Investment Q&A

• Booking Holdings Inc. (BKNG $5,437.62)
  • $5,437.62 P/E (TTM): 34.03X Cap: $179.43B
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• Kinaxis Inc. (KXS $196.55)
  • $196.55 P/E (TTM): 443.98X Cap: $5.45B
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• Savaria Corporation (SIS $21.13)
  • $21.13 P/E (TTM): 29.3X Cap: $1.45B
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• Crocs Inc. (CROX $77.21)
  • $77.21 P/E (TTM): 6.25X Cap: $5.89B
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• Perion Network Ltd (PERI $9.80)
  • $9.80 Cap: $468M
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• InMode Ltd. (INMD $14.32)
  • $14.32 Cap: $972M
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• eXp World Holdings Inc. (EXPI $10.15)
  • $10.15 Cap: $1.61B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: These names have been underperforming in my portfolio for some time now. Do you believe they remain attractive from these levels or are there more compelling names out there?

Upvote 0

Read Answer Asked by Andrew on October 10, 2023

• Topicus.com Inc. (TOI $182.60)
  • $182.60 P/E (TTM): 96.56X Cap: $24.02B
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Q: Toi down from some $108 at end of Jun to cp of $91.85, so is it timely to buy/add.What is good entry price? Txs for U usual great services & views

Upvote 0

Read Answer Asked by Peter on October 10, 2023

• Suncor Energy Inc. (SU $53.60)
  • $53.60 P/E (TTM): 10.92X Cap: $66.17B
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Q: How material is today's Suncor news? : "Suncor Energy (TSX: SU) (NYSE: SU) announced today that it has agreed to purchase TotalEnergies EP Canada Ltd., which holds a 31.23% working interest in the Fort Hills oil sands mining project (Fort Hills) for $1.468 billion". Will it have a positive effect on the stock? Thank you

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Read Answer Asked by Gervais on October 06, 2023

Q: hello 5i:
I understand that there is a withholding tax on US dividends within a TFSA. Is the same thing true for interest from a GIC (US GIC denominated in US dollars)?
thanks
Paul L

Upvote 0

Read Answer Asked by Paul on October 06, 2023

• Coca-Cola Company (The) (KO $70.52)
  • $70.52 P/E (TTM): 27.73X Cap: $299.14B
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Q: I hold KO in an RRSP as a defensive stock as well as collecting the $US dividend. The defensive aspect has taken a hit lately, and I am looking at this as a buy opportunity. I would appreciate it if you could provide your assessment as to why the steady decline in share price of late and your thoughts on adding to this stock.

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Read Answer Asked by Dave on October 06, 2023

• H2O Innovation Inc. (HEO $4.25)
  • $4.25 Cap: $382M
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Q: Looks like there is an offer on table.Should I se4ll shares and move on

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Read Answer Asked by Don on October 06, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.07)
  • $5.07 Cap: $1.34B
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Q: I am down considerably with TIXT. Would it be wise to seel for a tax loss at this time or wait and sell later.

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Read Answer Asked by Linda on October 06, 2023

• goeasy Ltd. (GSY $203.62)
  • $203.62 P/E (TTM): 12.26X Cap: $3.06B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.07)
  • $5.07 Cap: $1.34B
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Q: Hi there,

I am still holding these in my TFSA after significant drop in value. Do you recommend holding or exiting these names? Thanks.

Shyam

Upvote 1

Read Answer Asked by Shyam on October 06, 2023

• iShares MSCI Mexico ETF (EWW $61.44)
  • $61.44 P/E (TTM): 6.33X Cap: $1.76B
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Q: EWW (Mexico ETF) has been doing well until very recently on the basis that Mexico now comptetes favourably with China on labour costs. Are there any new developments to explain the sudden drop on the valie of this ETF?

Upvote 0

Read Answer Asked by Lakis on October 06, 2023

• Advanced Micro Devices Inc. (AMD $171.31)
  • $171.31 P/E (TTM): 127.23X Cap: $264.48B
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Q: Hi 5i
AMD had a large increase in shares trading hands ,29M, and price movement which looks like it started at around 10 am....any news or other catalysts on your radar what might be happening to prompt action....something related to jobs report maybe?

What price point would you consider attractive/possible under current conditions etc

thx

Upvote 0

Read Answer Asked by jim on October 06, 2023

• INVESCO QQQ Trust (QQQ $567.17)
  • $567.17 P/E (TTM): 59.46X Cap: $362.51B
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Q: There is a ( very) new ETF, coming out from Horizon with ticker QQCL being a covered call Nasdaq 100 with anticipated yield of 14.10 %.
This seems to be attractive for my TFSA for higher growth (with volatility which I can handle), along with a high yield.

I have bought several of these products, HTA, HHL, UMAX for both my registered and non registered accounts. They seem “ too good to be true “ and am wondering if that’s true. I have seen many of these enhanced products ( remember flow through shares ?) and hope these do not repeat.
Your thoughts on QQCL and on these ETF’s in general would be appreciated.
Thanks. Derek

Upvote 0

Read Answer Asked by Derek on October 06, 2023

• Intuit Inc. (INTU $761.74)
  • $761.74 P/E (TTM): 62.54X Cap: $217.43B
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• BCE Inc. (BCE $32.56)
  • $32.56 P/E (TTM): 77.26X Cap: $29.49B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $204.49)
  • $204.49 P/E (TTM): 104.82X Cap: $276.10B
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• Brookfield Corporation Class A Limited Voting Shares (BN $89.76)
  • $89.76 P/E (TTM): 241.4X Cap: $153B
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• Fiserv Inc. (FI $131.70)
  • $131.70 P/E (TTM): 22.45X Cap: $72.86B
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Q: Can you please provide 5 mid or large cap stock picks that have dropped recently due to the market downturn and could possibly recover as the next quarter earnings come out or as the interest rate environment peaks. US and/or Cdn stocks.

