Investment Q&A

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.32)
  • $53.32 P/E (TTM): 18.19X Cap: $25.70B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX SmallCap Index ETF (XCS $34.78)
  • $34.78 P/E (TTM): 2.33X Cap: $229M
  • View XCS Profile
  • View Questions on XCS
• Vanguard S&P 500 Index ETF (VFV $167.59)
  • $167.59 P/E (TTM): 26.01X Cap: $28.10B
  • View VFV Profile
  • View Questions on VFV
• Vanguard Growth ETF Portfolio (VGRO $44.57)
  • $44.57 P/E (TTM): 10.85X Cap: $8.98B
  • View VGRO Profile
  • View Questions on VGRO

Q: What would be your top 4 CAD ETF picks for longer term growth?

Upvote 9

Read Answer Asked by Kevin on January 19, 2024

• Apple Inc. (AAPL $266.55)
  • $266.55 P/E (TTM): 32.38X Cap: $3.87T
  • View AAPL Profile
  • View Questions on AAPL
• Adobe Inc. (ADBE $260.39)
  • $260.39 P/E (TTM): 15.81X Cap: $106.91B
  • View ADBE Profile
  • View Questions on ADBE
• Amazon.com Inc. (AMZN $206.15)
  • $206.15 P/E (TTM): 27.73X Cap: $2.15T
  • View AMZN Profile
  • View Questions on AMZN
• Broadcom Inc. (AVGO $336.78)
  • $336.78 P/E (TTM): 68.46X Cap: $1.57T
  • View AVGO Profile
  • View Questions on AVGO
• Cisco Systems Inc. (CSCO $78.00)
  • $78.00 P/E (TTM): 29.67X Cap: $303.64B
  • View CSCO Profile
  • View Questions on CSCO
• Meta Platforms Inc. (META $639.82)
  • $639.82 P/E (TTM): 27.24X Cap: $1.61T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $304.83)
  • $304.83 P/E (TTM): 28.31X Cap: $3.69T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $401.51)
  • $401.51 P/E (TTM): 25.1X Cap: $2.94T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $189.84)
  • $189.84 P/E (TTM): 45.36X Cap: $4.49T
  • View NVDA Profile
  • View Questions on NVDA
• Accenture plc Class A (Ireland) (ACN $221.97)
  • $221.97 P/E (TTM): 18.53X Cap: $145.22B
  • View ACN Profile
  • View Questions on ACN
• Salesforce Inc. (CRM $185.86)
  • $185.86 P/E (TTM): 25.33X Cap: $172.67B
  • View CRM Profile
  • View Questions on CRM
• Oracle Corporation (ORCL $156.11)
  • $156.11 P/E (TTM): 30.1X Cap: $442.52B
  • View ORCL Profile
  • View Questions on ORCL
• Tesla Inc. (TSLA $415.04)
  • $415.04 P/E (TTM): 386.52X Cap: $1.54T
  • View TSLA Profile
  • View Questions on TSLA
• Advanced Micro Devices Inc. (AMD $202.38)
  • $202.38 P/E (TTM): 102.13X Cap: $330.62B
  • View AMD Profile
  • View Questions on AMD

Q: Peter,
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?

Upvote 16

Read Answer Asked by JR on January 19, 2024

• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X
  • View PAY Profile
  • View Questions on PAY

Q: Good morning, I'm down on Lightspeed in my TFSA so no capital loss available but I'm wondering about swapping it out for Payfare. Thoughts?
Thanks, Rod

Upvote 4

Read Answer Asked by Rod on January 19, 2024

• Lithium Americas Corp. (LAC $6.23)
  • $6.23 Cap: $1.88B
  • View LAC Profile
  • View Questions on LAC
• Albemarle Corporation (ALB $174.64)
  • $174.64 Cap: $19.90B
  • View ALB Profile
  • View Questions on ALB
• Sociedad Quimica y Minera S.A. (SQM $73.28)
  • $73.28 P/E (TTM): 29.55X Cap: $20.68B
  • View SQM Profile
  • View Questions on SQM
• NanoXplore Inc. (GRA $2.21)
  • $2.21 Cap: $400M
  • View GRA Profile
  • View Questions on GRA
• Carpenter Technology Corporation (CRS $376.59)
  • $376.59 P/E (TTM): 44.11X Cap: $18.67B
  • View CRS Profile
  • View Questions on CRS
• Constellium SE (France) (CSTM $26.29)
  • $26.29 P/E (TTM): 17.36X Cap: $3.20B
  • View CSTM Profile
  • View Questions on CSTM
• ATI Inc. (ATI $148.56)
  • $148.56 P/E (TTM): 46.58X Cap: $19.93B
  • View ATI Profile
  • View Questions on ATI
• Haynes International Inc. (HAYN)
  • P/E (TTM): 20.96X
  • View HAYN Profile
  • View Questions on HAYN

Q: Please, rank from most to least recommended and why? Are there any companies outside of Canada that you think might be preferable? If so, how would you rank them? If there is any other information that you believe might be useful then let me know.

