Investment Q&A

• Williams Companies Inc. (The) (WMB $57.87)
  • $57.87 P/E (TTM): 28.78X Cap: $70.36B
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• Enbridge Inc. (ENB $65.40)
  • $65.40 P/E (TTM): 22.89X Cap: $143.31B
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• TC Energy Corporation (TRP $70.38)
  • $70.38 P/E (TTM): 17.22X Cap: $73.39B
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Q: Hello 5i Team,
I am looking at adding another dividend name to my RRSP portfolio. I already own ENB, TRP, and PPL in the energy infrastructure space, and am thinking of starting a position in Williams Companies. It has a lower yield than the other three at present, but how does it compare in terms of valuation (P/E, debt ratios, etc.) Is it a "safer" investment than the other three? Given that it's nearly impossible to build a new pipeline in Canada anymore, does it have a better future?
Much appreciated,
Brian

Upvote 0

Read Answer Asked by Brian on August 21, 2023

• Invesco Solar ETF (TAN $49.12)
  • $49.12 P/E (TTM): 19.82X Cap: $916M
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• iShares S&P Global Clean Energy Index Fund (ICLN $17.30)
  • $17.30 P/E (TTM): 39.26X Cap: $1.90B
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• Seven Aces Limited (ACES $2.76)
  • $2.76 Cap: $198M
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• Harvest Clean Energy ETF (HCLN $10.66)
  • $10.66 P/E (TTM): 17.89X Cap: $21M
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• iShares Global Clean Energy Index ETF (XCLN $40.31)
  • $40.31 P/E (TTM): 4.78X Cap: $14M
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Q: I’m looking for a global fund, primarily green with medium risk. Would appreciate 4 or 5 names in order of preference.

Something similar to Mackenzie Greenchip Global Environmental All Cap A

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Read Answer Asked by Barrie on August 21, 2023

• American Tower Corporation (REIT) (AMT $178.98)
  • $178.98 P/E (TTM): 64.88X Cap: $84B
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Q: What is your opinion of American Tower and their ability manage their high debt levels. Is it a buy considering the recent drop in price. Also can you explain why on Aug. 14 you state AMT's PE is 19 x when answering a question and on your profile section it is listed at 90 x. Thanks for your help.

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Read Answer Asked by Ian on August 21, 2023

• Purpose US Cash Fund (PSU.U $100.05)
  • $100.05 Cap: $723M
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• Global X USD Cash Maximizer Corporate Class ETF (HSUV.U $116.89)
  • $116.89 Cap: $756M
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• JPMorgan Equity Premium Income ETF (JEPI $56.88)
  • $56.88 P/E (TTM): 24.94X Cap: $41.33B
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• US High Interest Savings Account Fund (HISU.U $100.07)
  • $100.07 Cap: $432M
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Q: RRSP US dollar : any recommendations please for a US ETF equivalent to a cash saving account + optimal interest (accepted by RBC ) ,since in canadian accounts RBC and TD do not trade CASH,PSA ETFs,but accept trading HSAV and MNY .

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Read Answer Asked by Jean-Yves on August 21, 2023

• Genuine Parts Company (GPC $127.31)
  • $127.31 P/E (TTM): 22.23X Cap: $17.85B
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• Lockheed Martin Corporation (LMT $491.88)
  • $491.88 P/E (TTM): 27.25X Cap: $114.33B
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Q: Hi Everyone!!
I am thinking of investing in Lockheed Martin and Genuine Parts in my US $ account for growth and income . I would value your thoughts on these stocks and purchasing them now at this cost level .

Cheers,
Tamara

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Read Answer Asked by Tamara on August 21, 2023

• Uber Technologies Inc. (UBER $96.50)
  • $96.50 P/E (TTM): 16.31X Cap: $201.22B
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Q: What is your outlook for the short to medium term ( 5 years) now that they have become profitable

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Read Answer Asked by Doug on August 21, 2023

• Steppe Gold Ltd. (STGO $2.15)
  • $2.15 P/E (TTM): 8.81X Cap: $515M
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Q: What is your current view of Steppe and their future potential ?

Upvote 1

Read Answer Asked by Richard on August 21, 2023

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $177.83)
  • $177.83 P/E (TTM): 35.03X Cap: $2.85B
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• INVESCO QQQ Trust (QQQ $629.07)
  • $629.07 P/E (TTM): 36.04X Cap: $408.05B
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• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $104.15)
  • $104.15 P/E (TTM): 33.18X Cap: $1.34B
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Q: Have a small position in ZQQ and an almost full in HXQ. For an RRSP which would be your choice of those 2? or another?

