Investment Q&A

• BMO S&P 500 Index ETF (ZSP $101.37)
  • $101.37 P/E (TTM): 25.8X Cap: $20.79B
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• Vanguard S&P 500 Index ETF (VFV $164.32)
  • $164.32 P/E (TTM): 26.01X Cap: $27.86B
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• Vanguard S&P 500 ETF (VOO $619.64)
  • $619.64 P/E (TTM): 26.2X Cap: $881.21B
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• State Street SPDR S&P 500 ETF Trust (SPY $673.74)
  • $673.74 P/E (TTM): 26.17X Cap: $675.90B
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Q: Is there a "Best" S&P500 Index ETF, or are all the same? Which has performed the best last year?

Thanks!

Upvote 5

Read Answer Asked by Austin on January 09, 2025

• iShares Silver Trust (SLV $73.54)
  • $73.54 Cap: $40.17B
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• Sprott Physical Silver (PHS.U)
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• Sprott Physical Silver Trust transferable redeemable units (PSLV.U $26.32)
  • $26.32 Cap: $13B
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• Sprott Physical Silver Trust (PSLV $36.09)
  • $36.09 Cap: $17.82B
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Q: Dear 5i:
Please provide your two choice picks for holding physical silver bullion. Also please explain the differences and similarities between the above. Would you provide your two choices for silver miners.
Thanks,
Ben.

Upvote 4

Read Answer Asked by BEN on January 09, 2025

• BMO Laddered Preferred Share Index ETF (ZPR $12.47)
  • $12.47 P/E (TTM): 5.91X Cap: $1.51B
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• Global X Active Preferred Share ETF (HPR $10.39)
  • $10.39 P/E (TTM): 35.71X Cap: $918M
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• RBC Canadian Preferred Share ETF (RPF $24.85)
  • $24.85 P/E (TTM): 9.54X Cap: $635M
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• TD Active Preferred Share ETF (TPRF $12.62)
  • $12.62 P/E (TTM): 9.78X Cap: $415M
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Q: Not only are preferred share ETFs seeming to hold their stability well of late but they're outperforming just about any other ETF I own, be they Canadian dividends, US tech, or international. Obviously, there's a market reason for this. Would you know it and whether it's likely to continue?

Upvote 3

Read Answer Asked by John on January 09, 2025

• Covalon Technologies Ltd. (COV $1.77)
  • $1.77 P/E (TTM): 58.67X Cap: $48M
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• BeWhere Holdings Inc. (BEW $0.86)
  • $0.86 P/E (TTM): 88.0X Cap: $76M
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• Happy Belly Food Group Inc. (HBFG $1.66)
  • $1.66 Cap: $218M
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Q: Can you give your updated opinion on COV.V after its run since your comments over 6 months ago? If you were wanting to take a microcap position in these stocks, what order would that be in? Thx

Upvote 4

Read Answer Asked by Adam on January 09, 2025

• Theratechnologies Inc. (TH $4.47)
  • $4.47 Cap: $205M
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Q: TH TSE $ 3.05 has been moving up. Do they have good drugs . Seems to be gaining attention RAK

Upvote 1

Read Answer Asked by bob on January 09, 2025

• Unity Software Inc. (U $20.50)
  • $20.50 Cap: $8.55B
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• Applovin Corporation (APP $460.32)
  • $460.32 P/E (TTM): 23.52X Cap: $152.88B
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Q: Does APP have a moat at all?
Are there short sellers or is it a candidate for short sellers?
It employs AI but is there much risk that another firm uses AI to knock out its momentum?
What other risks do you see it has?

Upvote 2

Read Answer Asked by TOM on January 09, 2025

• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $68.50)
  • $68.50 P/E (TTM): 25.68X Cap: $13.58B
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• Vanguard Dividend Appreciation FTF (VIG $220.57)
  • $220.57 P/E (TTM): 24.38X Cap: $105.77B
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• Vanguard Total International Stock (VXUS $78.91)
  • $78.91 P/E (TTM): 10.73X Cap: $148.61B
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• Vanguard Balanced ETF Portfolio (VBAL $37.33)
  • $37.33 P/E (TTM): 6.89X Cap: $4.84B
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• BMO S&P US Mid Cap Index ETF (ZMID $49.40)
  • $49.40 P/E (TTM): 21.23X Cap: $292M
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Q: Hi

My partner has funds to invest in a TFSA for a 3–5+-year hold starting now. Can you please suggest several diversified ETFs that would be worth considering both USD and CAD hedged that are likely to see growth, including any mid-cap ETFs to consider. Please also suggest any bond ETFs to consider providing balance.

