Investment Q&A

• iShares Russell 2000 Growth ETF (IWO $338.44)
  • $338.44 P/E (TTM): 22.36X Cap: $13.22B
  • View IWO Profile
  • View Questions on IWO
• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $49.85)
  • $49.85 P/E (TTM): 17.88X Cap: $721M
  • View XSU Profile
  • View Questions on XSU
• iShares Core S&P Small-Cap ETF (IJR $130.64)
  • $130.64 P/E (TTM): 17.5X Cap: $95.69B
  • View IJR Profile
  • View Questions on IJR
• iShares S&P U.S. Small-Cap Index ETF (XSMC $35.54)
  • $35.54 P/E (TTM): 17.51X Cap: $83M
  • View XSMC Profile
  • View Questions on XSMC
• iShares S&P U.S. Small-Cap Index ETF (CAD-Hedged) (XSMH $31.52)
  • $31.52 P/E (TTM): 17.51X Cap: $85M
  • View XSMH Profile
  • View Questions on XSMH

Q: Is there an Canadian ETF that is like IWO and IJR?

Thanks

Upvote 5

Read Answer Asked on January 02, 2024

• iShares Russell 2000 Growth ETF (IWO $338.44)
  • $338.44 P/E (TTM): 22.36X Cap: $13.22B
  • View IWO Profile
  • View Questions on IWO
• iShares S&P/TSX SmallCap Index ETF (XCS $37.55)
  • $37.55 P/E (TTM): 15.16X Cap: $255M
  • View XCS Profile
  • View Questions on XCS
• iShares Russell 2000 ETF (IWM $263.68)
  • $263.68 P/E (TTM): 17.63X Cap: $75.83B
  • View IWM Profile
  • View Questions on IWM

Q: Happy New Year everyone!

Can you please update us on your outlook for US Small Caps in 2024? Is it better to invest in US or Canada? A few selected stocks or ETF? If ETF what’s best for top return?

Sorry for all the questions please take as many credits as necessary.

Thanks happy investing!

Upvote 9

Read Answer Asked by Robert on January 01, 2024

• CME Group Inc. (CME $326.85)
  • $326.85 P/E (TTM): 30.43X Cap: $114.58B
  • View CME Profile
  • View Questions on CME
• BlackRock Inc. (BLK $1,073.67)
  • $1,073.67 P/E (TTM): 27.53X Cap: $165.37B
  • View BLK Profile
  • View Questions on BLK
• goeasy Ltd. (GSY $106.02)
  • $106.02 P/E (TTM): 7.89X Cap: $1.72B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• KKR & Co. Inc. (KKR $90.86)
  • $90.86 P/E (TTM): 39.06X Cap: $78.16B
  • View KKR Profile
  • View Questions on KKR
• Arthur J. Gallagher & Co. (AJG $230.03)
  • $230.03 P/E (TTM): 37.34X Cap: $58.67B
  • View AJG Profile
  • View Questions on AJG
• Galaxy Digital Inc. Class A common stock (GLXY $29.88)
  • $29.88 Cap: $10.96B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Interactive Brokers Group Inc. (IBKR $72.58)
  • $72.58 P/E (TTM): 34.36X Cap: $31.70B
  • View IBKR Profile
  • View Questions on IBKR
• Brookfield Corporation Class A Limited Voting Shares (BN $60.70)
  • $60.70 P/E (TTM): 88.8X Cap: $134.31B
  • View BN Profile
  • View Questions on BN
• Fiserv Inc. (FISV)
  • P/E (TTM): 9.86X
  • View FISV Profile
  • View Questions on FISV

Q: I have partial psitions in these Financial stocks. Would you add to the Financial sector at this stage? I have full positions in large Canadian banks. Which from my list or any others that you like would you be comfortable adding to full positions. Please rank those that you would be comfortable adding to full positiond today and target buy prices for any others that you still like.
Happy New Year and thanks.
.

