Investment Q&A

Q: Hey guys
Did you ever get the ETF focused newsletter off the ground?
I’m finding I am getting more interested in them!
Cheers
Peter

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Read Answer Asked by Peter on July 26, 2023

• Capital Power Corporation (CPX $56.51)
  • $56.51 P/E (TTM): 12.1X Cap: $7.87B
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Q: Your opinion on Capital Power Corp please? Buy, Sell or Hold?

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Read Answer Asked by garry on July 26, 2023

• TC Energy Corporation (TRP $66.76)
  • $66.76 P/E (TTM): 15.86X Cap: $69.38B
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Q: Thoughts on today's announcement regarding TRP?

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Read Answer Asked by Trevor on July 25, 2023

• RTX Corporation (RTX $157.38)
  • $157.38 P/E (TTM): 45.99X Cap: $210.65B
  • View RTX Profile
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Q: So how bad is this RTX problem? Is it too early to evaluate? Market is not liking it at all from the selling this morning. Your thoughts please. Thanks.

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Read Answer Asked by Charles on July 25, 2023

• Vertex Energy Inc (VTNR)
  • Cap: $4M
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Q: Hi,
This stock dropped 20% on an update that did not seem negative, just ahead of earnings. I have a position, but I don't understand today's move; are you able to shed any light?

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Read Answer Asked by Darren on July 25, 2023

• Electra Battery Materials Corporation (ELBM $1.53)
  • $1.53 Cap: $27M
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Q: Hello 5i, There has been a big hike in the price of ELBM could you comment as to the reason and the viability of ELBM as an investment.

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Read Answer Asked by Michael on July 25, 2023

Q: Please provide your opinion on Indie Semiconductor Inc (INDI) as an investment.

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Read Answer Asked by John on July 25, 2023

• SPDR S&P 500 ETF Trust (SPY $631.17)
  • $631.17 P/E (TTM): 57.48X Cap: $657.32B
  • View SPY Profile
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• ProShares S&P 500 Ex-Technology ETF (SPXT $96.39)
  • $96.39 P/E (TTM): 47.27X Cap: $206M
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Q: Hello Peter,
Is there an ETF that one can buy such as SPY less the technology stocks? In other words, get exposure to the index but subtract out the tech names. Much appreciated.

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Read Answer Asked by umedali on July 25, 2023

Q: Aritzia stock was done close to 4 per cent today. I read an article that looks like it came out today that exposed problems with the work place culture and complaints from employees. I didn’t see other news. Do you think this is the reason to the Stock decline and do you think this will have a material impact on the stock short and long term based on similar past situations a companies

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Read Answer Asked by Aleem on July 25, 2023

• Amazon.com Inc. (AMZN $211.65)
  • $211.65 P/E (TTM): 34.98X Cap: $2.25T
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• Meta Platforms Inc. (META $776.37)
  • $776.37 P/E (TTM): 29.32X Cap: $1.95T
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• Alphabet Inc. (GOOG $195.75)
  • $195.75 P/E (TTM): 21.2X Cap: $2.36T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $535.64)
  • $535.64 P/E (TTM): 40.53X Cap: $3.98T
  • View MSFT Profile
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• Netflix Inc. (NFLX $1,170.99)
  • $1,170.99 P/E (TTM): 49.37X Cap: $497.58B
  • View NFLX Profile
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• NVIDIA Corporation (NVDA $180.00)
  • $180.00 P/E (TTM): 56.04X Cap: $4.39T
  • View NVDA Profile
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• Tesla Inc. (TSLA $309.26)
  • $309.26 P/E (TTM): 166.28X Cap: $997.50B
  • View TSLA Profile
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Q: Hi 5i
Can you comment on what’s expected from the “Mag 7” stock price action from Tsla, Amzn, Goog, Msft, Nvda, Meta and Nflx this coming week as the Nasdaq 100 is being re- balanced over the weekend and some of these names could be affected price wise?

Thnx much
Dave

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Read Answer Asked by David on July 25, 2023

• NVIDIA Corporation (NVDA $180.00)
  • $180.00 P/E (TTM): 56.04X Cap: $4.39T
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• UnitedHealth Group Incorporated (DE) (UNH $240.98)
  • $240.98 P/E (TTM): 9.95X Cap: $218.60B
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• Visa Inc. (V $342.15)
  • $342.15 P/E (TTM): 34.11X Cap: $663.75B
  • View V Profile
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• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
  • View CSU Profile
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Q: I manage my son's TFSA and have just sold his NVDA shares at a 200% profit. Many thanks for 5i's excellent advice on this purchase! He needs the money next year and I felt - after a good run - it was time to play it safe and cash in. I would now like to reinvest the funds in a less volatile stock - in any sector - that still has reasonable growth prospects over the next year. CSU comes to mind (and I know you're a big fan). MSFT and GOOG already owned. What would be your top three choices for replacing NVDA - Canadian or US? Thank you,

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Read Answer Asked by Maureen on July 25, 2023

• Labrador Iron Ore Royalty Corporation (LIF $26.49)
  • $26.49 P/E (TTM): 12.38X Cap: $1.69B
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Q: LIF is up 4% this morning in any otherwise flat market. I cannot find any news on this company. Do you know of any reason that it might be up?