Thank you for the great service!

Upvote 5

Read Answer Asked by Mark on January 09, 2025

• Suncor Energy Inc. (SU $83.90)
  • $83.90 P/E (TTM): 16.84X Cap: $98.43B
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• ARC Resources Ltd. (ARX $27.82)
  • $27.82 P/E (TTM): 6.82X Cap: $15.82B
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Q: We currently own Arc Resources (900 sh.) which is 1.14% of our portfolio, and Suncor (100 sh) which is.26%. In rebalancing, we wonder if selling Su. to add to Arx.makes sense? Open to any other suggestions you have.
Thanks as always…and Happy New Year to the team! Lesley

Upvote 2

Read Answer Asked by Lesley on January 09, 2025

• Constellation Software Inc. (CSU $2,617.64)
  • $2,617.64 P/E (TTM): 76.65X Cap: $54.30B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $180.45)
  • $180.45 P/E (TTM): 133.46X Cap: $225.88B
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• Vitalhub Corp. (VHI $7.99)
  • $7.99 P/E (TTM): 151.96X Cap: $493M
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• Topicus.com Inc. (TOI $98.50)
  • $98.50 P/E (TTM): 310.55X Cap: $12.77B
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• Lumine Group Inc. (LMN $25.24)
  • $25.24 P/E (TTM): 97.04X Cap: $6.33B
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Q: Hello 5i
I currently own CSU LMN TOI SHOP VHI (which I consider tech'ish).
Do you see a compelling reason to add any of the other tech holding from the 5i balanced or growth portfolios? Would you avoid the concentration of the CSU family in favour of others?

Upvote 19

Read Answer Asked by Dave on January 09, 2025

• Happy Belly Food Group Inc. (HBFG $1.66)
  • $1.66 Cap: $218M
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Q: Can you give your analysis of HBFG and if you see it as a good investment? If you can include whether the valuation is pricey after the big run up and any concerns with it being on the .CN exchange? Thx

Upvote 1

Read Answer Asked by Adam on January 09, 2025

• Global X Cash Maximizer Corporate Class ETF (HSAV $117.83)
  • $117.83 Cap: $1.93B
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• Global X USD High Interest Savings ETF (UCSH.U $50.04)
  • $50.04 P/E (TTM): 58.68X Cap: $390M
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Q: Hi, I am parking some cash in an investment account both CAN and US $, I will not need the funds for quite a few years, I am thinking 50% of the amount in each account to PSA and PSU.U. Could you suggest a CAN etf and US etf that I should consider for the other 50% in each.

Upvote 5

Read Answer Asked by Peter on January 09, 2025

• Meta Platforms Inc. (META $633.04)
  • $633.04 P/E (TTM): 26.13X Cap: $1.58T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $180.45)
  • $180.45 P/E (TTM): 133.46X Cap: $225.88B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $185.85)
  • $185.85 P/E (TTM): 27.13X Cap: $2.18B
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• The Trade Desk Inc. (TTD $28.34)
  • $28.34 P/E (TTM): 30.38X Cap: $12.88B
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• Brookfield Corporation Class A Limited Voting Shares (BN $54.58)
  • $54.58 P/E (TTM): 77.5X Cap: $120.35B
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• Lumine Group Inc. (LMN $25.24)
  • $25.24 P/E (TTM): 97.04X Cap: $6.33B
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Q: Hi Team,
I hold the following stocks in my TFSA with the indicating weightings within the TFSA. BN (17.5%), HPS.A (6.4%), LMN (18.6%), META (26.3%), SHOP (13.9%), TTD (16.9%). I am looking for advice for what stock I should add for my 2025 contribution. Could I please have your 3 "best" ideas to add to my TFSA ranked in order. I am looking for something solid with high potential (multi bagger potential) with solid management. Another NVDA would be nice (not asking to much here..lol). Time frame would be 10yrs plus ( I am 45 aiming for the dream of freedom 55).

Thanks,
Shane.

Upvote 20

Read Answer Asked by Shane on January 09, 2025

• Everyday People Financial Corp. (EPF $0.48)
  • $0.48 Cap: $56M
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Q: What do you think about this company? They just announced their prepaid card programs and teaming up with Digital Commerce Bank. Is this company kind of similar to GoEasy, maybe even a take-over candidate?

