Investment Q&A

• AbbVie Inc. (ABBV $231.50)
  • $231.50 P/E (TTM): 168.62X Cap: $402.08B
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• Bank of America Corporation (BAC $52.55)
  • $52.55 P/E (TTM): 14.71X Cap: $383.52B
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• Citigroup Inc. (C $110.86)
  • $110.86 P/E (TTM): 16.51X Cap: $198.87B
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• JPMorgan Chase & Co. (JPM $302.55)
  • $302.55 P/E (TTM): 15.39X Cap: $823.86B
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• Royal Bank of Canada (RY $230.98)
  • $230.98 P/E (TTM): 16.28X Cap: $322.73B
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• Toronto-Dominion Bank (The) (TD $129.93)
  • $129.93 P/E (TTM): 11.29X Cap: $222.24B
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• Bank of Nova Scotia (The) (BNS $103.16)
  • $103.16 P/E (TTM): 25.74X Cap: $128.22B
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• Enbridge Inc. (ENB $73.30)
  • $73.30 P/E (TTM): 26.75X Cap: $154.04B
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• Sun Life Financial Inc. (SLF $93.94)
  • $93.94 P/E (TTM): 22.02X Cap: $52.19B
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• Capital Power Corporation (CPX $61.93)
  • $61.93 P/E (TTM): 20.78X Cap: $9.31B
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• Blackstone Inc. (BX $129.86)
  • $129.86 P/E (TTM): 38.24X Cap: $95.82B
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• Vanguard High Dividend Yield Indx ETF (VYM $155.37)
  • $155.37 P/E (TTM): 19.96X Cap: $68.57B
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Q: i would like to buy an etf (vanguard) with safety or stock with a high yield during these unsettled times
What would you advise ?.Can you please give me a few choices
GHB

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Read Answer Asked by gabriel on September 21, 2022

Q: When a company vests rsu, restricted stock units, does that have an effect on the value of a stock.

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Read Answer Asked by steven on September 21, 2022

• Ballard Power Systems Inc. (BLDP $2.92)
  • $2.92 Cap: $848M
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• Plug Power Inc. (PLUG $1.89)
  • $1.89 Cap: $2.53B
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• Bloom Energy Corporation Class A (BE $139.74)
  • $139.74 Cap: $39B
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Q: Do you agree, Hydrogen Takes Off?

Plug Power (PLUG), Ballard Power (BLDP), Bloom Energy (BE).

Which has the most potential and rank the 3.

Would you recommend another?

Thank you.

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Read Answer Asked by Ross on September 21, 2022

• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.16X
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Q: Why is this stock so cheap? Economic pessimism? STLC just bought back ~7.5% of the shares outstanding and still have ~700M net cash. Would like to hear your thoughts on the company and whether this is a good buy for a long term investor here at $33 (despite it being a generally cyclical industry). Thanks.

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Read Answer Asked by Marco on September 21, 2022

• Ford Motor Company (F $14.12)
  • $14.12 Cap: $55.25B
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Q: I own this security. What are your thoughts on Ford especially given yesterday's rather negative announcement from the company? Would you suggest holding on or selling. Thanks.

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Read Answer Asked by Brian on September 21, 2022

• Dye & Durham Limited (DND $3.73)
  • $3.73 Cap: $245M
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Q: hello 5i:
Comment on DND's preliminary earnings announcement?
Please ignore if already asked.
Paul L

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Read Answer Asked by Paul on September 21, 2022

• LGX Oil + Gas Inc. (OIL $0.01)
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Q: I was reading that the breakeven point for oil in Canada is much higher than in many other countries. While the price they can get per barrel is much lower. Should we not invest in American O&G companies instead then?

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Read Answer Asked by John on September 21, 2022

• Brookfield Infrastructure Partners L.P. (BIP.UN $52.79)
  • $52.79 P/E (TTM): 58.82X Cap: $24.23B
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Q: Hello 5i, Which of the two Brookfield stocks do you recommend for growth over the next year please? Regards, Ron

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Read Answer Asked by Ron on September 21, 2022

Q: If you sell a stock on the day it pays it dividend,who gets it,the buyer or the seller?

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Read Answer Asked by terry on September 21, 2022

• Cipher Pharmaceuticals Inc. (CPH $14.59)
  • $14.59 P/E (TTM): 15.25X Cap: $360M
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Q: Can you comment on there second quarter results. Would you endorse a buy as turnaround play.
Best Regards,
Harold

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Read Answer Asked by Harold on September 21, 2022

• Meta Platforms Inc. (META $639.77)
  • $639.77 P/E (TTM): 28.47X Cap: $1.64T
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Q: I notice that Meta is back at the 2020 lows. Would this be an opportune time to begin to establish a position or would you have a better recommendation.