Upvote 6

Read Answer Asked by sam on January 01, 2024

• Dollar General Corporation (DG $151.97)
  • $151.97 P/E (TTM): 26.41X Cap: $34.39B
  • View DG Profile
  • View Questions on DG
• Loews Corporation (L $111.96)
  • $111.96 P/E (TTM): 13.62X Cap: $22.66B
  • View L Profile
  • View Questions on L
• Walmart Inc. (WMT $127.87)
  • $127.87 Cap: $1.01T
  • View WMT Profile
  • View Questions on WMT
• Metro Inc. (MRU $97.88)
  • $97.88 P/E (TTM): 28.69X Cap: $20.71B
  • View MRU Profile
  • View Questions on MRU
• Empire Company Limited Non-Voting Class A Shares (EMP.A $48.89)
  • $48.89 P/E (TTM): 16.92X Cap: $11.13B
  • View EMP.A Profile
  • View Questions on EMP.A

Q: I hope you all had a great holiday. This is for when you get a chance.
I am planning trigger a loss by selling DG to help offset all the capital gains that I will have in 2024. Wanting to replace it with WMT, Cost, L, MRU or EMP.A. Looking for net return. Your thoughts please.
Happy New Year.
Ian

Upvote 1

Read Answer Asked by Ian on January 01, 2024

• Amazon.com Inc. (AMZN $209.06)
  • $209.06 P/E (TTM): 28.63X Cap: $2.25T
  • View AMZN Profile
  • View Questions on AMZN
• Illumina Inc. (ILMN $132.69)
  • $132.69 P/E (TTM): 22.04X Cap: $20.55B
  • View ILMN Profile
  • View Questions on ILMN
• Sea Limited American Depositary Shares each representing one Class A (SE $104.97)
  • $104.97 P/E (TTM): 155.41X Cap: $64.20B
  • View SE Profile
  • View Questions on SE
• TELUS Corporation (T $18.51)
  • $18.51 P/E (TTM): 25.83X Cap: $29.19B
  • View T Profile
  • View Questions on T
• Brookfield Renewable Partners L.P. (BEP.UN $43.35)
  • $43.35 Cap: $28.53B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Enghouse Systems Limited (ENGH $17.73)
  • $17.73 P/E (TTM): 12.77X Cap: $967M
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN
• Aritzia Inc. Subordinate Voting Shares (ATZ $118.94)
  • $118.94 Cap: $13.94B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• The Trade Desk Inc. (TTD $24.23)
  • $24.23 P/E (TTM): 27.78X Cap: $11.51B
  • View TTD Profile
  • View Questions on TTD
• Roku Inc. (ROKU $98.10)
  • $98.10 Cap: $14.50B
  • View ROKU Profile
  • View Questions on ROKU
• WELL Health Technologies Corp. (WELL $4.22)
  • $4.22 Cap: $1.06B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.49)
  • $12.49 Cap: $1.69B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Pinterest Inc. Class A (PINS $17.35)
  • $17.35 P/E (TTM): 27.36X Cap: $11.39B
  • View PINS Profile
  • View Questions on PINS
• Zoom Communications Inc. (ZM $74.12)
  • $74.12 P/E (TTM): 16.74X Cap: $21.89B
  • View ZM Profile
  • View Questions on ZM
• Airbnb Inc. (ABNB $134.12)
  • $134.12 P/E (TTM): 29.35X Cap: $82.24B
  • View ABNB Profile
  • View Questions on ABNB
• Nuvei Corporation (NVEI)
  • View NVEI Profile
  • View Questions on NVEI
• Catalyst Pharmaceuticals Inc. (CPRX $23.09)
  • $23.09 P/E (TTM): 14.02X Cap: $2.81B
  • View CPRX Profile
  • View Questions on CPRX

Q: I am currently in the negative on T, AMZN, TTD, TCN, NVEI, CPRX, ATZ, ENGH, LSPD, ABNB, WELL, BEP.UN, ROKU, ILMN, SE, PINS, and ZM. I have a 10+ year outlook, however would like to know based on the company and growth potential, what would you Sell or Hold? And if a Hold, please advise your perspective. Thanks!!

Upvote 10

Read Answer Asked by Andrew on January 01, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $162.63)
  • $162.63 P/E (TTM): 127.25X Cap: $214.74B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Galaxy Digital Inc. Class A common stock (GLXY $29.88)
  • $29.88 Cap: $10.96B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: Trying to decide which of the two would have better long term upside. If one could only chose one of these for a 10 year hold, what would it be and why?