Upvote 1

Read Answer Asked by V on January 19, 2024

• BIP Investment Corporation Senior Preferred Shares Series 1 (BIK.PR.A $26.60)
  • View BIK.PR.A Profile
  • View Questions on BIK.PR.A

Q: hello 5I:
I'm looking to add a rate reset preferred to my RRIF, and am considering BIK.PR.A. The possibility of the preferred being called seems like a low risk idea. Could you give me some other options in this area, using only preferreds that you find attractive?
thanks
Paul L

Upvote 2

Read Answer Asked by Paul on January 19, 2024

• Alphabet Inc. (GOOG $304.83)
  • $304.83 P/E (TTM): 28.31X Cap: $3.69T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $401.51)
  • $401.51 P/E (TTM): 25.1X Cap: $2.94T
  • View MSFT Profile
  • View Questions on MSFT
• International Business Machines Corporation (IBM $259.37)
  • $259.37 P/E (TTM): 31.31X Cap: $241.45B
  • View IBM Profile
  • View Questions on IBM
• FormFactor Inc. (FORM $95.37)
  • $95.37 P/E (TTM): 186.02X Cap: $7.44B
  • View FORM Profile
  • View Questions on FORM
• IonQ Inc. (IONQ $34.28)
  • $34.28 Cap: $11.75B
  • View IONQ Profile
  • View Questions on IONQ

Q: Hello 5i,
On the topic of a recent question regarding quantum computing, could you provide a any names in this area? I thought IBM R&D was involved but not sure about any others.
Thanks

Upvote 5

Read Answer Asked by mike on January 19, 2024

• Costco Wholesale Corporation (COST $1,012.41)
  • $1,012.41 P/E (TTM): 70.78X Cap: $449.21B
  • View COST Profile
  • View Questions on COST
• Microsoft Corporation (MSFT $401.51)
  • $401.51 P/E (TTM): 25.1X Cap: $2.94T
  • View MSFT Profile
  • View Questions on MSFT
• Palo Alto Networks Inc. (PANW $153.82)
  • $153.82 P/E (TTM): 105.66X Cap: $113.95B
  • View PANW Profile
  • View Questions on PANW
• M/I Homes Inc. (MHO $145.35)
  • $145.35 P/E (TTM): 10.17X Cap: $3.78B
  • View MHO Profile
  • View Questions on MHO

Q: Is Mi Homes safe as Door ? Which has more growth potential?

Upvote 2

Read Answer Asked by Helen on January 19, 2024

• Alphabet Inc. (GOOG $304.83)
  • $304.83 P/E (TTM): 28.31X Cap: $3.69T
  • View GOOG Profile
  • View Questions on GOOG
• Super Micro Computer Inc. (SMCI $30.33)
  • $30.33 P/E (TTM): 22.46X Cap: $18.03B
  • View SMCI Profile
  • View Questions on SMCI
• Vertiv Holdings LLC Class A (VRT $246.80)
  • $246.80 P/E (TTM): 88.5X Cap: $93.11B
  • View VRT Profile
  • View Questions on VRT

Q: Good Morning
Regardless of sector, what are your top 3 stock choices in the US right now.
Thank you

Upvote 17

Read Answer Asked by Marty on January 19, 2024

• Global X S&P 500 Index Corporate Class ETF (HXS $97.44)
  • $97.44 Cap: $5.66B
  • View HXS Profile
  • View Questions on HXS
• Vanguard S&P 500 Index ETF (VFV $167.59)
  • $167.59 P/E (TTM): 26.01X Cap: $28.10B
  • View VFV Profile
  • View Questions on VFV

Q: HXS has has a management fee of .10 but as they state this does not include a swap fee of approximately 30 bps. Is the actual management fee .40? Is the swap fee related to the total return nature of this ETF? I’m looking for an S&P ETF to hold in my TFSA and HXS seems like a great option as I wouldn’t be subject to withholding taxes. Do you feel HXS is a better choice then VFV for a 10+ year hold inside a TFSA due to the savings on withholding taxes?

Upvote 5

Read Answer Asked by Anthony on January 19, 2024

• Enthusiast Gaming Holdings Inc. (EGLX $0.04)
  • $0.04 Cap: $7M
  • View EGLX Profile
  • View Questions on EGLX
  • View Reports on EGLX

Q: Is there runway here? Please share your thoughts, they would be greatly appreciated.

Upvote 2

Read Answer Asked by MG on January 19, 2024

• State Street Health Care Select Sector SPDR ETF (XLV $156.97)
  • $156.97 P/E (TTM): 23.97X Cap: $41.59B
  • View XLV Profile
  • View Questions on XLV
• State Street Technology Select Sector SPDR ETF (XLK $142.04)
  • $142.04 P/E (TTM): 39.24X Cap: $87.86B
  • View XLK Profile
  • View Questions on XLK
• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $117.51)
  • $117.51 P/E (TTM): 34.95X Cap: $22.26B
  • View XLY Profile
  • View Questions on XLY
• State Street Communication Services Select Sector SPDR ETF (XLC $114.59)
  • $114.59 P/E (TTM): 15.23X Cap: $26.21B
  • View XLC Profile
  • View Questions on XLC

Q: Which sector will perform the best in 2024 ? Based on this answer , which fund should be purchased among the ones mentioned (or a fund representing another sector not mentioned in my question) ?