Thank you

Peter

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Read Answer Asked by Peter on September 21, 2022

Q: I have a ladder of rate reset preferred shares that pay a nice yield. My anticipated yield when they reset is looking very attractive. They seemed to be in favour in 2021. Despite rising rates in 2022, they have had a very poor year this year (across the board, not just my holdings). Why is that ?

Thanks,
Mark

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Read Answer Asked by Mark on September 21, 2022

• Questor Technology Inc. (QST $0.37)
  • $0.37 Cap: $9M
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Q: Not much action from Questor lately, is it better to move on and take the tax loss?

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Read Answer Asked by Jean on September 21, 2022

• GE Aerospace (GE $315.41)
  • $315.41 P/E (TTM): 38.54X Cap: $328.16B
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• Global X S&P 500 Covered Call ETF (XYLD $40.61)
  • $40.61 P/E (TTM): 25.77X Cap: $3.17B
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Q: I understand that ~30% of ZWU dividend is ROC. Would you say this is the case across the board for all covered call ETFs? Am looking at XYLD with this spectacular dividend, and am tempted.
And GE- industrial sector, well diversified, (seemingly) well priced
What do you think?
Thanks Jerry

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Read Answer Asked by jery on September 21, 2022

• Exchange Income Corporation (EIF $98.31)
  • $98.31 P/E (TTM): 36.08X Cap: $5.30B
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Q: what is your current opinion on this stock - still a good buy - dividend safe?

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Read Answer Asked by Karen on September 21, 2022

• Topicus.com Inc. (TOI $85.28)
  • $85.28 P/E (TTM): 754.5X Cap: $7.20B
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Q: Questions on Topicus:

What makes Topicus different from any other software company - i.e. what makes it more attractive relative to others?

Since it's operations are European, does it currently trade at comparable European valuations?

The economic outlook for Europe appears to be worse than North America. Is this not a concern over the short to medium term?

How do Topicus' current metrics compare to when it first traded?

If you were to choose 3 highest-conviction Canadian growth stocks with similar market cap / risk profile / management quality, would Topicus be one of them?

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Read Answer Asked by James on September 21, 2022

• Franco-Nevada Corporation (FNV $343.87)
  • $343.87 P/E (TTM): 52.64X Cap: $62.86B
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• Agnico Eagle Mines Limited (AEM $295.07)
  • $295.07 P/E (TTM): 36.26X Cap: $140.56B
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• iShares S&P/TSX Global Gold Index ETF (XGD $61.96)
  • $61.96 P/E (TTM): 8.01X Cap: $4.55B
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Q: Why is Gold and related stocks doing badly? Should it not do better in recession or when stock market is tanking and interest rates rising? What are your opinion about the future prospects in near and long term? (My exposure to these is through XGD, FNV and AEM)

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Read Answer Asked by ZIM on September 21, 2022

• IAC Inc. (IAC $34.31)
  • $34.31 Cap: $2.69B
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Q: What are your thoughts on IAC? Do you think it's a good buy here for a long-term growth position?

Upvote 1

Read Answer Asked by Patrick on September 20, 2022

• CSX Corporation (CSX $40.87)
  • $40.87 P/E (TTM): 27.02X Cap: $75.78B
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• NVIDIA Corporation (NVDA $182.78)
  • $182.78 P/E (TTM): 47.16X Cap: $4.54T
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• PayPal Holdings Inc. (PYPL $40.29)
  • $40.29 P/E (TTM): 7.48X Cap: $35.97B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Etsy Inc. (ETSY $45.73)
  • $45.73 P/E (TTM): 33.9X Cap: $4.56B
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• Pinterest Inc. Class A (PINS $15.42)
  • $15.42 P/E (TTM): 6.61X Cap: $12.52B
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• CrowdStrike Holdings Inc. (CRWD $429.64)
  • $429.64 Cap: $103.74B
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• Unity Software Inc. (U $18.68)
  • $18.68 Cap: $8.50B
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Q: Morning 5i Team,

Can you please put the following in order of share price appreciation of outperforming in the next 3 years.
Also, would you recommend selling any of the above names and if so what would you replace them with.

Thanks
Joe

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Read Answer Asked by Joe on September 20, 2022

• Medical Properties Trust Inc. (MPW)
  • Cap: $3.01B
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• PIMCO Dynamic Income Fund (PDI $18.61)
  • $18.61 Cap: $4.54B
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• BlackRock Taxable Municipal Bond Trust of Beneficial Interest (BBN $16.58)
  • $16.58 P/E (TTM): 14.19X Cap: $1B
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Q: To the 5I gang,for long therm income holding, which will be your pick or combination of it ?

Tnx . Dan

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Read Answer Asked by DANIEL on September 20, 2022