Investment Q&A

• iShares Russell 2000 Growth ETF (IWO $296.18)
  • $296.18 P/E (TTM): 45.65X Cap: $11.91B
  • View IWO Profile
  • View Questions on IWO
• iShares MSCI World Index ETF (XWD $103.69)
  • $103.69 P/E (TTM): 56.55X Cap: $1.28B
  • View XWD Profile
  • View Questions on XWD
• RBC Quant U.S. Dividend Leaders ETF (RUD $26.42)
  • $26.42 P/E (TTM): 58.55X Cap: $760M
  • View RUD Profile
  • View Questions on RUD
• Vanguard S&P 500 Index ETF (VFV $157.15)
  • $157.15 P/E (TTM): 82.03X Cap: $24.58B
  • View VFV Profile
  • View Questions on VFV
• Financial Select Sector SPDR (XLF $52.63)
  • $52.63 P/E (TTM): 43.38X Cap: $52.72B
  • View XLF Profile
  • View Questions on XLF
• Vanguard S&P 500 ETF (VOO $583.87)
  • $583.87 P/E (TTM): 81.12X Cap: $677.13B
  • View VOO Profile
  • View Questions on VOO
• Vanguard Dividend Appreciation FTF (VIG $209.03)
  • $209.03 P/E (TTM): 68.92X Cap: $92.40B
  • View VIG Profile
  • View Questions on VIG
• Vanguard High Dividend Yield Indx ETF (VYM $137.11)
  • $137.11 P/E (TTM): 54.22X Cap: $61.35B
  • View VYM Profile
  • View Questions on VYM

Q: I currently own a full weigh of the above listed ETFs and in light of President Trump's economic policies that are likely to benefit the financial sector, I'm looking at possibly adding XLF: US ETF to my US$ Non Registered account.


Q1. What would be your best idea for US$ ETF to add to a US$ Non Registered account at this time along with your rational for this choice?

Q2.What are your thoughts on XLF:US in terms of potential return for 2025 and the remainder of the Trump presidency?

Thank you and I look forward to your response.
Francesco

Upvote 4

Read Answer Asked by Francesco on January 13, 2025

• BlackBerry Limited (BB $5.03)
  • $5.03 Cap: $3.01B
  • View BB Profile
  • View Questions on BB

Q: Hello 5i Team
I have noticed that Black Berry stock has started to rise in price, is it because of improved fundamentals ? Is this a company that you would recommend for a 3 year purchase?
Thank you

Upvote 2

Read Answer Asked by claudio on January 13, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $88.35)
  • $88.35 P/E (TTM): 150.95X Cap: $132.96B
  • View BN Profile
  • View Questions on BN

Q: Hello 5i

If BN is the only Brockfield Group stock in a portfolio. As a diversified conglomerate, up to what weighting percentage can it be held without becoming a bet on a stock?

Thanks

Upvote 15

Read Answer Asked by Charles on January 13, 2025

• Brookfield Corporation Class A Limited (BN $63.55)
  • $63.55 P/E (TTM): 150.95X Cap: $95.80B
  • View BN Profile
  • View Questions on BN

Q: Given Fridays sharp pullback would you consider this an ideal entry point?

Upvote 15

Read Answer Asked by Kim on January 13, 2025

• Global X S&P 500 Index Corporate Class ETF (HXS $91.18)
  • $91.18 Cap: $4.70B
  • View HXS Profile
  • View Questions on HXS

Q: As a follow up to my question on January 8 regarding ETFs you suggested ZSP to represent S&P 500
Would HXS be a better alternative since there will be no withholding tax in the TFSA as per asked by Danny boy on January 10?

Upvote 2

Read Answer Asked by Indra on January 13, 2025

• OppFi Inc. Class A (OPFI $9.58)
  • $9.58 Cap: $836M
  • View OPFI Profile
  • View Questions on OPFI

Q: Can you please provide some feedback on OPFI? Is there a reason why there was a surge in price today? Thanks!

