? Trim both, or sell 1?
Have a great new year gents.
David

Upvote 3

Read Answer Asked by David on December 31, 2024

• Astera Labs Inc. (ALAB $161.71)
  • $161.71 P/E (TTM): 112.99X Cap: $28.43B
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Q: Atera has been on a tear. Would you consider this stock speculative, not supported by fundamentals, ahead of itself, buyable, holdable?

Upvote 2

Read Answer Asked by Shelley on December 31, 2024

• Visa Inc. (V $346.36)
  • $346.36 P/E (TTM): 33.47X Cap: $664.33B
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Q: Looking to invest in Visa on NYSE at $383 but on Canadian site found Visa.ca at $30. What is Visa.ca, is it some play on Visa

Upvote 2

Read Answer Asked by David on December 31, 2024

• Global X S&P 500 Covered Call & Growth ETF (XYLG $27.79)
  • $27.79 P/E (TTM): 80.56X Cap: $55M
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• Global X Russell 2000 Covered Call & Growth ETF (RYLG $21.55)
  • $21.55 P/E (TTM): 14.88X Cap: $7M
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Q: QYLG and XYLG dropped "extremely more" than the market ( close to 16%) on December 30th ,and it seems that RYLG had about the same pattern. Thanks for any explanation..

Upvote 1

Read Answer Asked by Jean-Yves on December 31, 2024

• Apple Inc. (AAPL $226.39)
  • $226.39 P/E (TTM): 35.04X Cap: $3.42T
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• Vanguard Dividend Appreciation FTF (VIG $209.31)
  • $209.31 P/E (TTM): 68.92X Cap: $92.26B
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• iShares Expanded Tech-Software Sector ETF (IGV $104.66)
  • $104.66 P/E (TTM): 27.36X Cap: $9.65B
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• Invesco NASDAQ 100 ETF (QQQM $230.40)
  • $230.40 P/E (TTM): 97.45X Cap: $57.64B
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• Invesco S&P 500 Momentum ETF (SPMO $113.86)
  • $113.86 P/E (TTM): 85.77X Cap: $11.39B
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Q: I plan to own above 4 ETF is there an overlap on these ETF. If there is an overlap which one would you recommend as a buy for long term hold.

Thanks for the great service

Upvote 3

Read Answer Asked by Hector on December 31, 2024

• The Walt Disney Company (DIS $116.42)
  • $116.42 P/E (TTM): 23.79X Cap: $209.04B
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• Pfizer Inc. (PFE $25.47)
  • $25.47 P/E (TTM): 18.17X Cap: $143.95B
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Q: Hello, I am down on both : PFE and DIS. Based on their business fundamentals, balance sheet and growth, is it time to move on and sell both?
Thanks
Carlo

Upvote 3

Read Answer Asked by Carlo on December 31, 2024

• Rigetti Computing Inc. (RGTI $14.02)
  • $14.02 Cap: $4.91B
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Q: What says 5i about Rigetti Computing?

Upvote 2

Read Answer Asked by Kim on December 30, 2024

• Rigetti Computing Inc. (RGTI $14.02)
  • $14.02 Cap: $4.91B
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Q: Hi Folks - Happy New Year. Do you have any thoughts on Rigetti Computing Inc. on the NASDAQ? Thanks.

Upvote 1

Read Answer Asked by David on December 30, 2024

• Construction Partners Inc. (ROAD $110.95)
  • $110.95 P/E (TTM): 79.8X Cap: $6.25B
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• Shift4 Payments Inc. Class A (FOUR $89.11)
  • $89.11 P/E (TTM): 49.82X Cap: $7.98B
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• Cellebrite DI Ltd. (CLBT $15.46)
  • $15.46 Cap: $3.78B
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Q: Peter; A short while ago you had these 3 companies as your top picks on BNN Market Call.
I would appreciate your current view on each of the companies ( buy/buy more, hold, sell) as we head into the New year taking into account any material changes that may have occurred since your recommendations. Rationale for your position would be appreciated. Thanks

Upvote 20

Read Answer Asked by John on December 30, 2024

• Adobe Inc. (ADBE $356.75)
  • $356.75 P/E (TTM): 22.91X Cap: $153.14B
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• Amazon.com Inc. (AMZN $221.75)
  • $221.75 P/E (TTM): 35.29X Cap: $2.43T
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• Alphabet Inc. (GOOG $198.23)
  • $198.23 P/E (TTM): 21.78X Cap: $2.44T
  • View GOOG Profile
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• NVIDIA Corporation (NVDA $169.24)
  • $169.24 P/E (TTM): 58.71X Cap: $4.28T
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• QUALCOMM Incorporated (QCOM $154.41)
  • $154.41 P/E (TTM): 15.35X Cap: $168.59B
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• AbbVie Inc. (ABBV $210.41)
  • $210.41 P/E (TTM): 88.28X Cap: $364.24B
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• Salesforce Inc. (CRM $245.37)
  • $245.37 P/E (TTM): 38.18X Cap: $235.17B
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• JPMorgan Chase & Co. (JPM $290.61)
  • $290.61 P/E (TTM): 14.3X Cap: $799.24B
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• Eli Lilly and Company (LLY $687.52)
  • $687.52 P/E (TTM): 56.8X Cap: $665.55B
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• Altria Group Inc. (MO $67.74)
  • $67.74 P/E (TTM): 12.77X Cap: $111.81B
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• Canadian Natural Resources Limited (CNQ $40.90)
  • $40.90 P/E (TTM): 10.44X Cap: $84.92B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $187.37)
  • $187.37 P/E (TTM): 80.63X Cap: $250.85B
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• RTX Corporation (RTX $154.09)
  • $154.09 P/E (TTM): 34.18X Cap: $205.68B
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Q: Peter, our one true source of help in this investment purgatory, thank you for your response to David yesterday regarding covered calls. Moving forward, could you please provide us with some companies that you use in this endeavor?

