Investment Q&A

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Q: Hi 5i Team,
If stock Ex-Div date is tomorrow and I buy stock today will 2 days Settlement date prevent me from getting dividend pay for this month?
Thanks in advance for your clarification

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Read Answer Asked by Hali on May 21, 2020

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,402.99)
  • $2,402.99 P/E (TTM): 10.09X Cap: $51.85B
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Q: Your thoughts on the Fairfax/Kennedy Wilson mortgage platform. Is it significant to Fairfax. Thank You.

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Read Answer Asked by Lawrence on May 21, 2020

• Quarterhill Inc. (QTRH $1.28)
  • $1.28 Cap: $149M
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Q: Please comment on their results and plans to buy back shares. Would you consider this a buy, hold or sell? Thank you.

Stella

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Read Answer Asked by Stella on May 21, 2020

• Apple Inc. (AAPL $220.03)
  • $220.03 P/E (TTM): 33.22X Cap: $3.26T
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• Alphabet Inc. (GOOG $197.28)
  • $197.28 P/E (TTM): 21.98X Cap: $2.38T
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Q: Hi 5i - I have been thinking of starting a half position in Apple, looking at a 3-5 year hold. Do you think the timing is OK or would I be better to add to my current holding in Alphabet which is only a quarter position. Or should I hold off and wait for another market dip. Thanks,

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Read Answer Asked by Martha on May 21, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.95)
  • $16.95 Cap: $2.32B
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Q: Was there anything in the report or the Conference Call that showed a 20% upside?
Would you know what impressed investors?
Thanks

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Read Answer Asked by Herm on May 21, 2020

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: Is PEO a buy at these levels or still too risky?

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Read Answer Asked by christianne on May 21, 2020

• Valero Energy Corporation (VLO $132.59)
  • $132.59 P/E (TTM): 45.55X Cap: $41.18B
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Q: What are your thoughts on holding VLO?
It had what I thought was a good 1st quarter.

Thank you
Stephane

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Read Answer Asked by Stephane on May 21, 2020

• Amgen Inc. (AMGN $284.70)
  • $284.70 P/E (TTM): 25.95X Cap: $153.27B
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• Biogen Inc. (BIIB $127.75)
  • $127.75 P/E (TTM): 13.13X Cap: $18.96B
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• Gilead Sciences Inc. (GILD $110.28)
  • $110.28 P/E (TTM): 23.17X Cap: $137.18B
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• Medtronic plc. (MDT $91.24)
  • $91.24 P/E (TTM): 24.84X Cap: $114.49B
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Q: Comments on earnings for MDT please. Should I top up a 2% position? The only other healthcare stock I own is GUD. What other healthcare stock (US) would you add currently?
Also a comment on your service. It has paid for itself many times over! Just yesterday saved $1200 by using Norberts gambit. Something I would not have done if not for being part of the 5i community. Thanks for educating the individual investor.

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Read Answer Asked by Paul on May 21, 2020

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Would like an analysis of Xebec Canada and your thoughts/opinion of the growth future of the stock. Thank you!

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Read Answer Asked by Michael on May 21, 2020

• Ovid Therapeutics Inc. (OVID $0.51)
  • $0.51 Cap: $36M
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Q: Hi 5iTeam, would you please comment on this company and do you see it as buy, sell or hold?
Cheers

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Read Answer Asked by Harry on May 21, 2020

