Investment Q&A

• Vanguard Canadian Aggregate Bond Index ETF (VAB $22.93)
  • $22.93 Cap: $5.67B
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• Vanguard FTSE Canada All Cap Index ETF (VCN $56.10)
  • $56.10 P/E (TTM): 15.81X Cap: $10B
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• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $68.12)
  • $68.12 P/E (TTM): 23.02X Cap: $2.47B
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• Vanguard Growth ETF Portfolio (VGRO $39.63)
  • $39.63 P/E (TTM): 25.6X Cap: $7.21B
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Q: My son is 25 years old and saving to buy a house in the near future. Which is a better TFSA investment strategy for him, investing his savings in a balanced ETF Vanguard Growth ETF portfolio (VGRO.TO) vs. allocating 25% of savings to Vanguard Canadian Aggregate Bond Index ETF (VAB), 25% to Vanguard FTSE Canada All Cap Index ETF (VCN), and 50% to Vanguard FTSE Global All Cap ex Canada Index ETF(VXC)?

Upvote 2

Read Answer Asked by Jacquie on August 23, 2024

• Kraken Robotics Inc. (PNG $3.34)
  • $3.34 P/E (TTM): 48.43X Cap: $890M
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Q: Your thoughts on Kraken following their recent earnings release?

Thanks

Phil

Upvote 8

Read Answer Asked by philip on August 23, 2024

• Xerox Holdings Corporation (XRX $4.13)
  • $4.13 Cap: $689M
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• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $162.35)
  • $162.35 P/E (TTM): 42.36X Cap: $16.05B
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• Bausch Health Companies Inc. (BHC $8.32)
  • $8.32 Cap: $2.91B
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• Westport Fuel Systems Inc. (WPRT $5.25)
  • $5.25 Cap: $87M
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• Snap Inc. Class A (SNAP $9.35)
  • $9.35 Cap: $15.82B
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• Fastly Inc. Class A (FSLY $6.39)
  • $6.39 Cap: $936M
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• Unity Software Inc. (U $33.95)
  • $33.95 Cap: $14.13B
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• Wolfspeed Inc. (WOLF $1.61)
  • $1.61 Cap: $236M
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• Rivian Automotive Inc. (RIVN $12.25)
  • $12.25 Cap: $14.22B
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Q: Can you please provide a list of 10 USD and 10 CAD stocks that you hate? Looking for overvalued / broken story / bad balance sheet / margin compression types of names to short that should be very weak during a sell-off. Preference towards names with liquid options markets if possible.

Thanks

Upvote 4

Read Answer Asked by Angus on August 23, 2024

Q: Hello 5i
Can I have your thoughts on Harrow?
Pros and cons of investing in it?
Thank you
Dave

Upvote 1

Read Answer Asked by Dave on August 23, 2024

• Vanguard S&P 500 Index ETF (VFV $154.07)
  • $154.07 P/E (TTM): 24.94X Cap: $23.83B
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• Vanguard S&P 500 ETF (VOO $577.73)
  • $577.73 P/E (TTM): 57.15X Cap: $666.59B
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Q: What are the pros and cons for a Canadian to put money in Vanguard S&P 500 ETF Portfolio (VFV.TO) vs. a Vanguard S&P 500 ETF Portfolio (VOO)?

Upvote 7

Read Answer Asked by Jacquie on August 23, 2024

• Wayfair Inc. Class A (W $73.89)
  • $73.89 Cap: $9.42B
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Q: Your opinion on Wayfair especially after recent earning

Upvote 1

Read Answer Asked by Ron on August 23, 2024

• ZIM Integrated Shipping Services Ltd. (ZIM $15.81)
  • $15.81 Cap: $1.89B
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Q: I have never invested in this sector before but Q2 results look very good. They have some debt but are projecting around $10 EBIT this year. What am I missing?
Thanks, Terry

Upvote 1

Read Answer Asked by Terry on August 23, 2024

• Zedcor Inc. (ZDC $3.99)
  • $3.99 P/E (TTM): 105.41X Cap: $405M
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Q: COULD YOU PLEASE COMMENT ON THE LATEST RESULTS. THANK YOU

Upvote 2

Read Answer Asked by terrance on August 23, 2024

Q: Hello,

My RRSP funds are with TD Strategic management balanced portfolio, MER is about 1.8%, it does not look like it is doing good. What are your thoughts about TD Strategic management balanced portfolio, and will self-manage option be better to save 1.8%

Upvote 4

Read Answer Asked by Manjit on August 23, 2024

Q: hello 5i:
regarding the calculation of dividend payout ratios: can you tell me the difference between using Adjusted (Operating) Earnings and Free Cash Flow? And what is your preference between the two? Are there times when its better to use Operating Cash Flows?
thanks
Paul L

Upvote 2

Read Answer Asked by Paul on August 23, 2024

Q: Do you have suggestions for websites that provide historical equity information? Particularly performance such as best 1 month, 3 month, 1 year ect. Worst 1 month, 3 month, 1 year ect.

