Investment Q&A

• iShares S&P/TSX Capped Financials Index ETF (XFN $71.84)
  • $71.84 P/E (TTM): 11.85X Cap: $1.79B
  • View XFN Profile
  • View Questions on XFN
• BMO Equal Weight Banks Index ETF (ZEB $53.18)
  • $53.18 P/E (TTM): 11.77X Cap: $4.29B
  • View ZEB Profile
  • View Questions on ZEB
• Financial Select Sector SPDR (XLF $52.23)
  • $52.23 P/E (TTM): 21.43X Cap: $52.11B
  • View XLF Profile
  • View Questions on XLF
• Vanguard Financials ETF (VFH $127.10)
  • $127.10 P/E (TTM): 19.45X Cap: $12.28B
  • View VFH Profile
  • View Questions on VFH

Q: Which Canadian and US financial/ bank etfs do you recommend? Thanks

Upvote 0

Read Answer Asked by Gary on August 25, 2022

• WELL Health Technologies Corp. (WELL $5.21)
  • $5.21 Cap: $1.27B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Dye & Durham Limited (DND $5.13)
  • $5.13 Cap: $341M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: Would appreciate your opinion as to which of these two companies you would prefer and maybe a short explanation why.
Thank you

Upvote 0

Read Answer Asked by Les on August 25, 2022

• PepsiCo Inc. (PEP $147.55)
  • $147.55 P/E (TTM): 28.54X Cap: $199.85B
  • View PEP Profile
  • View Questions on PEP
• Celsius Holdings Inc. (CELH $60.13)
  • $60.13 P/E (TTM): 162.89X Cap: $15.83B
  • View CELH Profile
  • View Questions on CELH

Q: Wondering current thoughts on Celsius , seems to be trending well .
Does deal with pepsi limit there options ?

Many Thanks

Greg

Upvote 0

Read Answer Asked by Greg on August 25, 2022

• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 28.62X Cap: $3.32T
  • View GOOG Profile
  • View Questions on GOOG
• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 91.49X Cap: $73.19B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Good afternoon,

I'd like to increase my tech exposure.

What would be a safe weighting in your opinion of these two companies.

CSU, GOOG.

Could you please provide a decent, good and best entry point.

Thank you very much.

Upvote 0

Read Answer Asked by Adam on August 25, 2022

• Ballard Power Systems Inc. (BLDP $4.83)
  • $4.83 Cap: $1.49B
  • View BLDP Profile
  • View Questions on BLDP
• Plug Power Inc. (PLUG $2.65)
  • $2.65 Cap: $3.18B
  • View PLUG Profile
  • View Questions on PLUG
• Bloom Energy Corporation Class A (BE $127.85)
  • $127.85 P/E (TTM): 1029.82X Cap: $31.62B
  • View BE Profile
  • View Questions on BE
• FuelCell Energy Inc. (FCEL $7.73)
  • $7.73 Cap: $264M
  • View FCEL Profile
  • View Questions on FCEL

Q: Hi Peter,

I’m looking for some good names in Hydrogen business in Canada, US, and international. I appreciate your perspective on the business and how do you see investing here at the moment , if it early or a good time?

Best,
Matt

Upvote 0

Read Answer Asked by Matt on August 25, 2022

• Absolute Software Corporation (ABST $15.20)
  • $15.20 Cap: $807M
  • View ABST Profile
  • View Questions on ABST
  • View Reports on ABST

Q: Would appreciate your thoughts on this company, the recent EPS and the guidance. The market clearly liked the news today!
Thanks,
P