Upvote 1

Read Answer Asked by Neeraj on January 13, 2025

• Enbridge Inc. (ENB $66.56)
  • $66.56 P/E (TTM): 22.99X Cap: $145.29B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $53.37)
  • $53.37 P/E (TTM): 31.22X Cap: $2.08B
  • View AND Profile
  • View Questions on AND
  • View Reports on AND

Q: Thanks for your reply on the effects of Trump tariffs on various stocks I own . I will be doing a little re-balancing based on your answers . However you didn't opine on two on the list . ENB which I would suspect may be affected by a tariff on oil and AND which has both Canadian and American operations though I'm not sure of how much of each they have. Thanks again for your terrific service ......

Upvote 3

Read Answer Asked by Garth on January 13, 2025

• Goldman Sachs Group Inc. (The) (GS $714.77)
  • $714.77 P/E (TTM): 15.9X Cap: $218.16B
  • View GS Profile
  • View Questions on GS
• Morgan Stanley (MS $143.84)
  • $143.84 P/E (TTM): 16.89X Cap: $230.06B
  • View MS Profile
  • View Questions on MS

Q: Hi!

Regarding these 2 companies which one has more growth prospects, better value for 2025? Are they overlapping businesses or complimentary to each other? I have a nice gain in MS thinking about trimming and buying some GS.

Ok thanks!

Upvote 2

Read Answer Asked by Robert on January 13, 2025

• iShares S&P/TSX 60 Index ETF (XIU $42.10)
  • $42.10 P/E (TTM): 14.6X Cap: $17.68B
  • View XIU Profile
  • View Questions on XIU

Q: I am trying to understand how an ETF like XIU works. Does a shareholder actually own any stocks when they own this etf, or do they just own shares in a fund that tracks the TSX 60, but doesn't actually own the individual companies?

Upvote 3

Read Answer Asked by Maria on January 13, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $34.70)
  • $34.70 Cap: $22.54B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: I note that dividends from this firm may be subject to withholding tax.
Can you name any Canadian companies who pay dividends/distributions in US dollars, and who might NOT be subject to holding tax?
I would prefer it if you knew firms who pay in excess of 5% dividends.
Thanks!
Paul

Upvote 4

Read Answer Asked by Paul on January 13, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $117.04)
  • $117.04 P/E (TTM): 18.94X Cap: $1.48B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: You have remained quite positive on Hammond.
Can you advise where their products are produced (I suspect most products for NA are produced in Mexico, therefore subject to any Trump tarries on Mexico, but I may be wrong).
Also do they have the capability of doing some manufacturing in the US

Upvote 7

Read Answer Asked by Robert on January 13, 2025

• Superior Plus Corp. (SPB $7.29)
  • $7.29 P/E (TTM): 29.45X Cap: $1.63B
  • View SPB Profile
  • View Questions on SPB
• South Bow Corporation (SOBO $38.14)
  • $38.14 P/E (TTM): 20.61X Cap: $8.11B
  • View SOBO Profile
  • View Questions on SOBO

Q: I would like to sell SPB. I have a small position in SOBO so wondered if this is a good replacement for SPB ? This is for a RRSP account .
Thanks

Upvote 4

Read Answer Asked on January 13, 2025

• BMO S&P 500 Index ETF (ZSP $96.97)
  • $96.97 P/E (TTM): 80.87X Cap: $19.36B
  • View ZSP Profile
  • View Questions on ZSP
• Vanguard S&P 500 ETF (VOO $583.87)
  • $583.87 P/E (TTM): 81.12X Cap: $677.13B
  • View VOO Profile
  • View Questions on VOO
• Vanguard Mega Cap Growth ETF (MGK $378.06)
  • $378.06 P/E (TTM): 119.45X Cap: $26.57B
  • View MGK Profile
  • View Questions on MGK
• Evolve FANGMA Index ETF (TECH $19.74)
  • $19.74 P/E (TTM): 91.01X Cap: $94M
  • View TECH Profile
  • View Questions on TECH

Q: Can you please recommend an equivalent ETF to VOO or MGK that is denominated in Cdn dollars. Thank you.