• Amazon.com Inc. (AMZN $223.13)
  • $223.13 P/E (TTM): 36.21X Cap: $2.37T
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• Microsoft Corporation (MSFT $520.84)
  • $520.84 P/E (TTM): 40.82X Cap: $3.90T
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• Abbott Laboratories (ABT $132.06)
  • $132.06 P/E (TTM): 17.0X Cap: $229.84B
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• Eli Lilly and Company (LLY $640.86)
  • $640.86 P/E (TTM): 62.32X Cap: $707.36B
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• Constellation Software Inc. (CSU $4,650.01)
  • $4,650.01 P/E (TTM): 100.04X Cap: $98.54B
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• Franco-Nevada Corporation (FNV $235.54)
  • $235.54 P/E (TTM): 53.76X Cap: $45.29B
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• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
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• Agnico Eagle Mines Limited (AEM $186.63)
  • $186.63 P/E (TTM): 23.02X Cap: $93.56B
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• iShares S&P/TSX Global Gold Index ETF (XGD $35.36)
  • $35.36 P/E (TTM): 97.83X Cap: $2.46B
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $60.53)
  • $60.53 P/E (TTM): 65.07X Cap: $452M
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• iShares Gold Bullion ETF (CGL $26.45)
  • $26.45 Cap: $1.53B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $78.27)
  • $78.27 P/E (TTM): 1.27X Cap: $666M
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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• SPDR Gold Shares ETF (GLD $313.12)
  • $313.12 Cap: $103.27B
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• Health Care Select Sector SPDR (XLV $129.01)
  • $129.01 P/E (TTM): 65.74X Cap: $32.06B
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• Technology Select Sector SPDR ETF (XLK $263.29)
  • $263.29 P/E (TTM): 83.21X Cap: $83.91B
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• Vanguard Information Technology ETF (VGT $693.20)
  • $693.20 P/E (TTM): 81.09X Cap: $87.95B
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• Vanguard Health Care ETF (VHT $239.12)
  • $239.12 P/E (TTM): 62.55X Cap: $14.83B
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Q: Hi group I believe that Tech + health + gold will be the leaders when we come out of recession. Can you give me a list of 2 ETFs for each sector along with 2 individual stocks you like for Canada + USA. Am also interested you take on my sectors that will lead the recovery and should I start picking away or wait ??? (I believe the market are vastly overbought and does not factor in the economic reality that the virus is going to do to the market. Please deduct credits at your discretion.

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Read Answer Asked by Terence on May 21, 2020

• BMO Aggregate Bond Index ETF (ZAG $13.79)
  • $13.79 Cap: $11.18B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.09)
  • $28.09 Cap: $8.18B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.62)
  • $18.62 Cap: $829M
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Q: Good morning! I would like to add to the fixed income side of my portfolio ... pls recommend the best fixed income investment today (retired, long-term hold, dividend investor). Thank you for this Q&A service!

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Read Answer Asked by Patrik on May 21, 2020

• Schwab US Dividend Equity ETF (SCHD $26.75)
  • $26.75 P/E (TTM): 33.91X Cap: $69.72B
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• SPDR Portfolio S&P 500 High Dividend ETF (SPYD $43.06)
  • $43.06 P/E (TTM): 38.26X Cap: $6.85B
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Q: I am an income oriented investor looking to start withdrawing dividend 5 years from now. If I am looking for a good US high dividend ETF, is SPYD a good choice? I have a small portion, but unsure if I should build it to be a core holding. I liked it because it selects 80 high dividend paying companies from S&P 500. I also have SCHD in my portfolio. There is a small overlap between the two. If SPYD is not good for core holding, can you suggest alternates?

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Read Answer Asked by Greyhair on May 21, 2020

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.50)
  • $13.50 P/E (TTM): 16.97X Cap: $1.04B
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• BMO Equal Weight Industrials Index ETF (ZIN $45.39)
  • $45.39 P/E (TTM): 19.06X Cap: $37M
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• iShares Core MSCI EAFE IMI Index ETF (XEF $43.16)
  • $43.16 P/E (TTM): 10.83X Cap: $12.91B
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• iShares S&P/TSX 60 Index ETF (XIU $41.82)
  • $41.82 P/E (TTM): 14.6X Cap: $17.73B
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $60.13)
  • $60.13 P/E (TTM): 23.92X Cap: $321M
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $41.95)
  • $41.95 P/E (TTM): 0.16X Cap: $2.69B
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Q: 5i Hello,
I have these EFTs on my RRSP and not feeling happy with them, can you suggest some possible candidates I could switch to, or just sell them all and with profits buy CSU LSPD SHOP GOOG AMZN.
Thank
F

