Investment Q&A

• BMO Equal Weight US Banks Index ETF (ZBK $41.40)
  • $41.40 P/E (TTM): 12.24X Cap: $650M
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• BMO MSCI USA High Quality Index ETF (ZUQ $99.16)
  • $99.16 P/E (TTM): 28.41X Cap: $1.23B
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• Global X S&P 500 Index Corporate Class ETF (HXS $98.60)
  • $98.60 Cap: $5.32B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $49.86)
  • $49.86 P/E (TTM): 20.73X Cap: $20.89B
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• iShares S&P/TSX 60 Index ETF (XIU $46.17)
  • $46.17 P/E (TTM): 16.8X Cap: $19.10B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.34)
  • $105.34 Cap: $2.29B
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• Global X Europe 50 Index Corporate Class ETF (HXX $66.29)
  • $66.29 Cap: $169M
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $36.16)
  • $36.16 P/E (TTM): 10.22X Cap: $3.48B
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• BMO S&P US Mid Cap Index ETF (ZMID $49.47)
  • $49.47 P/E (TTM): 20.39X Cap: $283M
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Q: I have CAD to invest in Canadian-dollar denominated ETFs: (1) Canadian stocks - VGG. XIU XIC XDIV; (2) US ETFs in CAD FX - HXS ZUQ ZMID and ZBK and (3) - EU ETF - HXX. How to go about assessing one against the other. Is there a better ETF in each group you would prefer? Would appreciate guidance on which ones are keepers for long-term hold? How would you evaluate them?

Upvote 5

Read Answer Asked by sam on February 14, 2025

• Super Micro Computer Inc. (SMCI $33.68)
  • $33.68 P/E (TTM): 26.31X Cap: $19.65B
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Q: Previously, I noticed that the 5i team held SMCI stock, which was sold during the downturn. I'd love to hear your thoughts on the recent earnings release and the company's future prospects. Is SMCI a buy or hold at this point? Your insight is greatly appreciated, thank you.

Upvote 6

Read Answer Asked by Esther on February 14, 2025

• Vanguard All-Equity ETF Portfolio (VEQT $54.51)
  • $54.51 P/E (TTM): 10.56X Cap: $10.03B
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• iShares Core Equity ETF Portfolio (XEQT $40.12)
  • $40.12 P/E (TTM): 7.87X Cap: $11.82B
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Q: Which one do you prefer and why?

Thanks

Upvote 2

Read Answer Asked by David M. on February 14, 2025

• Agnico Eagle Mines Limited (AEM $236.20)
  • $236.20 P/E (TTM): 29.43X Cap: $118.74B
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Q: AEM has been hit hard this am. Why is that earnings? If yes, what are the details


Thanks

Sheldon

Upvote 5

Read Answer Asked by Sheldon on February 14, 2025

• Barrick Mining Corporation (ABX $56.51)
  • $56.51 P/E (TTM): 20.43X Cap: $95.35B
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Q: Hi ,

Please comment on the ABX earnings today, it has been a huge laggard compared to AEM, AGI, and all the other major gold companies. Are these earnings good enough to move the stock up to catch up ??

Thanks,
George

Upvote 2

Read Answer Asked by George on February 14, 2025

• Enbridge Inc. (ENB $66.63)
  • $66.63 P/E (TTM): 26.17X Cap: $145.33B
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• Thomson Reuters Corp (TRI $134.30)
  • $134.30 P/E (TTM): 34.19X Cap: $59.69B
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Q: Greetings, Can you please comment on Enbridge earnings today. Also, what is the rationale behind TRI changing their U.S. listing to Nasdaq? Thanks for your help.

Upvote 7

Read Answer Asked by Martha on February 14, 2025

• Quanta Services Inc. (PWR $456.02)
  • $456.02 P/E (TTM): 67.0X Cap: $67.99B
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Q: Your thoughts on this one going forward. It has been on a slight downward trend last 3 month or so. I have done well and wondering if take profits, add to it (only 3% position) or just hold for now.

Thanks so much for your guidance.

Upvote 1

Read Answer Asked by Dale on February 14, 2025

• Enbridge Inc. (ENB $66.63)
  • $66.63 P/E (TTM): 26.17X Cap: $145.33B
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Q: What did you think of ENB earnings?

Upvote 9

Read Answer Asked by Ed on February 14, 2025

• Cintas Corporation (CTAS $184.71)
  • $184.71 P/E (TTM): 41.21X Cap: $74.22B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.75)
  • $27.75 P/E (TTM): 16.0X Cap: $652M
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• ABM Industries Incorporated (ABM $43.94)
  • $43.94 P/E (TTM): 23.29X Cap: $2.69B
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• Boyd Group Services Inc. (BYD $236.72)
  • $236.72 P/E (TTM): 227.88X Cap: $6.58B
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Q: Your thoughts on GDI please. Continue to hold?

