Investment Q&A

• Elevance Health Inc. (ELV $321.95)
  • $321.95 P/E (TTM): 14.27X Cap: $72.49B
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Q: -6.5% today, 52 weeks low, what is the problem? Still to keep?

Thanks

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Read Answer Asked by Ray on June 15, 2023

• SPDR S&P 500 ETF Trust (SPY $679.83)
  • $679.83 P/E (TTM): 27.29X Cap: $686.61B
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• JPMorgan Equity Premium Income ETF (JEPI $56.91)
  • $56.91 P/E (TTM): 24.94X Cap: $41.33B
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Q: JEPI did reasonably well vs. US markets in 2022 and YTD 2023. The fund is now beginning to see net outflows. Question: Are US-listed covered call ETFs going to do less well “going forward” -- say , in the period from now to end of year 2024. My rough calculations of JEPI’s returns including distributions *appear* to show JEPI did not outperform a general index like SPY.

What are the main signs to look for to help one decide that’s it’s time to sell. No, not market timing! One would simply like to *try* to leave before the exits get overcrowded.

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Read Answer Asked by Adam on June 15, 2023

• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 22.89X Cap: $143.31B
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Q: Is it a good time to start buying Enbridge or will the sell off continue a bit more?

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Read Answer Asked by Gary on June 15, 2023

• Suncor Energy Inc. (SU $55.56)
  • $55.56 P/E (TTM): 11.97X Cap: $67.40B
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• Canadian Natural Resources Limited (CNQ $44.67)
  • $44.67 P/E (TTM): 11.38X Cap: $93.30B
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• Tourmaline Oil Corp. (TOU $60.40)
  • $60.40 P/E (TTM): 15.05X Cap: $22.62B
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Q: Good morning team,
My only exposure to the energy sector is Tourmaline and I am thinking of adding either Suncor or Canadian Natural Resources. Can you please let me know which of these two you think would be the better choice and why. If you think there is a better choice to diversify my exposure please let me know.

Thank you,
Paula

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Read Answer Asked by Paula on June 15, 2023

• Ballard Power Systems Inc. (BLDP $4.83)
  • $4.83 Cap: $1.45B
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Q: Hi all at 5i!! What are your thoughts on starting a small position in BLDP? Cheers, Tamara

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Read Answer Asked by Tamara on June 15, 2023

• Saturn Oil & Gas Inc. (SOIL $2.63)
  • $2.63 P/E (TTM): 1.98X Cap: $515M
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Q: SOIL has a ridiculously low PE. I can't see anything negative stated about the company. It appears it is going to earn a lot of money. Can I have your thoughts as to whether this is a compelling investment?

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Read Answer Asked by Jeffrey on June 15, 2023

• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.04)
  • $59.04 Cap: $22.25B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.03)
  • $64.03 P/E (TTM): 107.73X Cap: $143.65B
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Q: Hello,
Which one would you add to and why? Long term hold and I don’t need the dividend. Thank you!

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Read Answer Asked by Pierre on June 15, 2023

• C3.ai Inc. Class A (AI $17.03)
  • $17.03 Cap: $2.34B
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Q: is C3.AI trading on the NYSE?

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Read Answer Asked by Robert on June 15, 2023

• Canadian National Railway Company (CNR $130.55)
  • $130.55 P/E (TTM): 17.89X Cap: $81.48B
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Q: What would you consider to be a good entry point for CN Rail at this time? Thank You

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Read Answer Asked by Andrew on June 15, 2023

• Adaptive Biotechnologies Corporation (ADPT $16.91)
  • $16.91 Cap: $2.55B
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Q: Thoughts on Adaptive Biotechnologies Corporation (ADPT)?

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Read Answer Asked by Pierre on June 15, 2023

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $66.26)
  • $66.26 P/E (TTM): 20.99X Cap: $176M
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Q: What is a CDN health ETF that will max dividend and capital appreciation over next 12 months pls?

