Investment Q&A

• Visa Inc. (V $343.26)
  • $343.26 P/E (TTM): 33.44X Cap: $667.20B
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• Royal Bank of Canada (RY $189.53)
  • $189.53 P/E (TTM): 20.44X Cap: $266.89B
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• Bank of Nova Scotia (The) (BNS $78.80)
  • $78.80 P/E (TTM): 16.47X Cap: $98.03B
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• Sun Life Financial Inc. (SLF $81.82)
  • $81.82 P/E (TTM): 14.79X Cap: $46.18B
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• goeasy Ltd. (GSY $204.27)
  • $204.27 P/E (TTM): 12.3X Cap: $3.27B
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.59)
  • $6.59 P/E (TTM): 21.9X Cap: $704M
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Q: These stocks make up the Financial portion of my portfolio. I would like to concentrate my holdings (just because you have suggested it in the past). V and FSZ are each approximately 1.5% of my portfolio and the others are each around 2.5%.

I am considering selling FSZ and V in order to buy more of the remaining stocks. Would you endorse this move or given the different types of companies represented should I just stay the course? Capital gains would be owing on V and I tend to hold for the long term.

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on January 13, 2023

• Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY $112.33)
  • $112.33 Cap: $288.51B
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Q: Hi there, can you give an update for this company considering inflationary times and outlook for next 3 years?

Thanks!

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Read Answer Asked by Robert on January 13, 2023

• Enbridge Inc. (ENB $66.63)
  • $66.63 P/E (TTM): 22.99X Cap: $145.29B
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• Hamilton Enhanced Canadian Bank ETF (HCAL $28.85)
  • $28.85 P/E (TTM): 12.49X Cap: $628M
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Q: Your thoughts on swapping HCAL for ENB.

Thanks

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Read Answer Asked by Mark on January 13, 2023

• Pine Cliff Energy Ltd. (PNE $0.62)
  • $0.62 Cap: $215M
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Q: you seem to be hot on pine cliff as opposed to other high dividend payers in the small cap oil and gas space such as gear and peyto among others. why is this?.
i know gear is heavy oil, peyto and pine cliff more nat gas.also are there others you prefer besides tamarack which seems like it is going nowhere. dave

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Read Answer Asked by david on January 13, 2023

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $81.70)
  • $81.70 P/E (TTM): 41.1X Cap: $132.83B
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Q: Brookfield Asset Management (BAM) said Monday it plans to commence a normal course issuer bid to purchase up to 31.8 million of its class A limited voting shares, representing about 10% of the public float.

Can you tell me how many shares are outstanding. Can you also tell me how such a reduction in the public float might impact the dividends paid out to shareholders over time (e.g. direct correlation)? Could this be the type of company that might annually try to reduce its float 10% to drive its own stock price re-rating? Lastly, is it common for a new company/spin off such as this one to start buying back its own shares?

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Read Answer Asked by Justin on January 13, 2023

• WSP Global Inc. (WSP $281.56)
  • $281.56 P/E (TTM): 45.97X Cap: $36.43B
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Q: Please provide me with the following info on WSP.

NET REVENUE {last fiscal year}
EPS {3x trailing years}
PEG
DEBT/EQUITY RATIO

thank you

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Read Answer Asked by Valter on January 13, 2023

• WELL Health Technologies Corp. (WELL $4.83)
  • $4.83 Cap: $1.23B
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Q: I am currently down about 60% on WELL Health
- I am considering buying more to average down on my cost

Your thoughts?

Thanks,
M

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Read Answer Asked by michael on January 13, 2023

Q: Hi
I am wondering where i can find the companies that you added to recently
Thanks fa a great service

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Read Answer Asked by joseph on January 13, 2023

Q: I have noticed many questions to 5i recently where the subscriber asks why a particular stock ha dropped so much in a day. You respond that there is no news. An alternate response could be that "probably Dan C bought the stock the day before". Conversely, if a stock as a big unexplained jump, the response could be "probably Dan C sold it the day before". I hope this helps.