Upvote 2

Read Answer Asked by Timothy on January 09, 2025

• TELUS Corporation (T $18.39)
  • $18.39 P/E (TTM): 25.01X Cap: $28.55B
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• BMO Monthly Income ETF (ZMI $18.91)
  • $18.91 P/E (TTM): 1.99X Cap: $217M
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.08)
  • $13.08 P/E (TTM): 34.19X Cap: $3.77B
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Q: Hi, I have these two stocks in my rrif account. Thinking of selling my two losers DIR and TELUS, and putting it in ZMI.
DIR and TELUS don’t seem to be doing much, while ZMI has US holdings, is steadily increasing in price with a good dividend.
This would be for a 5+ year period.. your thoughts please.

Upvote 5

Read Answer Asked by Brad on January 09, 2025

• Amazon.com Inc. (AMZN $214.52)
  • $214.52 P/E (TTM): 28.96X Cap: $2.27T
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• Garmin Ltd. (Switzerland) (GRMN $237.82)
  • $237.82 P/E (TTM): 26.84X Cap: $45.20B
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• Micron Technology Inc. (MU $448.64)
  • $448.64 P/E (TTM): 40.51X Cap: $497.24B
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• NVIDIA Corporation (NVDA $183.31)
  • $183.31 P/E (TTM): 36.79X Cap: $4.45T
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• Booking Holdings Inc. (BKNG $4,447.25)
  • $4,447.25 P/E (TTM): 25.53X Cap: $135.97B
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• Jacobs Solutions Inc. (J $131.05)
  • $131.05 P/E (TTM): 35.57X Cap: $15.13B
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• Vertiv Holdings LLC Class A (VRT $267.71)
  • $267.71 P/E (TTM): 75.92X Cap: $101.28B
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• Trane Technologies plc (TT $424.55)
  • $424.55 P/E (TTM): 32.54X Cap: $93.29B
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• RTX Corporation (RTX $204.20)
  • $204.20 P/E (TTM): 41.23X Cap: $277.35B
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Q: Happy New Year to all of you,
I am heavily weighted in US.. I would appreciate your thoughts for US investments under Trump, for next two years: what do you think will be the top 3 performing sectors? And, what would your top companies be in each sector? Thanks

Upvote 19

Read Answer Asked by Patrick on January 09, 2025

Q: 5i I have some US stocks in TFSA in US currency. I am going to trim down and keep cash In US account. Also trimming regular stock account in US dollars. would it be advatange to chage to Canadian dollars I bought these @1.38 us seing our dollar is is going down to reinvest in Canadian stocks. Would Norbert be better to use.Thank's 51.
amounts are 36,000. Us
and 20,000. US

Upvote 3

Read Answer Asked by Guy on January 09, 2025

• Broadcom Inc. (AVGO $324.47)
  • $324.47 P/E (TTM): 67.82X Cap: $1.53T
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• NVIDIA Corporation (NVDA $183.31)
  • $183.31 P/E (TTM): 36.79X Cap: $4.45T
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• Celestica Inc. (CLS $381.30)
  • $381.30 P/E (TTM): 37.14X Cap: $42.59B
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• Vertiv Holdings LLC Class A (VRT $267.71)
  • $267.71 P/E (TTM): 75.92X Cap: $101.28B
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• Palantir Technologies Inc. (PLTR $155.04)
  • $155.04 P/E (TTM): 239.6X Cap: $365.10B
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Q: I am looking for your top five CA and US stock ideas which capitalize on the AI boon, regardless of market cap. As well, what are your top three US cyber security ideas? Reasons for your picks would be appreciated. THX.

Upvote 21

Read Answer Asked by Dona on January 09, 2025

• BlackBerry Limited (BB $4.64)
  • $4.64 Cap: $2.66B
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• BlackBerry Limited (BB $3.40)
  • $3.40 Cap: $1.94B
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Q: Are news around QNX an important step toward the split announced a while back?

Upvote 3

Read Answer Asked by Denise on January 08, 2025

• Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.35)
  • $18.35 P/E (TTM): 16.07X Cap: $265M
  • View LIFE Profile
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Q: Hello, LIFE has dipped a bit recently, do you think it is because of the new US administration possible policies regarding pharma cos? Thanks

Upvote 4

Read Answer Asked by Martin on January 08, 2025

• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.78)
  • $55.78 Cap: $8.08B
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Q: There has been a sudden drop in the price of Brookfield Renewable stock. Any reasons for this? Thanks

Upvote 4

Read Answer Asked by Esther on January 08, 2025