Investment Q&A

• Apple Inc. (AAPL $226.01)
  • $226.01 P/E (TTM): 35.04X Cap: $3.42T
  • View AAPL Profile
  • View Questions on AAPL
• Berkshire Hathaway Inc. (BRK.B $488.68)
  • $488.68 P/E (TTM): 16.4X Cap: $1.04T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: Hello 5i
I wonder whether you could provide some clarity on the question of sectors. According to 5i my sectors are out of whack. But, I am not buying real estate because I consider my house to represent that. My financials don't include any banks but BrK.B, CSU, etc. and it is overweight. But, I don't really see these companies as primary financial companies. Anything that you could add to this that would clarify the situation? Also, I was wondering whether you break down eft's into sectors or stocks on your portfolio tracking and analysis tool?
thanks

Upvote 4

Read Answer Asked by joseph on November 13, 2024

• KKR & Co. Inc. (KKR $138.09)
  • $138.09 P/E (TTM): 60.86X Cap: $123.79B
  • View KKR Profile
  • View Questions on KKR
• Blackstone Inc. (BX $164.47)
  • $164.47 P/E (TTM): 51.12X Cap: $123.30B
  • View BX Profile
  • View Questions on BX
• Apollo Global Management Inc. (APO $135.34)
  • $135.34 P/E (TTM): 24.33X Cap: $78.41B
  • View APO Profile
  • View Questions on APO
• Brookfield Corporation Class A Limited Voting Shares (BN $88.89)
  • $88.89 P/E (TTM): 150.95X Cap: $132.96B
  • View BN Profile
  • View Questions on BN

Q: Please rank BN, KKR, BX and APO, in order of preference and what would be a good entry point.

Upvote 3

Read Answer Asked by Dennis on November 13, 2024

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Explain to me, when you tell a client to take a half of a position, how does that work? Say you want to invest $10,000 in a stock, do you buy $5000 say today and than what do you do? Buy the remainder when the stock goes down, or when the stock has gone up.
Thanks Again

Upvote 16

Read Answer Asked by eugene on November 13, 2024

• BMO MSCI EAFE Hedged to CAD Index ETF (ZDM $33.14)
  • $33.14 P/E (TTM): 0.75X Cap: $1.25B
  • View ZDM Profile
  • View Questions on ZDM
• iShares Core MSCI EAFE IMI Index ETF (XEF $44.68)
  • $44.68 P/E (TTM): 0.75X Cap: $13.45B
  • View XEF Profile
  • View Questions on XEF

Q: Should I hedge my EAFE ETFs considering that their holdings are from multiple countries? I am considering either XEF or ZDM? they seem pretty much the same except one hedges to CAD and one does not.

Upvote 1

Read Answer Asked by Mary on November 13, 2024

• The Westaim Corporation (WED $28.48)
  • $28.48 Cap: $977M
  • View WED Profile
  • View Questions on WED

Q: Many updates since the last review of this company. With new shares being issued at $4.75 I would hope this provides a level of support, but not sure I should be holding hoping to see results vs selling now after a nice run and waiting for the results first and then reinvesting.

Upvote 1

Read Answer Asked by Jim on November 13, 2024

• Manulife Financial Corporation (MFC $41.74)
  • $41.74 P/E (TTM): 13.37X Cap: $71.59B
  • View MFC Profile
  • View Questions on MFC
• Sun Life Financial Inc. (SLF $81.25)
  • $81.25 P/E (TTM): 14.74X Cap: $45.99B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: Ignoring portfolio weightings, Can you give some advice on when to sell your winners? For example MFC has had a nice run. It seems fully valued. I am an income investor and am consider shifting to SLF for no other reason than the pick up in yield. There are other ‘winners’ I have that appear to be fully valued and I could shift elsewhere to boost income. What are the right things to consider re timing on when to sell?

Upvote 16

Read Answer Asked by Mark on November 13, 2024

• Hewlett Packard Enterprise Company (HPE $21.04)
  • $21.04 P/E (TTM): 21.21X Cap: $28B
  • View HPE Profile
  • View Questions on HPE
• Super Micro Computer Inc. (SMCI $42.61)
  • $42.61 P/E (TTM): 25.06X Cap: $25.80B
  • View SMCI Profile
  • View Questions on SMCI
• Dell Technologies Inc. Class C (DELL $128.48)
  • $128.48 P/E (TTM): 21.03X Cap: $87.21B
  • View DELL Profile
  • View Questions on DELL
• Vertiv Holdings LLC Class A (VRT $127.54)
  • $127.54 P/E (TTM): 75.03X Cap: $48.70B
  • View VRT Profile
  • View Questions on VRT

Q: Who are competitors to SMCI, and which one would benefit most in long term from the tanking of SMCI so I can initiate a position today? Thank you.