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Read Answer Asked by Danny-boy on January 13, 2023

• Vanguard S&P 500 ETF (VOO $583.71)
  • $583.71 P/E (TTM): 81.12X Cap: $677.13B
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• SPDR S&P 500 ETF Trust (SPY $634.98)
  • $634.98 P/E (TTM): 57.48X Cap: $650.66B
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• iShares U.S. Consumer Discretionary ETF (IYC $101.16)
  • $101.16 P/E (TTM): 56.83X Cap: $1.67B
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Q: I have losses in spy and iyc and want to buy voo. Would I be able to claim the loss since the two etfs are in a non registered account? Do you think this is an ok move?
Thanks, Lesley

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Read Answer Asked by Lesley on January 13, 2023

• Canaccord Genuity Group Inc. (CF $10.13)
  • $10.13 Cap: $1.03B
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Q: Your opinion on the chance that the going private offer of $11.25 is raised?

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Read Answer Asked by edward on January 13, 2023

• BMO Equal Weight Industrials Index ETF (ZIN $45.55)
  • $45.55 P/E (TTM): 39.94X Cap: $37M
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Q: In the Portfolio Analytics it was pointed out that we are underweight in Industrials.. is there a Canadian etf that you would recommend that covers industrials?

Thanks, Lesley

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Read Answer Asked by Lesley on January 13, 2023

• Enbridge Inc. (ENB $66.63)
  • $66.63 P/E (TTM): 22.99X Cap: $145.29B
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• Fortis Inc. (FTS $70.60)
  • $70.60 P/E (TTM): 20.49X Cap: $35.51B
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Q: What are the best Dividend stocks to hold for under 100$ a share? thank you, all the best.

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Read Answer Asked by Alexandre on January 13, 2023

• Dye & Durham Limited (DND $10.18)
  • $10.18 Cap: $684M
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Q: DND has recently had a considerable rally. What do you think of the cashflow and profitability now - I am asking for an answer that assumes the takeover does not go through. What about valuation ratios currently and compared to assumed growth rates going forwards? Cheap, fair or expensive? Thanks.

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Read Answer Asked by Michael on January 13, 2023

• BCE Inc. (BCE $35.51)
  • $35.51 P/E (TTM): 77.04X Cap: $33.26B
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• TELUS Corporation (T $22.94)
  • $22.94 P/E (TTM): 35.69X Cap: $35.18B
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Q: I need to sell one of these or half of each. What is your opinion?
Diversification is not an issue.

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Read Answer Asked by Bryan on January 13, 2023

• Eaton Vance Enhance Equity Income Fundd Equity Income Fund Shares of Beneficial Interest (EOI $21.02)
  • $21.02 P/E (TTM): 61.87X Cap: $854M
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Q: How reliable are the monthly dividend payments for these funds …. as part of an income portfolio?

Thanks.

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Read Answer Asked by Donald on January 13, 2023

Q: Hi Peter/ Ryan, I transferred BAM in kind from my Margin Account to my TFSA at a loss, do I still have to wait the 30 days to buy it back. Thanks, Nick

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Read Answer Asked by Nick on January 12, 2023

• Vanguard S&P 500 Index ETF (VFV $157.05)
  • $157.05 P/E (TTM): 82.03X Cap: $24.58B
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• Vanguard S&P 500 ETF (VOO $583.71)
  • $583.71 P/E (TTM): 81.12X Cap: $677.13B
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Q: With a 5yr time horizon would you recommend splitting money over 3 etfs; rep. Utilities, tech, financials. Or, one etf VOO or a cad equivalent with spaced purchases over the course of a year. If suggestion is 3 etfs, could you please suggest some names in each of the three sectors. Thanks a lot.

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Read Answer Asked by Lesley on January 12, 2023

• Kinaxis Inc. (KXS $195.08)
  • $195.08 P/E (TTM): 165.79X Cap: $5.48B
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Q: Hello
Kinaxis dropped loke a rock this morning. I couldn't find any news. Do you what caused this sudden drop and moderately larger volume to day as well compared to the last couple of weeks

thank you

Steve

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Read Answer Asked by Steve on January 12, 2023

• Crocs Inc. (CROX $83.65)
  • $83.65 P/E (TTM): 22.35X Cap: $4.57B
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Q: CROX has had a nice run with great momentum. Could you explain the key risks, that may derail CROX future stock performance? Is CROX a buy or hold right now?

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Read Answer Asked by Greg on January 12, 2023