Investment Q&A

• Freeport-McMoRan Inc. (FCX $62.04)
  • $62.04 P/E (TTM): 44.24X Cap: $93.99B
  • View FCX Profile
  • View Questions on FCX
• Lundin Mining Corporation (LUN $35.21)
  • $35.21 Cap: $30.84B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $15.50)
  • $15.50 P/E (TTM): 28.46X Cap: $12.54B
  • View CS Profile
  • View Questions on CS
• Nutrien Ltd. (NTR $95.80)
  • $95.80 P/E (TTM): 56.3X Cap: $47.92B
  • View NTR Profile
  • View Questions on NTR
• Eagle Materials Inc (EXP $232.67)
  • $232.67 P/E (TTM): 17.43X Cap: $7.22B
  • View EXP Profile
  • View Questions on EXP

Q: Hello Team 5i,
Portfolio tracking indicates i am under weight basic materials in my RRIF. Could you suggest 2 or 3 current top choices. Can be US or International if best.
thanks for years of guidance.
Ralph

Upvote 6

Read Answer Asked by ralph on May 23, 2024

• Verizon Communications Inc. (VZ $49.46)
  • $49.46 P/E (TTM): 10.13X Cap: $206.47B
  • View VZ Profile
  • View Questions on VZ
• T-Mobile US Inc. (TMUS $214.68)
  • $214.68 P/E (TTM): 19.0X Cap: $234.37B
  • View TMUS Profile
  • View Questions on TMUS

Q: Hi 5i,
I have owned Verizon for some time. Although the dividend has been solid and I am up over purchase I'm wondering if you think there might be another better alternative at this time? My Cdn. content is at suggested levels so maybe a US or International option.? Whatever you think.
Thanks again,
Ralph

Upvote 3

Read Answer Asked by ralph on May 23, 2024

• Purpose High Interest Savings Fund (PSA $50.04)
  • $50.04 Cap: $3.03B
  • View PSA Profile
  • View Questions on PSA
• CI High Interest Savings ETF (CSAV $50.06)
  • $50.06 P/E (TTM): 37.63X Cap: $5.09B
  • View CSAV Profile
  • View Questions on CSAV
• Global X Cash Maximizer Corporate Class ETF (HSAV $117.14)
  • $117.14 Cap: $1.91B
  • View HSAV Profile
  • View Questions on HSAV
• Global X High Interest Savings ETF (CASH $49.99)
  • $49.99 P/E (TTM): 13.15X Cap: $6.82B
  • View CASH Profile
  • View Questions on CASH
• High Interest Savings Account ETF (HISA)
  • View HISA Profile
  • View Questions on HISA
• TD Cash Management ETF (TCSH $50.05)
  • $50.05 P/E (TTM): 13.15X Cap: $682M
  • View TCSH Profile
  • View Questions on TCSH

Q: Hi, Is there a site giving the actual yield of all the HISA ETF’s? The distributions are already decreasing. I guess they are pretty similar, but they change monthly. PS: I do not think the dividend/yield on 5iResearch MarketData are up-to-date. Thanks.

Upvote 3

Read Answer Asked by Denise on May 23, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $201.14)
  • $201.14 P/E (TTM): 29.56X Cap: $2.48B
  • View HPS.A Profile
  • View Questions on HPS.A
• Crocs Inc. (CROX $98.46)
  • $98.46 P/E (TTM): 27.19X Cap: $4.29B
  • View CROX Profile
  • View Questions on CROX
• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS
• Aspen Aerogels Inc. (ASPN $3.33)
  • $3.33 Cap: $290M
  • View ASPN Profile
  • View Questions on ASPN
• ADF Group Inc. Subordinate Voting Shares (DRX $9.70)
  • $9.70 P/E (TTM): 9.78X Cap: $280M
  • View DRX Profile
  • View Questions on DRX
• Vertiv Holdings LLC Class A (VRT $236.51)
  • $236.51 P/E (TTM): 75.33X Cap: $95.01B
  • View VRT Profile
  • View Questions on VRT
• TransMedics Group Inc. (TMDX $128.52)
  • $128.52 P/E (TTM): 56.17X Cap: $4.55B
  • View TMDX Profile
  • View Questions on TMDX

Q: Can you provide a few aggressive names you like Can or US for a TFSA? Thanks

Upvote 25

Read Answer Asked by Terry on May 23, 2024

• Harvest Premium Yield Treasury ETF (HPYT.U $9.01)
  • $9.01 Cap: $23M
  • View HPYT.U Profile
  • View Questions on HPYT.U

Q: Could you please provide your thoughts on this relatively new ETF and comment on it's ability to maintain the relatively high monthly distributions without eroding the net asset value. Do they have a solid strategy?

