Investment Q&A

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $44.33)
  • $44.33 P/E (TTM): 5.94X Cap: $18.05B
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• iShares S&P/TSX SmallCap Index ETF (XCS $24.26)
  • $24.26 P/E (TTM): 27.27X Cap: $145M
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• Vanguard S&P 500 Index ETF (VFV $154.62)
  • $154.62 P/E (TTM): 59.73X Cap: $24.14B
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• Vanguard Growth ETF Portfolio (VGRO $39.87)
  • $39.87 P/E (TTM): 25.6X Cap: $7.33B
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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 $220.03)
  • $220.03 P/E (TTM): 33.22X Cap: $3.26T
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• Adobe Inc. (ADBE $338.27)
  • $338.27 P/E (TTM): 21.73X Cap: $143.49B
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• Amazon.com Inc. (AMZN $223.13)
  • $223.13 P/E (TTM): 36.21X Cap: $2.37T
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• Broadcom Inc. (AVGO $303.76)
  • $303.76 P/E (TTM): 112.99X Cap: $1.42T
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• Cisco Systems Inc. (CSCO $69.90)
  • $69.90 P/E (TTM): 28.25X Cap: $276.80B
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• Meta Platforms Inc. (META $761.83)
  • $761.83 P/E (TTM): 30.18X Cap: $1.91T
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• Alphabet Inc. (GOOG $197.28)
  • $197.28 P/E (TTM): 21.98X Cap: $2.38T
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• Microsoft Corporation (MSFT $520.84)
  • $520.84 P/E (TTM): 40.6X Cap: $3.87T
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• NVIDIA Corporation (NVDA $180.77)
  • $180.77 P/E (TTM): 57.88X Cap: $4.41T
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• Accenture plc Class A (Ireland) (ACN $241.72)
  • $241.72 P/E (TTM): 19.69X Cap: $150.55B
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• Salesforce Inc. (CRM $240.88)
  • $240.88 P/E (TTM): 38.99X Cap: $230.28B
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• Oracle Corporation (ORCL $249.39)
  • $249.39 P/E (TTM): 59.09X Cap: $700.49B
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• Tesla Inc. (TSLA $322.27)
  • $322.27 P/E (TTM): 169.63X Cap: $1.03T
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• Advanced Micro Devices Inc. (AMD $172.40)
  • $172.40 P/E (TTM): 119.07X Cap: $279.77B
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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 Cap: $191M
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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 $3.75)
  • $3.75 Cap: $820M
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• Albemarle Corporation (ALB $70.06)
  • $70.06 Cap: $8.24B
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• Sociedad Quimica y Minera S.A. (SQM $38.67)
  • $38.67 P/E (TTM): 15.11X Cap: $11.04B
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• NanoXplore Inc. (GRA $3.01)
  • $3.01 Cap: $513M
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• Carpenter Technology Corporation (CRS $254.59)
  • $254.59 P/E (TTM): 35.95X Cap: $12.67B
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• Constellium SE (France) (CSTM $13.38)
  • $13.38 P/E (TTM): 22.86X Cap: $1.88B
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• ATI Inc. (ATI $73.74)
  • $73.74 P/E (TTM): 25.86X Cap: $10.26B
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• Haynes International Inc. (HAYN)
  • P/E (TTM): 20.96X Cap: $779M
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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)
  • $26.60 Cap: $106M
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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 $197.28)
  • $197.28 P/E (TTM): 21.98X Cap: $2.38T
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• Microsoft Corporation (MSFT $520.84)
  • $520.84 P/E (TTM): 40.6X Cap: $3.87T
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• International Business Machines Corporation (IBM $250.16)
  • $250.16 P/E (TTM): 43.27X Cap: $233.02B
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• FormFactor Inc. (FORM $27.98)
  • $27.98 P/E (TTM): 42.23X Cap: $2.12B
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• IonQ Inc. (IONQ $40.49)
  • $40.49 Cap: $10.21B
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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 $977.45)
  • $977.45 P/E (TTM): 56.57X Cap: $433.47B
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• Microsoft Corporation (MSFT $520.84)
  • $520.84 P/E (TTM): 40.6X Cap: $3.87T
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• Palo Alto Networks Inc. (PANW $168.10)
  • $168.10 P/E (TTM): 98.79X Cap: $112.08B
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• M/I Homes Inc. (MHO $129.18)
  • $129.18 P/E (TTM): 6.86X Cap: $3.40B
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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 $197.28)
  • $197.28 P/E (TTM): 21.98X Cap: $2.38T
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• Super Micro Computer Inc. (SMCI $46.67)
  • $46.67 P/E (TTM): 25.57X Cap: $27.85B
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• Vertiv Holdings LLC Class A (VRT $139.39)
  • $139.39 P/E (TTM): 80.67X Cap: $53.22B
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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 $89.58)
  • $89.58 Cap: $4.61B
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• Vanguard S&P 500 Index ETF (VFV $154.62)
  • $154.62 P/E (TTM): 59.73X Cap: $24.14B
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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 $0.12)
  • $0.12 Cap: $19M
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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

• 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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• Consumer Discretionary Select Sector SPDR (XLY $223.39)
  • $223.39 P/E (TTM): 56.81X Cap: $22.46B
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• Communication Services Select Sector SPDR Fund (XLC $107.27)
  • $107.27 P/E (TTM): 32.18X Cap: $24.03B
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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 $132.00)
  • $132.00 P/E (TTM): 19.01X Cap: $1.57B
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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 $0.44)
  • $0.44 Cap: $81M
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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 $47.17)
  • $47.17 P/E (TTM): 89.47X Cap: $2.23B
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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 $977.45)
  • $977.45 P/E (TTM): 56.57X Cap: $433.47B
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• WSP Global Inc. (WSP $274.47)
  • $274.47 P/E (TTM): 51.95X Cap: $35.81B
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• TFI International Inc. (TFII $119.03)
  • $119.03 P/E (TTM): 20.79X Cap: $9.99B
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• Premium Brands Holdings Corporation (PBH $90.48)
  • $90.48 P/E (TTM): 32.61X Cap: $4.06B
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• Savaria Corporation (SIS $21.30)
  • $21.30 P/E (TTM): 29.45X Cap: $1.52B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.00)
  • $132.00 P/E (TTM): 19.01X Cap: $1.57B
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• Jacobs Solutions Inc. (J $146.98)
  • $146.98 P/E (TTM): 40.71X Cap: $17.56B
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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 $4.78)
  • $4.78 Cap: $132M
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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 $132.00)
  • $132.00 P/E (TTM): 19.01X Cap: $1.57B
  • View HPS.A Profile
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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 $44.33)
  • $44.33 P/E (TTM): 5.94X Cap: $18.05B
  • View XIC Profile
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• 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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• Vanguard S&P 500 Index ETF (VFV $154.62)
  • $154.62 P/E (TTM): 59.73X Cap: $24.14B
  • View VFV Profile
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• Vanguard Balanced ETF Portfolio (VBAL $34.91)
  • $34.91 P/E (TTM): 20.32X Cap: $3.72B
  • View VBAL Profile
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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 $17.22)
  • $17.22 P/E (TTM): 37.76X Cap: $1.54B
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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