Investment Q&A

• WisdomTree Japan Hedged Equity Fund (DXJ $124.33)
  • $124.33 P/E (TTM): 7.8X Cap: $3.77B
  • View DXJ Profile
  • View Questions on DXJ
• iShares MSCI India ETF (INDA $52.32)
  • $52.32 P/E (TTM): 22.69X Cap: $9.75B
  • View INDA Profile
  • View Questions on INDA
• iShares S&P India Nifty 50 Index Fund (INDY $51.45)
  • $51.45 P/E (TTM): 0.02X Cap: $665M
  • View INDY Profile
  • View Questions on INDY
• iShares MSCI Japan ETF (EWJ $78.72)
  • $78.72 P/E (TTM): 13.7X Cap: $16.15B
  • View EWJ Profile
  • View Questions on EWJ
• iShares Core MSCI EAFE ETF (IEFA $85.41)
  • $85.41 P/E (TTM): 28.7X Cap: $148.74B
  • View IEFA Profile
  • View Questions on IEFA

Q: Hello 5i,

As always, thanks for your sage advice.

I am light on international exposure. I am thinking of adding an Indian and Mexican ETF as both economies are robust and likely have a long runway.
Firstly, would you agree? and if so, could you suggest a go to fund for each.

And if no, could you advise what you think would be a better path?

Much appreciated,

Ralph

Upvote 7

Read Answer Asked by ralph on November 08, 2023

• Dollarama Inc. (DOL $193.45)
  • $193.45 P/E (TTM): 43.7X Cap: $53.26B
  • View DOL Profile
  • View Questions on DOL
• FirstService Corporation (FSV $274.58)
  • $274.58 P/E (TTM): 62.66X Cap: $12.51B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV
• goeasy Ltd. (GSY $207.47)
  • $207.47 P/E (TTM): 12.62X Cap: $3.36B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $26.30)
  • $26.30 P/E (TTM): 16.53X Cap: $621M
  • View GDI Profile
  • View Questions on GDI
  • View Reports on GDI
• TECSYS Inc. (TCS $37.33)
  • $37.33 P/E (TTM): 210.0X Cap: $557M
  • View TCS Profile
  • View Questions on TCS
  • View Reports on TCS
• Trisura Group Ltd. (TSU $41.64)
  • $41.64 P/E (TTM): 18.66X Cap: $2B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• WELL Health Technologies Corp. (WELL $4.76)
  • $4.76 Cap: $1.25B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS
• Docebo Inc. (DCBO $43.47)
  • $43.47 P/E (TTM): 42.15X Cap: $1.31B
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO

Q: Which companies in the 5i Growth portfolio have the most consecutive quarters of revenue growth? Please list top three in order.
Thanks!

Upvote 22

Read Answer Asked by Curtis on November 08, 2023

• Ceragon Networks Ltd. (CRNT $1.96)
  • $1.96 Cap: $180M
  • View CRNT Profile
  • View Questions on CRNT

Q: Peter and His Wonder Team
CRNT just reported 3Q results. Based on these results please give me your opinion on there future. Is it a buy at these levels? Thank you as always!

Upvote 1

Read Answer Asked by Ernest on November 08, 2023

• iShares Russell 2000 Growth ETF (IWO $299.14)
  • $299.14 P/E (TTM): 51.69X Cap: $12.28B
  • View IWO Profile
  • View Questions on IWO
• Vanguard Growth ETF Portfolio (VGRO $40.39)
  • $40.39 P/E (TTM): 16.55X Cap: $7.44B
  • View VGRO Profile
  • View Questions on VGRO

Q: I have a RESP for my son with equal weighting of IWO and VGRO. With money to deploy I was thinking of splitting it between these two ETFs. Any concerns with that approach?

Upvote 4

Read Answer Asked by Gregory on November 08, 2023

• Dream Residential Real Estate Investment Trust (DRR.UN $12.60)
  • $12.60 Cap: $253M
  • View DRR.UN Profile
  • View Questions on DRR.UN

Q: beginning to look interesting, on some outperform lists, would like your view
please.
thank you.

Upvote 1

Read Answer Asked by howard on November 08, 2023

• Vanguard ESG U.S. Stock ETF (ESGV $114.38)
  • $114.38 P/E (TTM): 65.61X Cap: $10.40B
  • View ESGV Profile
  • View Questions on ESGV
• BMO Balanced ESG ETF (ZESG $40.20)
  • $40.20 P/E (TTM): 27.14X Cap: $82M
  • View ZESG Profile
  • View Questions on ZESG

Q: Do you think ESG investing still make sense today? If so please provide the best ESG ETF candidates and whether right now is a good time to invest in those ETFs. I am a long term investor. Thank you very much!

Upvote 1

Read Answer Asked by David on November 08, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.80)
  • $198.80 P/E (TTM): 83.94X Cap: $268.68B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Galaxy Digital Inc. Class A common stock (GLXY $38.70)
  • $38.70 Cap: $14.67B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: Hi Everyone!!