Upvote 2

Read Answer Asked by Will on May 23, 2024

• Super Micro Computer Inc. (SMCI $30.43)
  • $30.43 P/E (TTM): 24.51X Cap: $19.19B
  • View SMCI Profile
  • View Questions on SMCI

Q: I thought I would wait till NVDA reported to ask my question. I bought a position SMCI (25) shares in the the mid $6's thinking this would be a short-term momentum play. Now I'm thinking, do I stay the course for 1-2 years and ride this volatile stock even longer? Your thoughts please. Thank you David

Upvote 7

Read Answer Asked by David on May 23, 2024

• NVIDIA Corporation (NVDA $186.94)
  • $186.94 P/E (TTM): 46.78X Cap: $4.58T
  • View NVDA Profile
  • View Questions on NVDA

Q: Hi,

I doubt I'm the first (or last LOL) to ask but thoughts on NVDA's quarter and most importantly forward guidance? I thought the numbers were decent. The stock is up 5% after market.

Thank you,

Michael

Upvote 7

Read Answer Asked by Michael on May 23, 2024

• Alphabet Inc. (GOOG $309.37)
  • $309.37 P/E (TTM): 29.48X Cap: $3.76T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $186.94)
  • $186.94 P/E (TTM): 46.78X Cap: $4.58T
  • View NVDA Profile
  • View Questions on NVDA

Q: Please comments on their earnings. They announced a split of shares and I hold CDR shares. Is that means CDR shares will be split too.

How does split work if you hold shares on CDR.

Thanks for your great service

Upvote 4

Read Answer Asked by Hector on May 23, 2024

Q: Why did the price of gold rise so dramatically from Feb 2024 until the present? Where is the price of gold going next?

Upvote 4

Read Answer Asked by Ron on May 22, 2024

• Ares Management Corporation Class A (ARES $133.94)
  • $133.94 P/E (TTM): 58.95X Cap: $44.90B
  • View ARES Profile
  • View Questions on ARES
• Brookfield Corporation Class A Limited Voting Shares (BN $64.81)
  • $64.81 P/E (TTM): 93.01X Cap: $142.15B
  • View BN Profile
  • View Questions on BN

Q: 3i Group PLC: ticker TGOPY ADR, pink sheets.
Not sure if you wish to provide any high level comments on this foreign company.
Long term price performance looks very good and it seem like a good valuation to me. Do you seen any red flags? Any comments would be appreciated because it seems like a good 2% position to have in a TFSA. Thanks

Upvote 1

Read Answer Asked by Ian on May 22, 2024

• Amazon.com Inc. (AMZN $199.60)
  • $199.60 P/E (TTM): 28.86X Cap: $2.19T
  • View AMZN Profile
  • View Questions on AMZN
• Netflix Inc. (NFLX $75.86)
  • $75.86 P/E (TTM): 32.51X Cap: $336.16B
  • View NFLX Profile
  • View Questions on NFLX
• The Walt Disney Company (DIS $102.38)
  • $102.38 P/E (TTM): 16.19X Cap: $191.53B
  • View DIS Profile
  • View Questions on DIS
• Sony Group Corporation American Depositary Shares (SONY $22.87)
  • $22.87 P/E (TTM): 19.22X Cap: $138.27B
  • View SONY Profile
  • View Questions on SONY

Q: What are the prospects for SONY going forward, and are you still comfortable with a long term hold in DIS?

Upvote 4

Read Answer Asked by Zara on May 22, 2024

• NFI Group Inc. (NFI $17.23)
  • $17.23 Cap: $2.07B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: Hello,
I have a large loss - now small position - in NFI. Is it a good time to move on? Even if it moves significantly higher it does not really impacts my overall portfolio. Thank you for your service.

