Investment Q&A

• iShares Russell 2000 Growth ETF (IWO $315.57)
  • $315.57 P/E (TTM): 22.36X Cap: $12.35B
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• Global X S&P 500 Index Corporate Class ETF (HXS $93.95)
  • $93.95 Cap: $5.71B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.03)
  • $28.03 P/E (TTM): 31.38X Cap: $9.93B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $51.72)
  • $51.72 P/E (TTM): 18.19X Cap: $25.52B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.95)
  • $42.95 P/E (TTM): 16.81X Cap: $1.12B
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Q: Please recommend 5 ETF's for a young investor just starting her career and investing in her first TFSA. Thank you in advance.

Upvote 7

Read Answer Asked by Helen on February 08, 2024

• Bristol Gate Concentrated Canadian Equity ETF (BGC $36.57)
  • $36.57 P/E (TTM): 26.46X Cap: $13M
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Q: One of your recent articles had mentioned the a portfolio containing equal weights of the twenty largest companies on the TSX outperforms the overall TSX by a significant margin. I'm curious if you know of an ETF that would represent this concept. Thanks!

Upvote 2

Read Answer Asked by Bart on February 08, 2024

Q: Can you explain how National Bank is offering commission-free trades?
Will the bank earn its money from market making?
Or are they lending out the securities in some way?

Upvote 3

Read Answer Asked by john on February 08, 2024

• PayPal Holdings Inc. (PYPL $44.59)
  • $44.59 P/E (TTM): 8.53X Cap: $41.05B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: I was wondering if you knew much about FedNow. Online it says it will not replace apps like Venmo or Cash App, as it will depend on if your bank and the bank you are sending to opt in. But why would a bank not opt in? It sounds like many banks are already gearing up to implement it this summer. Once fully implemented at US banks, will it be similar to Canadian e-transfers? Why would customers not use it for P2P payments, such as splitting a tab, if it is free, just we we do here in Canada? Thanks.

Upvote 4

Read Answer Asked by Kim on February 07, 2024

• ATS Corporation (ATS $43.73)
  • $43.73 Cap: $4.28B
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• Thomson Reuters Corporation (TRI $129.02)
  • $129.02 P/E (TTM): 28.9X Cap: $57.26B
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Q: Hi Team,
I own both of these in almost equal weights. Between ATS and TRI what would you add to? Would you prefer one over the other or aim to have equal weights?
Thanks

Upvote 5

Read Answer Asked by Marco on February 07, 2024

• Canadian Natural Resources Limited (CNQ $67.49)
  • $67.49 P/E (TTM): 21.18X Cap: $140.78B
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Q: HI team: re CNQ
with the recent pull back , is it due to the whole energy sector as a whole?
what would be a decent entry price to add to my 1/2 position already owned?
thanks
Michael

Upvote 8

Read Answer Asked by Michael on February 07, 2024

Q: Hi 5i, FTCO
Recent big drop in price of Fortitude Gold Corp. which as partially recovered. I could only find this article on Seeking Alpha, suggesting there will be a large drop in gold reduction. Can you offer an opinion on whether I should keep this or sell it. It represents small, less than 1/2 of a percent of my portfolio. If odds are strong against a reasonable recovery with improved gold prices, I would prefer to sell and move on.
Thank you

https://seekingalpha.com/article/4666314-fortitude-gold-end-of-the-line-as-q4-gold-production-slumps

Upvote 1

Read Answer Asked by Tulio on February 07, 2024

• Flagstar Financial Inc. (NYCB)
  • Cap: $4.11B
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Q: Would a long $5.00 leap call expiring in January 2026 with a premium of $2.15 be considered "risky" with NYCB currently trading at $4.59? That is, do you believe NYCB will not only survive but recover?

Upvote 1

Read Answer Asked by David on February 07, 2024

Q: With a 5-7 year time frame, what are your top 5 Canadian dividend stocks to buy now? Looking for secure and growing dividend, as well as some stock price increase.