Upvote 0

Read Answer Asked by Vineet on October 06, 2023

• Royal Bank of Canada (RY $181.88)
  • $181.88 P/E (TTM): 19.47X Cap: $256.22B
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• Toronto-Dominion Bank (The) (TD $100.27)
  • $100.27 P/E (TTM): 10.29X Cap: $174.03B
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• Bank of Nova Scotia (The) (BNS $76.51)
  • $76.51 P/E (TTM): 16.06X Cap: $95.19B
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• Bank of Montreal (BMO $154.81)
  • $154.81 P/E (TTM): 13.67X Cap: $111.71B
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• Canadian Imperial Bank Of Commerce (CM $99.15)
  • $99.15 P/E (TTM): 12.42X Cap: $92.67B
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Q: Apparently BMO, CIBC and TD currently have negative amortization mortgages approaching 20%. Do you have comparatives for BNS and RY ? Apparently there is one Canadian bank that is very conservative at less than 6%.

Upvote 0

Read Answer Asked by James on October 06, 2023

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $57.89)
  • $57.89 P/E (TTM): 55.32X Cap: $3.78B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $52.90)
  • $52.90 P/E (TTM): 9.2X Cap: $4.09B
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• Vanguard S&P 500 Index ETF (VFV $154.28)
  • $154.28 P/E (TTM): 59.73X Cap: $24.14B
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• SPDR S&P 500 ETF Trust (SPY $630.74)
  • $630.74 P/E (TTM): 57.48X Cap: $658.99B
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• INVESCO QQQ Trust (QQQ $567.17)
  • $567.17 P/E (TTM): 59.46X Cap: $362.51B
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• Vanguard Balanced ETF Portfolio (VBAL $34.88)
  • $34.88 P/E (TTM): 20.32X Cap: $3.72B
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• Vanguard Growth ETF (VUG $453.50)
  • $453.50 P/E (TTM): 76.92X Cap: $168.61B
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Q: I am close to retiring and have all registered accounts maxed out, but have $200K of non-registered funds to invest, and wondering what recommendation would be. I am leaning for simplicity to spread across a few ETFs to get some balance of growth and dividends. Thoughts/recommendations.

Upvote 1

Read Answer Asked by Steven on October 06, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $42.94)
  • $42.94 P/E (TTM): 62.77X Cap: $7.17B
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Q: Hello, I have read the Q&A on CAR.UN and it seems to be a favorite REIT of yours, but if you can detail why this is the case, I would really appreciate it. Thanks

Upvote 0

Read Answer Asked by Martin on October 06, 2023

• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $13.10)
  • $13.10 Cap: $190M
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Q: With U.S. Treasury yields on the rise, is this a good time to buy this U.S Treasury focused ETF? Also, looking forward, and assuming a higher for longer scenario for interest rates, that are at a peak now, and will stay there for a couple of years, what would your outlook be for this ETF? Is the yield sustainable at a targeted 10%, or might it rise in the short term? Thanks. Will

Upvote 0

Read Answer Asked by Will on October 06, 2023

• Costco Wholesale Corporation (COST $977.51)
  • $977.51 P/E (TTM): 55.12X Cap: $429.53B
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• Starbucks Corporation (SBUX $91.29)
  • $91.29 P/E (TTM): 32.68X Cap: $101.15B
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• Visa Inc. (V $330.60)
  • $330.60 P/E (TTM): 33.91X Cap: $659.07B
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Q: Hello, can you tell me how close the NEO listed CDRs are tracking the US listed companies? Also, is there a no fee site where I can compare the performance of the CDRs against their US equivalents? I don’t see tHis functionality on 5i and it would be nice to have. Thanks.

Upvote 1

Read Answer Asked by Anthony on October 06, 2023

• Algonquin Power & Utilities Corp. (AQN $8.17)
  • $8.17 Cap: $6.26B
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Q: I haven't been following the market too much for several months and was shocked to see that AQN has fallen dramatically (from about $10 to $8 in one month). I don't see much news or questions on AQN. Any insight into why there has been such a dramatic drop?

Upvote 1

Read Answer Asked by Ray on October 06, 2023

• Adobe Inc. (ADBE $333.16)
  • $333.16 P/E (TTM): 21.73X Cap: $146.61B
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• Energy Transfer LP (ET $17.57)
  • $17.57 P/E (TTM): 13.43X Cap: $61.29B
  • View ET Profile
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• Novo Nordisk A/S (NVO $48.66)
  • $48.66 P/E (TTM): 13.32X Cap: $363.68B
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• CrowdStrike Holdings Inc. (CRWD $424.58)
  • $424.58 Cap: $110.10B
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Q: How would you rank these and why?
thanks!

Upvote 0

Read Answer Asked by Austin on October 06, 2023

• Baytex Energy Corp. (BTE $2.86)
  • $2.86 P/E (TTM): 6.23X Cap: $2.22B
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Q: Hi Peter
I added to wcp with the pull back (pays a dividend)

I am thinking of putting in a 1/2 position for BTE
what do you think of the company
and a good entry price? thanks
Michael

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Read Answer Asked by Michael on October 06, 2023