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Read Answer Asked by richard on July 25, 2023

• First Quantum Minerals Ltd. (FM $22.18)
  • $22.18 P/E (TTM): 67.47X Cap: $18.50B
  • View FM Profile
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $43.61)
  • $43.61 P/E (TTM): 78.96X Cap: $21.71B
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• Capstone Copper Corp. (CS $8.17)
  • $8.17 P/E (TTM): 54.72X Cap: $6.22B
  • View CS Profile
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Q: with so much extra copper needed in the future ,because of EV and clean energy what are your thoughts going forward on the copper price in the future?
It seems to me a no brainer as building a mine will not happen overnight either.
How would you play this as an investor?

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Read Answer Asked by Josh on July 25, 2023

• RTX Corporation (RTX $157.38)
  • $157.38 P/E (TTM): 45.99X Cap: $210.65B
  • View RTX Profile
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Q: Interesting reaction to earnings - I thought they looked ok but the market doesn't seem to think so. Good time to pick up more shares?

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Read Answer Asked by Mike on July 25, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: The trading volume was 7.5 time of the average volume on Monday. Any reason ? Thanks a lot .

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Read Answer Asked by Lai Kuen on July 25, 2023

Q: Hi 5i,

I'm considering adding the RBC U.S. Mid-Cap Growth Equity Fund to my portfolio. The YTD return indicates this sector has performed reasonably well. What's your outlook going forward for this the sector? If I recall correctly, Brooke Thackery likes US small caps between October and February.

Would you have any suggestions that you think are stronger than this particular fund? I lean to mutual funds for active management over ETF's.

And what other "sectors" do you like moving forward? Emerging Markets? International Funds?

Deduct as many points as necessary, and a High 5 to 5i!

Pete in Calgary.

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Read Answer Asked by Peter on July 25, 2023

• Tesla Inc. (TSLA $309.26)
  • $309.26 P/E (TTM): 166.28X Cap: $997.50B
  • View TSLA Profile
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Q: Can you comment on Tesla's revenues outside of vehicles.

Tempted to pick up a small position in Tesla again ( I do sleep better without it).

Please suggest a price to buy Tesla at.

Thank you

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Read Answer Asked by Mark on July 25, 2023

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $157.00)
  • $157.00 P/E (TTM): 72.82X Cap: $2.43B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $56.53)
  • $56.53 P/E (TTM): 55.7X Cap: $3.69B
  • View XQQ Profile
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $73.31)
  • $73.31 P/E (TTM): 1.24X Cap: $615M
  • View XIT Profile
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• Harvest Tech Achievers Growth & Income ETF (HTA $18.20)
  • $18.20 P/E (TTM): 59.6X Cap: $679M
  • View HTA Profile
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• TD Global Technology Leaders Index ETF (TEC $47.68)
  • $47.68 P/E (TTM): 52.94X Cap: $3.09B
  • View TEC Profile
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Q: ETF to invest in AI in Canada .

Upvote 1

Read Answer Asked by Scott on July 25, 2023

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.43)
  • $13.43 P/E (TTM): 22.92X Cap: $1.04B
  • View CPD Profile
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• BMO Covered Call Canadian Banks ETF (ZWB $20.81)
  • $20.81 P/E (TTM): 12.51X
  • View ZWB Profile
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• BMO Equal Weight US Banks Index ETF (ZBK $37.12)
  • $37.12 P/E (TTM): 11.83X Cap: $763M
  • View ZBK Profile
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• BMO Equal Weight Utilities Index ETF (ZUT $24.57)
  • $24.57 P/E (TTM): 38.82X Cap: $724M
  • View ZUT Profile
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• BMO MSCI Emerging Markets Index ETF (ZEM $24.05)
  • $24.05 P/E (TTM): 0.15X Cap: $1.51B
  • View ZEM Profile
  • View Questions on ZEM
• iShares Core Canadian Universe Bond Index ETF (XBB $28.08)
  • $28.08 Cap: $8.18B
  • View XBB Profile
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.70)
  • $18.70 Cap: $832M
  • View XLB Profile
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• iShares S&P/TSX Capped Energy Index ETF (XEG $17.30)
  • $17.30 P/E (TTM): 37.76X Cap: $1.54B
  • View XEG Profile
  • View Questions on XEG
• iShares S&P/TSX Capped REIT Index ETF (XRE $15.68)
  • $15.68 P/E (TTM): 29.82X Cap: $1.46B
  • View XRE Profile
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• iShares S&P/TSX Global Base Metals Index ETF (XBM $19.97)
  • $19.97 P/E (TTM): 33.4X Cap: $223M
  • View XBM Profile
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $41.08)
  • $41.08 P/E (TTM): 59.02X Cap: $599M
  • View XSU Profile
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Q: I listed in descending order securities that under performed since their 2022 highs. Please rank the securities in order of the best chance to recover their losses when we get back to the risk on mode. Thank you

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Read Answer Asked by Richard on July 25, 2023

• Carvana Co. Class A (CVNA $360.66)
  • $360.66 P/E (TTM): 128.15X Cap: $79.14B
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Q: Hi team,

Is there any change to your opinion on this company after the large moves?

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Read Answer Asked by David on July 25, 2023