Upvote 1

Read Answer Asked by Joe on August 23, 2024

• Intuit Inc. (INTU $773.66)
  • $773.66 P/E (TTM): 63.1X Cap: $218.93B
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Q: hi, can you provide your financial summary including some forward metrics on INTU:US please. is now a good time to enter, I assume next earnings release is arriving soon too...
cheers, Chris

Upvote 5

Read Answer Asked by chris on August 23, 2024

• Enbridge Inc. (ENB $64.53)
  • $64.53 P/E (TTM): 23.56X Cap: $138.93B
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• Canadian Natural Resources Limited (CNQ $42.70)
  • $42.70 P/E (TTM): 11.97X Cap: $89.42B
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• TELUS Corporation (T $21.66)
  • $21.66 P/E (TTM): 27.27X Cap: $32.61B
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• Exchange Income Corporation (EIF $65.91)
  • $65.91 P/E (TTM): 26.83X Cap: $3.38B
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• Hydro One Limited (H $50.13)
  • $50.13 P/E (TTM): 24.43X Cap: $29.78B
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Q: Hi, looking to replace Telus, (I would have a tax loss), could you recommend 2-3 companies that might have a little better prospects going forward,( better growth)and also have a decent dividend. Or do you like Telus and continue holding?
Thanks

Upvote 15

Read Answer Asked by Brad on August 23, 2024

• HIVE Digital Technologies Ltd. (HIVE $2.79)
  • $2.79 Cap: $567M
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• Six Flags Entertainment Corporation New (FUN $30.68)
  • $30.68 Cap: $3B
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• BIGG Digital Assets Inc. (BIGG)
  • Cap: $51M
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• Digital Turbine Inc. (APPS $5.59)
  • $5.59 Cap: $608M
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• Riot Platforms Inc. (RIOT $10.90)
  • $10.90 Cap: $4.22B
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Q: I hold all these in my TFSA and they are all down considerably (ranging from -35% to-90%). I am wanting to clean some of these up. Are any of these worth keeping?
Thanks

Upvote 1

Read Answer Asked by Marjorie on August 23, 2024

• WSP Global Inc. (WSP $283.89)
  • $283.89 P/E (TTM): 51.42X Cap: $36.74B
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Q: Can you comment on WSP recurring revenue and whether it has increased or decreased?

Thanks Walter

Upvote 8

Read Answer Asked by Valter on August 23, 2024

• BlackRock Inc. (BLK $1,110.06)
  • $1,110.06 P/E (TTM): 26.52X Cap: $172.90B
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Q: Level's Deadlift ETF comprises eight major American companies, each holding a 12.50% allocation within the fund.

This ETF has outperformed the S&P 500 index by 140% over the past four years.

Is this true?

What is the symbol?

Thank you.

Upvote 3

Read Answer Asked by Ross on August 23, 2024

• Xerox Holdings Corporation (XRX $4.13)
  • $4.13 Cap: $689M
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Q: What are your thoughts about this company? What are the prospects? How do they pay their dividend? Is it safe?

Upvote 1

Read Answer Asked by Irwin on August 23, 2024

• Datadog Inc. (DDOG $135.08)
  • $135.08 P/E (TTM): 292.24X Cap: $48.04B
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• Palantir Technologies Inc. (PLTR $172.46)
  • $172.46 P/E (TTM): 670.74X Cap: $379.14B
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Q: It is my understanding that these two companies offer similar services. Are they direct competitors? Can you please compare and contrast these two on balance sheet strength, potential moat, growth prospects and current valuation?

Upvote 8

Read Answer Asked by Matthew on August 23, 2024

• BMO Equal Weight Utilities Index ETF (ZUT $24.63)
  • $24.63 P/E (TTM): 38.82X Cap: $724M
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $30.96)
  • $30.96 P/E (TTM): 42.71X Cap: $321M
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• Utilities Select Sector SPDR ETF (XLU $86.65)
  • $86.65 P/E (TTM): 53.31X Cap: $21.39B
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Q: Could you pls suggest a hedged and the related unhedged US Utility EFT that will earn about 10% including both dividend plus yield over 1 year?

Upvote 3

Read Answer Asked by Ron on August 23, 2024

• Toronto-Dominion Bank (The) (TD $100.56)
  • $100.56 P/E (TTM): 10.24X Cap: $172.40B
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Q: If not asked may I have your comments are T D earnings please. Do you have any idea how long it will take to see the end of all their problems!

Upvote 9

Read Answer Asked by Margot on August 23, 2024