Investment Q&A

• Chevron Corporation (CVX $151.78)
  • $151.78 P/E (TTM): 19.61X Cap: $308.66B
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• Devon Energy Corporation (DVN $32.48)
  • $32.48 P/E (TTM): 7.33X Cap: $20.70B
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• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
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• Exxon Mobil Corporation (XOM $111.47)
  • $111.47 P/E (TTM): 15.95X Cap: $475.82B
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• The Energy Select Sector SPDR Fund (XLE $85.93)
  • $85.93 P/E (TTM): 15.97X Cap: $25.76B
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Q: I am thinking of starting a position in an energy company. names that have my attention are Devon with its high dividend. Exxon I mentioned on CNBC a lot. An ETF ? Can you make some suggestions. I am Canadian and realize US dividends are taxed at 15 %.

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Read Answer Asked by Daniel on February 14, 2023

• TD Q U.S. Small-Mid-Cap Equity ETF (TQSM $25.78)
  • $25.78 P/E (TTM): 9.78X Cap: $565M
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Q: I am trying to insure broad diversity across our investments and we seem to be missing the small to medium cap categories. Would you consider this to be a good way to cover this area?

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Read Answer Asked by Tom on February 14, 2023

• Parkland Corporation (PKI $39.60)
  • $39.60 P/E (TTM): 23.15X Cap: $6.92B
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Q: I hold PKI with a 30% loss in my TFSA. Should I hold or sell to invest in something more promising (it would have no significant influence on overall diversification)?

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Read Answer Asked by jacques on February 14, 2023

• iShares 20+ Year Treasury Bond ETF (TLT $90.80)
  • $90.80 Cap: $50.28B
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• BMO Long-Term US Treasury Bond Index (Hedged Units) (ZTL.F)
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Q: what % weighting would you feel appropriate for TLT in my balanced Portfolio. If rates start to fall hard in the next 2 years and TLT starts going up. What will happen to the dollar.
Will the U.S. dollar rise in comparison to the CDN dollar or Fall ?
I'm wondering if i should buy the hedged ETF ZTL.F instead of TLT
Thanks Gord

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Read Answer Asked by Gordon on February 14, 2023

• CI Energy Giants Covered Call ETF (NXF $5.29)
  • $5.29 P/E (TTM): 11.72X Cap: $108M
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• CI Energy Giants Covered Call ETF (NXF.B $7.16)
  • $7.16 P/E (TTM): 11.72X Cap: $25M
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Q: These two ETF's appear to have the same holdings, but NXF.B seems to have better results. Would you recommend one over the other for income purposes?

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Read Answer Asked by James on February 14, 2023

• Amgen Inc. (AMGN $298.00)
  • $298.00 P/E (TTM): 24.01X Cap: $160.06B
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• AbbVie Inc. (ABBV $226.43)
  • $226.43 P/E (TTM): 109.63X Cap: $399.63B
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• UnitedHealth Group Incorporated (DE) (UNH $358.73)
  • $358.73 P/E (TTM): 15.59X Cap: $327.08B
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Q: hello 5i:
In the health care sector, we own ABBV, MRK and WELL. I'm not impressed with the future growth profile for ABBV. Would a change to either AMGN or UNH make sense here? Why or why not?
thanks
Paul L

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Read Answer Asked by Paul on February 14, 2023

• Fortis Inc. (FTS $72.26)
  • $72.26 P/E (TTM): 21.05X Cap: $36.33B
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• Emera Incorporated (EMA $68.51)
  • $68.51 P/E (TTM): 22.96X Cap: $20.40B
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• Hydro One Limited (H $51.83)
  • $51.83 P/E (TTM): 24.43X Cap: $31.08B
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Q: Hi,

Which of the three do you feel have the best opportunity for growth?
Does Muskrat Falls play into this as it comes on stream?

Appreciate your thoughts on this.

Regards,
GM

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Read Answer Asked by Gary on February 14, 2023

• Digital Turbine Inc. (APPS $7.40)
  • $7.40 Cap: $787M
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Q: I have 100 shares at $61. Would you average down on Apps at current price? The low was $10.65, do you think it would go back down to that price or even lower? Your insight is appreciated.

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Read Answer Asked by Hue on February 14, 2023

• Verizon Communications Inc. (VZ $40.47)
  • $40.47 P/E (TTM): 9.45X Cap: $170.25B
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• BCE Inc. (BCE $33.33)
  • $33.33 P/E (TTM): 71.2X Cap: $30.96B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $52.14)
  • $52.14 P/E (TTM): 18.73X Cap: $28.25B
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• TELUS Corporation (T $21.20)
  • $21.20 P/E (TTM): 33.2X Cap: $32.52B
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• T-Mobile US Inc. (TMUS $228.03)
  • $228.03 P/E (TTM): 21.66X Cap: $255.07B
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Q: I have BCE and T for Canada. VZ for USA. What additional telecom stock(s) would you recommend to round off this sector?
Thank you,
Roger

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Read Answer Asked by Roger on February 14, 2023

• Ares Capital Corporation (ARCC $20.06)
  • $20.06 P/E (TTM): 9.77X Cap: $14.14B
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Q: Hello,

I am interested in having a small position of ARCC in my RSP. I am not sure if this will be qualified and is covered under the tax treaty.

Wondering if you know if there would be a withholding tax within my RSP with this fund?

Thank you!