Upvote 7

Read Answer Asked by Grant on February 07, 2024

• Canadian Utilities Limited Class A Non-Voting Shares (CU $48.97)
  • $48.97 P/E (TTM): 128.32X Cap: $13.32B
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• Emera Incorporated (EMA $72.90)
  • $72.90 P/E (TTM): 19.79X Cap: $22.08B
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• Enbridge Inc (ENB $53.24)
  • $53.24 P/E (TTM): 28.29X Cap: $116.49B
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• Fortis Inc. (FTS $57.54)
  • $57.54 P/E (TTM): 22.87X Cap: $29.28B
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Q: I HOLD ALL FOUR OF THESE AND WANT TO SELL ONE OR TWO WHICH WOULD YOU SELL?

Upvote 5

Read Answer Asked by Dorothy on February 07, 2024

• Danaos Corporation (DAC $113.91)
  • $113.91 Cap: $2.07B
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• Trane Technologies plc (TT $426.70)
  • $426.70 P/E (TTM): 32.77X Cap: $94.44B
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• RTX Corporation (RTX $204.56)
  • $204.56 P/E (TTM): 40.99X Cap: $275.33B
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Q: hi, i'm short on Industrials. can you provide your top 5 for hopefully a longer term hold. US and/or CDN companies only please. and what do you think of DAC:US now ( it apparently screens as 100 on the Starmine intrinsic valuation model ) ?
cheers, Chris

Upvote 8

Read Answer Asked by chris on February 07, 2024

• Home Depot Inc. (The) (HD $330.93)
  • $330.93 P/E (TTM): 23.29X Cap: $329.44B
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• Lowe's Companies Inc. (LOW $231.09)
  • $231.09 P/E (TTM): 19.84X Cap: $129.63B
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• McDonald's Corporation (MCD $315.73)
  • $315.73 P/E (TTM): 27.31X Cap: $224.29B
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• PepsiCo Inc. (PEP $153.54)
  • $153.54 P/E (TTM): 26.08X Cap: $209.83B
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• Philip Morris International Inc (PM $164.67)
  • $164.67 P/E (TTM): 23.81X Cap: $256.33B
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• Enbridge Inc. (ENB $73.08)
  • $73.08 P/E (TTM): 28.29X Cap: $159.48B
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• Canadian Natural Resources Limited (CNQ $67.49)
  • $67.49 P/E (TTM): 21.18X Cap: $140.78B
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• Restaurant Brands International Inc. (QSR $101.97)
  • $101.97 P/E (TTM): 32.07X Cap: $46.34B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.48)
  • $43.48 Cap: $29.56B
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• TMX Group Limited (X $49.43)
  • $49.43 P/E (TTM): 33.11X Cap: $13.75B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $60.30)
  • $60.30 P/E (TTM): 29.85X Cap: $98.78B
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Q: Looking for top 5 dividend stocks ( with good dividend growth ) from overall return perspective. 5 US and 5 Canadian. Thanks

Upvote 15

Read Answer Asked by RUPINDER on February 07, 2024

• Intuitive Surgical Inc. (ISRG $477.73)
  • $477.73 P/E (TTM): 61.34X Cap: $169.65B
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• Eli Lilly and Company (LLY $918.05)
  • $918.05 P/E (TTM): 40.54X Cap: $867.39B
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Q: Hi team,

Grateful if you could update your views on Altimmune (ALT-Q).

Is it a buy now for aggressive growth ? Which other companies would would you consider more suitable now in healthcare for strong grow on short term and which risk would be associated ?

Gratefully,

Jacques IDS

Upvote 1

Read Answer Asked by Jacques on February 07, 2024

• goeasy Ltd. (GSY $38.07)
  • $38.07 P/E (TTM): 2.78X Cap: $611M
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• Propel Holdings Inc. (PRL $18.99)
  • $18.99 P/E (TTM): 9.85X Cap: $747M
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Q: Hello 5i Team,
I see Propel raised its dividend by 14% today. I'm thinking about trimming 1/2 of my GoEasy and adding to my Propel holding. Thesis: management owns 56% of Propel and they are playing in a bigger sandbox in the US. What are your thoughts?

Thanks,
Brent

Upvote 7

Read Answer Asked by Brent on February 07, 2024

• Lantheus Holdings Inc. (LNTH $80.24)
  • $80.24 P/E (TTM): 23.73X Cap: $5.21B
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Q: Was considering adding to a small $lnth position to bump it up. Also have lly, abbv, well. Would you please provide an update opinion - potential in 2024/25 or value trap? Technically it is just perking up a bit.