Upvote 15

Read Answer Asked by Chris on December 29, 2023

• Purpose High Interest Savings Fund (PSA $50.02)
  • $50.02 Cap: $2.99B
  • View PSA Profile
  • View Questions on PSA
• High Interest Savings Account ETF (HISA)
  • View HISA Profile
  • View Questions on HISA

Q: Morning 5i;
If you have for an example $50K in a PSA or HISA account and you have that same amount on the 30th of the month ie x-dividend date you will get the full amount of the interest payment the next month a few days later . My question is if you had of taken out say $5k after the first two weeks of the month say the 15th , do you receive any interest payment on that $5k for the first 15 days that it was in the account OR do you only receive an interest payment based on whats in the account on the 3oth ?
Thanks
Bill C

Upvote 5

Read Answer Asked by Bill on December 29, 2023

• Enbridge Inc. (ENB $73.71)
  • $73.71 P/E (TTM): 27.44X Cap: $158.12B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $89.10)
  • $89.10 P/E (TTM): 26.86X Cap: $87.65B
  • View TRP Profile
  • View Questions on TRP

Q: I sold TRP for tax loss selling and used ENB for proxy as you recommended.
I am seeing that TRP is rising much faster than ENB.
Is there any reason for this disproportional rise of TRP vs ENB .
Thank you

Upvote 10

Read Answer Asked by Terry on December 29, 2023

• Agnico Eagle Mines Limited (AEM $340.81)
  • $340.81 P/E (TTM): 27.38X Cap: $171.66B
  • View AEM Profile
  • View Questions on AEM
• B2Gold Corp. (BTO $8.26)
  • $8.26 Cap: $11.23B
  • View BTO Profile
  • View Questions on BTO

Q: Between AEM and BTO which stock would you buy for one year hold?

Upvote 5

Read Answer Asked by JOHN on December 29, 2023

• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
  • View MEG Profile
  • View Questions on MEG
• Yangarra Resources Ltd. (YGR $1.12)
  • $1.12 P/E (TTM): 6.11X Cap: $111M
  • View YGR Profile
  • View Questions on YGR

Q: What energy company would you suggest at today's value- YGR, MEG or another name?

Don

Upvote 8

Read Answer Asked by Don on December 29, 2023

• Restaurant Brands International Inc. (QSR $98.34)
  • $98.34 P/E (TTM): 24.12X Cap: $44.60B
  • View QSR Profile
  • View Questions on QSR
• North West Company Inc. (The) (NWC $55.93)
  • $55.93 P/E (TTM): 19.3X Cap: $2.66B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC
• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $64.68)
  • $64.68 P/E (TTM): 30.6X Cap: $102.58B
  • View BAM Profile
  • View Questions on BAM

Q: I am planning towards retirement within 5- 10 years and would like to transition my TFSA from growth oriented to dividend paying stocks to supplement my income upon retirement.

Can you suggest dividend paying stocks with min 3% yield with history of dividend growth. Thank you

Upvote 12

Read Answer Asked by Mario on December 29, 2023

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• StoneCo Ltd. (STNE $17.31)
  • $17.31 Cap: $4.56B
  • View STNE Profile
  • View Questions on STNE
• PagSeguro Digital Ltd. Class A (PAGS $10.68)
  • $10.68 Cap: $3.54B
  • View PAGS Profile
  • View Questions on PAGS

Q: How would you rank these in terms of their a) upward mobility
B) risk of bankruptcy/price decline
Thanks! Happy New Year
David

Upvote 4

Read Answer Asked by David on December 29, 2023

• Alcoa Corporation (AA $64.34)
  • $64.34 P/E (TTM): 12.59X Cap: $16.37B
  • View AA Profile
  • View Questions on AA
• Rio Tinto Plc (RIO $99.49)
  • $99.49 P/E (TTM): 13.73X Cap: $124.77B
  • View RIO Profile
  • View Questions on RIO
• Valmont Industries Inc. (VMI $460.34)
  • $460.34 P/E (TTM): 39.36X Cap: $9.06B
  • View VMI Profile
  • View Questions on VMI
• Reliance Inc. (RS $321.95)
  • $321.95 P/E (TTM): 23.38X Cap: $16.32B
  • View RS Profile
  • View Questions on RS

Q: Peter; I’ve gone over your previous answers on AA and obviously it’s not your fav- but I’m just looking at the 5 year chart and see it maybe bottomed- 5 year high up in the $90’s - won’t it participate with a declining USD ? Your thoughts please. Just a small flyer .

