Investment Q&A

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.52)
  • $18.52 Cap: $814M
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.16)
  • $28.16 P/E (TTM): 31.38X Cap: $9.96B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.59)
  • $18.59 P/E (TTM): 5.13X Cap: $821M
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• iShares Core U.S. Aggregate Bond ETF (AGG $100.11)
  • $100.11 Cap: $139.73B
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• Vanguard Total Bond Market ETF (BND $74.22)
  • $74.22 Cap: $146.37B
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• iShares 20+ Year Treasury Bond ETF (TLT $88.28)
  • $88.28 Cap: $45.14B
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Q: With the lowering of interest rates, what bond funds to invest in? Bond ETF’s?

Upvote 3

Read Answer Asked by Helen on September 05, 2024

• Pason Systems Inc. (PSI $12.76)
  • $12.76 P/E (TTM): 19.03X Cap: $992M
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• Ensign Energy Services Inc. (ESI $3.43)
  • $3.43 Cap: $629M
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• Precision Drilling Corporation (PD $124.21)
  • $124.21 P/E (TTM): 32.44X Cap: $1.60B
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Q: Looking for updates on these three. As usual would think the possibility of higher returns comes with more risk…how would you rank them for total return 3-5 years?

Upvote 2

Read Answer Asked by Jim on September 05, 2024

Q: Could you please suggest a hedged ETF for renewable energy including Uranium, that could earn 10% in the first year, including both dividend and capital appreciation? Same question please also for a Canadian ETF? could you also please include grid energy or large scale energy storage as part of the question?

Upvote 1

Read Answer Asked by Ron on September 05, 2024

• BMO S&P 500 Index ETF (ZSP $100.92)
  • $100.92 P/E (TTM): 25.46X Cap: $21.07B
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• iShares MSCI World Index ETF (XWD $108.47)
  • $108.47 P/E (TTM): 26.81X Cap: $1.45B
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• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $73.89)
  • $73.89 P/E (TTM): 27.35X Cap: $2.99B
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• INVESCO QQQ Trust (QQQ $607.77)
  • $607.77 P/E (TTM): 33.2X Cap: $391.82B
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• iShares U.S. Technology ETF (IYW $191.75)
  • $191.75 P/E (TTM): 35.65X Cap: $19.34B
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Q: I am presently over invested inthe Technology Sector in the following,
IYW has 90% in Tech - own 150 shares
QQQ has 52% in Tech - own 25 shares
ZSP has 32% in Tech - own 480 shares
XWD has 26% in Tech - own 300 shares
VXC has 26% in Tech - own 200 shares
What is the best way to sell (all or part of) the above to reduce this category to 7% as suggested by your Potfolio Tracker?
Thanks for your great service.

Upvote 2

Read Answer Asked by Terry on September 05, 2024

• Alimentation Couche-Tard Inc. (ATD $82.30)
  • $82.30 P/E (TTM): 21.66X Cap: $76.19B
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Q: Can you comment on latest earning, future outlook for this stock if we enter a recession, and the potential 7-Eleven parent takeover and what impact this may have on stock price.

Upvote 5

Read Answer Asked by Colum on September 05, 2024

Q: What is your opinion on structured notes. If they are good for income, how do we purchase them? Thanks, James
Also are their similar ETFs?

Upvote 2

Read Answer Asked by JAMES on September 05, 2024

Q: What is a good approach to evaluating risk for a stock investment? I can think of systemic risks, specific company risks, and historical drawdown price risks. Anything else? Is there a way to condense these into an overall risk estimate? Any articles or books on the subject you would recommend for DIY investors?

Upvote 3

Read Answer Asked by Alfred on September 05, 2024

• Celestica Inc. (CLS $365.54)
  • $365.54 P/E (TTM): 34.88X Cap: $42.02B
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Q: I've taken a position in Celestica partly based on your reviews. In one of the recent questions about CLS you mentioned a desirable entry point, any guidance on a stop price?
Based on this chart i will set my stop limit just below the 200 SMA at $57.50
https://schrts.co/tRVNxnXs
Seem reasonable for downside protection?
With the BOC lowering rates i think that is positive for small caps like CLS however i'm still nervous about a broader market decline.

Upvote 4

Read Answer Asked by Rob on September 05, 2024

• BCE Inc. (BCE $35.88)
  • $35.88 P/E (TTM): 5.28X Cap: $33.45B
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• Brookfield Renewable Partners L.P. (BEP.UN $41.76)
  • $41.76 Cap: $28.40B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.04)
  • $37.04 P/E (TTM): 29.2X Cap: $5.69B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.67)
  • $12.67 P/E (TTM): 33.97X Cap: $3.70B
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Q: What are you highest conviction Canadian dividend stocks at this moment with interest rates falling, if one is looking for a combination of dividend yield and total return.