Upvote 1

Read Answer Asked by Pierre on May 22, 2024

• Royal Bank of Canada (RY $230.49)
  • $230.49 P/E (TTM): 16.49X Cap: $328.64B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $130.18)
  • $130.18 P/E (TTM): 11.42X Cap: $225.47B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $103.28)
  • $103.28 P/E (TTM): 25.91X Cap: $130.06B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Bank of Montreal (BMO $190.78)
  • $190.78 P/E (TTM): 16.27X Cap: $138.23B
  • View BMO Profile
  • View Questions on BMO
• Canadian Imperial Bank Of Commerce (CM $129.78)
  • $129.78 P/E (TTM): 15.5X Cap: $121.78B
  • View CM Profile
  • View Questions on CM
• National Bank of Canada (NA $172.25)
  • $172.25 P/E (TTM): 17.13X Cap: $67.68B
  • View NA Profile
  • View Questions on NA

Q: Hello,

What are your recommendations for Canadian banks for a TFSA with a 15+ year horizon?

Upvote 10

Read Answer Asked by Luc on May 22, 2024

• Toronto-Dominion Bank (The) (TD $130.18)
  • $130.18 P/E (TTM): 11.42X Cap: $225.47B
  • View TD Profile
  • View Questions on TD

Q: I read a more detailed US legal article on the TD money laundering scandal in NY/NJ and was quite disturbed. It has been a core holding of mine for a full decade. Thinking of taking it down from a full to a half position while the DOJ probe and further sanctions play out. Would you caution against this at this time (with damage already done to stock) or do you think its a prudent move?

Upvote 6

Read Answer Asked by Patrick on May 22, 2024

• Amazon.com Inc. (AMZN $199.60)
  • $199.60 P/E (TTM): 28.86X Cap: $2.19T
  • View AMZN Profile
  • View Questions on AMZN
• ASGN Incorporated (ASGN $41.85)
  • $41.85 P/E (TTM): 16.67X Cap: $1.81B
  • View ASGN Profile
  • View Questions on ASGN

Q: I own ASGN:US and is still down 20% after the 5% gain so far this year. Is it worth keeping? Would you sell it and add to AMZN:US?

Upvote 1

Read Answer Asked by Larry M. on May 22, 2024

Q: Could you share your thoughts on this ETF, how does it work? Do you think if it is a good long term investment? Thank you.

Upvote 3

Read Answer Asked by David on May 22, 2024

• Sun Life Financial Inc. (SLF $93.64)
  • $93.64 P/E (TTM): 22.19X Cap: $49.09B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $102.46)
  • $102.46 P/E (TTM): 14.73X Cap: $21.98B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Constellation Software Inc. (CSU $2,300.49)
  • $2,300.49 P/E (TTM): 55.81X Cap: $49.25B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL $188.78)
  • $188.78 P/E (TTM): 40.0X Cap: $51.71B
  • View DOL Profile
  • View Questions on DOL
• WSP Global Inc. (WSP $221.48)
  • $221.48 P/E (TTM): 39.84X Cap: $33.07B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP

Q: Please recommend the name of 5 TSX stocks, for starting a $100k retirement fund, earning 10% on dividends + appreciation, relatively low risk. Thank you.

Upvote 14

Read Answer Asked by Ron on May 22, 2024

• Microsoft Corporation (MSFT $401.84)
  • $401.84 P/E (TTM): 25.85X Cap: $3T
  • View MSFT Profile
  • View Questions on MSFT
• Berkshire Hathaway Inc. (BRK.B $500.01)
  • $500.01 P/E (TTM): 16.0X Cap: $1.07T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: Hi,
I'm just reading about Gates joining Buffett in selling what seems to me to be a large amount of the above noted stocks, and I'm wondering if you've any thoughts on it. Is this typical for these two powerhouse guys to do this every once in a while, or might this time be different? Given the political situation in the US and other, global issues, I have to wonder if they are in a better position than most to have insight on something. I realize this is a speculative question, but would still value your opinion - many thanks!
Dawn

Upvote 6

Read Answer Asked by Dawn on May 22, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.55)
  • $150.55 P/E (TTM): 92.54X Cap: $208.73B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Whats moving this today?

Thx

Upvote 7

Read Answer Asked by blake on May 22, 2024

• Vanguard Growth ETF (VUG $460.15)
  • $460.15 P/E (TTM): 34.07X Cap: $203.64B
  • View VUG Profile
  • View Questions on VUG

Q: What is your opinion of VUG vs SCHG? SCHG has a higher morningstar rating (5 stars) than VUG (4 stars). SCHG has lower MER, VUG has higher AUM. What do you think?

Upvote 3

Read Answer Asked by Steven on May 22, 2024