Upvote 5

Read Answer Asked by David on November 13, 2024

• MCAN Mortgage Corporation (MKP $21.44)
  • $21.44 P/E (TTM): 11.59X Cap: $845M
  • View MKP Profile
  • View Questions on MKP

Q: I would like your thoughts on MCan Financial today. Their results were good, but are they worth the jump today? They sold shares earlier in the year which got me nervous, but it seems like they are delivering.

Upvote 1

Read Answer Asked by Gordon on November 13, 2024

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $48.53)
  • $48.53 P/E (TTM): 1.66X Cap: $3.13B
  • View XAW Profile
  • View Questions on XAW
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $42.85)
  • $42.85 P/E (TTM): 0.16X Cap: $2.77B
  • View VEE Profile
  • View Questions on VEE
• Vanguard S&P 500 Index ETF (VFV $157.52)
  • $157.52 P/E (TTM): 82.03X Cap: $24.58B
  • View VFV Profile
  • View Questions on VFV
• Vanguard Total International Stock (VXUS $71.46)
  • $71.46 P/E (TTM): 0.5X Cap: $96.05B
  • View VXUS Profile
  • View Questions on VXUS

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?

Upvote 6

Read Answer Asked by David on November 13, 2024

Q: What is DOCCKS

Upvote 3

Read Answer Asked by Maureen on November 13, 2024

• Fortis Inc. Cumulative Redeemable 5-Year Fixed Rate Reset 1st Preference Series G (FTS.PR.G $23.73)
  • $23.73 P/E (TTM): 20.54X Cap: $35.08B
  • View FTS.PR.G Profile
  • View Questions on FTS.PR.G

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

Upvote 1

Read Answer Asked by Steven on November 13, 2024

• Power Corporation of Canada Subordinate Voting Shares (POW $57.54)
  • $57.54 P/E (TTM): 13.63X Cap: $37.02B
  • View POW Profile
  • View Questions on POW

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?

Upvote 4

Read Answer Asked by Jim on November 13, 2024

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?

Upvote 2

Read Answer Asked by Scott on November 13, 2024

• Global X S&P 500 Index Corporate Class ETF (HXS $91.38)
  • $91.38 Cap: $4.70B
  • View HXS Profile
  • View Questions on HXS
• Global X S&P 500 Index Corporate Class ETF (HXS.U $65.73)
  • $65.73 Cap: $3.42B
  • View HXS.U Profile
  • View Questions on HXS.U

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

Upvote 2

Read Answer Asked by joseph on November 12, 2024

• NVIDIA Corporation (NVDA $175.40)
  • $175.40 P/E (TTM): 58.71X Cap: $4.28T
  • View NVDA Profile
  • View Questions on NVDA
• Super Micro Computer Inc. (SMCI $42.61)
  • $42.61 P/E (TTM): 25.06X Cap: $25.80B
  • View SMCI Profile
  • View Questions on SMCI

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

Upvote 6

Read Answer Asked by Adel on November 12, 2024

• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $43.04)
  • $43.04 P/E (TTM): 83.32X Cap: $628M
  • View XSU Profile
  • View Questions on XSU
• BMO S&P US Small Cap Index ETF (ZSML.U $41.02)
  • $41.02 P/E (TTM): 50.46X Cap: $6M
  • View ZSML.U Profile
  • View Questions on ZSML.U
• BMO S&P US Small Cap Index ETF (ZSML $42.06)
  • $42.06 P/E (TTM): 50.46X Cap: $92M
  • View ZSML Profile
  • View Questions on ZSML

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

Thanks

Upvote 2

Read Answer Asked by paul on November 12, 2024

• Canadian Pacific Kansas City Limited (CP $103.10)
  • $103.10 P/E (TTM): 22.63X Cap: $96.60B
  • View CP Profile
  • View Questions on CP

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

Upvote 4

Read Answer Asked by Michael on November 12, 2024

• Cardinal Energy Ltd. (CJ $7.10)
  • $7.10 P/E (TTM): 12.91X Cap: $1.13B
  • View CJ Profile
  • View Questions on CJ

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

Thank you!

Upvote 2

Read Answer Asked by Mark on November 12, 2024

• BILL Holdings Inc. (BILL $41.65)
  • $41.65 Cap: $4.25B
  • View BILL Profile
  • View Questions on BILL

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

Upvote 1

Read Answer Asked by John on November 12, 2024

• Stantec Inc. (STN $147.16)
  • $147.16 P/E (TTM): 38.57X Cap: $16.98B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN

Q: Hi Guys,

Please provide feedback on Stantec's order.

Thanks,

Jim

Upvote 3

Read Answer Asked by jim on November 12, 2024