Upvote 0

Read Answer Asked by Philip on August 25, 2022

• Ballard Power Systems Inc. (BLDP $4.83)
  • $4.83 Cap: $1.49B
  • View BLDP Profile
  • View Questions on BLDP
• Plug Power Inc. (PLUG $2.65)
  • $2.65 Cap: $3.18B
  • View PLUG Profile
  • View Questions on PLUG
• Bloom Energy Corporation Class A (BE $127.85)
  • $127.85 P/E (TTM): 1029.82X Cap: $31.62B
  • View BE Profile
  • View Questions on BE
• FuelCell Energy Inc. (FCEL $7.73)
  • $7.73 Cap: $264M
  • View FCEL Profile
  • View Questions on FCEL
• Next Hydrogen Solutions Inc. (NXH $0.52)
  • $0.52 Cap: $12M
  • View NXH Profile
  • View Questions on NXH

Q: Hi group i am thinking that Hydrogen is going to become very popular as fossil fuels are under pressure > assuming that trucking companies will switch to Hydrogen for their fuel requirements. Can i have your thoughts in general + how would you play the opportunity (ETF or specific companies . thanks

Upvote 0

Read Answer Asked by Terence on August 25, 2022

• dynaCERT Inc. (DYA $0.13)
  • $0.13 Cap: $61M
  • View DYA Profile
  • View Questions on DYA

Q: Hello Peter,
Is Dyancert worth stepping into given current positive developments? Thanks very much.

Upvote 0

Read Answer Asked by umedali on August 25, 2022

• Costco Wholesale Corporation (COST $920.18)
  • $920.18 P/E (TTM): 66.34X Cap: $404.36B
  • View COST Profile
  • View Questions on COST
• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 28.62X Cap: $3.32T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 57.27X Cap: $5.03T
  • View NVDA Profile
  • View Questions on NVDA
• Eli Lilly and Company (LLY $844.50)
  • $844.50 P/E (TTM): 53.6X Cap: $769.97B
  • View LLY Profile
  • View Questions on LLY
• NextEra Energy Inc. (NEE $81.64)
  • $81.64 P/E (TTM): 29.22X Cap: $170.27B
  • View NEE Profile
  • View Questions on NEE
• Sun Life Financial Inc. (SLF $85.48)
  • $85.48 P/E (TTM): 15.89X Cap: $48.95B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 91.49X Cap: $73.19B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.31X Cap: $2.71B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Aritzia Inc. Subordinate Voting Shares (ATZ $95.58)
  • $95.58 P/E (TTM): 40.53X Cap: $11.01B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
  • View NVEE Profile
  • View Questions on NVEE

Q: Hi again. A couple days ago Rose was asking about your top 5 US stock picks and you gave the above 5. Wasn't she asking about USA stocks and if yes, what would they be? If I misunderstood, they I would ask what would your top 5 USA stocks be please? Thanks again for this wonderful service.

Upvote 0

Read Answer Asked by Danny-boy on August 25, 2022

• Exchange Income Corporation (EIF $76.75)
  • $76.75 P/E (TTM): 30.2X Cap: $3.94B
  • View EIF Profile
  • View Questions on EIF

Q: When a company like Eif does a share offering does the brokerage house pay up front for the shares and then sell them to their clients when they want to? How is this procedure executed? Thank you

Upvote 0

Read Answer Asked by Alan on August 25, 2022

• ECN Capital Corp. (ECN $2.75)
  • $2.75 Cap: $774M
  • View ECN Profile
  • View Questions on ECN

Q: What do you make of the news to sell Kessler Group? During the conference call management stated KG would be the worst performing area of their business for the next quarter or so. I do like how they are pivoting, and expanding into RV and marine. Your thoughts.
Thank you

Upvote 0

Read Answer Asked by Joanne on August 25, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 99.97X Cap: $324.46B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.31X Cap: $2.71B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Hi 5i!

I still have a small weight position in Shopify and remain up over 500% from when I first bought. I'm thinking of selling and adding to a half weight position in GOEASY which looks to have better growth prospects. Would you endorse this move in today's market?

Thanks,
Greg.

Upvote 0

Read Answer Asked by Greg on August 25, 2022

Q: Hi 5i, What are the chances of a recession in Canada in the next 6 months, and what is your reasoning please?