I have made some profit with Shop and was thinking of skimming a little off and buying some Galaxy. I know...we are comparing apples to oranges. Do you think that Galaxy has some good growth potential ahead of it to make this move worthwhile?

Cheers and Thanks,

Tamara

Upvote 8

Read Answer Asked by Tamara on November 08, 2023

• Shift4 Payments Inc. Class A (FOUR $87.42)
  • $87.42 P/E (TTM): 48.06X Cap: $7.96B
  • View FOUR Profile
  • View Questions on FOUR
• Toast Inc. Class A (TOST $42.66)
  • $42.66 P/E (TTM): 115.97X Cap: $25.84B
  • View TOST Profile
  • View Questions on TOST
• Fiserv Inc. (FI $133.14)
  • $133.14 P/E (TTM): 22.13X Cap: $72.99B
  • View FI Profile
  • View Questions on FI

Q: Hi,
Is it time to get out. What do you make out of today’s report. ? I am 35% down. Buy, sell, hold.
Thanks. Alnoor

Upvote 4

Read Answer Asked by Alnoor on November 08, 2023

• Superior Plus Corp. (SPB $6.80)
  • $6.80 P/E (TTM): 72.92X Cap: $1.54B
  • View SPB Profile
  • View Questions on SPB

Q: Is SPB a buy after the big drop today?

Upvote 6

Read Answer Asked by terry on November 08, 2023

• goeasy Ltd. (GSY $207.47)
  • $207.47 P/E (TTM): 12.62X Cap: $3.36B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Comments on earnings , Seems to be an unappreciated company

Upvote 28

Read Answer Asked by Leon on November 08, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI
• Nuvei Corporation (NVEI)
  • Cap: $4.81B
  • View NVEI Profile
  • View Questions on NVEI

Q: The results for Nuvei look like they have been well received. Does it look like short covering or the start of an upward trend?
May I have your comments on the results? Would you consider adding to a (losing) position in a TFSA? Or selling on this bump?
Thank you, JaneN

Upvote 14

Read Answer Asked by JANE on November 08, 2023

• ATS Corporation (ATS $38.96)
  • $38.96 Cap: $3.88B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS

Q: Hi, Any comments on the results ? Thanks

Upvote 21

Read Answer Asked by rajeev on November 08, 2023

• WELL Health Technologies Corp. (WELL $4.76)
  • $4.76 Cap: $1.25B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: What do you think of their press release yesterday. I am thinking of adding to may small position

Thank You.

Upvote 16

Read Answer Asked by JR on November 08, 2023

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN

Q: Results are out, not sure they're very good.

What is your analysis and conclusion tell you on these earnings results.


Sheldon

Upvote 10

Read Answer Asked by Sheldon on November 08, 2023

Q: time to shine your crystal ball. Do you think canadian banks will raise dividends in a few weeks when they report 4th quarter results for the start of next year and if yes what percentage do you think each bank will raise?

Upvote 13

Read Answer Asked by hans on November 08, 2023

• iShares Interest Rate Hedged High Yield Bond ETF (HYGH $86.16)
  • $86.16 Cap: $427M
  • View HYGH Profile
  • View Questions on HYGH

Q: Hi Team
Would you advise HYGH as a small position (2-5%) for RIF income. With the rise in interest rates , its hedging seems to have protected its unit value and should continue to do so if there are further increments upward or is it just too risky for an older guy. Best Regards. gary

Upvote 7

Read Answer Asked by Gary on November 08, 2023

Q: a) Is it risky to purchase a corporate Bail-in Bond? Even if they have been rated as A or A-?
b) Can you explain what a bail-in bond means from the purchaser’s (my) point of view?

Upvote 2

Read Answer Asked by Graeme on November 08, 2023

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
  • View VRN Profile
  • View Questions on VRN

Q: CPG:CA has been on trend with other Canadian producers, that is to say they are returning a significant portion of their FCF to shareholders. This also implied limited expansion and debt reduction.
How does their latest acquisition fit with this philosophy, and is the company still focused on its core objectives?

Upvote 10

Read Answer Asked by Denis on November 08, 2023

• WELL Health Technologies Corp. (WELL $4.76)
  • $4.76 Cap: $1.25B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: Hi Peter,

WELL Health will be reporting 3rd Qtr next week. Can you provide Revenue and EBIDTA estimates.

Thank you

Upvote 11

Read Answer Asked by Frank on November 08, 2023

• Exchange Income Corporation (EIF $73.28)
  • $73.28 P/E (TTM): 29.76X Cap: $3.85B
  • View EIF Profile
  • View Questions on EIF

Q: Time for another dividend hike and another record quarter at earnings release Thursday after hours?

Upvote 15

Read Answer Asked by Alan on November 08, 2023