Investment Q&A

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.63)
  • $44.63 P/E (TTM): 1.18X Cap: $8.80B
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• Vanguard Total International Stock (VXUS $78.27)
  • $78.27 P/E (TTM): 1.83X Cap: $118.30B
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• Vanguard FTSE Developed Markets ETF (VEA $65.19)
  • $65.19 P/E (TTM): 18.15X Cap: $188.90B
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Q: Dear 5i
I need to increase my international exposure substantially . What 1-2 ETF's would be your top choices for this . What would your choice be for a basic material ETF ?
Thanks
Bill C

Upvote 4

Read Answer Asked by Bill on May 02, 2024

• Topicus.com Inc. (TOI $97.61)
  • $97.61 P/E (TTM): 310.55X Cap: $12.85B
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Q: Your thoughts on the quarter please?

Thx

Upvote 11

Read Answer Asked by blake on May 02, 2024

• Lumine Group Inc. (LMN $24.67)
  • $24.67 P/E (TTM): 97.04X Cap: $6.43B
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Q: Hello 5i,
On April 26 in an answer to a question from Rob you said LMN lost $2.8billion due to a non cash adjustment on CSU preferred shares conversion.
My question is: Will this event be repeated? If so, how often?
The optics of "losing" $2.8 billion generally doesn't sit well with investors.
Thanks
Dave

Upvote 14

Read Answer Asked by Dave on May 02, 2024

• Alphabet Inc. (GOOG $304.42)
  • $304.42 P/E (TTM): 27.89X Cap: $3.65T
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• Microsoft Corporation (MSFT $399.95)
  • $399.95 P/E (TTM): 24.74X Cap: $2.93T
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Q: Hi Folks,
I would like to add to my holdings in either MSFT or GOOG in my RRSP account. May I have your opinion as to which one you feel would be the better choice at this time.
Thanks

Upvote 13

Read Answer Asked by JOHN on May 02, 2024

Q: Hello,

General best practice question here on portfolio diversification based on a question asked many years ago.

1. If you were starting fresh with an equity portfolio, how many names would you choose and would they all be equal weight by name? Within that number, would you have a recommendation investing in a set number of ETF's?

2. Would you recommend adding stocks across each of the 10-14 sectors (or prioritize specific ones) and apply the same weight?

3. In terms of tax benefits, would you tend to hold US stock in a TFSA or RRSP? I seem to read conflicting views.

Upvote 16

Read Answer Asked by Julie on May 01, 2024

• Capital Power Corporation (CPX $62.79)
  • $62.79 P/E (TTM): 78.16X Cap: $9.61B
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Q: Good afternoon,

Any views as to what is going on with CPX today? I have been a long term holder, and would love to know your view on the company in the current context - sell, hold, or accumulate?

Thanks as always

Upvote 4

Read Answer Asked by Trevor on May 01, 2024

• Microsoft Corporation (MSFT $399.95)
  • $399.95 P/E (TTM): 24.74X Cap: $2.93T
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• Brookfield Renewable Partners L.P. (BEP.UN $41.95)
  • $41.95 Cap: $28.20B
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• Brookfield Renewable Corporation Class A Subordinate (BEPC $40.50)
  • $40.50 Cap: $5.70B
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Q: I see that todays news of a huge contract to supply Microsoft has given some life to the share price. But the share price is still quite low compared to a year or two ago. I am having trouble judging how much value the contract adds I would think a contract of this size will quickly give a much stronger boost to the stock, even though some of the contract is a few years away.. How much value does it add, in your opinion? Is the share price too low now? i already have a full position, but I'm thinking of adding more

Upvote 6

Read Answer Asked by arnold on May 01, 2024

• TransMedics Group Inc. (TMDX $124.70)
  • $124.70 P/E (TTM): 25.46X Cap: $4.23B
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Q: good day to you
what is your opinion about this company and would you add after todays surge ?
thanks for your super service
Georges

Upvote 3

Read Answer Asked by georges on May 01, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $53.60)
  • $53.60 P/E (TTM): 77.5X Cap: $118.35B
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Q: Todays announcement with Microsoft boosted the BEPC share price about 8% so far, yet the improvement in BN share price is minimal Why? Is BN undervalued since it will clearly benefit from this contact between Microsoft and BEPC Is BN undervalued now? is it a good buying opportunity? I have a one-half position in BN and I'm thinking of boosting it

Upvote 2

Read Answer Asked by arnold on May 01, 2024

• Restaurant Brands International Inc. (QSR $102.03)
  • $102.03 P/E (TTM): 31.05X Cap: $45.72B
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Q: What did you think of their earnings? I finally bought a starter position on the recent dip. Would you be ok adding here?