Upvote 2

Read Answer Asked by Greg on January 13, 2025

• Alphabet Inc. (GOOGL $199.68)
  • $199.68 P/E (TTM): 21.49X Cap: $2.41T
  • View GOOGL Profile
  • View Questions on GOOGL

Q: hi
do you have any thoughts on the effects of a Google "break-up" of assets, which could include a forced sell of "chrome"?
any thoughts on the likelihood of this with the new president?
cheers, Chris

Upvote 7

Read Answer Asked by chris on January 13, 2025

• Wajax Corporation (WJX $23.10)
  • $23.10 P/E (TTM): 12.11X Cap: $500M
  • View WJX Profile
  • View Questions on WJX

Q: How low would this need to go to become attractive. Is the market already suggesting a dividend cut may be on the way?

Upvote 1

Read Answer Asked by Jim on January 13, 2025

• BeWhere Holdings Inc. (BEW $0.79)
  • $0.79 Cap: $69M
  • View BEW Profile
  • View Questions on BEW

Q: After market closed on Jan 8,BEW announced a US$600k acquistion payable by US$250K cash & issuance of of 690141 shs @ 0.71 = US$350k. Positive response as up .04 to 0.73 today.Please comment and going forward.Add,Hold or Sell. Txs for u usual great services & view. All the Best for the New Year

Upvote 1

Read Answer Asked by Peter on January 13, 2025

• Sylogist Ltd. (SYZ $8.00)
  • $8.00 Cap: $190M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: Hello 5i
Since last earnings and most recent Q&A in 5i (Nov 7) this share price has been falling.

Is the price action related to the previous earnings miss or earnings growth expectations changing due to business or Tariff concerns?

With a 5 year view on this name, does one just continue to hold through the downside volatility with anticipation for better future earnings and share price?

Thank

Upvote 3

Read Answer Asked by David on January 13, 2025

• Westgold Resources Limited Ordinary shares (WGX $2.88)
  • $2.88 P/E (TTM): 40.92X Cap: $2.65B
  • View WGX Profile
  • View Questions on WGX

Q: The company news release sounds like optimistic talk covering up lower production. This being a new merger I cannot tell if this is rhetoric - spinning bad news, or progress being made, higher production and profitability around the corner? Your take on this please.

Upvote 3

Read Answer Asked by Harry on January 13, 2025

• Costco Wholesale Corporation (COST $978.84)
  • $978.84 P/E (TTM): 57.29X Cap: $441.06B
  • View COST Profile
  • View Questions on COST
• Meta Platforms Inc. (META $737.50)
  • $737.50 P/E (TTM): 27.27X Cap: $1.87T
  • View META Profile
  • View Questions on META
• Amphenol Corporation (APH $108.86)
  • $108.86 P/E (TTM): 43.82X Cap: $132.65B
  • View APH Profile
  • View Questions on APH
• Element Solutions Inc. (ESI $24.89)
  • $24.89 P/E (TTM): 25.22X Cap: $6.09B
  • View ESI Profile
  • View Questions on ESI
• Roblox Corporation Class A (RBLX $115.50)
  • $115.50 Cap: $82.14B
  • View RBLX Profile
  • View Questions on RBLX

Q: I have a small position in Element Solutions and am thinking of adding to it but can't find any previous questions. I'm also thinking of adding to Amphenol and starting a new position Roblox, Meta and Costco.. This would be in the growth portion of my portfolio. Or I could add to Vertiv and Axon. I have about 70k USD to deploy.

Thanks

Upvote 5

Read Answer Asked by Andrea on January 13, 2025

• Thomson Reuters Corp (TRI $174.54)
  • $174.54 P/E (TTM): 48.79X Cap: $79.21B
  • View TRI Profile
  • View Questions on TRI
• Brookfield Corporation Class A Limited Voting Shares (BN $88.35)
  • $88.35 P/E (TTM): 150.95X Cap: $132.96B
  • View BN Profile
  • View Questions on BN

Q: Peter, is there a list of TSX listed companies that get a majority of their earnings from US operations ? With US protectionism and aggression likely to increase is it a sound strategy to focus on these companies with the $Cdn portion of a equity retirement portfolio ? Thank you.

Upvote 4

Read Answer Asked by Paul on January 13, 2025