Investment Q&A

• Cisco Systems Inc. (CSCO $68.30)
  • $68.30 P/E (TTM): 26.36X Cap: $267.70B
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• QUALCOMM Incorporated (QCOM $165.86)
  • $165.86 P/E (TTM): 16.35X Cap: $178.35B
  • View QCOM Profile
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Q: Hi 5i
I'm currently overweight Tech (according to PA) but not overly concerned about it. In order to free up some cash which of QCOM and CSCO would you reduce first/eliminate completely ? The purpose being to have ready funds for bulking up smaller positions in other sectors before year end (maybe).
Do nothing is always an option as well as each have their merits.
Thanks

Upvote 4

Read Answer Asked by mike on November 08, 2023

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.42)
  • $12.42 P/E (TTM): 25.65X Cap: $3.61B
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Q: Please comment on Q results and going forward.Txs for U usual great services & views

Upvote 16

Read Answer Asked by Peter on November 08, 2023

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.67)
  • $47.67 Cap: $19.44B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $41.37)
  • $41.37 P/E (TTM): 0.19X Cap: $6.95B
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• Vanguard S&P 500 Index ETF (VFV $164.45)
  • $164.45 P/E (TTM): 27.0X Cap: $26.36B
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Q: Hi Peter,
I am helping my kids who are in the mid-twenties to invest. The funds will be in RRSP & in TFSA for long term. Would you please recommend a list of ETFs and/or Stocks to invest in for growth. I would like to have the portfolio diversified globally and invested into various sectors.
Thank you,

Upvote 13

Read Answer Asked by Roger on November 08, 2023

• Restaurant Brands International Inc. (QSR $89.36)
  • $89.36 P/E (TTM): 24.59X Cap: $41.14B
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Q: Please provide your take on the quarterly results. Thank you.

Upvote 9

Read Answer Asked by Larry M. on November 08, 2023

• Alphabet Inc. (GOOG $241.79)
  • $241.79 P/E (TTM): 26.35X Cap: $2.98T
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• AbbVie Inc. (ABBV $230.80)
  • $230.80 P/E (TTM): 105.56X Cap: $394.22B
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• Bank of Nova Scotia (The) (BNS $89.52)
  • $89.52 P/E (TTM): 17.26X Cap: $111.99B
  • View BNS Profile
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  • View Reports on BNS
• Constellation Software Inc. (CSU $3,814.68)
  • $3,814.68 P/E (TTM): 90.38X Cap: $79.82B
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  • View Reports on CSU
• Fortis Inc. (FTS $70.53)
  • $70.53 P/E (TTM): 20.35X Cap: $35.11B
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• Franco-Nevada Corporation (FNV $307.49)
  • $307.49 P/E (TTM): 53.82X Cap: $58.81B
  • View FNV Profile
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• ARC Resources Ltd. (ARX $25.36)
  • $25.36 P/E (TTM): 6.16X Cap: $15.06B
  • View ARX Profile
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• WSP Global Inc. (WSP $272.15)
  • $272.15 P/E (TTM): 44.12X Cap: $35.34B
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• Stantec Inc. (STN $149.20)
  • $149.20 P/E (TTM): 38.93X Cap: $16.77B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.82)
  • $78.82 P/E (TTM): 39.8X Cap: $132.83B
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Q: I have held the above stocks in my open account for several years. All stocks have shown a positive return except for BNS which is down approximately 20%. I have some cash to invest in the market and would like to purchase additional shares in some of these companies for a 3 to 5 year investment. Please rate the potential growth of these companies and rank the companies based upon the projected growth over the next 3 to 5 years. Thank you

Upvote 21

Read Answer Asked by Don on November 08, 2023

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Peter and His Wonder Team
Please give me the status of this company. I believe they are in receivership or have gone bankrupt as they have not traded for some time. I trust there is no possibility of them coming back and it is a total tax loss!
Thank you for the clarification.

