Investment Q&A

Q: Hi Guys
I'm interested in buying some ETF. Is there a place where I can compare the different ETF's. I'm looking at buying in different areas Canadian US International etc. Are there any you suggest I should look at. Primarily interested in dividend paying ones but some growth as well

thank you
Steve

Q: Hi,

When reading questions or watching the news, I hear a lot of financial ratios being referenced to. I hear P/S, P/E, etc.. of a stock being high or low, but what is that in comparison to? Is it relative to the historical sector average or vs current peers? There are just so many metrics that it is kind of overwhelming for the average investor. I understand that if you're a professional financial analyst focusing on a certain sector doing this everyday, you know the important valuation metrics to look at within all the companies within a sector. But what about for us general investors that like to look at some of these important data points that hold stocks in various sectors?

At times, I want to compare important metrics of companies in similar sectors when looking at the best investment, say for example in tech semi conductors NVDA vs UCTT vs QCOM. Or if I wanted to compare ATZ vs GOOS VS DOL in a different sector. What are the best data points to compare? For example, div yield, P/E (NTM), P/S (NTM), EV/EBITA (NTM), FCF/Share (FY), PEG, EBITA CAGR (5Y), REV CAGR (5Y), Net Debt (FY), etc...These are just some examples that I see. I'm more a growth investor so I assume Rev CAGR would be an important data point to watch, for example. I would imagine that you compare different data points when comparing companies in the tech sector vs if you are comparing stocks within the energy sector. Such terms like operating cashflow, net cash, EPS/REV growth, debt, I hear lots from your answers so should these data points always be on my screen? Or is it more important to look at the data points in relation to how they are trending vs historical years and quarters of that specific company.

I have a watchlist of my portfolio with stocks in all different sectors that I look at daily and would like to keep track of important data points at a high level. For example, I have EBITDA(FY) as one column and can easily sort it so I can see which of companies are unprofitable, or CFO so I easily sort that to see which companies have negative cash flow from operations. What would be on your screen if you had to pick say 10-15 data columns and what is your financial analysis process like?

Thanks!

Q: In a rising interest rate environment, what fixed income products perform relatively better? Would US TIPS or floating rate loans be an acceptable option?
Thanks

Q: I know Nucor and Teck are different, but for growth, which would you choose now...or would you own both?

Q: You answered my question this morning, asking which stock to put into a RSP, as if I asked for stock to put in TFSA. Very different tax consequences.

What would I put in RSP from this list? I would think a stable but slower growth choice could work well.

Q: I've been looking at copper companies. Southern copper appears enticing because of the dividend and the price of copper. What do you think the long term prospects of this company are? Thanks.

Q: Dear 5i team.

Please give us your updated assessment of Flow in light of recent results reported.

Many thanks,

Q: Good morning,

I am looking for some suggestions on a dividend stock with growth potential to be held in CAD side of TFSA long term hold. Current holdings in account are. CAD: TOI ,TD, HEO, in USD: BAM, NTR, V, NVDA, ROBLX, CMPS

Thanks for the great service you and your team provide

Q: Currently own Telus but it appears to be stuck in a trading range. Would a switch to BCE for a telco position, offer more growth in addition to a slightly better dividend? Many thanks.

Q: Hi folks. I am at a 47% loss in a registered account. It now is only a small percentage. Might it be a good idea to sell and circle back in about a year. What could be a better replacement?
Also January often tells us what kind of an investing year we will have as does the 2nd year of a presidency. What are your thoughts? It appears to be setting up for a tough year.
Thank you for your guidance as always

Q: Hi 5i Team,

In my RRSP, does it make sense to switch from PG to ABBV? Appreciated it if you can give the reasons.

Best,
Matt

Q: Any ideas why the stock pat:ca jumped recently? What is your take on this stock? What is the forecast for this stock? Any headwind with rising interest?
Thanks

Q: Recently sold Teck in the material sector. Any suggestion (uranium, lithium, iron, rare earth, etc. US or Cdn) will do. Currently holding ABX. Thanks.

Q: My acb is $10. I've been watching the stock fall over the last year. Would you sell to lock in gains, or continue to hold. What is your outlook for the stock. Thanks

Q: What are your three highest conviction growth stocks from your Growth Portfolio at this time. This for a long term medium to higher risk for my TSFA. I already have all the stocks in the Balanced Portfolio.

Q: Hi 5i,

Both reported this morning. Can you comment? Which would you prefer today?

TIA!

Q: I am interested in your views upon these two base metal royalty companies. They strike me as a good play for the mining sector. APY just reported a seemingly excellent quarter. Would owning both give too much duplication?

Q: can you please explain why this stock has gone from 24 to 120 in two years?
is it acquisitions that drive this price? and can you comment on the after close earnings? many thanks...

Q: Your choice between these two? I have done well with CHDN so was surprised by your answer about DKNG.

Q: I'm going to make RSP contributions (for myself and husband) in kind this year from a margin/cash account. Looking for the best candidates. I'd have to report a CG on GSY (376%)or ATD.b (394%) or KXS (210%).
Alternatively, CG on PBH and MG are 18% and 65% respectively.

What stocks (in order of preference) would be good to transfer to RSP? in your wise opinion

Thanks!!!