Upvote 4

Read Answer Asked by Ross on February 14, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $74.03)
  • $74.03 P/E (TTM): 32.2X Cap: $119.24B
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Q: Can you please post a short update on Bam following their results, dividend increase and business involvement. Involvement? Maybe a purchase as I read quickly. Thank you. Jim

Upvote 4

Read Answer Asked by James on February 14, 2025

• Magna International Inc. (MG $69.05)
  • $69.05 P/E (TTM): 13.46X Cap: $19.45B
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Q: Your thoughts please on the quarter released this morning?

Thx

Upvote 2

Read Answer Asked by blake on February 14, 2025

• TELUS Corporation (T $18.55)
  • $18.55 Cap: $28.71B
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Q: Hi 5i, thoughts on quarter, looks like the market approves. Forward guidance looks good, along with cost savings planned to reduce debt. Thx.

Upvote 6

Read Answer Asked by Christopher on February 14, 2025

• BMO Equal Weight REITs Index ETF (ZRE $21.62)
  • $21.62 P/E (TTM): 18.91X Cap: $576M
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Q: Hello 5i, I am retired and on a RRIF. Could you suggest a REIT ETF and or a single REIT for income investment. I am looking at a 5 years horizon for holding.

Thank you in advance

Upvote 3

Read Answer Asked by Yves on February 14, 2025

• Simplify Hedged Equity ETF (HEQT $31.94)
  • $31.94 P/E (TTM): 27.0X Cap: $330M
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Q: Hi, I asked a question about HEQT.US (Simplify Hedged Equity ETF) but I think the answer referred to HEQT.TO. I am interested in what you think about this ETF with the following description : The Simplify Hedged Equity ETF (HEQT) seeks to provide capital appreciation by offering US large cap exposure while investing in a series of put-spread collars designed to help reduce volatility.

How would you rate its performance, especially if we assume a sideways to down year? Thanks!

Upvote 1

Read Answer Asked by TK on February 14, 2025

• Brompton Split Corp. Preferred Share ETF Cad Unit (SPLT)
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Q: Do you consider SPLT a safe investment? Seems a no-brainer compared to an interest savings account at 2.55%.
Can that chart continue on that trajectory?

Thanks, Mark

Upvote 2

Read Answer Asked by Mark on February 14, 2025

• BMO Aggregate Bond Index ETF (ZAG $13.93)
  • $13.93 Cap: $12.33B
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• iShares Core U.S. Aggregate Bond ETF (AGG $100.38)
  • $100.38 Cap: $134.57B
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Q: ZAG holds more than 70% in government bonds (federal, provincial and municipal). Is there a similar American Aggregate Bond Index ETF listed in US?
Thanks!

Upvote 1

Read Answer Asked by Grant on February 14, 2025

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $171.76)
  • $171.76 P/E (TTM): 18.15X Cap: $12.55B
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Q: Could you please provide your analysis of their recent earnings and your latest thoughts on taking a position in this company.

Thanks very much!

Upvote 5

Read Answer Asked by Thomas on February 14, 2025

• Vertex Pharmaceuticals Incorporated (VRTX $463.13)
  • $463.13 P/E (TTM): 30.16X Cap: $117.50B
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Q: May I please get your thoughts on this company? I like their new non-opioid pain killer that was just approved by the FDA for a strong growth prospect. I am curious what you think about the existing business and the fundamentals/financials of the company. Thanks.

Upvote 2

Read Answer Asked by Marco on February 14, 2025

Q: Hello, I hope all keeping well.

When reading through QUESTIONS (and answers) , I often wonder if the companies mentioned are in your model PORTFOLIOS?

Is there a way that the companies mentioned could have some form of "marker" to indicate that they are indeed on your model lists?

For me, seeing that marker would be very helpful.

All the very best

Upvote 7

Read Answer Asked by Arzoo on February 14, 2025

• Sun Life Financial Inc. (SLF $80.70)
  • $80.70 P/E (TTM): 20.21X Cap: $44.98B
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• Intact Financial Corporation (IFC $273.32)
  • $273.32 P/E (TTM): 23.36X Cap: $49.23B
  • View IFC Profile
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Q: Hello,

Is there a material total returns benefit over one year of switching from Sunlife to Intact Financial, if there are no tax considerations?
Regards
Rajiv

Upvote 5

Read Answer Asked by Rajiv on February 14, 2025