Thanks

Upvote 3

Read Answer Asked by Ed on May 01, 2024

• Algonquin Power & Utilities Corp. (AQN $8.80)
  • $8.80 Cap: $6.68B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $63.26)
  • $63.26 Cap: $8.49B
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Q: Hello
I m am reviewing my respective sector allocation per the PA portfolio recommendations.
Can 5i elaborate why AQN and BEPC are classified as Energy Sector positions while BIPC is classified as a Utility ?

Upvote 1

Read Answer Asked by Brant on May 01, 2024

• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR $10.08)
  • $10.08 Cap: $553M
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• Global X Cash Maximizer Corporate Class ETF (HSAV $117.88)
  • $117.88 Cap: $1.92B
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Q: Horizons Etf have been bought by GLobal X. Should I be concerned they will modify these products?

Upvote 3

Read Answer Asked by Patrick on May 01, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $98.69)
  • $98.69 P/E (TTM): 13.18X Cap: $21.11B
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• Constellation Software Inc. (CSU $2,562.50)
  • $2,562.50 P/E (TTM): 76.65X Cap: $53.48B
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• Intact Financial Corporation (IFC $259.07)
  • $259.07 P/E (TTM): 13.93X Cap: $45.81B
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• Brookfield Corporation Class A Limited Voting Shares (BN $53.60)
  • $53.60 P/E (TTM): 77.5X Cap: $118.35B
  • View BN Profile
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• Lumine Group Inc. (LMN $24.67)
  • $24.67 P/E (TTM): 97.04X Cap: $6.43B
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Q: For new TFSA money this year can you please recommend you're top 5 picks in the Balanced growth/income portfolio?

Upvote 31

Read Answer Asked by Darrin on May 01, 2024

• iShares Core Equity ETF Portfolio (XEQT $40.27)
  • $40.27 P/E (TTM): 13.01X Cap: $14.61B
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Q: Could I please have your opinion on Mawer global .cf. in a tfsa. Thanks

Upvote 2

Read Answer Asked by Joseph on May 01, 2024

• Sunrun Inc. (RUN $12.78)
  • $12.78 Cap: $2.84B
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Q: What are your current thoughts on Sunrun? It seems to have support at the $10 level and with the talk of increasing power demand in the US renewable energy should be part of the solution.

Upvote 1

Read Answer Asked by Brendon on May 01, 2024

• Advanced Micro Devices Inc. (AMD $196.58)
  • $196.58 P/E (TTM): 72.98X Cap: $315.30B
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Q: Thx for your answer earlier on results but I forgot to ask about your forward valuation and opinion on holding, and or buying more at a certain price level.

Upvote 5

Read Answer Asked by Christopher on May 01, 2024

Q: Hello 5i Team

Further to David's question on April 30 regarding dividend stocks - a suggested site is:

dividendgrowthinvestingandretirement.com

The site publishes (emails) a monthly excel spreadsheet listing Canadian dividend growth stocks along with other historical information.

Upvote 8

Read Answer Asked by Stephen on May 01, 2024

• Brompton Energy Split Corp. Class A Shares (ESP $7.57)
  • $7.57 P/E (TTM): 16.75X Cap: $6M
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Q: I am in a quandary on what to do with esb shares that I have. I don't understand how the underlying stocks have doubled but the unit value of esb has FINALLY gotten up to a point where they are paying $.10 a share. I have no idea why the nav has taken so long to get to over $5.00. I fear that the shares will not hold their value, my cost is $.80, thinking about selling and buying some mid cap oils, like tve or bte, what are your thoughts
Thanks
Auftar

Upvote 1

Read Answer Asked by auftar on May 01, 2024

• Microsoft Corporation (MSFT $399.95)
  • $399.95 P/E (TTM): 24.74X Cap: $2.93T
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• Brookfield Renewable Partners L.P. (BEP.UN $41.95)
  • $41.95 Cap: $28.20B
  • View BEP.UN Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $59.79)
  • $59.79 P/E (TTM): 28.87X Cap: $96.50B
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Q: Whats popping this today?

Thx

Upvote 3

Read Answer Asked by blake on May 01, 2024

• WELL Health Technologies Corp. (WELL $4.17)
  • $4.17 Cap: $1.03B
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Q: Well used the word "partnership" with Microsoft in the release, although it sounds like they are simply using Microsoft products?

Upvote 6

Read Answer Asked by Charles on May 01, 2024