Upvote 1

Read Answer Asked by Kel on February 07, 2024

• Canadian National Railway Company (CNR $137.75)
  • $137.75 P/E (TTM): 18.44X Cap: $84.22B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $98.26)
  • $98.26 P/E (TTM): 13.2X Cap: $21.10B
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• Constellation Software Inc. (CSU $2,567.93)
  • $2,567.93 P/E (TTM): 78.8X Cap: $54.41B
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• Celestica Inc. (CLS $376.13)
  • $376.13 P/E (TTM): 39.65X Cap: $43.24B
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• iShares Russell 2000 Growth ETF (IWO $315.57)
  • $315.57 P/E (TTM): 22.36X Cap: $12.35B
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• Vanguard S&P 500 Index ETF (VFV $161.58)
  • $161.58 P/E (TTM): 26.01X Cap: $27.66B
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• TerraVest Industries Inc. (TVK $139.83)
  • $139.83 Cap: $3.03B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $185.44)
  • $185.44 P/E (TTM): 28.12X Cap: $2.20B
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• Vanguard Dividend Appreciation FTF (VIG $215.19)
  • $215.19 P/E (TTM): 24.38X Cap: $103.82B
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• Vertiv Holdings LLC Class A (VRT $264.71)
  • $264.71 P/E (TTM): 78.71X Cap: $101.27B
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• Duolingo Inc. (DUOL $100.05)
  • $100.05 P/E (TTM): 12.29X Cap: $4.45B
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• Brookfield Corporation Class A Limited Voting Shares (BN $53.89)
  • $53.89 P/E (TTM): 80.1X Cap: $120.55B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $60.30)
  • $60.30 P/E (TTM): 29.85X Cap: $98.78B
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• ISHARES TRUST (IJT $143.37)
  • $143.37 P/E (TTM): 20.01X Cap: $6.42B
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Q: I recently retired and looking to place some of my savings into the market with a 5 year horizon at which time I will re-evaluate. Will tolerate a moderate to light risk. Could you please recommend 3 or 4 stocks or etf’s for my TFSA and 5-6 stocks for growth. Appreciate all your efforts. Thank you. Brian

Upvote 13

Read Answer Asked by Brian on February 07, 2024

• Vertex Pharmaceuticals Incorporated (VRTX $451.59)
  • $451.59 P/E (TTM): 30.25X Cap: $114.71B
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Q: Hi, Could you give us your opinion on Vertex, specially after release of its earnings, yesterday. How is the growth trajectory and pipeline ? Does the recent pull back, notably after the earnings, today, presents a good opportunity to initiate a new position ? Thank You

Upvote 2

Read Answer Asked by rajeev on February 07, 2024

• CI Tech Giants Covered Call ETF (TXF $22.32)
  • $22.32 P/E (TTM): 0.25X Cap: $720M
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Q: Would you trim or keep this ETF as is in view of active management and equal placement of these big tech companies in this particular ETF ? In view of high valuations of the seven largest tech companies would the decline of this ETF would be less then the NASDQ index?
Miroslaw

Upvote 3

Read Answer Asked by Miroslaw on February 07, 2024

• Celestica Inc. (CLS $376.13)
  • $376.13 P/E (TTM): 39.65X Cap: $43.24B
  • View CLS Profile
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• TerraVest Industries Inc. (TVK $139.83)
  • $139.83 Cap: $3.03B
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• Definity Financial Corporation (DFY $68.16)
  • $68.16 P/E (TTM): 48.12X Cap: $8.28B
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Q: What can you tell me about this company. I have a small TSFA and am looking for some reasonable growth. also do you think hps-a is getting a little to high to buy right now? Thankyou Larry

Upvote 8

Read Answer Asked by Larry on February 07, 2024

• Perion Network Ltd (PERI $8.74)
  • $8.74 Cap: $383M
  • View PERI Profile
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Q: I was in process of building my position in PERI after reading some positive answers on this, inspite of getting bitten big time with other adtech ex ILLM.TO & APPS my current average CP is above where PERI is trading now.
Should I continue with my process to add to what I have, or this is another DOG within adtech just sell this and move ON

Upvote 2

Read Answer Asked by Francis on February 07, 2024