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Read Answer Asked by Ron on June 15, 2023

• iShares 20+ Year Treasury Bond ETF (TLT $90.56)
  • $90.56 Cap: $49.46B
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• Vanguard Long-Term Bond ETF (BLV $71.49)
  • $71.49 P/E (TTM): 24.52X Cap: $5.70B
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Q: Today the US Fed announced a pause in its rate hikes however stating the next move will be up. Looking back in history I see that 90% of the time a pause in the fed rate is followed by a reduction in rates and not an increase. If history repeats itself I'm thinking bonds should start to increase in price. To take advantage, if my thinking is correct, should I hold short, medium or long bonds. I have held BLV for some time now and am in a loss position but am thinking of adding a wee bit more.

Appreciate any comments you have.

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Read Answer Asked by Ronald on June 15, 2023

• Costco Wholesale Corporation (COST $918.88)
  • $918.88 P/E (TTM): 65.5X Cap: $407.80B
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• AbbVie Inc. (ABBV $228.20)
  • $228.20 P/E (TTM): 107.72X Cap: $403.12B
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• Hormel Foods Corporation (HRL $21.29)
  • $21.29 P/E (TTM): 15.69X Cap: $11.81B
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• Pfizer Inc. (PFE $24.29)
  • $24.29 P/E (TTM): 12.92X Cap: $138.10B
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• Walmart Inc. (WMT $102.23)
  • $102.23 P/E (TTM): 38.52X Cap: $815.06B
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Q: If one is looking for recession plays would Costco be a good stock(or etf)?

Do you have other ideas?

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Read Answer Asked by Mark on June 15, 2023

• Costco Wholesale Corporation (COST $918.88)
  • $918.88 P/E (TTM): 65.5X Cap: $407.80B
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Q: Which provides more income/revenue for Costco items sold or membership fess?
Can you provide the breakdown please. What is their margin.

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Read Answer Asked by Reg on June 15, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Peter; Was the big volume today(June14) just a cross - and any news ? Thanks.
Rod

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Read Answer Asked by Rodney on June 15, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $27.77B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.04)
  • $59.04 Cap: $22.25B
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Q: It has been 3 years since BEP share prices have done anything positive. Are you still positive about them? What are the catalysts that might see some positive movement?

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Read Answer Asked by JAMES on June 15, 2023

• Miscellaneous (MISC)
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Q: I am looking for about five to ten US companies with high volatility (high option premiums), strong financials and minimum chance of going out of business. I want to try option wheel strategy (sell puts and when assigned sell calls). Do you think it would be a good strategy. I will be using a very small amount of money to generate some income.
Thanks

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Read Answer Asked by satish on June 15, 2023

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.18)
  • $48.18 P/E (TTM): 6.15X Cap: $19.69B
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• Vanguard S&P 500 Index ETF (VFV $169.34)
  • $169.34 P/E (TTM): 27.07X Cap: $27.43B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.71)
  • $103.71 Cap: $2.25B
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Q: What are your top etf recommendations to purchase now given we are officially in a bull market, the latest cpi numbers are encouraging & the fed is possibly done?

Or is this too late and FOMO is leading me at the wrong time into investing more funds now?

Thanks.

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Read Answer Asked by Donald on June 15, 2023

• Vanguard FTSE Developed Europe All Cap Index ETF (VE $43.75)
  • $43.75 P/E (TTM): 8.4X Cap: $476M
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• Eastfield Resources Ltd. (ETF $0.05)
  • $0.05 Cap: $4M
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Q: I understand there has been an uptick in the European Market. My question is, is this an uptick in all sectors or just 1 or 2 sectors and what ETF would you recommend and why.

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Read Answer Asked by Earl on June 15, 2023

• Toronto-Dominion Bank (The) (TD $114.64)
  • $114.64 P/E (TTM): 9.62X Cap: $195.71B
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• Bank of Nova Scotia (The) (BNS $91.86)
  • $91.86 P/E (TTM): 17.52X Cap: $114.05B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.03)
  • $12.03 P/E (TTM): 25.27X Cap: $3.51B
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Q: Looking for income. Any thoughts on which Canadian ones are the best out there if looking for yield more than 5%?

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Read Answer Asked by Eugene on June 15, 2023