Upvote 4

Read Answer Asked by Ernest on November 08, 2023

• Bank of Nova Scotia (The) (BNS $89.52)
  • $89.52 P/E (TTM): 17.26X Cap: $111.99B
  • View BNS Profile
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• Bank of Montreal (BMO $179.90)
  • $179.90 P/E (TTM): 15.13X Cap: $129.50B
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• BCE Inc. (BCE $32.53)
  • $32.53 P/E (TTM): 70.02X Cap: $30.20B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $48.06)
  • $48.06 P/E (TTM): 17.84X Cap: $27.47B
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• SmartCentres Real Estate Investment Trust (SRU.UN $26.69)
  • $26.69 P/E (TTM): 16.14X Cap: $4.73B
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• Capital Power Corporation (CPX $65.24)
  • $65.24 P/E (TTM): 20.07X Cap: $10.03B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $45.73)
  • $45.73 P/E (TTM): 1110.96X Cap: $21.23B
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• Sienna Senior Living Inc. (SIA $18.73)
  • $18.73 P/E (TTM): 46.68X Cap: $1.72B
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• iShares S&P/TSX Composite High Dividend Index ETF (XEI $31.06)
  • $31.06 P/E (TTM): 4.93X Cap: $2.46B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $57.80)
  • $57.80 P/E (TTM): 5.96X Cap: $4.76B
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• First Capital Real Estate Investment Trust (FCR.UN $19.70)
  • $19.70 P/E (TTM): 21.24X Cap: $4.16B
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Q: Can you please provide proxies for tax loss selling for the above noted stocks/ETFs
Please deduct as many credits as necessary.
Thanks for your insight.

Upvote 7

Read Answer Asked by Terry on November 08, 2023

• Ensign Energy Services Inc. (ESI $2.44)
  • $2.44 Cap: $457M
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Q: In an answer to a recent question on Market Call on Ensign Energy Services the guest stated that ESI will have free cash flow of $200 million this year which works out to be half of its market cap of about $400 million. This seems to be a pretty good situation but I feel that I must be missing something here. What is the debt and is it a concern, Is new drilling likely to gain traction over the next couple of years. What do insiders hold and are they buying. Do you have any ideas on why this stock has not really done much over the last few years.. Thanks.

Upvote 2

Read Answer Asked by Rob on November 08, 2023

• AT&T Inc. (T $28.25)
  • $28.25 P/E (TTM): 16.09X Cap: $200.71B
  • View T Profile
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• Royal Bank of Canada (RY $203.85)
  • $203.85 P/E (TTM): 20.55X Cap: $287.60B
  • View RY Profile
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• BCE Inc. (BCE $32.53)
  • $32.53 P/E (TTM): 70.02X Cap: $30.20B
  • View BCE Profile
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• Algonquin Power & Utilities Corp. (AQN $5.35)
  • $5.35 Cap: $4.10B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $25.87)
  • $25.87 Cap: $17.03B
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• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $32.84)
  • $32.84 P/E (TTM): 1110.96X Cap: $15.23B
  • View BIP Profile
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Q: I am starting to plan for year end tax losses taking. Although these companies pay good dividends, I have capital losses greater than the dividend income. Do you have any thoughts on the potential of these companies to recover in 2024.

Upvote 5

Read Answer Asked by Nancy on November 08, 2023

• Enbridge Inc. (ENB $70.11)
  • $70.11 P/E (TTM): 24.28X Cap: $150.99B
  • View ENB Profile
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Q: Hi Guys
You really like enb but aren,t concerned with the level of
debit they have and are going too have. I have 14% overall
Bob

Upvote 19

Read Answer Asked by bob on November 07, 2023

• Crescent Point Energy Corporation (Canada) (CPG)
  • P/E (TTM): 12.52X Cap: $5.39B
  • View CPG Profile
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Q: Peter; It looks to me that the huge offering is way out of the money- couldn’t this also be a large overhang for some time? Thanks.
As an original member I like the new format - change is good!
Rod

Upvote 5

Read Answer Asked by Rodney on November 07, 2023

• Bank of Nova Scotia (The) (BNS $89.52)
  • $89.52 P/E (TTM): 17.26X Cap: $111.99B
  • View BNS Profile
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• Good Natured Products Inc. (GDNP $0.02)
  • $0.02 Cap: $5M
  • View GDNP Profile
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• AbCellera Biologics Inc. (ABCL $5.01)
  • $5.01 Cap: $1.43B
  • View ABCL Profile
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• Tiny Ltd. (TINY $1.04)
  • $1.04 Cap: $257M
  • View TINY Profile
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Q: I'm curious if you have any thoughts on the 3 micro cap stocks listed - do you see any potential for success on their horizon's?

