Investment Q&A

Q: I am trying to compare valuation metrics on these two companies. With ASML we have RoE of 57%, P/E of 36, price to sales of 9.7
With MKSI we have RoE of 19.3%, P/E of 10.9, price to sales of 2.3
With these wildly different ratios can you help with comparisons. What numbers would you suggest for evaluation these two companies... which one holds the best reward for an investor?

Q: How would you rate these companies for a buy now and growth in the future?

Thanks again

Q: If you had to pick one healthcare (realize all are different in makeup) which and briefly why. I am looking for steady and growing dividends and in registered account positioning to a RIF transfer

Q: Good morning!

I wonder if you could provide the names of 2 or 3 investment or financial advisors that fit the following situation.

I am currently helping another person deal with how to invest their funds after sale of an unneeded property, and plan on helping them find an advisor so that I am not permanently responsible for their financial results. They are financially inexperienced.
In my ideal scenario, it fits the following criteria:
1) Large company: I.E. a bank or such, which helps in my mind to essentially eliminate any possibility of some lone wolf absconding with the dollars.
2) Charging by the hour, not the usual 1% or so the portfolio value (will be high 6 figures).
3) Doesn't push mutual funds, and will be OK with blue-chip dividend payers.
4) Can perform the necessary trades when rebalancing has to happen.
5) Can spot basic tax implications.

I am thinking also that I might recommend something for them along the lines of your income portfolio, or maybe Beat the TSX, or the dividend aristocrats ... basically something they don't have to think about and that will let them sleep in peace.
Your comments are appreciated! Please feel free to take more credits, as I realize this may be asking a tad more than usual!
Thanks!
Paul

that makes it unlikely thfee only but who can do trades in equities for a blue-chip

Q: With the price below 2 dollars does this become a takeover target.

Q: What are your top 5 us stocks to buy? Thank you Rose

Q: Hello 5i
Recently you replied to a question regarding covered calls. You said you like high volatility companies for this strategy. In other places you said that you do not tend to write calls on core holdings. Just wondering what stocks you currently prefer for this strategy, that are not, or maybe, your core holdings
thanks

Q: How many years do you think it will take for CAE’s stock price to move back to its previous $40 high. Thanks … Cal

Q: A key agenda item in the Canadian visit of Chancellor Olaf Schulz is that Canada become a long-term (electrolysis-based) hydrogen supplier to Germany. I am surprised that this news has had little effect on NXH. (Although actual deliveries will not be for a decade or more, this is a strong long-term positive sign.) Any ideas why NXH stock price isn't reacting? Thanks!

Q: Between GH and INMD which one would you pick for long term growth, and why?

Q: Aurinia Pharma is having a patent concern along with slow sales that’s brought the the stock price down from the 30s to 8 dollars. What do you think about Aurinia and it’s prospects. Is it a buy hold or sell.

Q: Hi 5i. I am wondering if you can clear something up about the proposed takeover of Yamana by Gold Fields. The terms of the sale are that each Yamana share will be replaced by 0.6 Gold Fields shares. Immediately prior to the announcement on May 31, 2022, Gold Fields ADSs were trading at USD $12.20, but slumped immediately and closed at USD $8.66 on August 19th, a drop of 29%. At the time of the takeover announcement, the premium to Yamana's value was stated to be 33.8%. Now, given current share prices, I make it out to be only 9%. I can see nothing in the press releases to indicate the purchase price is adjustable, so isn't this deal now much worse for Yamana shareholders than initially proposed?

There was talk of Gold Fields' shareholders rejecting the deal because it was too rich, but I think now it would be Yamana's shareholders who should be turning it down. Any insight?

Q: Hello 5i could you explain the high volume an the steep price drop in Manulife today

Q: What would you consider good entry points for the attached stocks.

Thanks
Tim

Q: follow up to my previous question. what do you think the odds of the deal getting approved

Q: What do you realistically think would be a good price to buy Google considering the volatility in the markets these days? Under $110?

Q: now that the link deal is accepted, what should this mean for stock performance. market conditions aside what upward push should it have (if any)?

Q: From readings, it seems the preference is to withdraw funds from a RRIF or LIF later in the year rather than at the start of the year. Me, wondering what are the reasons for this. Do you have any thoughts on this?........Thanks for your insights........Tom

Q: Hello 5i, I read an article in the Edmonton Journal Aug 17/22 by Chris Varcoe titled Alberta Left out as Natural Gas Demand soars. In my opinion Canada has mainly one customer for its oil which is the US which since oil was discovered in Canada have been buying Canadian oil for half price of the world market price per barrel. Could you explain what is the discrepancy of what US companies get for there natural gas as well as world price and what Canadian natural Gas producers receive and why.

Q: Hi

Hoping to reduce the number of etfs in our RRSP accounts.

Is there a need to have both EQL and EQRR?
Is there a need to have both IYW and METV?
Is there a need to have ZDI and XEH?

Thank you and any other suggestions are most well.

Thank you

Mike