Upvote 0

Read Answer Asked by Ron on August 24, 2022

• Pipestone Energy Corp. (PIPE)
  • P/E (TTM): 6.06X
  • View PIPE Profile
  • View Questions on PIPE

Q: What is your view and what might be a good exit point? Does it still have room to run? Thanks

Upvote 0

Read Answer Asked by Colette on August 24, 2022

• Canoe EIT Income Fund (EIT.UN $15.32)
  • $15.32 Cap: $2.42B
  • View EIT.UN Profile
  • View Questions on EIT.UN
• Harvest Diversified Monthly Income ETF (HDIF $8.86)
  • $8.86 P/E (TTM): 20.2X Cap: $456M
  • View HDIF Profile
  • View Questions on HDIF

Q: Hi all,

Please provide your thoughts on HDIF and EIT in terms of income sustainability and safety. Do you see any growth potential?

Thanks

Upvote 0

Read Answer Asked by Dave on August 24, 2022

• Dexterra Group Inc. (DXT $10.64)
  • $10.64 P/E (TTM): 16.13X Cap: $659M
  • View DXT Profile
  • View Questions on DXT

Q: Hello, what is your updated view of this company? Is the div sustainable? Thanks

Upvote 0

Read Answer Asked by Martin on August 24, 2022

• Dye & Durham Limited (DND $5.13)
  • $5.13 Cap: $341M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: Hi Team,

Can you please provide an update on the valuation of this company?

Also, if the Link acquisition does not work out do you believe there is much downside from this point?

Thanks

Upvote 0

Read Answer Asked by Keith on August 24, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: In various question you are asked to give a stocks entry price. My question is what parameters do you look at to calculate a stock’s entry purchase price. Thanks … Cal

Upvote 0

Read Answer Asked by cal on August 24, 2022

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.80)
  • $77.80 P/E (TTM): 17.11X Cap: $13.30B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Air Canada Voting and Variable Voting Shares (AC $18.24)
  • $18.24 P/E (TTM): 4.92X Cap: $5.36B
  • View AC Profile
  • View Questions on AC
• CAE Inc. (CAE $38.52)
  • $38.52 P/E (TTM): 30.98X Cap: $12.52B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 147.97X Cap: $4.80B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Agnico Eagle Mines Limited (AEM $227.54)
  • $227.54 P/E (TTM): 32.01X Cap: $110.03B
  • View AEM Profile
  • View Questions on AEM
• Savaria Corporation (SIS $21.90)
  • $21.90 P/E (TTM): 28.26X Cap: $1.55B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Balanced Equity Portfolio (BEPORT)
  • View BEPORT Profile
  • View Questions on BEPORT
  • View Reports on BEPORT

Q: I follow your Model Portfolio and want to add CDR Stocks - (AAPL, NVDA, GOOG, AMZN, META, DIS, and V) since I want to keep 25 stocks. Which one would you suggest selling from Balance Equity Portfolio and replacing it with 7 CDR stocks?

Thanks for the great service

Upvote 0

Read Answer Asked by Hector on August 24, 2022

• JPMorgan Chase & Co. (JPM $309.44)
  • $309.44 P/E (TTM): 15.66X Cap: $840.07B
  • View JPM Profile
  • View Questions on JPM
• Toronto-Dominion Bank (The) (TD $114.64)
  • $114.64 P/E (TTM): 9.73X Cap: $194.67B
  • View TD Profile
  • View Questions on TD
• Royal Bank Of Canada (RY $145.90)
  • $145.90 P/E (TTM): 15.72X Cap: $206.15B
  • View RY Profile
  • View Questions on RY

Q: Good morning,
Just saw in my news feed that RY missed expectations. Means another blood bath for the banks? Should one wait before backing up the truck and loading up? How long should one wait for the dust to settle? I know RY,TD &BNS are your favorite picks.

If you can add a few sentences in the US banking sector,not would be appreciated.
Many thanks.
Mano.

Upvote 0

Read Answer Asked by Savalai on August 24, 2022