Investment Q&A

• BMO MSCI Emerging Markets Index ETF (ZEM $28.06)
  • $28.06 P/E (TTM): 6.82X Cap: $1.85B
  • View ZEM Profile
  • View Questions on ZEM
• iShares MSCI Emerging Markets ex China ETF (EMXC $72.25)
  • $72.25 P/E (TTM): 5.49X Cap: $13.34B
  • View EMXC Profile
  • View Questions on EMXC

Q: I have a small holding of ZEM but would like an Emerging Markets ETF that does not include China. Can you suggest any ETFs?
Thanks!

Upvote 5

Read Answer Asked by Grant on December 05, 2023

Q: The Rule of 40 is a SaaS financial ratio which states that a healthy SaaS company has a combined growth rate and profit margin of 40% or more.

Do you prescribe to this rule? Why is this specific to SaaS companies and not other industries?

Upvote 11

Read Answer Asked by Adam on December 05, 2023

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC
• Northland Power Inc. (NPI $25.63)
  • $25.63 Cap: $6.62B
  • View NPI Profile
  • View Questions on NPI
  • View Reports on NPI
• Savaria Corporation (SIS $22.01)
  • $22.01 P/E (TTM): 28.34X Cap: $1.56B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• TerraVest Industries Inc. (TVK $135.78)
  • $135.78 Cap: $2.94B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Trisura Group Ltd. (TSU $38.65)
  • $38.65 P/E (TTM): 15.01X Cap: $1.78B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS

Q: Considering a switch from PLC and/or CTS to TVK, and one of SIS or NPI for TSU. What are your general thoughts on either move - higher risk, higher reward?

Thanks in advance. - Jeff

Upvote 3

Read Answer Asked by Jeff on December 05, 2023

• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $77.32)
  • $77.32 P/E (TTM): 37.47X Cap: $11.45B
  • View CIBR Profile
  • View Questions on CIBR
• iShares Cybersecurity and Tech Index ETF (XHAK $52.79)
  • $52.79 P/E (TTM): 26.89X Cap: $22M
  • View XHAK Profile
  • View Questions on XHAK

Q: what is your opinion of xhak and what is your favourite cyber security etf

Upvote 4

Read Answer Asked by WALTER JOHN on December 05, 2023

• Open Text Corporation (OTEX $53.81)
  • $53.81 P/E (TTM): 22.99X Cap: $13.46B
  • View OTEX Profile
  • View Questions on OTEX

Q: Can you please provide an update since your last comments in August? Please comment on their sale of AMC to Rocket Software and Q1 2024 results.

Upvote 7

Read Answer Asked by Adam on December 05, 2023

• North West Company Inc. (The) (NWC $45.50)
  • $45.50 P/E (TTM): 15.86X Cap: $2.14B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC

Q: Hello
Why the bump today? Report due tomorrow. Would seem a bit odd for the stock to add 4 % pre reporting do you agree?
What is the consensus for earnings tomorrow?
Thanks
Jeff

Upvote 5

Read Answer Asked by JEFF on December 05, 2023

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

Q: I heard lot of money has been invested in MONEY MARKET or GIC. is there a way for regular investors to check when money is coming out of money market or GIC and investing in EQUITIES.

Thanks for the great service.

Upvote 8

Read Answer Asked by Hector on December 05, 2023

• Arthur J. Gallagher & Co. (AJG $249.49)
  • $249.49 P/E (TTM): 39.64X Cap: $67.18B
  • View AJG Profile
  • View Questions on AJG

Q: Great chart for AJG. My question is about current litigation for "green coal" - do you have any info/ advice about possible exposure/ risk?
thank you

Upvote 1

Read Answer Asked by sam on December 05, 2023

• CI Gold Bullion Fund (VALT $48.45)
  • $48.45 Cap: $169M
  • View VALT Profile
  • View Questions on VALT

Q: What do you think of this ETF to play the gold run up or have I missed the boat?
Is this tied to the price of gold? Would you expect the price of gold to increase as the interest rates decrease?
Thanks
Jeff

Upvote 2

Read Answer Asked by JEFF on December 05, 2023

• Vertiv Holdings LLC Class A (VRT $192.86)
  • $192.86 P/E (TTM): 95.34X Cap: $73.98B
  • View VRT Profile
  • View Questions on VRT

Q: With the rapid need for liquid cooling in data centres and quantum computers and other high end chips are there any recommended liquid cooling stocks to look at for a small exposure in a portfolio?
Thanks, Lesley

Upvote 5

Read Answer Asked by Lesley on December 05, 2023

• Canopy Growth Corporation (WEED $1.73)
  • $1.73 Cap: $457M
  • View WEED Profile
  • View Questions on WEED

Q: Hello 5i, I noticed a bump up on pot stocks recently, could you comment as to the reason?

