Investment Q&A

• Caterpillar Inc. (CAT $752.32)
  • $752.32 P/E (TTM): 40.22X Cap: $345.62B
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• Deere & Company (DE $630.88)
  • $630.88 P/E (TTM): 34.96X Cap: $170.08B
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• Jacobs Solutions Inc. (J $139.03)
  • $139.03 P/E (TTM): 55.38X Cap: $16.19B
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• Trane Technologies plc (TT $466.17)
  • $466.17 P/E (TTM): 35.43X Cap: $102.32B
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• RTX Corporation (RTX $212.16)
  • $212.16 P/E (TTM): 40.71X Cap: $271.97B
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Q: I need to increase my industrial sector. Can you please suggest ones with a focus on dividend growth. This is in a non registered account. I already own CNR.
Thanks for your help.
Victoria

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Read Answer Asked by Anna on July 04, 2023

Q: Is there a difference in buying Fractionals via Neo CDRs and Wealthsimple?
Thanks!

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Read Answer Asked by Austin on July 04, 2023

• BMO Equal Weight REITs Index ETF (ZRE $23.37)
  • $23.37 P/E (TTM): 25.68X Cap: $615M
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Q: hi,
Is the "dividend" paid from ZRE actually treated as "interest" for tax purposes? and therefore, this would be best held in an RRSP? and more generally, in your opinion, which accounts are best for holding CDN vs US dividend stocks, CDN and US growth stocks (ie lots of capital gains ), and fixed income/interest?
cheers and thanks, chris

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Read Answer Asked by chris on July 04, 2023

• EQT Corporation (EQT $61.64)
  • $61.64 P/E (TTM): 17.83X Cap: $37.06B
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• Kinder Morgan Inc. (KMI $33.89)
  • $33.89 P/E (TTM): 26.8X Cap: $74.01B
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• Tourmaline Oil Corp. (TOU $64.24)
  • $64.24 P/E (TTM): 17.98X Cap: $24.78B
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• Cheniere Energy Inc. (LNG $248.93)
  • $248.93 P/E (TTM): 12.47X Cap: $49.55B
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Q: Can you recommend North American companies that are largely or wholly involved in natural gas.

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Read Answer Asked by James on July 04, 2023

• Purpose US Cash ETF ETF Unit (PSUU)
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• Global X Cash Maximizer Corporate Class ETF (HSAV $117.50)
  • $117.50 Cap: $1.92B
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• Global X USD Cash Maximizer Corporate Class ETF (HSUV.U $118.10)
  • $118.10 P/E (TTM): 58.68X Cap: $764M
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• Global X High Interest Savings ETF (CASH $49.97)
  • $49.97 P/E (TTM): 13.15X Cap: $6.80B
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Q: Hello Team,

What are your favourite etfs for high interest savings account for both CAD and USD?

Thank you!

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Read Answer Asked by James on July 04, 2023

Q: Can you recommend a chart provider that allows comparison between multiple stocks/ETF’s on a total return basis?

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Read Answer Asked by Paul on July 04, 2023

• Enerflex Ltd. (EFX $31.94)
  • $31.94 P/E (TTM): 17.7X Cap: $3.72B
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Q: Analysts are suggesting $16.00 target on this stock. Your expert analysis please?

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Read Answer Asked by kenneth on July 04, 2023

• Opera Limited (OPRA $15.45)
  • $15.45 P/E (TTM): 13.66X Cap: $1.11B
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Q: Can I have your thoughts on Opera? It has had a huge increase this year. Also, can you confirm that they are a player in the AI field? Thanks

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Read Answer Asked by Dave on July 04, 2023

• Suncor Energy Inc. (SU $79.05)
  • $79.05 P/E (TTM): 18.01X Cap: $91.45B
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Q: I'm trying to determine the risk of any potential future SU dividend cut going forward since they did it a few years ago. How does SU's balance sheet compare now to then ? Are there any other things that one can compare today to back in 2020 with this company?