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Read Answer Asked by Fernando on May 21, 2020

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $37.98)
  • $37.98 P/E (TTM): 5.74X Cap: $987M
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• iShares U.S. High Dividend Equity Index ETF (XHU $33.41)
  • $33.41 P/E (TTM): 48.67X Cap: $167M
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $32.33)
  • $32.33 P/E (TTM): 3.19X Cap: $2.61B
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Q: Could you please recommend a couple of funds in Canadian dollars. Interested in yield not particular about growth. Thanks

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Read Answer Asked by gary on May 21, 2020

• BMO Covered Call Canadian Banks ETF (ZWB $21.10)
  • $21.10 P/E (TTM): 12.51X
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• BMO Equal Weight Banks Index ETF (ZEB $46.87)
  • $46.87 P/E (TTM): 12.51X Cap: $3.90B
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• BMO US High Dividend Covered Call ETF (ZWH $23.48)
  • $23.48 P/E (TTM): 42.96X Cap: $1.03B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $96.25)
  • $96.25 Cap: $2.06B
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Q: Hi 5i,
We are older retirees and have held ZWB and ZWH
in our RRIFs for income for many years. I just ran a Quicken report on performance and neither performed particularly well. I am about to switch ZWB for ZEB and ZWH for VGG. We can live without the monthly covered call income and I am assuming the replacements will outperform the covered call ETFs in a recovery. Your comments or suggestions are welcome. Thanks for the service.
Ted

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Read Answer Asked by Ted on May 21, 2020

• Paysign Inc. (PAYS $5.90)
  • $5.90 P/E (TTM): 64.73X Cap: $283M
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• Digital Turbine Inc. (APPS $4.70)
  • $4.70 Cap: $502M
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Q: Hello Peter and Crew,

Could you please comment on these two stocks that were in favour for a while last year, but as much in 2020. Still worth holding to see where they go? They have bounced from the bottom, but certainly not as much as others in comparable spaces.

Thanks,

Brad

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Read Answer Asked by Bradley on May 21, 2020

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $37.98)
  • $37.98 P/E (TTM): 5.74X Cap: $987M
  • View CDZ Profile
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• iShares U.S. High Dividend Equity Index ETF (XHU $33.41)
  • $33.41 P/E (TTM): 48.67X Cap: $167M
  • View XHU Profile
  • View Questions on XHU
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $96.25)
  • $96.25 Cap: $2.06B
  • View VGG Profile
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Q: Hey 5i,
Despite the downturn and possibly another.
Dividends have been cut and some more are possible. Oil potentially being the longer rebound.
Is their a recommended best "overall" US Dividend ETF.
Overall taking into account Yield. Growth. MER. Somewhat balanced exposure and or limited oil holdings.

Great work as always. Thank you!

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Read Answer Asked by Adam on May 21, 2020

• BMO S&P 500 Index ETF (ZSP $95.36)
  • $95.36 P/E (TTM): 57.09X Cap: $19.01B
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• iShares MSCI World Index ETF (XWD $101.51)
  • $101.51 P/E (TTM): 13.1X Cap: $1.25B
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• BMO MSCI Global Selection Equity Index ETF (ESGG $52.63)
  • $52.63 P/E (TTM): 47.47X Cap: $47M
  • View ESGG Profile
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Q: Wondering what you think of this BMO ETF, hedged to Cdn dollars. Volume seems to be anemic. It is a world ETF, 66% US, 31% EAFE, 3.5% Canada. Would you prefer one with solely US S&P 500 companies?
Thanks
Steve

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Read Answer Asked by Steven on May 21, 2020

Q: I recently read that this company is testing a plant based biodegradable plastic bottle.
Do you have any views?
Would this merit a speculative buy with potential of a huge upside? Thanks

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Read Answer Asked by PETER on May 21, 2020