Upvote 1

Read Answer Asked by Michael on December 05, 2023

• JPMorgan Income ETF (JPIE $46.41)
  • $46.41 Cap: $5.74B
  • View JPIE Profile
  • View Questions on JPIE

Q: hello 5i:
Recently tried to buy JPIE in our Investorline account, but the trade would not go thru. I then spoke to an Investorline rep who advised there was a trading halt on the security. I can't find anything, on any site (JPMs included) about a trading halt. Can you shed any light?
thanks
Paul L

Upvote 1

Read Answer Asked by Paul on December 05, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $47.85)
  • $47.85 P/E (TTM): 1139.26X Cap: $21.93B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: Hi Peter and Staff

BIP.UN is in utilities sector in G&M and on your website. You have mentioned you have a preference to it versus BEP. Your favourite utilities when asked are usually BEP, FTS and H?
How would you rank it if ranked with the other 3?

Thanks for all you do

Dennis

Upvote 18

Read Answer Asked by Dennis on December 05, 2023

• GoldMining Inc. (GOLD $1.93)
  • $1.93 Cap: $386M
  • View GOLD Profile
  • View Questions on GOLD

Q: Your opinion and outlook please

Upvote 1

Read Answer Asked by dennis on December 05, 2023

• Fortis Inc. (FTS $70.50)
  • $70.50 P/E (TTM): 20.59X Cap: $35.58B
  • View FTS Profile
  • View Questions on FTS
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $60.72)
  • $60.72 Cap: $22.25B
  • View BEPC Profile
  • View Questions on BEPC

Q: What would your top three utility picks be today for income and some capital appreciation?

Upvote 14

Read Answer Asked by Lyle on December 05, 2023

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $13.72)
  • $13.72 P/E (TTM): 19.3X Cap: $377M
  • View CSW.A Profile
  • View Questions on CSW.A

Q: I have held this stock for low volatility, a little growth and a steady income. However its performance in the last 12 months has been dreadful. Is is just poorly managed or is there some other fundamental problem with the company?
Do you think there is much of a possibility it could be bought out by its major shareholder?

Upvote 5

Read Answer Asked by angus on December 05, 2023

Q: What is the best way to go about buying or selling a sizeable amount of a low-volume stock?

Upvote 11

Read Answer Asked by chris on December 05, 2023

• High Interest Savings Account ETF (HISA)
  • View HISA Profile
  • View Questions on HISA

Q: I purchased HISA on 01 Nov. Ex div date is 30 Nov and pay date is 01 Dec, or so it states on my RBC Direct. I have not received a dividend. There is no info on your site or TMX. What have I missed?

Upvote 2

Read Answer Asked by Stephen on December 05, 2023

• Global X Enhanced Canadian Oil and Gas Equity Covered Call ETF (ENCL $18.10)
  • $18.10 P/E (TTM): 6.63X Cap: $249M
  • View ENCL Profile
  • View Questions on ENCL

Q: What is your opinion on this new etf. What type of weighing if it's ok. Looking solely for income.

Is trying to do options for myself a better thing to do? Selling covered calls on say CNQ SU CVE. TY.

Upvote 2

Read Answer Asked by Gerald on December 05, 2023

• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $13.19)
  • $13.19 Cap: $200M
  • View HBND Profile
  • View Questions on HBND
• Harvest Premium Yield Treasury ETF (HPYT $8.88)
  • $8.88 Cap: $517M
  • View HPYT Profile
  • View Questions on HPYT

Q: Could you comment on the relatively new option-based US treasury ETFs HBND and HPYT. The yields have caught my attention, together with the underlying security of US treasuries and the possibility (?) that rates have peaked. Do you see these as being suitable up to around a 1.5% position in an RSP, and is there US tax withholding on the distribution in an RSP? How do these compare to TLTW (I would prefer to buy a CDN$ ETF rather than take the hit on conversion) Do you have a preference, and would you buy today? Note that I already hold about a 2.5% position in ZLC, which is up marginally.
Thank-you

Upvote 6

Read Answer Asked by grant on December 05, 2023