Investment Q&A

Q: Hello. I don’t understand how the US holding tax works, what it is and how it affects my portfolio. Can you please explain it to me. Thanks.

Upvote 7

Read Answer Asked by Robert on December 05, 2024

• Alvopetro Energy Ltd. (ALV $5.83)
  • $5.83 P/E (TTM): 9.16X Cap: $214M
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Q: Another small company with a bid dividend! What is your view of this Company as far as potential with rising gas prices and how would you rank it in for a buy, sell or hold?
Analysis appreciated.

Thanks

Gary

Upvote 3

Read Answer Asked by Gary on December 05, 2024

• Seadrill Limited (SDRL)
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Q: Your analysis please, thanks.

Upvote 1

Read Answer Asked by MG on December 05, 2024

• EQB Inc. (EQB $104.00)
  • $104.00 P/E (TTM): 10.54X Cap: $3.93B
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Q: I have a small position in EQB would you be in favour of buying more with the recent news ?

Thanks

Upvote 7

Read Answer Asked on December 05, 2024

• Petrus Resources Ltd. (PRQ $1.48)
  • $1.48 P/E (TTM): 147.0X Cap: $183M
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Q: Could you please give your opinion on Petrus.
Thank you.

Upvote 1

Read Answer Asked by mike on December 05, 2024

• Toronto-Dominion Bank (The) (TD $100.74)
  • $100.74 P/E (TTM): 10.24X Cap: $172.40B
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Q: At what price point would you be a buyer of TD for a long term hold? And do you think given the current difficulties, the dividend will hold/grow?

Upvote 7

Read Answer Asked by Mike on December 05, 2024

• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP $100.98)
  • $100.98 P/E (TTM): 24.95X Cap: $4.65B
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• Vanguard S&P 500 ETF (VOO $578.71)
  • $578.71 P/E (TTM): 57.15X Cap: $666.59B
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Q: I am looking at hedged ETF's and specifically VSP. I was interested to see how well the ETF tracked the index and found that over a 5 year time frame - it underperformed by about 11%. (Total return for VSP is 81.0% and SPX is 93.33% - The Vanguard US ETF - VOO tracks SPX almost exactly.)

I am assuming that this underperformance is because the hedging strategy is not perfect?? .......or does the 11% difference represent the cost of hedging?? Also - would other hedged ETF's have similar comparisons??
Thanks

Upvote 2

Read Answer Asked by Gary on December 05, 2024

• Vanguard U.S. Aggregate Bond Index ETF (CAD-hedged) (VBU)
  • Cap: $921M
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• BMO Asset Management Inc (ZTL)
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• Vanguard Global Aggregate Bond Index ETF (CAD-hedged) (VGAB)
  • P/E (TTM): 5.8X Cap: $126M
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Q: Hello, thank you for your answer on the VGAB ETF. VGAB has about 50% of its holdings in the US, can you recommend CAN$ bond ETFs with 100% holdings in the US? Thanks.

Upvote 2

Read Answer Asked by Martin on December 05, 2024

• BMO S&P 500 Index ETF (ZSP $95.14)
  • $95.14 P/E (TTM): 57.09X Cap: $18.77B
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• Global X S&P 500 Index Corporate Class ETF (HXS $89.49)
  • $89.49 Cap: $4.55B
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Q: Hi 5i,

For a US ETF in a non-registered account, would it be more tax efficient to hold HXS because it doesn't pay a distribution, versus ZSP which does? Would you recommend ZSP over HXS for any particular reason?

Thanks

Upvote 6

Read Answer Asked by Tara on December 05, 2024

• iShares Russell 2000 ETF (IWM $220.50)
  • $220.50 P/E (TTM): 32.1X Cap: $60.68B
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• iShares Core S&P Small-Cap ETF (IJR $110.77)
  • $110.77 P/E (TTM): 34.78X Cap: $80.16B
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Q: I would appreciate your thoughts on US small caps and some ideas of how one might invest in US small caps for the next 2 to 3 years. Thank you.

Upvote 8

Read Answer Asked by Patrick on December 05, 2024

• Stack Capital Group Inc. (STCK $13.31)
  • $13.31 P/E (TTM): 11.29X Cap: $140M
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Q: You probably will get a few questions in regards to this company. What are your views of stack capital and how do they operate.

Upvote 4

Read Answer Asked by steven on December 05, 2024

• Air Canada Voting and Variable Voting Shares (AC $18.82)
  • $18.82 P/E (TTM): 4.9X Cap: $6.15B
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Q: hi 5i
Air Canada has big jump in share price this morning...What is happening here, can you provide update and whether this might continue......
Id situation is positive would it warrant a hold?

thx

Upvote 3

Read Answer Asked by jim on December 05, 2024

• Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB $49.32)
  • $49.32 Cap: $3.08B
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Q: I read in Q&A today that HBB delivers it's yeald as capital gains. How does it work? I searched everywhere and haven't found the information not even on the Global X website.

Thank you all

Upvote 3

Read Answer Asked by Yves on December 05, 2024

• Five Below Inc. (FIVE $136.85)
  • $136.85 P/E (TTM): 27.92X Cap: $7.51B
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Q: Hello, what do you think of the latest results and the appointment of a new CEO. Would you be willing to buy some shares now ? Thanks

Upvote 3

Read Answer Asked by jean on December 05, 2024

• AeroVironment Inc. (AVAV $263.87)
  • $263.87 P/E (TTM): 168.22X Cap: $12.24B
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Q: Can i please get your comments on AeroVironment's latest results please? Market does not seem impressed after hours.
Thanks

Upvote 1

Read Answer Asked by Neil on December 05, 2024

Q: Today Peter requested "a list of companies domiciled in Canada but pay dividends in USD". Would it be reasonable to consider that those companies have would not be affected by tariffs imposed by the US?

Upvote 8

Read Answer Asked by Dennis on December 05, 2024

• EQB Inc. (EQB $104.00)
  • $104.00 P/E (TTM): 10.54X Cap: $3.93B
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Q: Your take on the latest quarter please

Upvote 10

Read Answer Asked by JR on December 05, 2024

• BetaPro S&P 500 Daily Inverse ETF (HIU)
  • Cap: $21M
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• BetaPro S&P/TSX 60 Daily Inverse ETF (HIX)
  • Cap: $10M
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• ProShares Short QQQ -1x Shares (PSQ $33.27)
  • $33.27 Cap: $476M
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Q: Could you recommend several Canadian and US ETF's to short the SPX and NDX ? Thanks So many gains with your help, I need to to find some protection.

Upvote 2

Read Answer Asked by David on December 05, 2024

• TELUS Corporation (T $21.81)
  • $21.81 P/E (TTM): 27.27X Cap: $32.61B
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Q: What are your thoughts on buying Telus right now ?

Upvote 7

Read Answer Asked by Bernie on December 05, 2024

• Synopsys Inc. (SNPS $628.26)
  • $628.26 P/E (TTM): 72.62X Cap: $98.68B
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Q: May we have your analysis of SNPS Q4 and forward performance for 2025.

And why did the stock dipped after hours on Wednesday?

Thank you to Peter and his team

Upvote 2

Read Answer Asked by Jean on December 05, 2024