Investment Q&A

Q: What are your recommended non-Canadian equity ETFs?
Do you prefer US only ETFs, or worldwide non-Canadian ETFs, for a long term hold?
Is it more likely that US equities will outperform non-US, such as Europe and Japan, or is it too hard to tell?

Q: What is DOCCKS

Q: Thank you for your answer the other day with respect to these pref shares. Could you outline what may happen to the price of the shares depending on the reset rates. For example could the price fall to maintain a certain yield? Thanks again

Q: I appreciate previous concerns with Power, any update based on earnings. In general, the pace of interest rate declines appears to be moderating, is this good for insurance companies?

Q: Groupe Dynamite Hi - would like your thoughts on this IPO - is the valuation reasonable and what is the growth expected? Fashion stocks tend to be very volatile- would this be of interest?

Q: Awhile back I asked a question about the Horizon etf's , which pay in capital gains, rather than dividends. You were good enough to supply me with HXS and HXT. The HXS is the S&P 500. But, it is bought in Canadian dollars. I didn't mention it but I was looking for one that could be bought and sold in US dollars. Is there something from Horizon that can do that? Or, from another company?
thanks for the great service

Q: Is Peter and team still bullish on NVDA not withstanding Super Micro's issues?

Q: Is there an ETF in CAD { unhedged } that you would recommend that follows the Russel 2000?

Thanks

Q: Hello
I already have a full position in CNR
looking to start a partial position in CP
what is a good entry price
a reasonable 12 months target price?
thanks

Michael

Q: How do you feel about CJ's earnings announced last week?

Thank you!

Q: Can I please have your updated view of BILL:US ?
Thank you in advance.

Q: Hi Guys,

Please provide feedback on Stantec's order.

Thanks,

Jim

Q: The only financial stock I own is TD. I would like to sell this stock and replace it with 3 financial stocks. It is for a RRSP but have 15 years before the money will be used. What 3 financial stocks would you recommend to buy?

Thanks

Q: To this point in time LMN has been a solid performer in my TFSA. Recent results and some of your comments have "cooled" my expectations going forward.

Do you have 2 CDN and 2 US stocks for a TFSA 3 year plus hold that you feel will substantially outperform LMN.

Thanjs,

Terry

Q: Hi 5i
Could I have your top 2-3 highest conviction Industrials for each of US and Can markets.
Thanks

Q: Is Pres Trump pro Nuclear, I think he prefers Smaller Nuclear Plants With AI and EVS USA will need more power Is Nuclear the answer.

How to play please RAK

Q: If one were to compare CNR and CP.
1. in your opinion which one has better valuation?
2. in your opinion do you think they will be significantly negatively impacted with Trumps policies?
3. in your opinion which railway will be effected the least?

Q: My Consumer Cyclical sector is too low; I need to increase it. What are your Canadian recommendations in this sector at the moment? Thank you

Q: Just speculating on the possibility that propel could be bought out by one of the major banks in Canada-I don’t believe they offer a similar type of business and this seems like way to diversify a little

Q: I have a general question and am using CN Rail and CGI as examples.

These 2 companies have an average annual sales growth of less than 5% per year over the course of the last decade and their EPS is higher. In the last 5 years the average EPS growth has been in the double digits and their average sales growth less than 5%. I know they buy back shares every year but this can not account for such a large variance. I know they try to be more careful with expenses but you can’t cut expenses forever. You would normally think that EPS follows Sales (to some extent over the years). I know you like these companies and have a few questions.
1. Any idea what is behind the variance between sales and EPS. (Mid to low single digit sales growth and double-digit EPS growth.)
2. Considering such a variance, if average sales growth remains under 5% can these companies continue to compound our return in the double digits over time. Why would they continue to be good long term investments?
3. Anything else that may be worthwhile sharing.

Thanks.