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Read Answer Asked by James on July 04, 2023

• Apple Inc. (AAPL $264.72)
  • $264.72 P/E (TTM): 33.69X Cap: $3.87T
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• Amazon.com Inc. (AMZN $208.39)
  • $208.39 P/E (TTM): 28.63X Cap: $2.25T
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• Alphabet Inc. (GOOG $306.36)
  • $306.36 P/E (TTM): 28.83X Cap: $3.77T
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• Microsoft Corporation (MSFT $398.55)
  • $398.55 P/E (TTM): 24.04X Cap: $2.91T
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Q: Is US large cap tech too expensive to buy here, or does the AI theme make it have room to run up further?

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Read Answer Asked by Michael on July 04, 2023

• Algonquin Power & Utilities Corp. (AQN $9.51)
  • $9.51 Cap: $7.32B
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Q: First is Algonquin dividend "safe" and secondly what is an investor to make of the Starboard 5% stake anouncement . Thanks John

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Read Answer Asked by John on July 04, 2023

• Apple Inc. (AAPL $264.72)
  • $264.72 P/E (TTM): 33.69X Cap: $3.87T
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• Alphabet Inc. (GOOG $306.36)
  • $306.36 P/E (TTM): 28.83X Cap: $3.77T
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• Microsoft Corporation (MSFT $398.55)
  • $398.55 P/E (TTM): 24.04X Cap: $2.91T
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• Visa Inc. (V $320.51)
  • $320.51 P/E (TTM): 28.78X Cap: $613.39B
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• Constellation Software Inc. (CSU $2,566.65)
  • $2,566.65 P/E (TTM): 56.43X Cap: $53.41B
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Q: Hi folks,
I am looking to add 3 of CSU, AAPL, MSFT, GOOGL or VISA for some growth to my otherwise conservative RRSP portfolio. May I have your top 3 recommendations at this time that could add some "zip" to my RRSP account. Looking at a 10 year time frame.
Thanks,

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Read Answer Asked by JOHN on July 04, 2023

• Sun Life Financial Inc. (SLF $89.17)
  • $89.17 P/E (TTM): 22.12X Cap: $49.51B
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Q: if you were to add a new insurer today, which one would you prefer Sunlife, Manulife or one of the others?

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Read Answer Asked by kelly on July 04, 2023

Q: Besides TOU I am wondering what your top 2 CDN Nat gas picks are. Looking for companies that have the greatest potential for share price appreciation in a rising gas price environment.

Thanks

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Read Answer Asked by Robert on July 04, 2023

Q: What gains should an investor expect if they are in the markets for decades. Assuming they have a diversified portfolio. Clayton

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Read Answer Asked by Clayton on July 04, 2023

• Eli Lilly and Company (LLY $1,017.97)
  • $1,017.97 P/E (TTM): 46.12X Cap: $992.40B
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Q: With LLY just acquiring Sigilon Therapy and having some possible game-changing drugs in the pipeline for 2023 could I take a position here with a 5-year time horizon?

Thanks, Lesley

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Read Answer Asked by Lesley on July 04, 2023

• Kinross Gold Corporation (K $50.29)
  • $50.29 P/E (TTM): 18.39X Cap: $60.49B
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Q: Hello 5i. could you comment if you know the details f the take over offer from Endeavor that Kinross refused. Also what would be the approx. take over price of Kinross.?

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Read Answer Asked by Michael on July 04, 2023

Q: What was the cause of the drastic price drop in Sparton Delta. SDE ? How will it affect its future? I can't find any news about the situation.
Mavis

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Read Answer Asked by Mavis on July 04, 2023

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.88)
  • $5.88 P/E (TTM): 46.31X Cap: $1.45B
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Q: This morning I read your comments on NWH.UN where you stated in your view risk had increased and it didn't need to be owned. I've owned it for quite some time and am still in a plus position on it but admit to not really following it for some time now. Kind of parked it and forgot about it ...... Could you elaborate on your thesis and go over the parts of the business you don't care for and why ? And why risk has increased ? Thanks Garth .....

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Read Answer Asked by Garth on July 04, 2023

• BMO International Dividend ETF (ZDI $31.50)
  • $31.50 P/E (TTM): 18.89X Cap: $853M
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Q: Good morning team, just for clarity ZDI is not subject to withholding taxes in a tfsa correct? Also is there much overlap between vxc and zdi?
As always, great work.

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Read Answer Asked by Seamus on July 04, 2023