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Read Answer Asked by Carlos on August 21, 2023

• Adobe Inc. (ADBE $340.31)
  • $340.31 P/E (TTM): 21.67X Cap: $142B
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• Meta Platforms Inc. (META $648.35)
  • $648.35 P/E (TTM): 27.27X Cap: $1.67T
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• Super Micro Computer Inc. (SMCI $51.96)
  • $51.96 P/E (TTM): 31.36X Cap: $29.93B
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• InMode Ltd. (INMD $14.77)
  • $14.77 Cap: $1.02B
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Q: Looking to top up underweight positions in ADBE, INMD, META, SMCI held as part of a US$ account geared to growth. Could you please rank your preference for adding to the above at this time (10 being a very strong add at current prices) In other comments are welcome. Many thanks

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Read Answer Asked by Alexandra on August 21, 2023

• Northland Power Inc. (NPI $25.63)
  • $25.63 Cap: $6.62B
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Q: Like your opinion on NPI - realize that most alternative power companies are down & high interest rates affect them. Am a long term holder of NPI. What is your view for the next 1-3years - should I sell & look for a lower entry point or hold on?

Also, what are your forecasts for the Big 5 Cdn. Banks?

Thanks, Ross Siemms

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Read Answer Asked by Ross on August 21, 2023

• S&P 500 (SPX)
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Q: hi,
do you know how the US indices have performed if the "magnificent seven" and excluded? ie how is the rest of American business doing? further do you think we are in "bubble" territory currently?
cheers, chris

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Read Answer Asked by chris on August 21, 2023

• Tourmaline Oil Corp. (TOU $61.69)
  • $61.69 P/E (TTM): 15.05X Cap: $22.62B
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• Antero Resources Corporation (AR $30.91)
  • $30.91 P/E (TTM): 22.03X Cap: $9.84B
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Q: Hi,

1) Is the TRMLF (US) stock listed exactly the same as TOUR. CDN? I'm interested in your recommendations for a US nat gas stock?
2) If mortgage rates are going up, why aren't banks like RY and TD doing well?

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Read Answer Asked by Graeme on August 21, 2023

• North West Company Inc. (The) (NWC $45.50)
  • $45.50 P/E (TTM): 15.86X Cap: $2.14B
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.07)
  • $5.07 Cap: $1.26B
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Q: Peter; Would either of these be impacted by the terrible fires currently raging? Thanks.
Rod

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Read Answer Asked by Rodney on August 21, 2023

• BMO Covered Call Canadian Banks ETF (ZWB $23.31)
  • $23.31 P/E (TTM): 11.56X
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Q: Hi 5I
I want to make sure I understand the effect of management fee and management expense ratio MER, on an ETFs dividend yield.

For example looking at ZWB the indicated dividend yield on my brokers site is listed as
Div - 7.64%,
MER -0.72 %
Mgt fee - 0.065 %

Is the stated dividend 7.64% the amount received after all expenses are paid or do you subtract the fees to get the actual dividend received?

thx

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Read Answer Asked by jim on August 21, 2023

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.17)
  • $60.17 P/E (TTM): 108.33X Cap: $29.52B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $60.35)
  • $60.35 P/E (TTM): 108.33X Cap: $29.52B
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Q: Would you hold or sell?

Upvote 0

Read Answer Asked by Brian on August 21, 2023

• Constellation Software Inc. (CSU $3,691.08)
  • $3,691.08 P/E (TTM): 84.2X Cap: $76.01B
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• Topicus.com Inc. (TOI $138.00)
  • $138.00 P/E (TTM): 66.39X Cap: $11.01B
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• Lumine Group Inc. (LMN $33.50)
  • $33.50 P/E (TTM): 124.27X Cap: $8.48B
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Q: As a follow up question to August 18, when you say the market is treating TOI and LMN as a current day CSU, is this a good or bad thing wrt to growth prospects? Does this mean there is less runway for growth, for TOI and LMN, then CSU had in the early days?
Thanks
Jeff

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Read Answer Asked by JEFF on August 21, 2023

• Enbridge Inc. (ENB $65.40)
  • $65.40 P/E (TTM): 22.89X Cap: $143.31B
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Q: I started to monitor Enbridge recently. I noticed that the payout ratio is around 185% according to Morningstar. Did ENB maintain such ratio for a long period of time ? If so, how can a cie manage such a ratio for a long period of time ? If not, what has caused the payout ratio to reach that level ?

Upvote 0

Read Answer Asked by georges on August 21, 2023

• Alvopetro Energy Ltd. (ALV $6.50)
  • $6.50 P/E (TTM): 7.84X Cap: $238M
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Q: Can I get your opinion on the stock and their latest earnings report? Thank you.

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Read Answer Asked by Steven on August 21, 2023

• Knight Therapeutics Inc. (GUD $5.84)
  • $5.84 Cap: $577M
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Q: Have a loss of 50% on GUD in a TFSA. Any hope here? Or what woud you pick as a replacement? Any sector.

Upvote 2

Read Answer Asked by Carlos on August 21, 2023

• YieldMax TSLA Option Income Strategy ETF (TSLY $8.51)
  • $8.51 Cap: $1.23B
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Q: what can you tell me about this company ….On the Rbc investing site and the 5i site the yield is 73/75%….

Too good to be believed ?

SAFE?

Reliable enough to add a position to an income portfolio?

Upvote 0

Read Answer Asked by Donald on August 21, 2023