Investment Q&A

• Vanguard Canadian Aggregate Bond Index ETF (VAB $22.90)
  • $22.90 Cap: $5.66B
  • View VAB Profile
  • View Questions on VAB
• Vanguard FTSE Canada All Cap Index ETF (VCN $56.78)
  • $56.78 P/E (TTM): 15.34X Cap: $10.34B
  • View VCN Profile
  • View Questions on VCN
• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $68.55)
  • $68.55 P/E (TTM): 2.77X Cap: $2.50B
  • View VXC Profile
  • View Questions on VXC
• Vanguard Growth ETF Portfolio (VGRO $39.87)
  • $39.87 P/E (TTM): 25.6X Cap: $7.34B
  • View VGRO Profile
  • View Questions on VGRO

Q: My son is 25 years old and saving to buy a house in the near future. Which is a better TFSA investment strategy for him, investing his savings in a balanced ETF Vanguard Growth ETF portfolio (VGRO.TO) vs. allocating 25% of savings to Vanguard Canadian Aggregate Bond Index ETF (VAB), 25% to Vanguard FTSE Canada All Cap Index ETF (VCN), and 50% to Vanguard FTSE Global All Cap ex Canada Index ETF(VXC)?

Upvote 2

Read Answer Asked by Jacquie on August 23, 2024

• Kraken Robotics Inc. (PNG $3.60)
  • $3.60 P/E (TTM): 48.86X Cap: $901M
  • View PNG Profile
  • View Questions on PNG

Q: Your thoughts on Kraken following their recent earnings release?

Thanks

Phil

Upvote 8

Read Answer Asked by philip on August 23, 2024

• Xerox Holdings Corporation (XRX $4.22)
  • $4.22 Cap: $509M
  • View XRX Profile
  • View Questions on XRX
• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $167.90)
  • $167.90 P/E (TTM): 42.66X Cap: $16.11B
  • View BBD.B Profile
  • View Questions on BBD.B
• Bausch Health Companies Inc. (BHC $7.92)
  • $7.92 Cap: $2.92B
  • View BHC Profile
  • View Questions on BHC
• Westport Fuel Systems Inc. (WPRT $5.12)
  • $5.12 Cap: $89M
  • View WPRT Profile
  • View Questions on WPRT
• Snap Inc. Class A (SNAP $7.54)
  • $7.54 Cap: $13B
  • View SNAP Profile
  • View Questions on SNAP
• Fastly Inc. Class A (FSLY $7.46)
  • $7.46 Cap: $944M
  • View FSLY Profile
  • View Questions on FSLY
• Unity Software Inc. (U $33.57)
  • $33.57 Cap: $13.26B
  • View U Profile
  • View Questions on U
• Wolfspeed Inc. (WOLF $1.51)
  • $1.51 Cap: $220M
  • View WOLF Profile
  • View Questions on WOLF
• Rivian Automotive Inc. (RIVN $12.07)
  • $12.07 Cap: $14.12B
  • View RIVN Profile
  • View Questions on RIVN

Q: Can you please provide a list of 10 USD and 10 CAD stocks that you hate? Looking for overvalued / broken story / bad balance sheet / margin compression types of names to short that should be very weak during a sell-off. Preference towards names with liquid options markets if possible.

Thanks

Upvote 4

Read Answer Asked by Angus on August 23, 2024

Q: Hello 5i
Can I have your thoughts on Harrow?
Pros and cons of investing in it?
Thank you
Dave

Upvote 1

Read Answer Asked by Dave on August 23, 2024

• Vanguard S&P 500 Index ETF (VFV $154.62)
  • $154.62 P/E (TTM): 59.73X Cap: $24.14B
  • View VFV Profile
  • View Questions on VFV
• Vanguard S&P 500 ETF (VOO $581.29)
  • $581.29 P/E (TTM): 57.82X Cap: $668.31B
  • View VOO Profile
  • View Questions on VOO

Q: What are the pros and cons for a Canadian to put money in Vanguard S&P 500 ETF Portfolio (VFV.TO) vs. a Vanguard S&P 500 ETF Portfolio (VOO)?

Upvote 7

Read Answer Asked by Jacquie on August 23, 2024

• Wayfair Inc. Class A (W $73.28)
  • $73.28 Cap: $9.94B
  • View W Profile
  • View Questions on W

Q: Your opinion on Wayfair especially after recent earning

Upvote 1

Read Answer Asked by Ron on August 23, 2024

• ZIM Integrated Shipping Services Ltd. (ZIM $15.93)
  • $15.93 Cap: $1.90B
  • View ZIM Profile
  • View Questions on ZIM

Q: I have never invested in this sector before but Q2 results look very good. They have some debt but are projecting around $10 EBIT this year. What am I missing?
Thanks, Terry

Upvote 1

Read Answer Asked by Terry on August 23, 2024

• Zedcor Inc. (ZDC $4.21)
  • $4.21 P/E (TTM): 108.38X Cap: $424M
  • View ZDC Profile
  • View Questions on ZDC

Q: COULD YOU PLEASE COMMENT ON THE LATEST RESULTS. THANK YOU

Upvote 2

Read Answer Asked by terrance on August 23, 2024

Q: Hello,

My RRSP funds are with TD Strategic management balanced portfolio, MER is about 1.8%, it does not look like it is doing good. What are your thoughts about TD Strategic management balanced portfolio, and will self-manage option be better to save 1.8%

Upvote 4

Read Answer Asked by Manjit on August 23, 2024

Q: hello 5i:
regarding the calculation of dividend payout ratios: can you tell me the difference between using Adjusted (Operating) Earnings and Free Cash Flow? And what is your preference between the two? Are there times when its better to use Operating Cash Flows?
thanks
Paul L

Upvote 2

Read Answer Asked by Paul on August 23, 2024

Q: Do you have suggestions for websites that provide historical equity information? Particularly performance such as best 1 month, 3 month, 1 year ect. Worst 1 month, 3 month, 1 year ect.

