Investment Q&A

• Enbridge Inc. (ENB)
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Q: What did you think of ENB earnings?

Upvote 9

Read Answer Asked by Ed on February 14, 2025

• Cintas Corporation (CTAS)
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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• ABM Industries Incorporated (ABM)
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• Boyd Group Services Inc. (BYD)
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Q: Your thoughts on GDI please. Continue to hold?

Upvote 4

Read Answer Asked by Ross on February 14, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: Can you please post a short update on Bam following their results, dividend increase and business involvement. Involvement? Maybe a purchase as I read quickly. Thank you. Jim

Upvote 4

Read Answer Asked by James on February 14, 2025

• Magna International Inc. (MG)
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Q: Your thoughts please on the quarter released this morning?

Thx

Upvote 2

Read Answer Asked by blake on February 14, 2025

• TELUS Corporation (T)
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Q: Hi 5i, thoughts on quarter, looks like the market approves. Forward guidance looks good, along with cost savings planned to reduce debt. Thx.

Upvote 6

Read Answer Asked by Christopher on February 14, 2025

• BMO Equal Weight REITs Index ETF (ZRE)
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Q: Hello 5i, I am retired and on a RRIF. Could you suggest a REIT ETF and or a single REIT for income investment. I am looking at a 5 years horizon for holding.

Thank you in advance

Upvote 3

Read Answer Asked by Yves on February 14, 2025

• Simplify Hedged Equity ETF (HEQT)
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Q: Hi, I asked a question about HEQT.US (Simplify Hedged Equity ETF) but I think the answer referred to HEQT.TO. I am interested in what you think about this ETF with the following description : The Simplify Hedged Equity ETF (HEQT) seeks to provide capital appreciation by offering US large cap exposure while investing in a series of put-spread collars designed to help reduce volatility.

How would you rate its performance, especially if we assume a sideways to down year? Thanks!

Upvote 1

Read Answer Asked by TK on February 14, 2025

• Brompton Split Corp. Preferred Share ETF Cad Unit (SPLT)
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Q: Do you consider SPLT a safe investment? Seems a no-brainer compared to an interest savings account at 2.55%.
Can that chart continue on that trajectory?

Thanks, Mark

Upvote 2

Read Answer Asked by Mark on February 14, 2025

• BMO Aggregate Bond Index ETF (ZAG)
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• iShares Core U.S. Aggregate Bond ETF (AGG)
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Q: ZAG holds more than 70% in government bonds (federal, provincial and municipal). Is there a similar American Aggregate Bond Index ETF listed in US?
Thanks!

Upvote 1

Read Answer Asked by Grant on February 14, 2025

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
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Q: Could you please provide your analysis of their recent earnings and your latest thoughts on taking a position in this company.

Thanks very much!

Upvote 5

Read Answer Asked by Thomas on February 14, 2025

• Vertex Pharmaceuticals Incorporated (VRTX)
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Q: May I please get your thoughts on this company? I like their new non-opioid pain killer that was just approved by the FDA for a strong growth prospect. I am curious what you think about the existing business and the fundamentals/financials of the company. Thanks.

Upvote 1

Read Answer Asked by Marco on February 14, 2025

Q: Hello, I hope all keeping well.

When reading through QUESTIONS (and answers) , I often wonder if the companies mentioned are in your model PORTFOLIOS?

Is there a way that the companies mentioned could have some form of "marker" to indicate that they are indeed on your model lists?

For me, seeing that marker would be very helpful.

All the very best

Upvote 7

Read Answer Asked by Arzoo on February 14, 2025

• Sun Life Financial Inc. (SLF)
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• Intact Financial Corporation (IFC)
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Q: Hello,

Is there a material total returns benefit over one year of switching from Sunlife to Intact Financial, if there are no tax considerations?
Regards
Rajiv

Upvote 5

Read Answer Asked by Rajiv on February 14, 2025

• Interactive Brokers Group Inc. (IBKR)
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• Robinhood Markets Inc. (HOOD)
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Q: For a buy today, which one, or both and why?
Thanks Again

Upvote 3

Read Answer Asked by eugene on February 14, 2025

• Air Canada Voting and Variable Voting Shares (AC)
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Q: Good day 5i team,

Is AC a good buy at this price today($18.37) ? How much debt does it have?
Was it profitable in the first 3 quarters in 2024?
Thanks,
George

Upvote 6

Read Answer Asked by George on February 14, 2025

• Constellation Software Inc. (CSU)
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• WSP Global Inc. (WSP)
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• Topicus.com Inc. (TOI)
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• Lumine Group Inc. (LMN)
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Q: I plan to reluctantly trim CSU from 15% down to 10%. I have sufficient LMN, TOI and WSP. Can you give me 3 growth stocks to consider for my TFSA with the CSU proceeds? I tend to be a long term investor with not many trades.

Thanks for the tremendous service!

Doug

Upvote 24

Read Answer Asked by Doug on February 14, 2025

Q: In the context of the sector allocations question asked by Jerry today, you gave the Utilities sector a weight of 20%. Is this really what you meant? It seems pretty high to me. Besides, when we add all the sectors, the sum is 110%. Thank you

Upvote 6

Read Answer Asked by Gervais on February 14, 2025

• Celestica Inc. (CLS)
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Q: Hi, am I late to the CLS party? Thank you.

Upvote 5

Read Answer Asked by Marcel on February 14, 2025

• BMO Real Return Bond Index ETF (ZRR)
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• iShares S&P/TSX Capped REIT Index ETF (XRE)
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Q: With the threat of inflation moving back up, would you find a place for either of these funds in a portfolio today? Thanks, great service.

Upvote 2

Read Answer Asked by Curtis on February 14, 2025

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A)
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Q: What do you think of the Q2 results released Feb. 12. The dividend was increase 5%.
Would you continue to hold? Could a case be made to buy?

Upvote 3

Read Answer Asked by John on February 14, 2025