Thanks.
Rod

Upvote 2

Read Answer Asked by Rodney on December 29, 2023

• North American Construction Group Ltd. (NOA $23.07)
  • $23.07 P/E (TTM): 17.82X Cap: $672M
  • View NOA Profile
  • View Questions on NOA

Q: Can you provide an updated outlook for this name.Also do you know the percentage os shares held by insiders.What do you think of its current valuation?

Upvote 1

Read Answer Asked by Kim on December 29, 2023

• Yangarra Resources Ltd. (YGR $1.12)
  • $1.12 P/E (TTM): 6.11X Cap: $111M
  • View YGR Profile
  • View Questions on YGR
• Saturn Oil & Gas Inc. (SOIL $3.47)
  • $3.47 Cap: $627M
  • View SOIL Profile
  • View Questions on SOIL
• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
  • View TIXT Profile
  • View Questions on TIXT
  • View Reports on TIXT
• Quipt Home Medical Corp. (QIPT $4.95)
  • $4.95 Cap: $218M
  • View QIPT Profile
  • View Questions on QIPT

Q: What are pros/cons of each of these, any multi-bagger here? Please take as many credits as necessary. I plan to make a purchase or two soon.

Upvote 2

Read Answer Asked by Chris on December 29, 2023

• Philip Morris International Inc (PM $184.91)
  • $184.91 P/E (TTM): 25.79X Cap: $290.83B
  • View PM Profile
  • View Questions on PM
• TMX Group Limited (X $46.58)
  • $46.58 P/E (TTM): 31.09X Cap: $12.80B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Toromont Industries Ltd. (TIH $211.81)
  • $211.81 P/E (TTM): 33.34X Cap: $17.24B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Thomson Reuters Corporation (TRI $134.74)
  • $134.74 P/E (TTM): 20.99X Cap: $58.42B
  • View TRI Profile
  • View Questions on TRI
• Brookfield Asset Management Inc Class A Limited (BAM $47.28)
  • $47.28 P/E (TTM): 30.6X Cap: $75.15B
  • View BAM Profile
  • View Questions on BAM

Q: HI 5i
For my RRSP which two would you pick today, I own BN. would you buy BAM ?

thank you
Happy new years!

Upvote 10

Read Answer Asked by Fernando on December 29, 2023

• Bank of Montreal ZC SP ETN REDEEM 08/01/2038 USD 50 (FNGS $63.14)
  • $63.14 Cap: $466M
  • View FNGS Profile
  • View Questions on FNGS

Q: Please help me understand what are Exchange Traded Notes? Is it OK to invest in this ETN for 3 to 5 years?

Thanks,

Upvote 6

Read Answer Asked by vipin on December 29, 2023

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $371.04)
  • $371.04 P/E (TTM): 52.03X Cap: $1.94T
  • View TSM Profile
  • View Questions on TSM
• VanEck Vectors Semiconductor ETF (SMH $406.44)
  • $406.44 P/E (TTM): 35.18X Cap: $45.53B
  • View SMH Profile
  • View Questions on SMH

Q: Is it true that all semis essentially come from Taiwan (almost as dumb as nearly all North American oil refinery is done in Texas))?

If so, what will happen to SMH ETF after China takes over Taiwan?

Seasons Greetings and thanks for this super duper service.

Upvote 1

Read Answer Asked by Danny-boy on December 29, 2023

• ON Semiconductor Corporation (ON $66.05)
  • $66.05 P/E (TTM): 239.55X Cap: $26.19B
  • View ON Profile
  • View Questions on ON

Q: What is your opinion of ON semiconductor after its recent price drop. Is a screaming buy at these price levels. Thanks for your expertise.

Upvote 2

Read Answer Asked by Ian on December 29, 2023

• Moderna Inc. (MRNA $52.92)
  • $52.92 Cap: $21.15B
  • View MRNA Profile
  • View Questions on MRNA
• BioNTech SE (BNTX $109.00)
  • $109.00 Cap: $26.45B
  • View BNTX Profile
  • View Questions on BNTX

Q: What is your opinion Biontech and Moderna. They both seem to have low forward PE multiples. Any indication of what might be in their pipelines. I noticed on July 17 you listed Biontech as a sell. Thanks for your analysis

Upvote 2

Read Answer Asked by Ian on December 29, 2023