Upvote 1

Read Answer Asked by Joe on August 23, 2024

• Intuit Inc. (INTU $761.61)
  • $761.61 P/E (TTM): 62.54X Cap: $217.43B
  • View INTU Profile
  • View Questions on INTU

Q: hi, can you provide your financial summary including some forward metrics on INTU:US please. is now a good time to enter, I assume next earnings release is arriving soon too...
cheers, Chris

Upvote 5

Read Answer Asked by chris on August 23, 2024

• Enbridge Inc. (ENB $64.76)
  • $64.76 P/E (TTM): 23.81X Cap: $140.87B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ $41.81)
  • $41.81 P/E (TTM): 12.13X Cap: $90.26B
  • View CNQ Profile
  • View Questions on CNQ
• TELUS Corporation (T $22.09)
  • $22.09 P/E (TTM): 27.54X Cap: $33.06B
  • View T Profile
  • View Questions on T
• Exchange Income Corporation (EIF $67.48)
  • $67.48 P/E (TTM): 27.15X Cap: $3.41B
  • View EIF Profile
  • View Questions on EIF
• Hydro One Limited (H $50.41)
  • $50.41 P/E (TTM): 24.57X Cap: $29.91B
  • View H Profile
  • View Questions on H

Q: Hi, looking to replace Telus, (I would have a tax loss), could you recommend 2-3 companies that might have a little better prospects going forward,( better growth)and also have a decent dividend. Or do you like Telus and continue holding?
Thanks

Upvote 15

Read Answer Asked by Brad on August 23, 2024

• HIVE Digital Technologies Ltd. (HIVE $2.90)
  • $2.90 Cap: $585M
  • View HIVE Profile
  • View Questions on HIVE
• Six Flags Entertainment Corporation New (FUN $25.16)
  • $25.16 Cap: $3B
  • View FUN Profile
  • View Questions on FUN
• BIGG Digital Assets Inc. (BIGG)
  • Cap: $51M
  • View BIGG Profile
  • View Questions on BIGG
• Digital Turbine Inc. (APPS $4.70)
  • $4.70 Cap: $502M
  • View APPS Profile
  • View Questions on APPS
• Riot Platforms Inc. (RIOT $11.58)
  • $11.58 Cap: $4.30B
  • View RIOT Profile
  • View Questions on RIOT

Q: I hold all these in my TFSA and they are all down considerably (ranging from -35% to-90%). I am wanting to clean some of these up. Are any of these worth keeping?
Thanks

Upvote 1

Read Answer Asked by Marjorie on August 23, 2024

• WSP Global Inc. (WSP $274.47)
  • $274.47 P/E (TTM): 52.11X Cap: $37.12B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP

Q: Can you comment on WSP recurring revenue and whether it has increased or decreased?

Thanks Walter

Upvote 8

Read Answer Asked by Valter on August 23, 2024

• BlackRock Inc. (BLK $1,112.83)
  • $1,112.83 P/E (TTM): 26.95X Cap: $173.60B
  • View BLK Profile
  • View Questions on BLK

Q: Level's Deadlift ETF comprises eight major American companies, each holding a 12.50% allocation within the fund.

This ETF has outperformed the S&P 500 index by 140% over the past four years.

Is this true?

What is the symbol?

Thank you.

Upvote 3

Read Answer Asked by Ross on August 23, 2024

• Xerox Holdings Corporation (XRX $4.22)
  • $4.22 Cap: $509M
  • View XRX Profile
  • View Questions on XRX

Q: What are your thoughts about this company? What are the prospects? How do they pay their dividend? Is it safe?

Upvote 1

Read Answer Asked by Irwin on August 23, 2024

• Datadog Inc. (DDOG $136.38)
  • $136.38 P/E (TTM): 286.51X Cap: $47.29B
  • View DDOG Profile
  • View Questions on DDOG
• Palantir Technologies Inc. (PLTR $182.20)
  • $182.20 P/E (TTM): 753.35X Cap: $423.69B
  • View PLTR Profile
  • View Questions on PLTR

Q: It is my understanding that these two companies offer similar services. Are they direct competitors? Can you please compare and contrast these two on balance sheet strength, potential moat, growth prospects and current valuation?

Upvote 8

Read Answer Asked by Matthew on August 23, 2024

• BMO Equal Weight Utilities Index ETF (ZUT $24.51)
  • $24.51 P/E (TTM): 38.82X Cap: $724M
  • View ZUT Profile
  • View Questions on ZUT
• iShares S&P/TSX Capped Utilities Index ETF (XUT $30.74)
  • $30.74 P/E (TTM): 42.38X Cap: $322M
  • View XUT Profile
  • View Questions on XUT
• Utilities Select Sector SPDR ETF (XLU $86.55)
  • $86.55 P/E (TTM): 53.31X Cap: $20.97B
  • View XLU Profile
  • View Questions on XLU

Q: Could you pls suggest a hedged and the related unhedged US Utility EFT that will earn about 10% including both dividend plus yield over 1 year?

Upvote 3

Read Answer Asked by Ron on August 23, 2024

• Toronto-Dominion Bank (The) (TD $100.24)
  • $100.24 P/E (TTM): 10.29X Cap: $174.03B
  • View TD Profile
  • View Questions on TD

Q: If not asked may I have your comments are T D earnings please. Do you have any idea how long it will take to see the end of all their problems!

Upvote 9

Read Answer Asked by Margot on August 23, 2024