Also curious what your thoughts are on the leadership changes at BNS and it's future prospects?

Thanks for all your work!

Upvote 5

Read Answer Asked by Evan on November 07, 2023

• Caesarstone Ltd. (CSTE $1.52)
  • $1.52 Cap: $51M
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Q: Could I have your opinion about this company please

Upvote 2

Read Answer Asked by John on November 07, 2023

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.51)
  • $13.51 P/E (TTM): 7.16X Cap: $1.04B
  • View CPD Profile
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• BMO Laddered Preferred Share Index ETF (ZPR $11.92)
  • $11.92 P/E (TTM): 4.7X Cap: $1.41B
  • View ZPR Profile
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• iShares 20+ Year Treasury Bond ETF (TLT $89.26)
  • $89.26 Cap: $48.40B
  • View TLT Profile
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• Dynamic Active Preferred Shares ETF (DXP $25.10)
  • $25.10 P/E (TTM): 0.17X Cap: $554M
  • View DXP Profile
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Q: Which do you prefer to invest today: TLT or preferred stock ETFs. For preferred stock ETFs, could you suggest a few? Please explain the reason. Thank you.

Upvote 5

Read Answer Asked by David on November 07, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
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Q: Could you please discuss the significance of the following:
American Express announces it has selected Nuvei Corporation as its first acquirer authorised to promote and sell PwBt's Open Banking-enabled payment method.
I realize this is only for the UK but could you please explain what this might mean going forward for other geographic areas the 2 companies operate in. In other words, is this the start of a partnership that might provide strong tailwinds for Nuvei.

Upvote 7

Read Answer Asked by Warren on November 07, 2023

• ARMOUR Residential REIT Inc. (ARR $14.85)
  • $14.85 Cap: $1.33B
  • View ARR Profile
  • View Questions on ARR

Q: Hi Peter and wonder team!

Can you give me the basics on the fundamentals and guidance on ARR.
it pays a alarmingly generous dividend and seems to have some momentum. I need some more REITS and can’t help but be attracted to the dividend here.

What concerns would you have here?
Debt? Insecure dividend?

Appreciate all you do!

Upvote 2

Read Answer Asked by Josh on November 07, 2023

• BriaCell Therapeutics Corp. (BCT $15.10)
  • $15.10 Cap: $26M
  • View BCT Profile
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Q: Good Day.
Wondering if you could, "feed me a fish," by finding the short positions in both the US and CAN markets; then "teach me to fish" by showing me where I can source this data on my own. I cannot remember where I have found it in the past.
Thanks

Upvote 4

Read Answer Asked by Robert on November 07, 2023

• WisdomTree Japan Hedged Equity Fund (DXJ $127.76)
  • $127.76 P/E (TTM): 12.83X Cap: $3.88B
  • View DXJ Profile
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• Xtrackers MSCI Japan Hedged Equity ETF (DBJP $84.76)
  • $84.76 P/E (TTM): 0.29X Cap: $413M
  • View DBJP Profile
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• iShares MSCI Japan ETF (EWJ $80.12)
  • $80.12 P/E (TTM): 0.28X Cap: $15.30B
  • View EWJ Profile
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• The iShares MSCI Japan Value ETF (EWJV $38.97)
  • $38.97 P/E (TTM): 13.74X Cap: $497M
  • View EWJV Profile
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Q: Do you still think right now is a good time to invest in Japan? If so... How do you compare these ETFs? Which one are best for a long term investor? Thank you.

Upvote 10

Read Answer Asked by David on November 07, 2023

• Hamilton Technology YIELD MAXIMIZER TM ETF (QMAX $23.10)
  • $23.10 P/E (TTM): 36.13X Cap: $670M
  • View QMAX Profile
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Q: Good day, 5i. I am looking for your opinion of Hamilton Technology
Yield Maximizer ETF. Thank you.

Upvote 15

Read Answer Asked by Donna on November 07, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.23)
  • $6.23 Cap: $1.72B
  • View TIXT Profile
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Q: Hi team...anything positive in Q3 results for Telus Int'l, tixt/t....still hold a position...know 5i moved on....Buy/Hold/Sell....thanks, jb

Upvote 10

Read Answer Asked by John on November 07, 2023