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Read Answer Asked by George on February 14, 2023

• Sangoma Technologies Corporation (STC $6.80)
  • $6.80 Cap: $226M
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Q: Today 3 analysts on STC($4.77-0.03) after yesterday's bad Q results. TD $14.50(previous $16.50 )Buy Cormark $17($20) Buy & CF US$12($15) Buy. Incredible .Please comment.Txs for U usual great services & views

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Read Answer Asked by Peter on February 14, 2023

• AbbVie Inc. (ABBV $226.43)
  • $226.43 P/E (TTM): 109.63X Cap: $399.63B
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Q: Can you comment on ABBV latest quarterly report from last week. What did you like? Anything that you did not like. How is the debt position? Was there anything of particular interest to note from the call (either good or bad)? Do you still see it as a hold for the long term?

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Read Answer Asked by Justin on February 14, 2023

• National Bank of Canada (NA $152.52)
  • $152.52 P/E (TTM): 14.85X Cap: $59.55B
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• Bank of Nova Scotia (The) (BNS $64.71)
  • $64.71 P/E (TTM): 17.33X Cap: $80.08B
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Q: 5i reply on Canadian banks 5 year price CAGR
#1 NA +10.8%
#6 BNS -1.5%
For a total return 5 year hold, which bank [or RY or TD] would you advise and why?
thank you

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Read Answer Asked by sam on February 13, 2023

• PrairieSky Royalty Ltd. (PSK $24.95)
  • $24.95 P/E (TTM): 26.77X Cap: $5.87B
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• Freehold Royalties Ltd. (FRU $13.69)
  • $13.69 P/E (TTM): 17.74X Cap: $2.24B
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• Topaz Energy Corp. (TPZ $24.92)
  • $24.92 P/E (TTM): 61.17X Cap: $3.84B
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Q: I own a position in TPZ in my TFSA. I am considered a switch to either FRU or PSK. Which one would you recommend?

Thanks Ken

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Read Answer Asked by Ken on February 13, 2023

• Apple Inc. (AAPL $247.90)
  • $247.90 P/E (TTM): 37.6X Cap: $3.70T
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• NVIDIA Corporation (NVDA $182.04)
  • $182.04 P/E (TTM): 51.29X Cap: $4.36T
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• Constellation Software Inc. (CSU $3,920.08)
  • $3,920.08 P/E (TTM): 96.41X Cap: $84.13B
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• Kinaxis Inc. (KXS $182.01)
  • $182.01 P/E (TTM): 150.47X Cap: $5.10B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.60)
  • $223.60 P/E (TTM): 86.12X Cap: $285.10B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• CrowdStrike Holdings Inc. (CRWD $482.97)
  • $482.97 Cap: $122.72B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: Could you please rank the above tech stocks. I am trying reduce the number of stocks i have and I can't decide which of the above i should sell or trim.
Thaks

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Read Answer Asked by Neil on February 13, 2023

• Stella-Jones Inc. (SJ $81.23)
  • $81.23 P/E (TTM): 13.73X Cap: $4.56B
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Q: Your last company report on Stella Jones was June 2021. Do you have an update in the works and what is your current perception and recommendation of the stock? Q3 results looked positive and holding steady. Would this be a good opportunity at this time to enter this stock or should I be looking elsewhere? Thanks

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Read Answer Asked by Ray on February 13, 2023

• Progressive Corporation (The) (PGR $223.27)
  • $223.27 P/E (TTM): 13.54X Cap: $132.77B
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• Trisura Group Ltd. (TSU $37.32)
  • $37.32 P/E (TTM): 15.44X Cap: $1.80B
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• Kinsale Capital Group Inc. (KNSL $446.00)
  • $446.00 P/E (TTM): 24.72X Cap: $10.79B
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• Berkshire Hathaway Inc. (BRK.B $490.83)
  • $490.83 P/E (TTM): 17.0X Cap: $1.07T
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Q: I’m looking to diversify the financial part of my portfolio by adding a US insurance company. Can I get your thoughts on Progressive (seems to just go up & to the right) or other insurance stocks.
Thanks.

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Read Answer Asked by Dan on February 13, 2023

• Peloton Interactive Inc. (PTON $7.67)
  • $7.67 Cap: $3.10B
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• Airbnb Inc. (ABNB $125.07)
  • $125.07 P/E (TTM): 29.9X Cap: $77.21B
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Q: At a business university event in Miami on the beach with Jim Kramer as the speaker entertaining questions from business students (held on Feb 3), 2 of many stocks they had done their homework on were ABNB and PTON and Kramer agreed with them and so I bought ABNB the following Monday. They do not look as good as these students thought they were. I have looked at ABNB from a previous question on 5i, but that was over a month ago. Do you still like ABNB. I have not noticed anything on PTON lately. What are your thoughts? Your thoughts are appreciated as always.

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Read Answer Asked by Dennis on February 13, 2023

• Intact Financial Corporation (IFC $262.11)
  • $262.11 P/E (TTM): 21.8X Cap: $47.43B
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• Sun Life Financial Inc. (SLF $61.39)
  • $61.39 P/E (TTM): 16.01X Cap: $35.36B
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Q: I get confused when you rated slf over ifc for a 5 year hold, I agree it has a higher dividend, but you say slf will have better growth. Is not return on investment the growth that i should be measuring. ifc has blown slf out of the park in the last 10 years, not even close and they are still doing it right now.

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Read Answer Asked by eugene on February 13, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $40.15)
  • $40.15 Cap: $25.90B
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• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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• Boralex Inc. Class A Shares (BLX $28.90)
  • $28.90 Cap: $2.93B
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Q: Why are renewable energy stocks like the three names above performed so poorly in the last year or two? Isn't all governments are promoting renewable energies and these stocks should flourish and not sink?

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Read Answer Asked by Victor on February 13, 2023