Merry Christmas, everyone!

Upvote 3

Read Answer Asked by Ray on December 30, 2024

• Micron Technology Inc. (MU $113.86)
  • $113.86 P/E (TTM): 22.18X Cap: $136.58B
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• Advanced Micro Devices Inc. (AMD $158.78)
  • $158.78 P/E (TTM): 128.57X Cap: $270.28B
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Q: Looking at AMD or MU as an investment. Both appear attractive when considering longer term prospects. Does one appear more attractive to you?

Upvote 4

Read Answer Asked by steve on December 27, 2024

• Heico Corporation (HEI $305.38)
  • $305.38 P/E (TTM): 71.83X Cap: $42.35B
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Q: I own Heico but since it's latest mediocre earnings results I am trying to decide whether to hang on or move on to something else. Do you think the stock is worth holding or could you recommend an alternative? Thank you.

Upvote 5

Read Answer Asked by Brian on December 24, 2024

• BMO MSCI USA High Quality Index ETF (ZUQ $90.73)
  • $90.73 P/E (TTM): 79.8X Cap: $1.16B
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• Fidelity U.S. High Quality ETF (FCUQ $66.40)
  • $66.40 P/E (TTM): 76.36X Cap: $1.28B
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• BMO MSCI USA High Quality Index ETF (ZUQ.F $55.10)
  • $55.10 P/E (TTM): 79.8X Cap: $74M
  • View ZUQ.F Profile
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• BMO MSCI USA High Quality Index ETF (ZUQ.U $58.50)
  • $58.50 P/E (TTM): 79.8X Cap: $14M
  • View ZUQ.U Profile
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• Fidelity U.S. High Quality ETF (FCUQ.U $47.21)
  • $47.21 P/E (TTM): 76.36X Cap: $911M
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Q: Which would you recommend, investment account or TFSA.

Upvote 4

Read Answer Asked by James on December 22, 2024

• Century Communities Inc. (CCS $65.08)
  • $65.08 P/E (TTM): 7.96X Cap: $1.94B
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• Reliance Inc. (RS $289.71)
  • $289.71 P/E (TTM): 20.14X Cap: $15.10B
  • View RS Profile
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Q: Both of these have been in a downtrend lately. Any particular reason? Should I let go of these two (both in a registered account) before I lose my gains? Thanks and best of the season to all.

Upvote 3

Read Answer Asked by Jocelyne on December 22, 2024

• BlackRock Inc. (BLK $1,117.03)
  • $1,117.03 P/E (TTM): 27.6X Cap: $174.74B
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• KKR & Co. Inc. (KKR $136.77)
  • $136.77 P/E (TTM): 60.86X Cap: $123.79B
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• Blackstone Inc. (BX $163.48)
  • $163.48 P/E (TTM): 51.12X Cap: $123.30B
  • View BX Profile
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• Apollo Global Management Inc. (APO $133.48)
  • $133.48 P/E (TTM): 24.33X Cap: $78.41B
  • View APO Profile
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• Ares Management Corporation Class A (ARES $177.04)
  • $177.04 P/E (TTM): 144.15X Cap: $59B
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• Blue Owl Capital Corporation (OBDC $14.08)
  • $14.08 P/E (TTM): 9.38X Cap: $7.25B
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Q: At 71, I'm getting a little scared of the Market (Wednesday), and I'm 100% in equities mostly Tech. I'll keep the Mag 7 but want to sell the rest and move to safety in these Large Mgt. Firms. Please LMK if you agree with my strategy and can you kindly Rank them? Thanks!

Upvote 13

Read Answer Asked by Austin on December 22, 2024

• Alphabet Inc. (GOOG $198.23)
  • $198.23 P/E (TTM): 21.78X Cap: $2.44T
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• IonQ Inc. (IONQ $35.05)
  • $35.05 Cap: $10.92B
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• D-Wave Quantum Inc. (QBTS $14.26)
  • $14.26 Cap: $5.23B
  • View QBTS Profile
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Q: Can you recommend a couple quantum computing companies that are worth investing in?

Thanks

Upvote 9

Read Answer Asked by sean on December 22, 2024

• Biomea Fusion Inc. (BMEA $1.74)
  • $1.74 Cap: $103M
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Q: Please share your thoughts at this price level for BMEA.

Thanks!

Upvote 1

Read Answer Asked by Jim on December 22, 2024