Investment Q&A

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Q: What are your thoughts on Fairfax Q results? Would you continue to hold or take profits after years of underperformance?

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Read Answer Asked by John on February 21, 2023

• Global X High Interest Savings ETF (CASH)
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Q: Would you consider CASH etf as safe as a regular high interest savings account in terms of seeing any kind of large fluctuation in the $50 share price?
looking at parking a large sum of cash before needing for a real estate transaction.

thank you!

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Read Answer Asked by Kyle on February 21, 2023

Q: What do you think of Fresnillo (FNLPF) as an option for Canadian investors? The volume of shares being traded seems very low, but just today (Feb 16th) the Globe & Mail ranked it number one on a list of “silver producers with sustainable dividends”.

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Read Answer Asked by Brian on February 21, 2023

• Primo Water Corporation (PRMW)
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Q: I am trying to high-grade my portfolio to reduce the number of holdings down to about 25. I own this company in a registered account and while I am up on it, I wonder about its future growth. A while ago, you dropped PRMW as you felt there were better opportunities elsewhere. Do you still hold this opinion? Would you expect your answer to change depending on their quarterly report next week? Finally, what category do you place the company in as there seems to be some discrepancy between your last report (Con Discretionary) and the Industry database (defensive)?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on February 21, 2023

• Imaflex Inc. (IFX)
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Q: Would appreciate an updated assessment of this interesting micro cap. Thank you.

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Read Answer Asked by Kim on February 21, 2023

• Guardian Capital Group Limited Class A Non-voting Shares (GCG.A)
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Q: I would appreciate an updated opinion on Guardian Capital. Thanks!

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Read Answer Asked by Gregory on February 21, 2023

• Tamarack Valley Energy Ltd. (TVE)
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Q: What if anything can be read into the recent disposition of TVE shares by ARC Energy fund?

Thanks,

John

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Read Answer Asked by John on February 21, 2023

• Vanguard Dividend Appreciation FTF (VIG)
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Q: I'm looking for a "dividend aristocrats" type of ETF in the US market. Any suggestions?

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Read Answer Asked by Edgar on February 21, 2023

• Amazon.com Inc. (AMZN)
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• Booking Holdings Inc. (BKNG)
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• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
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• BRP Inc. Subordinate Voting Shares (DOO)
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• Ulta Beauty Inc. (ULTA)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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• Hilton Worldwide Holdings Inc. (HLT)
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• Pool Corporation (POOL)
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• Pet Valu Holdings Ltd. (PET)
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Q: What would be your top 5 Consumer Discretionary names in Canada and the US?

Thanks

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Read Answer Asked by Dave on February 21, 2023

• CI Tech Giants Covered Call ETF (TXF)
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• CI Energy Giants Covered Call ETF (NXF)
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Q: NXY or TXF need income with little capital loss for next 5to7 years Which one would you recommend?

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Read Answer Asked by Cecil on February 21, 2023

• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
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Q: Hi 5i,

Could I get your thoughts on Chorus Aviation's latest quarterly report?

Business appear to be on track to recovery but the market seems to believe otherwise. What am I missing?

Thank you,

Greg C.

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Read Answer Asked by GREGORY on February 21, 2023

• Air Canada Voting and Variable Voting Shares (AC)
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Q: What's your take on AC Q4 and year-end results? Thanks

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Read Answer Asked by Gilles on February 21, 2023

• SPDR S&P 500 ETF Trust (SPY)
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• INVESCO QQQ Trust (QQQ)
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• iShares Russell 2000 ETF (IWM)
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Q: What are the current dividend yields on these?

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Read Answer Asked by Edgar on February 21, 2023

• BetaPro S&P/TSX 60 Daily Inverse ETF (HIX)
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• ProShares Short QQQ -1x Shares (PSQ)
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• ProShares Short Dow30 -1x Shares (DOG)
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Q: is there any ETF that is a short or an ultra short on various markets ?

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Read Answer Asked by jim on February 21, 2023

• InMode Ltd. (INMD)
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Q: What percentage of revenue and earnings are from one time sales and from recurring business.

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Read Answer Asked by Nick on February 21, 2023

• Adya Inc. (HOP)
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Q: Hello 5i,
On Feb. 10 you answered a question and included "HOP" as a growth pick.
It is not in your database and I have never heard you mention it before.
Was it a typo? If not, please enlighten me. Why do you like it?
Thank you
Dave

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Read Answer Asked by Dave on February 21, 2023

• iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC)
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• RBC O'Shaughnessy Canadian Equity Fund Series F (RBF610)
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• RBC O'Shaughnessy Global Equity Fund Series F (RBF649)
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Q: What do you think about these funds?

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Read Answer Asked by David Michael on February 17, 2023

• iShares S&P/TSX 60 Index ETF (XIU)
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• Vanguard FTSE Canada Index ETF (VCE)
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Q: Hi there,

With both ETFs tracking the same index, why with a much higher MER does XIU get so much more volume? Is it because of how long the ETF has been out? I'm a bit surprised to see even with that, VCE hasn't taken in more volume than it has over time as it's not new and the MER is much less. Both are from equally reputable companies also.

Thanks!

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Read Answer Asked by Michael on February 17, 2023

• TELUS Corporation (T)
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Q: I hold both of these. Is it necessary? Do they overlap? Which would you recommend if only owning one? Which do you think will do better over 5-10 yrs including dividends?
thanks
michele

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Read Answer Asked by Michele on February 17, 2023

• Agnico Eagle Mines Limited (AEM)
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Q: Given the changes in AEM's outlook for the next several years, are you still holding this or is there an alternative that we should move to? Thank you.

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Read Answer Asked by jeff on February 17, 2023