Upvote 4

Read Answer Asked by georges on January 19, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $206.53)
  • $206.53 P/E (TTM): 31.2X Cap: $2.39B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Hi, Hammond Power stock continues to make new highs every day. Scarcity of sellers and low liquidity is evident. An order for sale of 8000 shares at $84.82 was quickly snapped up by hungry buyers, in no time. Besides the low float, what are the fundamentals driving the stock with this incredible strength? How is the valuation today, with the elevated prices? If there was cash to deploy, would 5i consider increasing its position in the Portfolio, at these levels ? Thank You

Upvote 11

Read Answer Asked by rajeev on January 19, 2024

• NextSource Materials Inc. (NEXT $0.37)
  • $0.37 Cap: $68M
  • View NEXT Profile
  • View Questions on NEXT

Q: Any idea what is going on with this company/stock. Thx James

Upvote 1

Read Answer Asked by JAMES on January 19, 2024

• Diodes Incorporated (DIOD $68.94)
  • $68.94 P/E (TTM): 50.05X Cap: $3.57B
  • View DIOD Profile
  • View Questions on DIOD

Q: How is this company doing? Has your opinion changed since 2019? Is it a buy hold or sell in your opinion.

Thank you

Steve

Upvote 1

Read Answer Asked by Steve on January 19, 2024

• Costco Wholesale Corporation (COST $1,012.41)
  • $1,012.41 P/E (TTM): 70.78X Cap: $449.21B
  • View COST Profile
  • View Questions on COST
• WSP Global Inc. (WSP $224.87)
  • $224.87 P/E (TTM): 33.08X Cap: $29.09B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• TFI International Inc. (TFII $159.31)
  • $159.31 P/E (TTM): 31.38X Cap: $13.56B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Premium Brands Holdings Corporation (PBH $104.54)
  • $104.54 P/E (TTM): 70.97X Cap: $4.67B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $24.98)
  • $24.98 P/E (TTM): 29.29X Cap: $1.80B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $206.53)
  • $206.53 P/E (TTM): 31.2X Cap: $2.39B
  • View HPS.A Profile
  • View Questions on HPS.A
• Jacobs Solutions Inc. (J $139.92)
  • $139.92 P/E (TTM): 55.79X Cap: $16.04B
  • View J Profile
  • View Questions on J

Q: The two least profitable stocks in my entire portfolio are SIS (up an anemic 6% after two years) and PBH (up 10% in the same time period). I'd like to replace both with something growthier - but here's the catch - I want similar dividends (+/- 1%) and I want Canadian replacements in the same sector. My only other Consumer Defensive is COST. Current industrials are WSP, HPS.A, J, and TFII. I would welcome your speculation on how SIS and PBH are likely to grow this year...and what potential replacements might be. Thank you.

Upvote 5

Read Answer Asked by Maureen on January 19, 2024

• Haivision Systems Inc. (HAI $9.46)
  • $9.46 Cap: $245M
  • View HAI Profile
  • View Questions on HAI

Q: Hello, Could you please provide your thoughts on results, outlooks for next quarters and latest price + transaction volume hike. thank you

Upvote 2

Read Answer Asked by Luc on January 19, 2024

Q: Is Geo Comply listed on any exchange?

Upvote 1

Read Answer Asked by steve on January 19, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $206.53)
  • $206.53 P/E (TTM): 31.2X Cap: $2.39B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Would you buy this stock at its current price, and if not what price would you?

Upvote 3

Read Answer Asked by Brian on January 19, 2024

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.32)
  • $53.32 P/E (TTM): 18.19X Cap: $25.70B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.32)
  • $43.32 P/E (TTM): 15.96X Cap: $1.13B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard S&P 500 Index ETF (VFV $167.59)
  • $167.59 P/E (TTM): 26.01X Cap: $28.10B
  • View VFV Profile
  • View Questions on VFV
• Vanguard Balanced ETF Portfolio (VBAL $38.04)
  • $38.04 P/E (TTM): 6.89X Cap: $4.77B
  • View VBAL Profile
  • View Questions on VBAL

Q: If one was to anchor their RRSP portfolio with VBAL which is a 60 equity/40 fixed income split, but would like to be more 70/30. Would you add another ETF or two to achieve the desired weightings? Does this strategy make sense? What would be Five i's thoughts and suggestions.

Thank you

Upvote 3

Read Answer Asked by Mike on January 19, 2024

• iShares S&P/TSX Capped Energy Index ETF (XEG $22.96)
  • $22.96 P/E (TTM): 12.5X Cap: $1.62B
  • View XEG Profile
  • View Questions on XEG

Q: It looks like, regardless of oil price movements or direction of the market, XEG only goes down. I am currently down 15% on XEG and wondering if there is any hope for oil sector in Canada? Would you keep this ETF/sector for 1-3 years timeframe, or get rid of oil sector entirely and relocate money to some other sectors?

Upvote 1

Read Answer Asked by Amy on January 19, 2024