Upvote 7

Read Answer Asked by Gerry on September 05, 2024

Q: Hi Peter, I am 60 years old. What is your opinion on the 100 year minus my age rule to determine the percentage that should be in equities? In other words should I invest 40% in an equity portfolio and put the rest into a ladder GIC or similar. I have a good risk tolerance. Thanks for your time.

Upvote 3

Read Answer Asked by Tim on September 05, 2024

• Celsius Holdings Inc. (CELH $45.03)
  • $45.03 P/E (TTM): 171.68X Cap: $11.12B
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Q: What was the reason for the drop?
What’s you current opinion of the stock ?

Upvote 4

Read Answer Asked by JR on September 05, 2024

• Zscaler Inc. (ZS $156.61)
  • $156.61 Cap: $25.18B
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• GitLab Inc. (GTLB $23.19)
  • $23.19 Cap: $4.21B
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Q: Wondering what your take on the quarterly reports are for these two, with one going up and the other going down after hours. Really interested on your take of ZS since it seems to have finally come down in valuation. Is this a good buying opportunity for us bargain hunters? How does its valuation stack up now against CRWD, PANW, and FTNT?

Upvote 1

Read Answer Asked by Thomas on September 05, 2024

• Celsius Holdings Inc. (CELH $45.03)
  • $45.03 P/E (TTM): 171.68X Cap: $11.12B
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Q: You recommended CELH as recently as yesterday (Sept 4), a day when it plunged more than 11% in the afternoon. Normally you don’t seem to favour stocks with very weak price action. Should investors keep making an exception for CELH? Is there a price level at which point you’d consider it too broken to buy?

Upvote 2

Read Answer Asked by Brian on September 05, 2024

• Descartes Systems Group Inc. (The) (DSG $95.15)
  • $95.15 P/E (TTM): 42.79X Cap: $8.18B
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Q: Good Morning

What are your thoughts on DSG latest quarter?

THKS
Marcel

Upvote 8

Read Answer Asked by Marcel on September 05, 2024

• Barrick Mining Corporation (ABX $62.65)
  • $62.65 P/E (TTM): 15.65X Cap: $104.96B
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Q: Good afternoon ,

What is your view on Barrick gold, the last quarter earnings appeared to be very good , but the stock has lagged AEM and NEM by a wide margin with gold hitting all time highs.

Thanks ,

George

Upvote 4

Read Answer Asked by George on September 05, 2024

• BCE Inc. (BCE $35.88)
  • $35.88 P/E (TTM): 5.28X Cap: $33.45B
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Q: I've read through the comments on BCE today. Do you see it as a hold, or sell? If sell, what do you see as a good dividend-paying replacement?

Upvote 14

Read Answer Asked by Kim on September 05, 2024

• Amplify Cybersecurity ETF (HACK $77.90)
  • $77.90 P/E (TTM): 35.21X Cap: $1.96B
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• iShares Cybersecurity and Tech ETF (IHAK $44.81)
  • $44.81 P/E (TTM): 25.97X Cap: $734M
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Q: Which do YOU prefer today and why?

Upvote 3

Read Answer Asked by William Ross on September 05, 2024

• Miscellaneous (MISC)
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Q: Hello 5i Team
The banks has had a good run up , do you see this trend continuing with the interest rates declining further?
Thanks

Upvote 5

Read Answer Asked by claudio on September 05, 2024

• Coinbase Global Inc (COIN $196.52)
  • $196.52 P/E (TTM): 44.9X Cap: $51.89B
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Q: What is their balance sheet? When they report?

Thanks,
Milan

Upvote 1

Read Answer Asked by Milan on September 05, 2024

• Intact Financial Corporation (IFC $254.35)
  • $254.35 P/E (TTM): 13.54X Cap: $45.16B
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• goeasy Ltd. (GSY $49.72)
  • $49.72 P/E (TTM): 8.41X Cap: $798M
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• Propel Holdings Inc. (PRL $19.83)
  • $19.83 P/E (TTM): 10.68X Cap: $780M
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Q: It seems possible that interest rates will be higher for longer, triggering flat or recessionary economy. How would you assess prospects for these 3 fintechs in this environment. Are there any that are vulnerable?

Upvote 10

Read Answer Asked by John on September 05, 2024